HD Vest has been providing expert advice in the field of financial planning since opening its doors in 1983. Its greater Peekskill office can be found on the second floor of the Nextel Building, in the same complex that houses Spa Inspiration and M.A. Whelan Financial Planning. Services include the management of investments, cash flow and debt, as well as retirement planning. It also applies its knowledge to stocks, bonds, mutual funds, annuities, trusts, and other financial products, according to the individual needs of its clientele.