Welcome to our Valley Cottage Chase Branch
Learn how J.P. Morgan Wealth Management and our dedicated advisors can help you reach your financial goals at a branch near you.
Ready to take the next step today?
Our Client Welcome Group will connect you with the right advisor in a no-commitment conversation about your financial needs. Call 877-227-4257 Monday – Friday from 8AM to 9PM ET and Saturday 9AM to 5PM ET or you can submit your information and be contacted within the next 15 minutes or the next business day, if you submit outside of business hours.
Branch Details
124 Route 303Valley Cottage, NY 10989
845-268-6393Together we can build an investment strategy based on your financial needs
Dedicated advisor
Work one-on-one with an advisor who’s committed to understanding your needs and helping you reach your goals.
Custom portfolio
Your advisor can build your custom investment portfolio using a range of managed, brokerage and insurance products.
Open conversation
Your advisor can provide ongoing financial advice on how your portfolio can adapt to the changes in the market, your life and your goals.
Retirement
Your advisor can build an actionable plan for your retirement vision and help navigate any changes that come your way.
Work one-on-one with a J.P. Morgan advisor in your local Chase branch or office, or via video or phone, to develop a personalized financial strategy and a custom investment portfolio that can help you meet your goals.
At Valley Cottage, we get to know you — down to the smallest details — so we can create a custom strategy that adapts as your priorities and the market change over time. Informed by J.P. Morgan's research and insights, you can feel more confident in your financial future. With our full suite of J.P. Morgan investing and Chase banking products and services, you can conveniently grow and manage your wealth, all in one place.
Ready to take the next step?
Frequently asked questions
Nearby locations
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To learn more about J. P. Morgan's investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.
JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.
Asset allocation/diversification does not guarantee a profit or protect against a loss.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED