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TOP 30 Best financial tips in Poughkeepsie, NY
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Merrill Lynch Financial Advisor Timothy Neilson
Merrill 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.
Wyatt Savage - State Farm Insurance Agent
Wyatt Savage - State Farm Insurance Agent is a reputable insurance agency located at 24 New York 17K, Newburgh, New York, United States. With a focus on serving the community, the agency offers a wide range of insurance products including car insurance, home insurance, life insurance, business insurance, and more in NY, NJ, and PA. The agency also specializes in providing insurance for various small businesses such as barber shops, plumbers, electricians, and more. The Wyatt Savage team is dedicated to providing remarkable customer service and is ready to assist customers in English and Spanish. Whether you prefer to communicate over the phone or in person, the team is available to help with all your insurance needs. Additionally, the agency offers tips on topics such as drunk driving prevention, bed bug detection, and dog health insurance.
Jeff Timm - State Farm Insurance Agent
Jeff Timm - State Farm Insurance Agent is located at 271 Tinker Street in Woodstock, New York, United States. Situated just 1/4 mile east of the Bearsville Theater and across the street from the Bearsville Garage, our insurance agency offers a range of services to help you prepare for life's unexpected events. As a singer/songwriter with a passion for helping others, Jeff Timm opened the State Farm Insurance office in Woodstock in April 2022. Born and raised in Poughkeepsie, Jeff has always had a love for the Catskills and Adirondacks, making Woodstock the perfect location for his business. With a team of experienced professionals, including Rob, Perry, and Cheryl, Jeff is dedicated to protecting you and your family with services such as auto insurance, homeowners insurance, life insurance, and financial planning.
Hudson Valley Credit Union
Hudson Valley Credit Union, located at 137 Boardman Road in Poughkeepsie, New York, is a finance institution dedicated to helping its 340,000 members achieve financial independence. With a 5.62% APY for a 12-month term, members can flex their savings power and watch their money grow. The credit union also offers tips for raising financially independent children and provides lending services to military members and their dependents. HVCU is federally insured by the NCUA and is an Equal Housing Opportunity lender. Additionally, insurance products are offered through InsureOne Insurance Services America, LLC and its affiliated companies, with policies tailored to individual needs and circumstances.
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