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Third Eye Associates, Ltd

Third Eye Associates, Ltd

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Our goal is for our clients to gain clarity and vision for their lives, be responsible and at ease with their money, and make confident choices without regret.

“Just don't give up trying to do what you really want to do. Where there is love and inspiration, I don't think you can go wrong.”  – Ella Fitzgerald

“Our only limitations are those we set up in our own minds.”
– Napoleon Hill

“A goal is a dream with a finish line” – Duke Ellington

“The future belongs to those who believe in the beauty of their dreams.”
– Eleanor Roosevelt

“When life changes, money changes, and when money changes, life changes.”
– Susan Bradley, CFP ®, Founder, Sudden Money Institute

“A life of reaction is a life of slavery, intellectually and spiritually.  One must fight for a life of action, not reaction.”  – Rita Mae Brown

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Contact

Hudson Valley

38 Spring Lake Road
Red Hook, NY 12571
845.752.2216

Map & Directions

New York City

745 Fifth Avenue, Suite 500
New York, NY 10151
212.787.4292

Map & Directions

Washington, DC

1717 K Street NW, Suite 900
Washington, DC 20006
202.667.2266

Map & Directions

 

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Beth Jones, RLP®, AIF®, CeFT®

President, Third Eye Associates, Ltd.
Certified Financial Transitionist™
Registered Life Planner
Financial Consultant

E-mail: bjones@thirdeyeassociates.com

 


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Susan Simon, RFC®, RLP®, CLTC

Vice President, Third Eye Associates, Ltd.
Registered Financial Consultant
Registered Life Planner

E-mail: ssimon@thirdeyeassociates.com

 


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Courtney Skeen, RFC®

Client Relationship Manager
Para Planner

E-mail: cskeen@thirdeyeassociates.com


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Jennifer McKinley

Administrative Manager
Marketing Coordinator

E-mail: jmckinley@thirdeyeassociates.com


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Jen Cavanaugh

Operations Assistant
Client Service Associate

E-mail: jcavanaugh@thirdeyeassociates.com

 

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New York City 212.787.4292  | Washington, DC 202.667.2266   | Hudson Valley   845.752.2216  | Fax  845.853.1491

Third Eye Associates, Ltd. is a state Registered Investment Adviser with offices in New York City, Washington, DC and Red Hook, NY,
and currently serves clients in 17 states. Third Eye Associates, Ltd. provides independent life and wealth planning services.

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