The 30 Best Financial institution services in Poughkeepsie, New York

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.

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.

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.

Max DiSesa - Ameriprise Financial Services, LLC is a finance institution located at 176 Church Street, Poughkeepsie, New York, United States. They offer a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning areas such as asset management, retirement planning, estate planning, investment strategies, and more. They are committed to providing expertise and support to clients in various financial situations.

David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 176 Church Street, Poughkeepsie, New York, United States. The institution offers a wide range of services and certifications to meet the diverse needs of individuals seeking financial advice and planning. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution ensures that its advisors are well-equipped to provide expert guidance on asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships or military personnel, David Mazzetti - Private Wealth Advisor has the expertise to assist you in achieving your financial goals. With a commitment to ethics, professionalism, and ongoing education, the institution strives to provide the highest level of service to its clients.

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.

Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 27 Collegeview Avenue, Poughkeepsie, New York, United States. The institution offers a wide range of financial services and is known for its highly qualified professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate their expertise in areas such as asset management, estate planning, retirement planning, investment strategies, and more. The institution also provides specialized services for individuals with unique needs, such as domestic partners, seniors, and those going through divorce. With a commitment to ethical practices and ongoing education, Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing top-notch financial advice and services to their clients.

Armando Merino - Ameriprise Financial Services, LLC is a finance institution located at 176 Church Street, Poughkeepsie, New York, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others. These certifications cover various aspects of financial planning, estate planning, investment management, and specialized areas such as military financial advising. The institution's advisors are highly trained and committed to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those with specific financial needs. With a focus on ethics and professionalism, Armando Merino - Ameriprise Financial Services, LLC aims to help clients achieve their financial goals and secure their financial future."

Jackson Hewitt Tax Service located at 696 Dutchess Turnpike in Poughkeepsie, New York, is a finance institution dedicated to helping individuals maximize their tax refunds. While the tax advance loans for this year have ended, our Tax Pros are still available to assist you in getting the most out of your return. Our services are perfect for those with busy lives, as you can simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and are ready to assist Spanish-speaking clients. We offer appointments for in-person tax preparation, drop-off tax preparation, and help with IRS letters. It is recommended to book an appointment online or by calling (845) 452-7800 to reserve time with a Tax Pro, but walk-ins are also welcome at our office on Dutchess Turnpike.

RC Tax Services is a reputable accounting and finance institution located at 7 Mansion Street in Poughkeepsie, New York, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, RC Tax Services is dedicated to helping you navigate the complexities of the tax system and maximize your financial opportunities. Trust RC Tax Services for all your accounting and finance needs.

Kellogg Tax Service is a reputable accounting and finance institution located at 80 Washington Street in Poughkeepsie, New York. With a team of experienced professionals, they provide expert tax services to individuals and businesses in the United States. Whether you need assistance with tax preparation, planning, or consulting, Kellogg Tax Service is dedicated to helping you navigate the complexities of the tax system and maximize your financial well-being. Trust Kellogg Tax Service for all your accounting and finance needs.

Jade Bai CPA Accounting and Tax Services LLC is a reputable accounting and finance institution located at 42 Catharine Street in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, you can trust Jade Bai CPA Accounting and Tax Services LLC to provide you with expert advice and personalized solutions to help you achieve your financial goals.

U I Tax Services is a reputable institution located at 235 Main Street in Poughkeepsie, New York. Specializing in accounting and finance services, this local government office provides expert tax assistance to individuals and businesses alike. With a team of skilled professionals, U I Tax Services is dedicated to helping clients navigate the complexities of tax laws and regulations, ensuring compliance and maximizing financial outcomes. Trust U I Tax Services for all your tax needs in the Poughkeepsie area.

Jay's Bookkeeping and Tax Services is a reputable accounting and finance institution located at 3 Neptune Road in Poughkeepsie, New York, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses alike. Whether you need help with managing your finances, preparing tax returns, or maximizing your deductions, we are here to assist you every step of the way. Trust Jay's Bookkeeping and Tax Services for all your financial needs.

Wainwright Financial Solutions is a leading accounting and finance institution located at 312 Titusville Road in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Whether you need help with your personal finances or are looking to grow your business, Wainwright Financial Solutions is dedicated to providing expert guidance and support to help you achieve your financial goals.

Accounting Services of the Hudson Valley is a reputable institution located at 35 Wildwood Drive in Poughkeepsie, New York, United States. Specializing in accounting and finance services, this institution offers a wide range of professional financial services to individuals and businesses in the Hudson Valley region. With a team of experienced accountants and financial experts, clients can expect personalized and reliable assistance with their financial needs. Whether you require tax preparation, bookkeeping, or financial planning, Accounting Services of the Hudson Valley is committed to providing top-notch services to help you achieve your financial goals.

GSD Services is a reputable institution located at 7 Hawk Lane in Poughkeepsie, New York, United States. We specialize in providing a wide range of professional services to meet the needs of our clients. Our team of experienced professionals are dedicated to delivering high-quality solutions in a timely and efficient manner. Whether you are looking for financial consulting, business support, or administrative services, GSD Services has the expertise to help you achieve your goals. Contact us today to learn more about how we can assist you.

Price Chopper is a well-known supermarket located at 2585 South Road in Poughkeepsie, New York. This institution offers a wide range of services including ATM access, a bakery, financial services, and a variety of food and grocery items. With a reputation for quality products and excellent customer service, Price Chopper is a one-stop shop for all your shopping needs. Visit this convenient store today to experience the best in supermarket shopping.

Marist ATM- Jazzman's Cafe is a convenient financial institution located at Esplanade Trail in Poughkeepsie, New York. In addition to providing ATM services, this establishment also features a cozy Jazzman's Cafe where customers can grab a quick bite to eat or enjoy a cup of coffee while taking care of their banking needs. With its prime location and welcoming atmosphere, Marist ATM- Jazzman's Cafe is the perfect spot for students, locals, and visitors alike to relax and refuel.

Circle K is a versatile institution located at 298 Titusville Road in Poughkeepsie, New York. This establishment offers a wide range of services including ATM access, a cozy cafe, a convenient store for everyday essentials, financial services, delicious food options, a gas station for refueling, convenient meal takeaway options, a restaurant for dining in, and a store for various items. Whether you need to grab a quick snack, fill up your gas tank, or enjoy a sit-down meal, Circle K has you covered.

ATM (Shah Gasoline Inc) is a versatile institution located at 190 Innis Avenue in Poughkeepsie, New York, United States. This establishment offers a range of services including ATM access, car repair, financial services, and a gas station. Customers can conveniently handle their banking needs, refuel their vehicles, and even get their cars serviced all in one location. With a convenient location and a variety of services available, ATM (Shah Gasoline Inc) is a one-stop shop for all your automotive and financial needs.

Dalleos is a versatile institution located at 144 Mill Street in Poughkeepsie, New York, United States. As a one-stop destination, Dalleos offers a range of services including ATM facilities, finance assistance, a variety of food options, a grocery or supermarket section, a restaurant, and a store for all your shopping needs. Whether you need to grab a quick bite, stock up on groceries, or handle your financial transactions, Dalleos has you covered. Visit us today for a convenient and efficient experience.

Spackenkill High School is a prestigious secondary school located at 112 Spackenkill Road in Poughkeepsie, New York, United States. Known for its rigorous academic programs and dedicated faculty, Spackenkill High School offers a wide range of courses and extracurricular activities to help students excel in their studies and personal growth. With a strong emphasis on preparing students for college and beyond, Spackenkill High School is committed to providing a supportive and enriching learning environment for all its students.

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.

Adelphi University School of Social Work Hudson Valley Center is a prestigious institution located in Fairview, New York, United States. As the demand for social workers continues to rise, Adelphi offers a nationally recognized program to elevate your career in the field. The institution provides substantial new Graduate Social Work Scholarships, with awards up to $20,000, to make education more affordable. Additionally, students can apply for an IDEATE Fellowship in Behavioral Healthcare, which includes a generous $10,000 stipend. Both part-time and full-time graduate students have the opportunity to pursue their Master of Social Work (MSW) at Orange County Community College or at Adelphi's Hudson Valley Center in Poughkeepsie. The institution is committed to serving students during uncertain times, providing support with admission criteria, the application process, scholarship opportunities, and more.

Pratt House is a prestigious university located at 15 Pratt Loop in Poughkeepsie, New York, United States. This institution is known for its academic excellence and commitment to providing students with a well-rounded education. With state-of-the-art facilities and a diverse student body, Pratt House offers a vibrant and dynamic learning environment. Students at Pratt House have access to world-class faculty, cutting-edge research opportunities, and a wide range of extracurricular activities. Whether you're interested in the arts, sciences, business, or technology, Pratt House has something to offer for everyone. Come join our community and unlock your full potential at Pratt House.

C P Association of Putnam is a leading health institution located at 301 Manchester Road in Poughkeepsie, New York, United States. Our dedicated team of healthcare professionals is committed to providing high-quality care and support to individuals in need. With a focus on promoting wellness and improving the overall health of our community, we offer a wide range of services and programs to meet the diverse needs of our patients. Whether you are seeking preventive care, treatment for a chronic condition, or support for mental health issues, our experienced staff is here to help. Visit us today and experience the compassionate care and expert medical attention that sets C P Association of Putnam apart.

The Music Library & Conference Room at Marist University is a hub of creativity and inspiration located at 3399 North Road in Poughkeepsie, New York. Exclusively for first-year accepted students, our institution offers a comprehensive program tailored to your musical interests. Whether you're pursuing a Music Minor or simply want to incorporate music into your college experience, we have something for you. The Music Program at Marist is dedicated to cultivating music literacy, musicianship, creativity, and engaged citizenship through a variety of learning experiences and performances. Our commitment to providing music on both local and international levels sets us apart. Students have the opportunity to develop their skills, perform, and explore different genres of music, from choral to opera to Broadway standards.

Dutchess Community College, located at 53 Pendell Road in Poughkeepsie, New York, is a thriving university offering a wide range of academic programs and resources for students. With a focus on providing quality education and fostering a supportive learning environment, Dutchess Community College is committed to helping students achieve their academic and career goals. The institution boasts state-of-the-art facilities, experienced faculty, and a vibrant campus community, making it an ideal choice for those seeking a top-notch education in the heart of the Hudson Valley.