TOP 10 Comprehensive financial planning in Poughkeepsie, New York

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.

William A. Smith & Son Insurance Poughkeepsie Office is a reputable health insurance agency located in Poughkeepsie, New York. With a prime location at 85 Civic Center Plaza, this institution offers a wide range of insurance services to cater to the diverse needs of individuals and families. Whether you are looking for health insurance coverage for yourself or your loved ones, the experienced professionals at William A. Smith & Son Insurance Poughkeepsie Office are dedicated to providing personalized and comprehensive insurance solutions. Trustworthy and reliable, this institution is committed to helping you find the right insurance plan that fits your budget and lifestyle. Contact them today to learn more about their services and how they can assist you in securing the protection you need.

LTC Financial Partners is a comprehensive financial, health, and insurance agency located at 50 Laffin Lane in Poughkeepsie, New York, United States. Our team of experienced professionals is dedicated to helping individuals and families plan for their long-term care needs, providing expert advice and personalized solutions to ensure financial security and peace of mind. Whether you are looking for insurance coverage, retirement planning, or assistance with healthcare decisions, LTC Financial Partners is here to help you navigate the complexities of long-term care planning and make informed choices for your future. Contact us today to learn more about our services and how we can assist you in achieving your financial and healthcare goals.

Cornerstone 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.

Scarlin Mendoza Financial Professional is a reputable finance and insurance agency located at 2 Lagrange Avenue in Poughkeepsie, New York, United States. With a team of experienced professionals, we are dedicated to providing top-notch financial services and insurance solutions to our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and start securing your financial future.

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.

Merrill Lynch Financial Advisor Susan L Murphy is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients can trust in expert guidance to help achieve their financial goals. Offering a broad range of services including brokerage, investment advisory, and financial planning, Merrill Lynch is committed to providing personalized solutions tailored to each client's unique needs. While investing involves risk, the team at Merrill Lynch strives to help clients navigate the complexities of the financial world with sound advice and strategic planning. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., ensuring that clients receive comprehensive financial guidance. Whether you are seeking investment advice, insurance products, or wealth management services, Merrill Lynch Financial Advisor Susan L Murphy is dedicated to helping you secure a brighter financial future.

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.

Merrill Lynch Financial Advisor Craig P Irwin is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. The institution focuses on understanding your life priorities to create a personalized financial plan tailored to you, your family, and your goals. They believe in building strong client relationships based on trust and personalized service, with a team of experienced individuals committed to helping you achieve your financial goals. By utilizing the global resources of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. They offer services such as the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals, as well as ongoing reviews to ensure you stay on track. Your financial success is their priority, and they are dedicated to helping you achieve your goals through a personalized and comprehensive approach.

Merrill 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.

Merrill Lynch Financial Advisor George F. Decker Jr. is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. George F. Decker Jr. can assist in creating a flexible strategy tailored to your specific needs, with access to investment insights from Merrill and banking solutions from Bank of America. As a Merrill Lynch Wealth Management advisor, George F. Decker Jr. is dedicated to helping you achieve your financial goals through personalized wealth management strategies. With a commitment to community involvement, George F. Decker Jr. volunteers with local organizations to give back to the community. By conducting a Merrill Personal Wealth Analysis™, a personalized financial plan can be developed centered on your goals and aspirations. Your financial advisor at Merrill Lynch Wealth Management focuses on what matters most to you - your family, goals, and priorities, adjusting strategies as your needs evolve over time.

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, 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.

Kerry Phelan is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 27 Collegeview Avenue in Poughkeepsie, New York, United States. Kerry Phelan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a range of services to help individuals with their financial needs, including wealth transfers, federal taxation, and planning for financial and medical end-of-life needs for domestic partners. Kerry Phelan is committed to providing comprehensive and personalized financial advice to clients, ensuring that their financial goals are met effectively and efficiently.

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 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 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.

Merrill Lynch Financial Advisor Michael J Dolan is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. They provide access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, they help clients stay on track with their financial goals. By understanding each client's unique financial situation and aspirations, they create personalized wealth management strategies designed to help clients pursue their goals while managing investment risk. The institution offers a comprehensive approach to financial planning, considering factors such as future health care expenses, education costs, and wealth transfer to future generations. Through the Investment Personality Assessment, they tailor their financial approach to align with each client's investing preferences and goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they provide guidance and resources to help clients address their financial needs. The institution believes in measuring success by the progress made towards reaching each client's goals, making adjustments as needed. They go beyond the traditional role of an advisor by providing investing insights and banking capabilities to help clients make informed decisions as they pursue their financial objectives.

Merrill Lynch Financial Advisor Mark S Burlingame is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. They understand the importance of your life priorities and work with you to create a personalized financial plan tailored to your family, goals, and aspirations. The institution believes in listening to your needs and goals, whether it's planning for retirement, saving for a home, or funding education. Through the Investment Personality Assessment, they can customize a financial approach to help you pursue what matters most to you. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service, using global resources to provide tailored solutions. They offer the Merrill Personal Wealth Analysis™ to help document a personalized plan focused on your goals. By checking in regularly and adjusting your financial approach as needed, they aim to help you achieve what's most important to you. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Mark S Burlingame is committed to helping you reach your financial goals.

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.

Legal Services of the Hudson Valley, located at 30 South Broadway in Yonkers, New York, is a vital institution providing free, high-quality civil legal services to individuals and families in need across seven counties in the Hudson Valley region. Their experienced team of attorneys, paralegals, and support staff take a holistic approach to ensure clients receive the advice, counsel, and representation they require during times of crisis. Whether facing legal issues due to job loss, illness diagnosis, or unfair denial of benefits, many individuals who cannot afford an attorney may feel lost in the legal system. Legal Services of the Hudson Valley offers a beacon of hope, guiding clients through unfamiliar procedures and paperwork to increase their chances of success. Their commitment to race equity is evident in their work, advocating for equal justice for all regardless of race, religion, sexual orientation, or gender.

Marshall & Sterling Insurance is a reputable finance, health, and insurance agency located at 110 Main Street in Poughkeepsie, New York. With a strong presence in the community, Marshall & Sterling Insurance offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for health insurance, life insurance, or coverage for your home or business, Marshall & Sterling Insurance is committed to helping you protect what matters most. Visit their office in Poughkeepsie today to learn more about their comprehensive insurance offerings.

Tom Lewis - State Farm Insurance Agent is a trusted insurance agency located at 22 IBM Road, Suite 104B in Poughkeepsie, New York. Our licensed team members are caring insurance professionals who are ready to assist you with all your insurance needs. Tom and his team are lifelong New Yorkers who are eager to serve the community of Poughkeepsie and surrounding areas. We offer a wide range of insurance services including auto insurance, homeowners insurance, and life insurance. Our team is dedicated to providing remarkable risk management and customer service. Whether you are looking to rebuild your credit, compare the cost of living for a new job, or simply need a quote for insurance, we are here to help.

TMHill Insurance is a reputable insurance agency located at 2506 South Road in Poughkeepsie, New York. With a focus on providing personalized service and comprehensive coverage options, TMHill Insurance is dedicated to helping clients find the best insurance solutions for their needs. Whether you are looking for auto, home, life, or business insurance, the experienced agents at TMHill Insurance are here to assist you every step of the way. Trust TMHill Insurance to protect what matters most to you.

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.

Card Services is a university institution located at 3399 North Road, Poughkeepsie, New York, United States. Exclusively for first-year accepted students, Admitted Student Day is our most comprehensive tailored program. The institution is responsible for appropriately using and safeguarding the College's property, including the campus identification card. Marist College maintains a campus identification (ID) system for identification and access to various campus services, programs, and facilities. Photos in the campus ID system are owned by Marist College and may be used for educational and college-related purposes only. First Year Resident Students will receive their ID card during residence hall check-in after submitting a professional color photo. New Faculty and Staff can submit their photo after signing their contract to Human Resources. Access to residence halls, library, gym, etc. can be obtained at The Office of Safety and Security. Identification cards are an important part of campus security and are required for access to various services and facilities.

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.

Kira Lawton is a reputable healthcare institution located at 104 Fulton Avenue in Poughkeepsie, New York, United States. Specializing in providing expert medical care and services, Kira Lawton is dedicated to promoting the health and well-being of its patients. With a team of experienced doctors and healthcare professionals, the institution offers a wide range of medical treatments and services to address various health concerns. Patients can trust Kira Lawton for compassionate care and personalized treatment plans to help them achieve optimal health outcomes.

Legal Services of the Hudson Valley, located at 1 Civic Center Plaza in Poughkeepsie, New York, is dedicated to providing free, high-quality civil legal services to individuals and families in need. With experienced attorneys, paralegals, and support staff, the institution offers advice, counsel, and representation with a holistic approach. When faced with legal issues due to job loss, illness, or benefit denials, individuals often struggle to navigate the legal system, but Legal Services of the Hudson Valley is there to help. The institution is committed to race equity and fighting for equal justice for all, regardless of race, religion, sexual orientation, or gender. In 2021, they handled nearly 12,000 cases and impacted over 27,000 individuals. With multiple locations across the Hudson Valley, Legal Services of the Hudson Valley is the only provider of comprehensive civil legal services in all seven counties of the region. They provide free legal assistance to low-income individuals, ensuring that everyone has access to the legal help they need.

Prime 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.