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Contact

Valley Investment Planning

Our new office is located 1/4 mile away at 7405 South Broadway, Red Hook NY 12571.

7405 South Broadway 
Red Hook, NY 12571

Fax: 845-758-9155

Phone: 845-758-9149 
Toll-free: 1-877-755-9149 
Florida office: 727-248-0734

renee@valleyinvestmentplanning.com 
cody@valleyinvestmentplanning.com 
kalie@valleyinvestmentplanning.com
diane.lieberman@jwcemail.com

Directions:

Points South:

Take Rte 9 or 9G North into the town of Rhinebeck. Stay on Rte 9 towards Redhook. Look for 7405 on your left hand side as you enter the Village of Red Hook

Taconic Parkway North to Rte 199 exit. Make a left off of ramp toward Red Hook. Keep right at fork-in-the-road (literally) and continue on 199 until you enter the town of Red Hook. Make a left on Rte 9 at the light. 7405 will be on your right about 1/4 mile from the light.

Points West and North:

Take Kingston/Rhinecliff bridge East to Rte 9G/199 North. Make a left at the light and continue for about two miles and make a right onto Rte 199 East. At light in Red Hook make a left onto Rte 9 North. Drive one quarter of a mile to Red Hook Commons on the right, just after CVS pharmacy. Park behind building and enter office on the side.

Take 9G South toward Red Hook. When you see Old Post Rd. on your right slow down and make a left turn into Red Hook Commons. Park behind building and enter office on the side.

Taconic Parkway South to Rte 199 exit. Make a right turn off of the ramp toward Red Hook. Keep right at fork-in-the-road (literally) and continue on 199 until you enter the town of Red Hook. Make a right at the first light onto Rte 9. Continue one quarter of a mile to Red Hook Commons on the right, just after CVS pharmacy. Park behind building and enter office on the side.

About Us

We are a multigenerational investment firm that is dedicated to helping families and businesses navigate an ever-changing financial world. We treat our clients like family and give them the support and personal service they deserve.
845-758-9149
cody@valleyinvestmentplanning.com

Contact us today

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Valley Investment Planning and JWC/JWCA are unaffiliated entities.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

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