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TOP 30 Effective estate planning strategies in Poughkeepsie, NY
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Rizzo & Kelley
Rizzo & Kelley is a reputable law firm located at 272 Mill Street in Poughkeepsie, New York. With a team of experienced and dedicated lawyers, they provide expert legal services to clients in various practice areas. Whether you are in need of representation for a personal injury case, criminal defense, family law matters, or estate planning, Rizzo & Kelley is committed to providing top-notch legal representation. Their office in Poughkeepsie serves clients throughout New York, offering personalized attention and effective solutions to meet their clients' legal needs. Contact Rizzo & Kelley today for professional and reliable legal assistance.
Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services, LLC
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.
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