TOP 10 Best Corporate wealth management in Poughkeepsie, New York

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.

McCabe, Coleman, Ventosa & Patterson PLLC is a prestigious law firm located in Poughkeepsie, New York. With a team of experienced and dedicated lawyers, they provide exceptional legal services to their clients. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, the firm is committed to helping individuals navigate the complexities of the legal system. Located at 42 Catharine Street, McCabe, Coleman, Ventosa & Patterson PLLC is dedicated to providing high-quality legal representation and achieving the best possible outcomes for their clients.

Value Tax is a reputable accounting and finance institution located at 460 Main Street in Poughkeepsie, New York. Our team of experienced professionals provides expert tax services, financial planning, and accounting solutions to individuals and businesses. With a commitment to delivering high-quality services and personalized attention to our clients, Value Tax is dedicated to helping you achieve your financial goals and maximize your value. Contact us today to schedule a consultation and see how we can assist you with all your accounting and finance needs.

The Lexington Club at the Galleria is a finance institution located at 1964 South Road, Poughkeepsie, New York, United States. This institution offers a range of financial services to individuals and businesses in the area. With a convenient location at the Galleria, clients can easily access the services they need. Whether you are looking for investment advice, loan options, or financial planning, the Lexington Club at the Galleria has knowledgeable staff ready to assist you. Visit us today for all your financial needs.

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.

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.

Tobias Vicki L is a reputable accounting and finance institution located at 4 Waters Edge Road in Poughkeepsie, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Tobias Vicki L is dedicated to helping their clients achieve their financial goals with precision and expertise. Contact them today to see how they can assist you with your accounting and finance needs.

Patrick W. O'Hara, EA MST is a reputable finance institution located at 695 Dutchess Turnpike in Poughkeepsie, New York, United States. Specializing in tax preparation, this institution is known for its expertise in the latest tax laws and its thorough and precise work. Clients have consistently praised the professionalism and efficiency of Patrick and his team, with many recommending their services for both personal and business taxes. The office is conveniently located on Rt 44, making it easily accessible for clients. With a strong focus on customer service and expert knowledge of tax law, Patrick W. O'Hara, EA MST is a trusted choice for all your tax needs. Connect with them on social media to stay updated on their services and offerings.

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.

Paralegal and Advocacy Services of the Hudson Valley is a leading institution located at 58 South Clinton Street in Poughkeepsie, New York, offering a wide range of services in the fields of accounting, finance, and health. Our dedicated team of professionals provides expert paralegal support and advocacy services to individuals and organizations in the Hudson Valley region. Whether you need assistance with legal documentation, financial planning, or healthcare advocacy, our experienced staff is here to help. Contact us today to learn more about how we can assist you with your specific needs.

Sosa Tax Consulting LLC is a professional accounting and finance institution located at 3 Neptune Road in Poughkeepsie, New York. Our team of experienced consultants provide expert tax preparation, financial planning, and consulting services to individuals and businesses. With a commitment to accuracy and personalized service, we strive to help our clients navigate the complexities of tax laws and financial regulations. Contact us today to schedule a consultation and let us help you achieve your financial goals.

The Pine Group - Morgan Stanley is a reputable finance institution located at 2678 South Road in Poughkeepsie, New York, United States. With a strong focus on providing top-notch financial services, The Pine Group - Morgan Stanley offers a wide range of investment opportunities and wealth management solutions to its clients. The institution prides itself on its experienced team of financial advisors who are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your investments or plan for retirement, The Pine Group - Morgan Stanley is here to provide expert guidance and support every step of the way.

PKF O'Connor Davies is a leading accounting and finance institution located at 2645 South Road in Poughkeepsie, New York, United States. With a strong reputation for providing top-notch financial services, PKF O'Connor Davies offers a wide range of accounting solutions to businesses and individuals alike. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and navigate complex financial challenges. Whether you're looking for tax planning, audit services, or financial consulting, PKF O'Connor Davies is committed to delivering exceptional results and exceeding client expectations.

Passikoff & Scott is a reputable accounting and finance institution located at 21 Davis Avenue in Poughkeepsie, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Passikoff & Scott is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.