Business financial advisor in Fishkill, NY
15 results found
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1879 Advisors - Ameriprise Financial Services, LLC
● Open1879 Advisors - Ameriprise Financial Services, LLC is a finance institution located at 300 Westage Business Center Drive in Fishkill, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. During the initial consultation, we will provide an overview of financial planning concepts to discuss what is most important to you. Please note that you will not receive written analysis or recommendations during this consultation. At Ameriprise Financial, we cannot guarantee future financial results, but we are committed to helping you make informed decisions about your finances. Our website provides important disclosures, rules and regulations, and information about email fraud to ensure the security and privacy of our clients. As a member of FINRA and SIPC, we adhere to strict guidelines to protect your investments and personal information.
300 Westage Business Center Dr Ste 370, Fishkill, NY 12524, United States -
Richard Kersting - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRichard Kersting - Financial Advisor, Ameriprise Financial Services, LLC, located at 300 Westage Business Center Drive in Fishkill, New York, offers a wide range of financial services to meet the needs of individuals and businesses. Richard Kersting holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized certifications such as Behavioral Financial Advisor, Certified Divorce Financial Analyst, and Certified Exit Planning Advisor® Program. With a focus on education and support, Richard Kersting is committed to providing comprehensive financial planning services to help clients achieve their financial goals.
300 Westage Business Center Dr Ste 370, Fishkill, NY 12524, United States -
Michael Lentini - Wilmington Advisors @ M&T
● ClosedMichael Lentini - Wilmington Advisors @ M&T is a finance institution located at 67 Jackson Street in Fishkill, New York, United States. Specializing in financial advisory services, the institution offers expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Michael Lentini - Wilmington Advisors @ M&T provides comprehensive financial planning, investment management, and wealth management services to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, this institution is dedicated to providing you with the support and expertise you need to succeed.
67 Jackson St, Fishkill, NY 12524, United States -
Daffodil Reid-Alexander, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedDaffodil Reid-Alexander, Bankers Life Agent and Bankers Life Securities Financial Representative located in Fishkill, NY, offers a wide range of insurance options from Bankers Life and other reputable companies. Specializing in Medicare Advantage plans, our agents can help you find the right coverage for your needs. With the rising costs of healthcare, planning for long-term care is essential. Let us help you start planning for the future and have important discussions with your loved ones. Visit us at 300 Westage Business Center Drive in Fishkill, New York to learn more about our services.
300 Westage Business Center Dr # 190, Fishkill, NY 12524, United States -
Murphy Wealth Management Group
● ClosedMurphy Wealth Management Group, located at 60 Merritt Boulevard in Fishkill, New York, takes a unique approach to wealth management. While many may think of wealth management solely in terms of money, we believe it begins with a deep understanding and care for our clients on a personal level. Our team takes the time to truly listen and ask the right questions to learn about all aspects of your life, including family, personal goals, retirement plans, legacy needs, and risk tolerance. By understanding you on a meaningful level, we can create a customized plan to help you achieve both your short- and long-term financial goals. One of the key aspects of managing wealth is understanding your tolerance for risk. We offer a risk profile analysis tool that is accurate and reliable in measuring your risk tolerance. Securities are offered through LPL Financial, Member FINRA/SIPC, while investment advice is provided by Murphy Wealth Management Group, Inc., a Registered Investment Advisor separate from LPL Financial.
60 Merritt Blvd #106, Fishkill, NY 12524, United States -
Oppenheimer & Co. Inc.
● ClosedOppenheimer & Co. Inc. is a reputable finance institution located at 300 Westage Business Center Drive in Fishkill, New York, United States. Our office is dedicated to supporting Oppenheimer Financial Professionals in providing valuable advice to individuals, families, corporate executives, and businesses. Our Financial Professionals work closely with clients to create wealth management plans, make strategic investments, and facilitate wealth transfer. We focus on providing the right resources to help clients achieve their financial goals and navigate a rapidly changing world. With roots dating back to 1881, Oppenheimer & Co. Inc. has a long history of offering investment services. We are a financially stable institution with a strong balance sheet, rigorous risk management practices, and robust internal controls to safeguard our clients' assets. In the unlikely event of insolvency, multiple layers of protection are in place to protect our customers' holdings.
300 Westage Business Center Dr # 310, Fishkill, NY 12524, United States -
Christa Coates
● OpenChrista Coates is a reputable finance institution located at 21 Old Main Street in Fishkill, New York, United States. With a strong commitment to providing top-notch financial services, Christa Coates offers a wide range of financial solutions tailored to meet the unique needs of individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Christa Coates is dedicated to helping you achieve your financial goals. Trust Christa Coates for expert financial guidance and exceptional customer service.
21 Old Main St STE 104, Fishkill, NY 12524, United States -
AB Bookkeeping and Tax Services
● ClosedAB Bookkeeping and Tax Services is a professional accounting and finance institution located at 212 Fishkill Avenue in Beacon, New York, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including bookkeeping, tax preparation, financial planning, and consulting. Whether you are a small business owner or an individual in need of financial assistance, AB Bookkeeping and Tax Services is dedicated to providing personalized solutions to meet your specific needs. Trustworthy, reliable, and efficient, they strive to help their clients achieve financial success and peace of mind.
212 Fishkill Ave, Beacon, NY 12508, United States -
Kevin M Davis, CPA
● ClosedKevin M Davis, CPA is a reputable accounting and finance institution located at 804 U.S. 9, Fishkill, New York, United States. With years of experience in the field, Kevin M Davis offers expert financial services to individuals and businesses alike. From tax preparation to financial planning, their team of professionals is dedicated to providing top-notch services tailored to meet the specific needs of each client. Trust Kevin M Davis, CPA for all your accounting and finance needs in the Fishkill area.
804 US-9 #3, Fishkill, NY 12524, United States -
H&R Block
● ClosedH&R Block is a well-respected accounting and finance institution located at 738 U.S. 9 in Fishkill, New York, United States. With a team of highly-trained professionals, H&R Block provides a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is committed to providing expert assistance to help you achieve your financial goals. Visit us today to experience personalized and reliable financial services.
738 US-9 Store 10, Fishkill, NY 12524, United States -
Arthur DeDominicis CPA
● ClosedArthur DeDominicis CPA is a reputable accounting and finance institution located at 1100 U.S. 9 in Fishkill, New York, United States. With years of experience in the industry, they offer a wide range of services including tax planning, financial consulting, and auditing. Their team of certified public accountants is dedicated to providing top-notch financial solutions to individuals and businesses alike. Trust Arthur DeDominicis CPA for all your accounting and finance needs.
1100 US-9, Fishkill, NY 12524, United States -
National Tax and Services
● OpenNational Tax and Services is a reputable accounting and finance institution located at 982 Main Street in Fishkill, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or bookkeeping, we are here to help. Trust National Tax and Services for all your accounting and finance needs.
982 Main St, Fishkill, NY 12524, United States -
Debra Miller, Bankers Life Agent
● ClosedDebra Miller, Bankers Life Agent is an insurance agency located at 300 Westage Business Center Drive in Fishkill, New York. Specializing in providing personalized insurance solutions, Debra Miller offers a range of policies to meet the unique needs of individuals and families. With a focus on customer service and expertise in the insurance industry, clients can trust Debra Miller to help them find the right coverage to protect their financial future. Visit the office today to speak with a knowledgeable agent and secure your peace of mind.
300 Westage Business Center Dr # 190, Fishkill, NY 12524, United States -
Cetera Investors
● ClosedCetera Investors is a finance institution located at 60 Merritt Boulevard in Fishkill, New York, United States. With 43 fully staffed and equipped branch offices, Cetera Investors allows financial advisors to maintain ownership of their book and independence while still benefiting from the resources and best practices provided by the institution. The institution helps advisors identify areas with growth potential, gain wallet share, and receive high-intent client leads directly to their inbox. Cetera Investors also offers support in succession planning, multimedia marketing, and personalized advertising services.
60 Merritt Blvd #201, Fishkill, NY 12524, United States -
Gold Standard Tax & Accounting, Inc.
● ClosedGold Standard Tax & Accounting, Inc. is a trusted institution located at 982 Main Street, Fishkill, New York, United States. Specializing in accounting and finance, we take the stress out of taxes, payroll, and bookkeeping so you can focus on running your business successfully. Our team of professionals is dedicated to staying on top of the latest tax laws and minimizing tax liability legally and ethically. From small businesses to those looking to grow, we provide all-inclusive payroll services and expert financial advice. Book a free consultation with us and see why our clients love working with Gold Standard. Join us in making your financial goals a reality.
982 Main St Ste 4-242, Fishkill, NY 12524, United States
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