TOP 30 Consultant in Poughkeepsie, New York

388 results found

DSL Financial Services is a reputable finance institution located at 2645 South Road in Poughkeepsie, New York. With a team of experienced professionals, DSL Financial Services offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, DSL Financial Services is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Omni 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.

FOCUS Financial Group is a leading finance institution located at 38 Kenzbrit Court in Poughkeepsie, New York, United States. Our team of experienced financial experts is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, FOCUS Financial Group is here to help. Contact us today to schedule a consultation and start building a secure financial future.

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.

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.

Mollica Financial Group is a reputable finance institution located at 10 Raymond Avenue in Poughkeepsie, New York, United States. With a team of experienced financial experts, Mollica Financial Group offers a wide range of financial services including investment planning, retirement planning, wealth management, and estate planning. Clients can trust Mollica Financial Group to provide personalized financial solutions tailored to their individual needs and goals. With a commitment to excellence and a dedication to helping clients achieve financial success, Mollica Financial Group is a trusted partner in managing and growing wealth.

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.

Merrill Lynch Wealth Management is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and stress the importance of understanding each client's current financial situation. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services. We are committed to client service and satisfaction, helping clients identify personal and professional goals related to lifestyle and multi-generational issues. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help you pursue your financial and life goals.

Access One Alliance - Morgan Stanley is a finance institution located at 2678 South Road in Poughkeepsie, New York, United States. As a part of the prestigious Morgan Stanley network, this institution offers a wide range of financial services and investment opportunities to its clients. With a team of experienced professionals, they provide personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Access One Alliance - Morgan Stanley is dedicated to providing top-notch financial services tailored to your specific needs.

Ameriprise Financial is a finance institution located at 25 Market Street, Poughkeepsie, New York, United States. They offer a range of certifications and designations for financial professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 variety of financial planning topics, from estate planning to retirement planning, investment strategies, and more. Ameriprise Financial is committed to providing clients with expert advice and guidance from highly qualified professionals.

B N Thakkar CPA P.C. is a well-established accounting and finance institution located in Poughkeepsie, New York, United States. With a team of highly skilled and experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach to each client ensures that their financial needs are met with precision and accuracy. Whether you are an individual or a business owner, B N Thakkar CPA P.C. is dedicated to helping you achieve your financial goals.

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.

OSR Bookkeeping Services is a premier accounting and finance institution located at 2572 South Road in Poughkeepsie, New York. With a team of experienced professionals, we provide top-notch bookkeeping services to businesses of all sizes. Our dedicated staff ensures accurate financial records, timely reporting, and expert financial advice to help our clients thrive and succeed. Trust OSR Bookkeeping Services for all your accounting and finance needs.

RBT CPAs, LLP is a reputable accounting and finance institution located at 2678 South Road in Poughkeepsie, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with tax compliance or strategic financial planning, RBT CPAs, LLP is dedicated to helping you achieve your goals.

Fred Timm CPA is a reputable accounting and finance institution located at 2 Austin Court in Poughkeepsie, New York. With years of experience and expertise in the field, Fred Timm CPA offers a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of dedicated professionals is committed to providing top-notch financial solutions tailored to meet the needs of their clients. Whether you are an individual or a business owner, Fred Timm CPA is the go-to institution for all your accounting and finance needs in the United States.

Forbes Business Solutions LLC is a leading accounting and finance institution located on High Street in Poughkeepsie, New York, United States. With a team of experienced professionals, Forbes Business Solutions LLC offers a wide range of financial services to help businesses manage their finances effectively. From bookkeeping and tax preparation to financial planning and consulting, Forbes Business Solutions LLC is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trust Forbes Business Solutions LLC to handle all your accounting and finance needs with professionalism and expertise.

Rama CPA LLC is a reputable accounting and finance institution located at 61 King George Road in Poughkeepsie, New York, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and bookkeeping. We pride ourselves on delivering personalized, high-quality services to individuals and businesses alike. Trust Rama CPA LLC for all your accounting and finance needs.

Firmbach Firmbach is a reputable accounting and finance institution located at 515 West Haight Avenue 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 consulting. Clients can trust Firmbach Firmbach to provide accurate and reliable financial solutions tailored to their specific needs. Whether you are an individual or a business owner, Firmbach Firmbach is dedicated to helping you achieve your financial goals.

D'Arcangelo & Co., LLP is a renowned accounting and finance institution located at 510 West Haight Avenue in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of services including auditing, tax planning, financial consulting, and more. Clients can rely on their expertise and personalized approach to help them navigate complex financial matters and achieve their goals.

Zastenchik & Co. CPAs is a reputable accounting and finance institution located at 11 Raymond Avenue in Poughkeepsie, New York. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Zastenchik & Co. CPAs for all your accounting and finance needs.

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.

Tax Alternative Group is a top-notch tax preparation business located at 695 Dutchess Turnpike in Poughkeepsie, New York. Specializing in accounting, finance, and legal services, this institution is well-versed in the latest tax laws and ensures thorough and precise work on all tax preparations. With a reputation for excellence and reasonable pricing, Tax Alternative Group has been a trusted choice for many clients over the years. The professional and friendly staff, led by Patrick O'Hara, provide exceptional service and expertise in tax law and policy. Whether you need help with personal or business taxes, Tax Alternative Group is the go-to option for a stress-free and efficient process. Connect with them on social media and experience the difference in tax preparation services today!

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.

The 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.

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.

Birch 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.

Martin 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.