Third Eye Associates, Ltd

Third Eye Associates, Ltd Third Eye Associates is dedicated to providing indispensible service to our clients in integrating their life and their money.

At Third Eye Associates, we are dedicated to empowering you to achieve a fulfilling and rewarding life through our personalized Financial Life Planning, Financial Transition Planning, and Wealth Management strategies. We value their diversity, passion, knowledge, and experience, and provide support as life evolves. Our goal is for our clients to gain clarity and vision for their lives, be responsi

ble and at ease with their money, and make confident choices without regret. Third Eye Associates, Ltd is a Registered Investment Advisor

Life by design.Our Financial Life Planning service is designed to be an in-depth and empathic discovery process that hel...
06/02/2026

Life by design.

Our Financial Life Planning service is designed to be an in-depth and empathic discovery process that helps us uncover your most important life goals.

Drawing on our training from the Kinder Institute of Life Planning, we work closely with you to ensure that your unique vision and aspirations are at the forefront of our planning.

Many of our successful clients have found immense value in partnering with a trusted advisor who keeps them focused and accountable.

Together, we will create a financial plan that serves as a supportive roadmap, guiding you toward the most meaningful and rewarding life you can envision.

Learn more about the process on our website: https://www.thirdeyeassociates.com/our-services

You're in great hands at our office with our Operations Associate: we're excited to welcome Madeline Russo to the Third ...
05/19/2026

You're in great hands at our office with our Operations Associate: we're excited to welcome Madeline Russo to the Third Eye team!

Madeline brings a decade of experience in systems, human resources, and organizational management to her role at Third Eye Associates. Before joining the firm, she supported boutique architecture and design-build companies in the Hudson Valley and Catskills, helping small teams grow efficiently and intentionally, keeping sustainability and people at the center of their processes.

Her background also includes roles in nonprofit advocacy and small business administration. Madeline previously served as Chair of the Town of Rochester’s Environmental Conservation Commission, where she launched monthly educational programming, and secured a Local Champions grant that led to the adoption of the Town’s Climate Smart Communities plan.

As a mother of two young girls, Madeline has also acted as the construction manager for dozens of fairy houses across the parks and backyards of the Hudson Valley.

Learn more about Madeline on our website: https://thirdeyeassociates.com/team-member-01

Thank you to everyone who nominated us for Chronogram's 2026 Readers' Choice Awards!We are thrilled to share that Third ...
04/21/2026

Thank you to everyone who nominated us for Chronogram's 2026 Readers' Choice Awards!

We are thrilled to share that Third Eye Associates is in the Top 5 for Readers' Choice "Financial Planner/Advisor."

From now through May 15, you can vote for us once per day in the Services & Finance category. Click here to cast your vote: https://www.chronogram.com/readerschoice/ #/gallery/528350024

There is still time to register!  Join us tomorrow evening!We are excited to announce another community event featuring ...
04/29/2024

There is still time to register! Join us tomorrow evening!

We are excited to announce another community event featuring the documentary film $AVVY directed by Robin Hauser.

Join Beth Bengtson of Working for Women and our own Beth Jones for an inspiring evening with like-minded individuals exploring How Helping Women Helps the Economy.

Link for more information and to register 👇
https://lnkd.in/ez_W2vF8

We are excited to announce another community event featuring the documentary film $AVVY directed by Robin Hauser.Join Be...
04/18/2024

We are excited to announce another community event featuring the documentary film $AVVY directed by Robin Hauser.

Join Beth Bengtson of Working for Women and our own Beth Jones for an inspiring evening with like-minded individuals exploring How Helping Women Helps the Economy.

Link for more information and to register 👇
https://lnkd.in/ez_W2vF8

🌎Happy International Women's Day 🌎
03/08/2024

🌎Happy International Women's Day 🌎

📽 Film Screening and Discussion: “How Helping Women Helps the Economy”Dive deep into the untold stories behind women’s r...
11/10/2023

📽 Film Screening and Discussion: “How Helping Women Helps the Economy”

Dive deep into the untold stories behind women’s relationship with money at a special screening of the film “$AVVY” on November 15, 2023, at Upstate Films, Starr Theater, Rhinebeck, NY.
This event is hosted by Working for Women, Third Eye Associates, Ltd. and Upstate Films, timed perfectly to coincide with .

Event Details:
◾ Title: How Helping Women Helps the Economy
◾ Film: $AVVY
◾ Date: November 15, 2023
◾ Time: 5:15pm – 7:15pm
◾ Location: Upstate Films, Starr Theater, 6415 Montgomery St, Rhinebeck, NY
◾ Post-Screening: A Q&A session with Beth Bengtson of Working for Women and Beth Jones of Third Eye Associates, Ltd.

REGISTER HERE: https://www.workingforwomen.org/how-helping-women-helps-the-economy/

About the Film: “$AVVY”, directed by the esteemed Robin Hauser, takes viewers on an enlightening journey, exploring women’s intricate relationship with money. The film navigates through time, shedding light on historical accounts, cultural influences, and societal norms that have crafted the financial narratives women navigate today.
This event offers attendees a unique opportunity to explore the deep-rooted dynamics that have shaped women’s financial interactions and perceptions for generations. Beyond just a movie, this is a chance to engage in an essential conversation that affects half the world’s population.

We invite you to a special community screening of the eye-opening documentary “$avvy".

Today marks the celebration of “Give to Women and Girls Day,” a day dedicated to recognizing and supporting the rights, ...
10/11/2023

Today marks the celebration of “Give to Women and Girls Day,” a day dedicated to recognizing and supporting the rights, well-being, and potential of women and girls around the world. It is a reminder of our collective responsibility to contribute towards creating an equitable and inclusive society.

By contributing to initiatives focused on women and girls, you are:

Empowering them to break barriers and reach their full potential.
Fostering education and skill development, enabling them to be self-reliant and prosperous.
Promoting gender equality, inclusivity, and diversity, thereby creating more balanced and harmonious communities.
Join Us in Making a Difference!

Whether it’s by donating to women-focused projects, volunteering your time and skills, or advocating for women’s rights and equality, your involvement can create lasting impacts.

Donate here: https://workingforwomen.app.neoncrm.com/forms/standard

Together, let’s invest in women and girls!

for Women

🏳‍🌈  The newest eBook from eMoney features experienced advisors’ insights to help guide LGBTQ+ planning conversations.Do...
06/22/2023

🏳‍🌈 The newest eBook from eMoney features experienced advisors’ insights to help guide LGBTQ+ planning conversations.

Download your copy today!
https://bit.ly/3C3wwd3

Address

38 Spring Lake Road
Red Hook, NY
12571

Opening Hours

Monday 9:30am - 5:30pm
Tuesday 9:30am - 5:30pm
Wednesday 9:30am - 5:30pm
Thursday 9:30am - 5:30pm
Friday 9:30am - 5:30pm

Telephone

+18457522216

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