Find a Financial Advisor in Wappingers Falls, NY

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List of Firms

Financial Planning Firms in Wappingers Falls, NY

Faculty Services
SEC File# 801-71646
CRD# 154382
Location 766 Old Rte 9 N, Wappingers Falls, NY 12590, USA
Phone (845) 297-0300
Trans Audit
Location 11 Marshall Rd # 2D, Wappingers Falls, NY 12590, USA
Phone (845) 297-9535
Hudson Valley Credit Union

4 out of 5

Location 11 Marshall Rd, Wappingers Falls, NY 12590, USA
Phone (845) 463-3011
Accounting Associates
Location 11 Marshall Rd # 1N, Wappingers Falls, NY 12590, USA
Phone (845) 298-2228
Trustco Bank

3 out of 5

Location 1490 US-9, Wappingers Falls, NY 12590, USA
Phone (845) 298-9315
Wells Fargo Advisors
Location 1863 South Rd, Wappingers Falls, NY 12590, USA
Phone (845) 297-4657
grimaldi portfolio solutions
SEC File# 801-51163
CRD# 106199
Location 1207 US-9, Wappingers Falls, NY 12590, USA
Phone (845) 297-3500
Freedom Financial Solutions

5 out of 5

Location 2863 NY-9D, Wappingers Falls, NY 12590, USA
Phone (845) 297-8421
gina mann

5 out of 5

Location 2863 NY-9D, Wappingers Falls, NY 12590, USA
Phone (845) 297-8421
RetireWell-USA
Location 1136 US-9 Suite U-3, Wappingers Falls, NY 12590, USA
Phone (845) 297-8888
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About Wappingers Falls, NY

Wappingers Falls is a small town located in the southern part of Dutchess County, New York. The town is situated along the east bank of the Hudson River and is bisected by Routes 9 and 52. Major landmarks in Wappingers Falls include the Mid-Hudson Bridge, which crosses the Hudson River, and the Wappingers Falls Dam, which creates the Wappinger Creek. Some of the largest employers in Wappingers Falls are IBM, PepsiCo, and Bard College. Major highways and streets in the town include Routes 9, 52, 213, and 214. The neighborhoods in Wappingers Falls include the Downtown area, which is located along Main Street, and the East Side area, which is located along Route 52.

Related Services

Banks and Credit Unions

Banks are a necessary part of the Wappingers Falls, NY community.They provide many valuable services to residents, including savings and checking accounts, loans, mortgages, and more. They also offer a variety of online and in-person banking options that make it easy for residents to manage their finances.

Insurance Broker

Residents of Wappingers Falls, NY can benefit from the services of insurance brokers. Insurance brokers can help residents compare rates and find the best coverage for their needs. They can also help residents file claims and get the money they deserve after an accident or other event.

Retirement Planning

If you're a Wappingers Falls, NY resident who's getting closer to retirement age, it's important to start planning for it as soon as possible. This is where a financial advisor can come in handy. They can help you figure out how much money you'll need to have saved up by the time you retire, and they can also give you advice on how to invest that money so it will grow over time.

Wealth Management

Wappingers Falls, NY residents 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. In addition, wealth management can help people achieve their financial goals while still maintaining a high level of control over their finances.

Estate Planning Lawyer

Wappingers Falls, NY residents who have an estate plan in place can be assured that their loved ones will be taken care of after they die. However, many people do not have an estate plan and may not even know what one is. An estate planning lawyer can help Wappingers Falls, NY residents to create a plan that will ensure their loved ones are taken care of after they die.

Mortgage Loan Officer

Mortgage loan officers in Wappingers Falls, NY can help residents by providing them with the best options for their mortgage. They can also provide advice on what to do if someone is having trouble making their monthly payments. Loan officers can also work with homeowners who are trying to refinance or get a new mortgage.

Tax Services

Residents of Wappingers Falls, NY can benefit from the help of a tax accountant. A good tax accountant can help residents save money on their taxes and stay in compliance with the law. Residents who are looking for a good tax accountant should consider using the services of a local tax accounting firm.