Asset security in Poughkeepsie, NY
22 results found
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Alex Morphet, Rhinebeck Asset Management
● ClosedAlex Morphet, Rhinebeck Asset Management is a reputable finance institution located at 3432 North Road in Poughkeepsie, New York, United States. With a commitment to providing top-notch financial services, our team of experts offers personalized investment strategies tailored to meet the unique needs and goals of our clients. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, our experienced professionals are here to help. Trust Alex Morphet, Rhinebeck Asset Management to guide you towards a secure financial future.
3432 North Rd, Poughkeepsie, NY 12601, United States -
Mark Mahoney - State Farm Insurance Agent
● ClosedMark Mahoney - State Farm Insurance Agent is a reputable insurance agency located at 3669 Route 9W, Highland, New York, United States. With over 36 years of experience in the insurance industry, Mark Mahoney and his team are dedicated to helping individuals protect their assets and achieve their dreams. They offer a wide range of insurance products including Auto, Home, Renters, Life, Health, and Business Insurance. The agency is committed to providing exceptional customer service in Highland, Milton, Marlboro, Poughkeepsie, Kingston, and Wappingers Falls. They are currently offering free TING devices to ensure the safety and efficiency of electrical systems before the spring season.
3669 Rte 9W, Highland, NY 12528, United States -
Louis Curci: Primerica - Financial Services
● ClosedLouis Curci: Primerica - Financial Services is an insurance agency located at 3 Neptune Road in Poughkeepsie, New York. Our team is dedicated to providing top-notch financial services to our clients, helping them secure their future and achieve their financial goals. With a focus on insurance products and financial planning, we strive to empower individuals and families to make informed decisions about their financial well-being. Contact us today to learn more about how we can help you protect your assets and plan for a secure future.
3 Neptune Rd, Poughkeepsie, NY 12601, United States -
Cornerstone Financial
● ClosedCornerstone Financial is a reputable finance and insurance agency located at 42 Overlook Road in Poughkeepsie, New York. With a commitment to providing top-notch financial services and insurance solutions, our experienced team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Cornerstone Financial is here to provide personalized and comprehensive solutions tailored to your specific needs. Visit us today to learn more about how we can help secure your financial future.
42 Overlook Rd, Poughkeepsie, NY 12603, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 2645 South Road in Poughkeepsie, New York, United States. With a reputation for providing top-notch financial services, including investment advice, wealth management, and brokerage services, Charles Schwab is a trusted name in the industry. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or manage your assets, Charles Schwab is committed to providing personalized solutions to meet your needs. Visit their office in Poughkeepsie today to learn more about how they can help you achieve financial success.
2645 South Rd #1, Poughkeepsie, NY 12601, United States -
Michael Starego Aspire Financial / Equitable Advisors
● ClosedMichael Starego Aspire Financial / Equitable Advisors is a finance institution located at 85 Civic Center Plaza in Poughkeepsie, New York. As a part of Equitable Advisors, they offer a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized financial planning and investment strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Michael Starego Aspire Financial / Equitable Advisors is committed to helping you secure a strong financial future.
85 Civic Center Plaza #202, Poughkeepsie, NY 12601, United States -
The Oak Group
● OpenThe Oak Group is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Our mission is to help individuals take a proactive approach to their personal financial situation by providing sound advice and guidance for their financial future. We specialize in investing, retirement planning, estate planning, and wealth preservation. Our team at The Oak Group is dedicated to helping clients pursue their financial goals and make informed decisions. As part of Wells Fargo Investment Institute, we offer insights and outlooks on the economy, equities, fixed income, real assets, and alternative investments. Our President, Darrell Cronk, provides valuable information on current market trends and potential impacts on investments. We also provide weekly market insights, economic data analysis, and reports on timely market topics.
2649 South Rd, Poughkeepsie, NY 12601, United States -
Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedSeven Bridges Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 176 Church Street, Poughkeepsie, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our experienced financial advisors document your goals, regularly review your progress, and adjust your approach as life changes. With access to your investments and accounts from any device, you can track your progress towards your goals securely. Schedule a complimentary initial consultation to learn how we can help you achieve financial success. Our Ameriprise Financial Advisors provide personalized advice to address retirement concerns and help you plan for the future. Start financial planning with us today to secure your financial future. Please refer to our website for important disclosures and regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
176 Church St, Poughkeepsie, NY 12601, United States -
Omni Financial Advisory Group
● ClosedOmni Financial Advisory Group is a leading finance institution located at 315 Titusville Road in Poughkeepsie, New York, United States. With a team of experienced financial advisors, we provide personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to guide you every step of the way. Trust Omni Financial Advisory Group to provide you with the expertise and support you need to secure your financial future.
315 Titusville Rd, Poughkeepsie, NY 12603, United States -
Prime Wealth Management
● ClosedPrime Wealth Management is a leading finance institution located in Poughkeepsie, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide comprehensive financial solutions tailored to your individual needs. Visit us at 3344 New York 9N to learn more about how Prime Wealth Management can help you secure a prosperous financial future.
3344 NY-9N, Poughkeepsie, NY 12601, United States -
Merrill Lynch Financial Advisor Timothy Neilson
● ClosedMerrill Lynch Financial Advisor Timothy Neilson, located at 2649 South Road, Poughkeepsie, New York, United States, is dedicated to helping clients achieve their financial goals through personalized investment strategies. Timothy Neilson takes the time to understand each client's unique needs, family situation, and priorities to create a tailored financial plan. With a focus on building strong client relationships based on trust and personalized service, Timothy and his team at Merrill Lynch Wealth Management provide access to global resources and expertise to help clients navigate the complexities of the financial markets. By offering comprehensive financial solutions from Bank of America and utilizing the Merrill Personal Wealth Analysis™, clients can work towards achieving their long-term financial objectives while managing investment risk. With a commitment to community involvement and a deep understanding of behavioral finance, Timothy Neilson strives to help clients pursue what matters most to them, whether it's planning for retirement, saving for education, or managing wealth for future generations. As a registered financial advisor in multiple states, Timothy Neilson is dedicated to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life.
2649 South Rd, Poughkeepsie, NY 12601, United States -
Merrill Lynch Financial Advisor Lisa J Vedder
● ClosedMerrill Lynch Financial Advisor Lisa J Vedder is a reputable finance institution located at 2649 South Road in Poughkeepsie, New York, United States. With years of experience and expertise in the financial industry, Lisa J Vedder provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Lisa J Vedder is dedicated to providing top-notch financial solutions tailored to your individual needs. Trust in their knowledge and professionalism to guide you towards a secure financial future.
2649 South Rd, Poughkeepsie, NY 12601, United States -
The Garden Of Wealth
● ClosedThe Garden of Wealth is a prestigious financial institution located at 55 Mansion Street in Poughkeepsie, New York. With a reputation for excellence in wealth management and financial planning, our experienced team of advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, The Garden of Wealth offers personalized solutions tailored to your unique needs. Trust in our expertise and commitment to your financial success.
55 Mansion St #4897, Poughkeepsie, NY 12602, United States -
Jason Burt - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJason Burt, a Financial Advisor at Ameriprise Financial Services, LLC, located at 176 Church Street, Poughkeepsie, New York, offers a range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, and APMA™, Jason Burt is equipped to provide expert advice on asset management, investment strategies, estate planning, and insurance products. Additionally, Jason Burt is trained in behavioral finance, philanthropy, and retirement planning, making him a well-rounded financial advisor. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Jason Burt can provide personalized guidance tailored to your specific needs. Contact Jason Burt today to schedule a consultation and take the first step towards achieving your financial goals.
176 Church St, Poughkeepsie, NY 12601, United States -
Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC
● ClosedBirch Hill Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 27 Collegeview Avenue, Poughkeepsie, New York, United States. They have received the Ameriprise Client Experience Award for 2023 and offer complimentary initial consultations to address individual financial goals and risk tolerance. The institution provides investment recommendations, asset allocation strategies, and portfolio updates to help clients achieve their goals. They emphasize multi-generational financial planning, ensuring that every family member's unique aspirations are considered. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations outlined on their website. Clients can access their accounts and track progress towards their goals securely from any device. The institution values financial literacy and empowers clients to make informed decisions for their future. To learn more about how Birch Hill Wealth Advisors can assist with financial planning, schedule a complimentary consultation today.
27 Collegeview Ave, Poughkeepsie, NY 12603, United States -
Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedMartin Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 488 Freedom Plains Road, Poughkeepsie, New York, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking asset management solutions. Martin Cukaj holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in areas such as wealth transfers, retirement planning, estate planning, investment strategies, and fiduciary practices. With a commitment to ethical standards and continuous education, Martin Cukaj provides personalized financial advice tailored to each client's unique situation. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Martin Cukaj can help you navigate the complexities of financial planning and investment management. Contact Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, to start building a secure financial future today.
488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603, United States -
Alexander Morphet - Thrivent
● ClosedAlexander Morphet - Thrivent is a finance institution located at 312 Titusville Road in Poughkeepsie, New York, United States. Licensing can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. The institution and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
312 Titusville Rd Ste A, Poughkeepsie, NY 12603, United States -
Andrew Buscetto - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAndrew Buscetto is a Financial Advisor at Ameriprise Financial Services, LLC located at 176 Church Street in Poughkeepsie, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Andrew is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, estate planning, investment opportunities, insurance products, and risk management, Andrew is committed to helping clients achieve their financial goals and secure their financial future.
176 Church St, Poughkeepsie, NY 12601, United States -
Marshall & Sterling Wealth Advisors
● OpenMarshall & Sterling Wealth Advisors is a leading financial institution located at 110 Main Street in Poughkeepsie, New York. Our team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, our team is here to provide expert guidance and support. Trust Marshall & Sterling Wealth Advisors to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.
110 Main St, Poughkeepsie, NY 12601, United States -
Scott Montenero - Financial Advisor, Ameriprise Financial Services, LLC
● OpenScott Montenero, a financial advisor at Ameriprise Financial Services, LLC, located at 176 Church Street in Poughkeepsie, New York, is dedicated to helping clients achieve a more confident financial future. By offering complimentary initial consultations, Scott provides an overview of financial planning concepts to individuals looking to take control of their finances. While no written analysis or recommendations are provided during the initial consultation, clients can trust in the expertise and guidance of Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered through Ameriprise Financial Services, LLC are protected by FINRA and SIPC regulations, ensuring the highest level of security and transparency for clients. With a focus on personalized financial goals and strategies, Scott Montenero is committed to helping clients navigate the complexities of investment products and services. For residents interested in financial planning services, Scott Montenero is available to conduct securities business in accordance with proper registration procedures. Trust in Ameriprise Financial Services, LLC for a secure and reliable approach to achieving your financial goals.
176 Church St, Poughkeepsie, NY 12601, United States -
David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 176 Church Street, Poughkeepsie, New York, United States. The institution offers a wide range of services and certifications to meet the diverse needs of individuals seeking financial advice and planning. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution ensures that its advisors are well-equipped to provide expert guidance on asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships or military personnel, David Mazzetti - Private Wealth Advisor has the expertise to assist you in achieving your financial goals. With a commitment to ethics, professionalism, and ongoing education, the institution strives to provide the highest level of service to its clients.
176 Church St, Poughkeepsie, NY 12601, United States -
Northwestern Mutual - Joseph Small
● OpenNorthwestern Mutual - Joseph Small is a financial institution located at 2515 South Road in Poughkeepsie, New York, United States. Specializing in financial planning, insurance, and investment services, this institution is dedicated to helping individuals and families achieve their financial goals and secure their futures. With a focus on personalized service and tailored solutions, Northwestern Mutual - Joseph Small is committed to providing clients with the guidance and support they need to make informed decisions about their finances. Whether you are looking to plan for retirement, protect your assets, or grow your wealth, this institution offers a range of services to help you reach your financial objectives.
2515 South Rd, Poughkeepsie, NY 12601, United States
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