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TOP 30 Comprehensive business planning in Poughkeepsie, NY
30 results found
Search for local businesses, places and services near you
B. Riley Wealth Tax Services Poughkeepsie, NY
B. Riley Wealth Tax Services in Poughkeepsie, NY, located at 11 Raymond Avenue, offers expert accounting and finance services to both individuals and businesses. Our tax professionals are well-versed in the latest tax laws and can help you minimize tax liabilities. We provide comprehensive financial strategies to help you keep more of what you earn and grow your net worth over time. Whether you need assistance with tax returns or a total tax management plan, our dedicated team is here to help. With qualified designations and expertise in federal and state tax laws, you can trust us to guide you through tax season and beyond. Contact us at (845) 867-5850 for more information.
Financial Services
Located on Edvard Bech Drive in Poughkeepsie, New York, the Financial Services institution offers a wide range of financial aid opportunities to help make a college education at Marist College affordable for all students. The Student Financial Services team is dedicated to providing exceptional customer service and support to students and their families throughout their academic journey. With a strong return on investment, Marist College offers top-tier internship locations, hands-on learning experiences, and a diverse academic environment to prepare students for successful careers post-graduation. The institution boasts high employment and loan repayment rates for its graduates, with 95% of students employed or attending graduate school within six months of graduation, and 98% successfully paying off their student loans. Through a variety of financing options and support services, Marist College aims to help students achieve their academic and career goals, ensuring a bright future beyond graduation.
Mackey, Butts & Whalen LLP
Mackey, Butts & Whalen LLP is a reputable legal institution located at 3208 Franklin Avenue in Millbrook, New York, United States. When you find yourself in need of legal assistance, you can trust that our team of experienced attorneys has you covered. We pride ourselves on our deep knowledge of specific practice areas and the regional landscape, ensuring the best possible outcome for our clients. With a commitment to providing best-in-class legal service, we always keep you, your family, or your business at the forefront of our work. Our attorneys specialize in 16 key practice areas that are relevant to the Hudson Valley region, and we are dedicated to ensuring your understanding and satisfaction throughout the legal process. As active members of the community, we are invested in its health and diversity. Conveniently located in Millbrook and Poughkeepsie, we are here to serve you and provide the legal support you need. Contact us at 1 (845) 677-6700 or visit our website to learn more about our services and community involvement.
Geraci Insurance
Geraci Insurance is a reputable insurance agency located at 1058 Freedom Plains Road in Poughkeepsie, New York. With a commitment to providing personalized and comprehensive insurance solutions, Geraci Insurance serves the community with a wide range of coverage options for individuals and businesses. Their team of experienced professionals is dedicated to helping clients find the right policies to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, Geraci Insurance is here to assist you every step of the way. Visit their office today to discuss your insurance needs and receive top-notch customer service.
Marist Fashion
Marist Fashion is a renowned institution located at 3399 North Road, Poughkeepsie, New York, United States. This institution is not just a store, but also a university with a specialized program in fashion. Exclusively for first-year accepted students, Admitted Student Day is a tailored program that provides a comprehensive introduction to the Fashion Program at Marist. The Fashion Program at Marist emphasizes a student-centered curriculum that prepares individuals for the dynamic fashion industry. Students develop creative, technical, business, and entrepreneurial skills through internships, experiential learning, and international study opportunities. The program also focuses on digital proficiency, innovation, sustainability, and community engagement.
Emery & Webb Insurance
Emery & Webb Insurance is a trusted health insurance agency located at 4 Jefferson Street in Poughkeepsie, New York. With a commitment to providing personalized and comprehensive insurance solutions, our experienced team is dedicated to helping individuals and families find the right coverage for their needs. We strive to make the insurance process simple and stress-free, ensuring our clients have the peace of mind they deserve. Contact us today to learn more about our services and how we can help you protect your health and well-being.
All Benefit Insurance
All Benefit Insurance is a reputable insurance agency located at 132 Wilbur Boulevard in Poughkeepsie, New York. Specializing in providing a wide range of insurance products and services, our dedicated team of professionals is committed to helping individuals and businesses find the best coverage options to suit their specific needs. With a focus on customer satisfaction and personalized service, All Benefit Insurance strives to ensure that clients receive the protection and peace of mind they deserve. Contact us today to learn more about how we can help you secure your future.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 2515 South Road in Poughkeepsie, New York. With a strong presence in the United States, Northwestern Mutual offers a range of financial planning services and insurance products to help individuals and businesses secure their financial future. Their team of experienced professionals are dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual is committed to helping you achieve your financial goals.
Aavardvark Insurance
Aavardvark Insurance is a reputable insurance agency located at 404 Manchester Road in Poughkeepsie, New York, United States. With a commitment to providing excellent service and comprehensive coverage options, Aavardvark Insurance is dedicated to helping individuals and businesses protect what matters most. Whether you are in need of auto, home, life, or business insurance, the knowledgeable team at Aavardvark Insurance is here to assist you every step of the way. Trust Aavardvark Insurance for all of your insurance needs in Poughkeepsie and beyond.
Joshua Jaffe
Joshua Jaffe is a reputable doctor located at 17 Noxon Street in Poughkeepsie, New York. Dr. Jaffe provides top-quality healthcare services to patients in the area, specializing in various medical treatments and procedures. With a focus on personalized care and a commitment to patient well-being, Joshua Jaffe is a trusted healthcare provider in the community. Visit the institution for comprehensive medical care and expert advice on maintaining a healthy lifestyle.
Cara Louise Grimes
Cara Louise Grimes is a reputable health institution located at 241 North Road in Poughkeepsie, New York, United States. As a dedicated doctor, Cara Louise Grimes provides expert medical care and personalized treatment plans to her patients. With a focus on holistic health and wellness, patients can expect compassionate and comprehensive care at this institution. Whether you are in need of routine check-ups, preventative care, or treatment for a specific health concern, Cara Louise Grimes is committed to helping you achieve optimal health and well-being.
Kenneth Oclatis
Kenneth Oclatis is a reputable health institution located at 9 Vassar Street in Poughkeepsie, New York, United States. Our dedicated team of healthcare professionals is committed to providing top-quality medical care and services to our patients. From routine check-ups to specialized treatments, we strive to promote wellness and improve the overall health of our community. Visit Kenneth Oclatis for personalized and compassionate care in a welcoming and supportive environment.
Marist College Liberty Partnerships Program
The Marist College Liberty Partnerships Program (LPP) is a collaborative initiative between the New York State Education Department, Marist College, and the Poughkeepsie City School District. Located at 3399 North Road in Poughkeepsie, New York, this program aims to provide opportunities for scholars through partnerships with community-based organizations and local businesses. Exclusively for first-year accepted students, the Admitted Student Day is a tailored program that offers a comprehensive look at what the Marist College LPP has to offer. The program provides access to Marist College facilities, faculty, and students, as well as administrative regulatory oversight. Additionally, LPP students who enter the college through regular admissions are eligible for a merit scholarship, which covers 50% of tuition costs.
O'Neil & Burke
O'Neil & Burke is a prestigious law firm located at 135 North Water Street in Poughkeepsie, New York, United States. With a team of experienced and dedicated lawyers, O'Neil & Burke offers a wide range of legal services to clients in the Poughkeepsie area and beyond. Specializing in various areas of law, including personal injury, criminal defense, family law, and more, the firm is committed to providing top-notch legal representation and personalized attention to each client. Whether you are facing a legal dispute or simply need expert advice, O'Neil & Burke is here to help.
Law Office of Raymond J. Iaia
The Law Office of Raymond J. Iaia is a reputable legal institution located at 42 Catharine Street in Poughkeepsie, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Raymond J. Iaia is known for his dedication to providing high-quality legal representation to his clients. With years of experience and a commitment to achieving the best possible outcomes for his clients, the Law Office of Raymond J. Iaia is a trusted choice for those in need of legal assistance in the Poughkeepsie area.
Brooke Brady & Schopfer, LLP
Brooke Brady & Schopfer, LLP is a reputable law firm located at 31 Collegeview Avenue in Poughkeepsie, New York. Specializing in various areas of law, their team of skilled attorneys provides expert legal representation and guidance to clients in need. With a commitment to excellence and a dedication to achieving favorable outcomes for their clients, Brooke Brady & Schopfer, LLP is a trusted choice for all legal matters. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, their experienced lawyers are here to help. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.
James Kimmel - McCabe & Mack LLP
James Kimmel - McCabe & Mack LLP is a prestigious law firm located at 63 Washington Street in Poughkeepsie, New York. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses in the Hudson Valley region. Specializing in areas such as real estate law, estate planning, business law, and litigation, the firm is dedicated to providing high-quality legal representation and personalized service to their clients. Whether you are facing a complex legal issue or need assistance with a simple matter, James Kimmel - McCabe & Mack LLP is committed to helping you achieve the best possible outcome.
Merrill Lynch Financial Advisor Michael M Mattes
Merrill Lynch Financial Advisor Michael M. Mattes, located at 2649 South Road in Poughkeepsie, New York, is a trusted institution specializing in finance. As a Wealth Management Advisor and Senior Vice President with over a decade of experience, Michael focuses on creating personalized wealth management strategies tailored to individual needs. Through Merrill Personal Wealth Analysis™, Michael helps clients build and document personalized plans centered on their goals and aspirations. By prioritizing conversations with clients, Michael aims to understand their unique financial goals and priorities, whether it's planning for future generations, pursuing passions, or managing wealth for long-term growth. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael works with clients to develop customized approaches designed to address their financial needs.
National Wealth Network
The National Wealth Network is a leading finance institution located at 22 IBM Road in Poughkeepsie, New York, United States. Our mission is to provide comprehensive financial services to individuals and businesses, helping them achieve their wealth management goals. With a team of experienced professionals and a commitment to excellence, we offer a wide range of financial products and services tailored to meet the unique needs of our clients. Whether you are looking to invest, save for the future, or plan for retirement, the National Wealth Network is here to help you navigate the complex world of finance and secure your financial future.
Kirshon & Co
Kirshon & Co is a reputable accounting and finance institution located at 22 IBM Road in Poughkeepsie, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Kirshon & Co for accurate and reliable financial advice to help them achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial matters.
Popavero Jr Thomas J CPA
Popavero Jr Thomas J CPA is a reputable accounting and finance institution located at 160 Salt Point Turnpike in Poughkeepsie, New York. With years of experience in the industry, they offer a wide range of services to individuals and businesses alike. From tax preparation to financial planning, their team of certified public accountants is dedicated to providing top-notch assistance and guidance to help clients achieve their financial goals. Trust Popavero Jr Thomas J CPA for all your accounting and finance needs in the United States.
Jason Burt - Financial Advisor, Ameriprise Financial Services, LLC
Jason 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.
Merrill Lynch Financial Advisor CJ Tomaskovic
Merrill Lynch Financial Advisor CJ Tomaskovic, located at 2649 South Road, Poughkeepsie, New York, United States, offers personalized investment guidance for individuals, families, and businesses. With a focus on understanding short-term and long-term financial objectives, CJ Tomaskovic helps clients manage their wealth to meet their individual needs. As a graduate of Fordham University with a background in Legal & Policy Studies and Economics, CJ brings extensive experience in the financial services industry. The institution offers Merrill Personal Wealth Analysis™ to build personalized financial plans centered on clients' goals. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch focus on the client's priorities, goals, and family, offering advice and guidance tailored to their unique situation.
Scott Montenero - Financial Advisor, Ameriprise Financial Services, LLC
Scott 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.
Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services, LLC
Tyler Bates is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 27 Collegeview Avenue in Poughkeepsie, New York, United States. Tyler 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®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Tyler is dedicated to providing comprehensive and personalized financial advice to individuals and small business owners, ensuring that their financial goals are met with integrity and expertise.
David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC
David 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.
AXA Advisors, LLC
AXA Advisors, LLC is a reputable insurance agency located at 85 Civic Center Plaza in Poughkeepsie, New York, United States. With a focus on providing comprehensive insurance solutions to individuals and businesses, AXA Advisors, LLC offers a wide range of insurance products and services to meet the unique needs of their clients. Their team of experienced advisors are dedicated to helping clients protect their assets and plan for the future. Whether you are looking for life insurance, retirement planning, or investment strategies, AXA Advisors, LLC is committed to providing personalized and professional service to help you achieve your financial goals.
H&R Block
H&R Block is a renowned accounting and finance institution located at 47 Civic Center Plaza in Poughkeepsie, New York, United States. With a team of experienced professionals, H&R Block offers a range of services including tax preparation, financial planning, and accounting services. Whether you are an individual or a business looking for expert financial guidance, H&R Block is dedicated to providing personalized and comprehensive solutions to meet your needs. Visit us today to experience our top-notch services and expertise in the field of accounting and finance.
Pangia & Co PC
Pangia & Co PC is a reputable accounting and finance institution located at Jefferson Plaza, #101 in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Pangia & Co PC is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
Patriot Realty of Long Island
Welcome to Patriot Realty of Long Island, your premier real estate agency located at 10 Atlantic Street, Holtsville, New York. As a trusted name in Long Island real estate since 1991, we pride ourselves on delivering exceptional service to our clients. Whether you're buying, selling, or investing, our team is equipped with the expertise and dedication to help you achieve your real estate goals. Our user-friendly website, www.patriotrealtyoflongisland.com, is your gateway to the latest property listings and market insights. With our innovative Prospect Match feature, you can receive instant property alerts, ensuring you're always informed about new opportunities. Additionally, our website offers a comprehensive property evaluation tool, a mortgage calculator, and up-to-date mortgage rates to assist you in making informed decisions.
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