TOP 30 Family wealth transfer in Poughkeepsie, New York

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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.

D'Arcangelo Financial Advisors, LLC is a private wealth management firm located at 510 West Haight Avenue in Poughkeepsie, New York. Our team of experienced CPA's specialize in helping individuals and families create sophisticated retirement and financial plans to preserve, grow, and transfer assets to the next generation. We use academic-based research to provide practical investment and retirement solutions since 1999. Our goal is to help retired individuals and those approaching retirement plan for their future and focus on their goals. We understand the ever-changing dynamics of tax laws and their impact on estate and retirement planning, and we monitor client portfolios to ensure they are on track to meet their financial objectives.

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.

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.