TOP 10 Best Family business management consulting in Poughkeepsie, New York

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.

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.

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.

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.

Covid Gone Inc is a leading institution located at 70 Cramer Road in Poughkeepsie, New York, United States. Our mission is to provide comprehensive solutions for individuals and businesses looking to navigate the challenges posed by the Covid-19 pandemic. From testing and vaccination services to consulting on safety protocols and guidelines, Covid Gone Inc is dedicated to helping our community stay safe and healthy. Our experienced team of professionals is committed to providing top-quality care and support to all our clients. Contact us today to learn more about how we can help you during these uncertain times.

Dimitrios Papadopoulos, MD is a medical institution located at 200 Westage Business Center Drive in Fishkill, New York. As a trusted doctor in the community, Dr. Papadopoulos provides quality healthcare services to patients of all ages. With a focus on holistic and personalized care, the institution offers a wide range of medical services to help individuals achieve and maintain optimal health. Whether you are in need of a routine check-up or treatment for a specific health concern, Dr. Papadopoulos and his team are dedicated to providing compassionate and comprehensive care to all patients. Visit Dimitrios Papadopoulos, MD for all your healthcare needs.

E. Stafford LLC is a reputable institution located at 390 Main Street in Poughkeepsie, New York. We offer a wide range of services including financial consulting, investment management, and estate planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. With a commitment to excellence and personalized service, E. Stafford LLC is the trusted choice for individuals and businesses looking to build wealth and financial security. Contact us today to learn more about how we can help you reach your financial aspirations.

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.

Michael Starego Aspire Financial / Equitable Advisors is a finance institution located at 85 Civic Center Plaza in Poughkeepsie, New York. As a part of Equitable Advisors, they offer a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized financial planning and investment strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Michael Starego Aspire Financial / Equitable Advisors is committed to helping you secure a strong 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.

The Walker/Gaffney Group at Morgan Stanley is a renowned finance institution located at 2678 South Road in Poughkeepsie, New York. With a team of experienced financial advisors, they provide personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, The Walker/Gaffney Group is dedicated to providing expert guidance and support every step of the way. Visit their office today to see how they can help you secure your financial future.

Taconic Advisors, Inc. is a finance institution located at 82 Washington Street in Poughkeepsie, New York. Our team of experienced financial advisors provides personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we are dedicated to helping individuals and businesses navigate the complexities of the financial market. Contact us today to schedule a consultation and learn how we can assist you in securing 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.

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.

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.

Matthew Meddaugh is a financial advisor at Ameriprise Financial Services, LLC, located at 176 Church Street in Poughkeepsie, New York, United States. If you are looking for guidance on your financial future, Matthew offers complimentary initial consultations to discuss financial planning concepts. Ameriprise proudly supports the Wounded Warrior Project and Warriors to Work. Matthew enjoys spending time with his family and playing musical instruments and sports. Investment products are not insured by the FDIC and involve risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Matthew is registered to conduct securities business in certain states. Contact Matthew to discuss your financial goals and refer friends and family for financial guidance. Ameriprise Financial Services, LLC prioritizes privacy and security for their clients.

Merrill Lynch Financial Advisor Eric Cassalina located at 2649 South Road, Poughkeepsie, New York, United States offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed on market trends and global economy updates to help you navigate your financial journey. By understanding your financial goals and priorities, Eric Cassalina can create a personalized wealth management strategy tailored to your needs. The institution focuses on providing solutions to help you manage, grow, and preserve your wealth for the future. With access to the investment insights of Merrill and banking solutions from Bank of America, you can work towards achieving your financial aspirations. The institution offers tools to track changes in your life and goals, ensuring that your financial approach evolves with you. Let Eric Cassalina help you make informed decisions as you pursue your financial goals, bringing fresh perspectives to your financial life.

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.

Prime Financial Services Inc is a reputable finance institution located at 11 Raymond Avenue in Poughkeepsie, New York. With a strong commitment to providing top-notch financial services to individuals and businesses, Prime Financial Services Inc offers a wide range of financial solutions to meet the diverse needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, their team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Prime Financial Services Inc to provide you with expert guidance and personalized service to secure your financial future.

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.