Family finances in Poughkeepsie, New York

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.

Morgan Stanley Financial Advisors is a leading finance institution located at 2678 South Road in Poughkeepsie, New York, United States. Our team of expert financial advisors is dedicated to providing personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a strong commitment to integrity and excellence, Morgan Stanley Financial Advisors offers a wide range of services including retirement planning, portfolio management, and estate planning. Trust us to guide you towards a secure financial future.

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.

J. Agrawal Financial Group is a reputable finance institution located at 22 Ibm Road in Poughkeepsie, New York, United States. With a focus on providing personalized financial solutions, they offer a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit J. Agrawal Financial Group today to learn more about how they can assist you in managing your finances effectively.

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.

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.

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.

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.

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 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.

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.

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.

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.

Merrill Lynch Financial Advisor John J Gadonniex is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Our team is dedicated to helping you develop a personalized plan to pursue your desired retirement lifestyle and ensure your assets last through your lifetime and beyond. With the global resources of Merrill, our experienced individuals focus on building strong client relationships based on trust and personalized service. We offer services such as Registered Senior Wealth Management Client Associate, Investment Personality Assessment, and Merrill Personal Wealth Analysis™ to help you reach your financial goals. Our mission is to understand you and what matters most to you, so we can design and implement a personalized plan to manage risk and achieve your aspirations. Let's work together to help you achieve your goals and live your best financial life.

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.

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.

Northwestern Mutual - Joseph Small is a financial institution located at 2515 South Road in Poughkeepsie, New York, United States. Specializing in financial planning, insurance, and investment services, this institution is dedicated to helping individuals and families achieve their financial goals and secure their futures. With a focus on personalized service and tailored solutions, Northwestern Mutual - Joseph Small is committed to providing clients with the guidance and support they need to make informed decisions about their finances. Whether you are looking to plan for retirement, protect your assets, or grow your wealth, this institution offers a range of services to help you reach your financial objectives.

Rhinebeck Bank Residential Lending is a financial institution located at 1898 South Road in Poughkeepsie, New York. Offering a range of services including ATM access, banking, and residential lending, Rhinebeck Bank is committed to providing personalized solutions to meet the financial needs of individuals and families in the community. With a focus on customer service and expertise in mortgage lending, Rhinebeck Bank Residential Lending is a trusted partner for those looking to achieve their homeownership goals.

Arlington Exchange Gold & Silver Buyers is a finance and jewelry store located at 811 Main Street in Arlington, New York, United States. We are the leading gold buyers in Dutchess County, now located in Poughkeepsie. Our family-owned business offers exceptional services for selling your gold, diamonds, silver, and more. We operate seven days a week and provide a friendly environment for our clientele. Our multilingual staff members are proficient in English, Italian, and Spanish for seamless communication. We specialize in purchasing valuable items such as gold, silver, platinum, diamonds, and collectibles. We accept all types of gold items, including yellow, white, or rose-colored, as well as loose or set diamonds. Additionally, we buy high-end watches, coin collections, luxury jewelry, and more. Visit us at 811 Main St., Poughkeepsie, NY 12603, for the highest payout for your precious metals and stones. Trust Arlington Exchange for the best deals on selling your gold nationwide.

TEG Federal Credit Union is a trusted financial institution located at 1 Commerce Street in Poughkeepsie, New York. As a full-service credit union, TEG offers a wide range of banking and financial services to its members, including checking and savings accounts, loans, mortgages, and investment options. With a focus on personalized service and competitive rates, TEG Federal Credit Union is committed to helping individuals and families achieve their financial goals. Additionally, TEG provides convenient access to ATMs for easy cash withdrawals and account management. Visit TEG Federal Credit Union today to experience the difference of banking with a member-owned institution.

Ulster Savings Bank is a reputable financial institution located at 39 Burnett Boulevard in Poughkeepsie, New York, United States. As a full-service bank, Ulster Savings Bank offers a wide range of financial products and services to meet the needs of individuals, families, and businesses. With a commitment to providing personalized service and innovative solutions, Ulster Savings Bank is dedicated to helping customers achieve their financial goals. Whether you're looking for a checking account, mortgage loan, or investment advice, Ulster Savings Bank is here to help you every step of the way. Trust Ulster Savings Bank for all your banking and financial needs.

Welcome to Patriot Realty of Long Island, your premier real estate agency located at 10 Atlantic Street, Holtsville, New York. As a trusted name in Long Island real estate since 1991, we pride ourselves on delivering exceptional service to our clients. Whether you're buying, selling, or investing, our team is equipped with the expertise and dedication to help you achieve your real estate goals. Our user-friendly website, www.patriotrealtyoflongisland.com, is your gateway to the latest property listings and market insights. With our innovative Prospect Match feature, you can receive instant property alerts, ensuring you're always informed about new opportunities. Additionally, our website offers a comprehensive property evaluation tool, a mortgage calculator, and up-to-date mortgage rates to assist you in making informed decisions.

Welcome to Prestige Home Buyers, your trusted partner in selling your home quickly and hassle-free! Located at 198 Charter Oaks Avenue, Brentwood, New York, we specialize in providing homeowners across Long Island with a seamless and stress-free way to sell their properties for cash. At Prestige Home Buyers, we believe in empowering you to sell on your terms. Our process is designed to eliminate the traditional headaches associated with selling a home. We buy houses in any condition, and you don’t even need to clean or make repairs. Say goodbye to commissions, fees, and lengthy waiting periods. With us, you can get a no-obligation cash offer and close the deal in as little as five days!