Best Financial Advisors in Poughkeepsie, NY

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Poughkeepsie, NY Fiduciary Financial Advisors

Small World Wealth Management
Location 2515 South Rd Ste 2, Poughkeepsie, NY 12601, USA
Phone (845) 224-0015
The Garden Of Wealth
5 out of 5
Location 55 Mansion St #4897, Poughkeepsie, NY 12602, USA
Phone (845) 208-2302
Max DiSesa - Ameriprise Financial Services, LLC
Location 176 Church St, Poughkeepsie, NY 12601, USA
Phone (845) 454-3021
Mollica Financial Group
Location 1 Civic Center Plaza Suite 108, Poughkeepsie, NY 12601, USA
Phone (845) 481-9300
Merrill Lynch Wealth Management Advisor Eric M Johnson
Location 2649 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 431-2219
Merrill Lynch Wealth Management Advisor Matthew Stote
Location 2649 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 431-2215
Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 31 Collegeview Ave Ste 1B, Poughkeepsie, NY 12603, USA
Phone (845) 495-3848
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Kwame Adusei - Morgan Stanley
Location 2678 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 485-2826
D'Arcangelo Financial Advisors, LLC
4 out of 5
Location 510 W Haight Ave #201, Poughkeepsie, NY 12603, USA
Phone (845) 473-8261
Merrill Lynch Wealth Management Advisor Susan L Murphy
Location 2649 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 431-2222
Ameriprise Financial
Location 25 Market St, Poughkeepsie, NY 12601, USA
Phone (845) 454-3021
Bailey & Kulikowski Business Development
Location 79 Academy St, Poughkeepsie, NY 12601, USA
Phone (719) 671-6166
Taffe Stephen
Location 1 Wilbur Ct, Poughkeepsie, NY 12601, USA
Phone (845) 473-4000
LTC Financial Partners
Location 37 Evergreen Ave, Poughkeepsie, NY 12601, USA
Phone (845) 485-6575
TIAA Financial Services
SEC File# 801-63550
CRD# 20472
Location 112 Delafield St Suite A, Poughkeepsie, NY 12601, USA
Phone (866) 842-2046
Ackerman Quinn Financial Services
Location 110 Main St # 2b, Poughkeepsie, NY 12601, USA
Phone (845) 485-5800
Michael Cannon - Morgan Stanley
Location 2678 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 485-2832
Marshall & Sterling Wealth Advisors
SEC File# 801-78688
CRD# 164345
Location 110 Main St, Poughkeepsie, NY 12601, USA
Phone (845) 554-1046
Taconic Advisors, Inc.
Location 82 Washington St, Poughkeepsie, NY 12601, USA
Phone (845) 486-5039
Tucker-Haskins & Associates
Location 42 Catharine St, Poughkeepsie, NY 12601, USA
Phone (845) 471-3850
Primerica
1 out of 5
Location 297 Mill St, Poughkeepsie, NY 12601, USA
Phone (845) 554-3813
Simsons Limited
Location 761 Main St, Poughkeepsie, NY 12603, USA
Phone (845) 485-6286
1MV Bookkeeping Services
Location 304 Main St, Poughkeepsie, NY 12601, USA
Phone (845) 485-1179
FOCUS Financial Group
Location 38 Kenzbrit Ct, Poughkeepsie, NY 12603, USA
Phone (844) 993-6287
Merrill Lynch Wealth Management Advisor Michael J Dolan
Location 2649 South Rd, Poughkeepsie, NY 12601, USA
Phone (800) 479-2573
DSL Financial Services
5 out of 5
Location 2645 South Rd Suite 8, Poughkeepsie, NY 12601, USA
Phone (845) 454-4110
Afp Prime Finance Services
Location 11 Raymond Ave, Poughkeepsie, NY 12603, USA
Phone (845) 485-3700
Prime Financial Services Inc
Location 11 Raymond Ave #2, Poughkeepsie, NY 12603, USA
Phone (845) 485-3338
Asset & Financial Planning LTD
Location 11 Raymond Ave #2, Poughkeepsie, NY 12603, USA
Phone (845) 486-0900
B. Riley Wealth Tax Services (formerly National Tax and Financial Services) Poughkeepsie, NY
4 out of 5
Location 11 Raymond Ave, Poughkeepsie, NY 12603, USA
Phone (845) 485-3300
Morgan Stanley Financial Advisors
5 out of 5
Location 2678 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 485-2800
Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 176 Church St, Poughkeepsie, NY 12601, USA
Phone (845) 454-3021
Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 176 Church St, Poughkeepsie, NY 12601, USA
Phone (845) 454-3021
Mark Lombardi - Ameriprise Financial Services, Inc.
Location 176 Church St, Poughkeepsie, NY 12601, USA
Phone (845) 454-3021
The Walker/Gaffney Group - Morgan Stanley
Location 2678 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 485-2836
Prime Wealth Management
Location 3344 NY-9N, Poughkeepsie, NY 12601, USA
Phone (845) 454-9000
J. Agrawal Financial Group
Location 22 Ibm Rd Suite 205, Poughkeepsie, NY 12601, USA
Phone (845) 463-1047
Charles Blue - National Life Group®
Location 316 Main St, Poughkeepsie, NY 12601, USA
Phone (845) 790-8072
Michael Starego Aspire Financial / Equitable Advisors
Location 85 Civic Center Plaza Suite 202, Poughkeepsie, NY 12601, USA
Phone (845) 475-3271
Financial Advisors in Poughkeepsie, NY

Where Certified Financial Advisors in Poughkeepsie, NY Serve

Poughkeepsie is a city located in the state of New York. The city is situated on the east shore of the Hudson River, south of Albany and north of New York City. Some notable landmarks in Poughkeepsie include The Mid-Hudson Bridge, The Walkway Over the Hudson, and The Poughkeepsie Train Station. Major employers in Poughkeepsie include IBM, Marist College, and Vassar College. Major highways and streets in Poughkeepsie include Route 9 and the Taconic State Parkway. Some neighborhoods in Poughkeepsie include Mansion Square, Uptown, and Southside.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Poughkeepsie, NY have a number of options when it comes to banking services. Both national and local banks offer a variety of products and services, including checking and savings accounts, loans, and credit cards. In addition, many banks offer online banking and mobile banking apps that allow customers to manage their finances on the go. Choosing the right bank can be tricky, so it's important to do your research before signing up. Some factors to consider include location, hours of operation, products and services offered, and fees.

Insurance Broker

Residents of Poughkeepsie, NY can benefit from the help of insurance brokers when it comes to finding affordable and comprehensive insurance coverage. Insurance brokers are knowledgeable in the field of insurance and can help residents compare rates and find the best policies for their needs. In addition, brokers can help residents file claims and navigate the complex world of insurance. For Poughkeepsie, NY residents who are looking for assistance in obtaining quality insurance coverage, working with an insurance broker is a wise decision.

Retirement Planning

Financial advisors can help Poughkeepsie, NY residents with all aspects of their retirement planning. They can help people figure out how much money they will need to retire comfortably, and come up with a plan to save enough money over time. Advisors can also help retirees invest their money wisely, so that they can continue to draw income from it even after they stop working. Finally, advisors can provide guidance on what to do with the money once it has been saved, helping retirees make the most of their golden years.

Wealth Management

Residents of Poughkeepsie, NY can benefit from wealth management services in order to make the most of their money. Wealth management can help people save for retirement, invest for the future, and protect their assets. Wealth managers can also provide guidance on estate planning and tax strategies.

Estate Planning Lawyer

Poughkeepsie, NY residents can rely on estate planning lawyers to help them with a variety of legal issues related to their estates. Estate planning lawyers can help Poughkeepsie, NY residents create wills and trusts, and they can also assist with probate and estate administration. Poughkeepsie, NY residents who are interested in learning more about the services that estate planning lawyers can provide should contact an attorney today.

Mortgage Loan Officer

Mortgage loan officers in Poughkeepsie, NY can help residents by providing them with the best mortgage rates and terms available. In addition, they can offer advice on what type of mortgage is best for each individual, depending on their financial situation. By working with a mortgage loan officer, Poughkeepsie residents can be sure they are getting the best deal possible on their home loan.

Tax Services

Residents of Poughkeepsie, NY can benefit from the services of tax accountants. Tax accountants can help residents to understand and take advantage of all the tax deductions and credits available to them. They can also help residents to file their taxes correctly and on time, which can save them money in penalties and interest payments.

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FAQs About Personal Financial Advisors in Poughkeepsie, NY