Banks & Credit Unions in Poughkeepsie, NY

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Bank Branches and ATMs in Poughkeepsie, NY

Chase Bank
3 out of 5
Location 285 Main St, Poughkeepsie, NY 12601, USA
Phone (845) 486-8325
Directions
Mid-Hudson Valley Federal Credit Union
4 out of 5
Location 21 Burnett Blvd Suite 2, Poughkeepsie, NY 12603, USA
Phone (845) 336-4444
Directions
Chase Bank
3 out of 5
Location 2586 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 471-2030
Directions
Citizens Bank
4 out of 5
Location 32 Vassar Rd, Poughkeepsie, NY 12603, USA
Phone (845) 462-7300
Directions
Trustco Bank
1 out of 5
Location 2656 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 485-7413
Directions
Ulster Savings Bank
5 out of 5
Location 39 Burnett Blvd, Poughkeepsie, NY 12603, USA
Phone (845) 454-7144
Directions
Banks in Poughkeepsie, NY

Where Poughkeepsie, NY Banks & Credit Unions Serve

Poughkeepsie, NY is a bustling city located in the Hudson Valley region of New York State. It is home to a variety of landmarks, including the Walkway Over the Hudson, a pedestrian bridge that spans the Hudson River and offers stunning views of the surrounding area. Other notable landmarks include the Mid-Hudson Civic Center, which hosts concerts and sporting events, and the Poughkeepsie Galleria, a large shopping mall with over 100 stores and restaurants. The city is also home to several major employers, including Vassar College, IBM, and the Mid-Hudson Regional Hospital. These organizations provide employment opportunities for thousands of residents and contribute to the local economy. Poughkeepsie is easily accessible by several major highways, including Interstate 84 and the Taconic State Parkway. Additionally, the city is served by several major streets, including Route 9 and Main Street, which are lined with shops, restaurants, and other businesses.

Poughkeepsie, NY Banking Related Services

Insurance Broker

Residents of Poughkeepsie, NY can benefit greatly from the services of an insurance broker. With a population of over 30,000 people, there are a wide range of insurance needs that must be met. An insurance broker can help residents find the right coverage for their homes, cars, and businesses, as well as provide guidance on life and health insurance options. Additionally, Poughkeepsie is located in an area that is prone to natural disasters such as flooding and hurricanes. An insurance broker can help residents navigate the complexities of flood insurance and ensure that they are fully covered in the event of a disaster. With so many options and potential pitfalls, working with an insurance broker can provide peace of mind and financial security for the residents of Poughkeepsie.

Retirement Planning

Residents of Poughkeepsie, NY could greatly benefit from the services of a retirement planner. With the city's high cost of living and limited job opportunities, it can be difficult for residents to save for retirement on their own. A retirement planner can help them create a personalized plan for saving and investing their money, taking into account their specific financial situation and goals. Additionally, Poughkeepsie has a large population of retirees, and a retirement planner can assist them in managing their retirement income and navigating complex issues such as Social Security and Medicare. Overall, a retirement planner can provide invaluable guidance and support to residents of Poughkeepsie as they plan for their future.

Wealth Management

Residents of Poughkeepsie, NY can greatly benefit from the services of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique circumstances of the individual or family. For example, Poughkeepsie has a relatively high cost of living compared to other areas in the region, which can make it challenging for residents to save for retirement or plan for their children's education. A wealth manager can help residents navigate these challenges by developing a comprehensive plan that accounts for their income, expenses, and long-term financial goals. Additionally, a wealth manager can provide guidance on investment strategies, tax planning, and estate planning, all of which can help residents achieve greater financial security and peace of mind.

Financial Advisor

Residents of Poughkeepsie, NY could benefit from the guidance of a financial advisor in several ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique economic climate of Poughkeepsie. This includes understanding the local job market, cost of living, and tax laws. Additionally, a financial advisor can help residents navigate the challenges of investing in a city that has a diverse range of industries, including healthcare, education, and tourism. With the help of a financial advisor, residents can make informed decisions about their finances and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Poughkeepsie, NY can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with the process of securing a mortgage, whether it be for a first-time homebuyer or someone looking to refinance. In a city like Poughkeepsie, where the median home value is higher than the national average, a mortgage loan officer can help residents navigate the complexities of the local real estate market. Additionally, Poughkeepsie has a diverse population, and a mortgage loan officer can offer guidance tailored to the unique needs of each individual or family. Whether it's finding the right loan program, negotiating rates and terms, or simply answering questions, a mortgage loan officer can provide invaluable support to those looking to achieve their homeownership goals in Poughkeepsie.

Tax Services

Residents of Poughkeepsie, NY can benefit greatly from the services of a tax advisor. With the city's diverse population and thriving business community, a tax advisor can provide valuable guidance on tax planning, preparation, and compliance. For instance, Poughkeepsie is home to many small businesses, and a tax advisor can help business owners navigate the complexities of tax regulations and maximize their deductions. Additionally, residents of Poughkeepsie may have unique tax situations, such as owning multiple properties or working in a specialized industry, and a tax advisor can offer tailored advice to help them make informed decisions. Ultimately, a tax advisor can help residents of Poughkeepsie save money, reduce their tax burden, and achieve their financial goals.

Estate Planning Lawyer

Residents of Poughkeepsie, NY could benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by assisting with the creation of a will or trust. This is especially important in Poughkeepsie, where the median home value is higher than the national average. With property values on the rise, it's crucial to have a plan in place for how your assets will be distributed after you pass away. Additionally, an estate planning lawyer can help with other important documents such as powers of attorney and healthcare proxies, which can ensure that your wishes are carried out in the event that you become incapacitated. By working with an estate planning lawyer, residents of Poughkeepsie can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the future.

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