Poughkeepsie, NY Financial Advisors and Resources



Financial Advisor Firms in Poughkeepsie, NY


QUINT INVESTMENTS AND INSURANCE

Website

(845) 345-3628

10 Raymond Ave.

Poughkeepsie, NY 12603

SEC#: 801-118831
Years in Business: 1 years

SAGE INVESTMENT ADVISERS LLC

Website

(845) 240-1551

488 Freedom Plains Road
Suite 144
Poughkeepsie, NY 12603

SEC#: 801-116929
Years in Business: 2 years

MIIBG, LLC

Website

(866) 294-3232

278 Mill Street
Fifth Floor
Poughkeepsie, NY 12601

SEC#: 801-119573
Years in Business: 1 years

MARSHALL & STERLING WEALTH ADVISORS, INC.

Website

(845) 554-1046

110 Main Street

Poughkeepsie, NY 12601

SEC#: 801-78688
Years in Business: 7 years

PFS INVESTMENTS INC.

Website

(845) 632-6100

3 Neptune Rd
Suite A-18B
Poughkeepsie, NY 12601

SEC#: 801-72263
Years in Business: 10 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(646) 373-2984

56 Dutchess Ave
Apt 1
Poughkeepsie, NY 12601

SEC#: 801-74519
Years in Business: 9 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(646) 373-2984

56 Dutchess Ave
Apt 1
Poughkeepsie, NY 12601

SEC#: 801-74519
Years in Business: 9 years

NATIONAL ASSET MANAGEMENT, INC.

Website

(845) 485-3300

11 Raymond Ave

Poughkeepsie, NY 12603

SEC#: 801-64837
Years in Business: 15 years

LIFEMARK SECURITIES CORP.

Website

(845) 345-4740

2 Bobrick Rd

Poughkeepsie, NY 12601

SEC#: 801-68438
Years in Business: 14 years


How Retirement-Friendly is Poughkeepsie, NY?

  • Population: 30,381
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $202,200
  • Average Monthly Housing Cost: $1,184
  • Average Household Income: $63,046
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)


Poughkeepsie, NY Financial Advisor FAQs

That depends on the size of your assets, the type of investments, and many other things.
In order to choose a good financial advisor, it is important to evaluate the referral source. Is this a professional that I may have a personal relationship with? Does they have any sort of certification which speaks about their qualifications and background education? What type of regulatory fiduciary responsibility does they have? A regulatory fiduciary responsibility means that the adviser will offer advice with the client's best interest in mind over anything else.
Everyone needs a financial advisor. In fact, there are some people who have a skewed perception of money because their advisor did not offer guidance, resulting in potentially making poor decisions.
Ask for three references, have them talk to your previous advisors, ask about fees involved.