TOP 30 Financial planning firms in Poughkeepsie, New York

33 results found

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.

The Krakower Law Firm, PLLC is a professional institution located at 21 Abes Way, Poughkeepsie, New York, United States. Specializing in accounting, finance, and legal services, our experienced attorneys are dedicated to helping individuals navigate the complex and often unjust legal and criminal justice system. Our unique approach and expertise can guide you towards the right path. Please note that the information and materials provided on our website are for general informational purposes only and should not be considered legal advice. The law is constantly changing and can vary by jurisdiction, so the information we offer may not apply to your specific situation. We do not intend to create an attorney-client relationship through this website, so if you need legal advice, we recommend consulting with a qualified attorney licensed to practice in your area.

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.

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.

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.

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."

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.

Paralegal and Advocacy Services of the Hudson Valley is a leading institution located at 58 South Clinton Street in Poughkeepsie, New York, offering a wide range of services in the fields of accounting, finance, and health. Our dedicated team of professionals provides expert paralegal support and advocacy services to individuals and organizations in the Hudson Valley region. Whether you need assistance with legal documentation, financial planning, or healthcare advocacy, our experienced staff is here to help. Contact us today to learn more about how we can assist you with your specific needs.

Desi Tax Services is a reputable accounting and finance institution located at 55 Market Street in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Desi Tax Services is dedicated to providing personalized and reliable financial solutions to meet your needs. Contact them today to schedule a consultation and take control of your financial future.

Dantzman & Dantzman Law Office is a reputable finance and legal institution located at 1 Civic Center Plaza in Poughkeepsie, New York. Our team of experienced lawyers specializes in a wide range of legal services, including financial law, estate planning, and business law. With a dedication to providing personalized and effective legal solutions, we are committed to helping our clients navigate complex legal matters with confidence and ease. Contact us today to schedule a consultation and see how our expertise can benefit you.

B N Thakkar CPA P.C. is a well-established accounting and finance institution located in Poughkeepsie, New York, United States. With a team of highly skilled and experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach to each client ensures that their financial needs are met with precision and accuracy. Whether you are an individual or a business owner, B N Thakkar CPA P.C. is dedicated to helping you achieve your financial goals.

OSR Bookkeeping Services is a premier accounting and finance institution located at 2572 South Road in Poughkeepsie, New York. With a team of experienced professionals, we provide top-notch bookkeeping services to businesses of all sizes. Our dedicated staff ensures accurate financial records, timely reporting, and expert financial advice to help our clients thrive and succeed. Trust OSR Bookkeeping Services for all your accounting and finance needs.

RBT CPAs, LLP is a reputable accounting and finance institution located at 2678 South Road in Poughkeepsie, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with tax compliance or strategic financial planning, RBT CPAs, LLP is dedicated to helping you achieve your goals.

Fred Timm CPA is a reputable accounting and finance institution located at 2 Austin Court in Poughkeepsie, New York. With years of experience and expertise in the field, Fred Timm CPA offers a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of dedicated professionals is committed to providing top-notch financial solutions tailored to meet the needs of their clients. Whether you are an individual or a business owner, Fred Timm CPA is the go-to institution for all your accounting and finance needs in the United States.

Firmbach Firmbach is a reputable accounting and finance institution located at 515 West Haight Avenue in Poughkeepsie, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust Firmbach Firmbach to provide accurate and reliable financial solutions tailored to their specific needs. Whether you are an individual or a business owner, Firmbach Firmbach is dedicated to helping you achieve your financial goals.

D'Arcangelo & Co., LLP is a renowned accounting and finance institution located at 510 West Haight Avenue in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of services including auditing, tax planning, financial consulting, and more. Clients can rely on their expertise and personalized approach to help them navigate complex financial matters and achieve their goals.

Zastenchik & Co. CPAs is a reputable accounting and finance institution located at 11 Raymond Avenue in Poughkeepsie, New York. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Zastenchik & Co. CPAs for all your accounting and finance needs.

Sosa Tax Consulting LLC is a professional accounting and finance institution located at 3 Neptune Road in Poughkeepsie, New York. Our team of experienced consultants provide expert tax preparation, financial planning, and consulting services to individuals and businesses. With a commitment to accuracy and personalized service, we strive to help our clients navigate the complexities of tax laws and financial regulations. Contact us today to schedule a consultation and let us help you achieve your financial goals.

Kirshon & Co is a reputable accounting and finance institution located at 22 IBM Road in Poughkeepsie, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Kirshon & Co for accurate and reliable financial advice to help them achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial matters.

Marshall & Sterling Wealth Advisors is a leading financial institution located at 110 Main Street in Poughkeepsie, New York. Our team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, our team is here to provide expert guidance and support. Trust Marshall & Sterling Wealth Advisors to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.

Small World Wealth Management is a leading finance and insurance agency located at 2515 South Road in Poughkeepsie, New York. Our team of experienced professionals is dedicated to helping clients navigate the complexities of wealth management, insurance, and financial planning. With a focus on personalized service and tailored solutions, we strive to help individuals and businesses achieve their financial goals and secure their futures. Contact us today to learn more about how Small World Wealth Management can help you reach new heights of financial success.

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.

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.

Ostrander Barbara E CPA is a reputable accounting and finance institution located at 2678 South Road in Poughkeepsie, New York, United States. With years of experience and expertise in the field, Ostrander Barbara E CPA offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Trust Ostrander Barbara E CPA for all your accounting and finance needs.

Champion Accounting is a reputable institution located at 1938 New Hackensack Road in Poughkeepsie, New York, United States. Specializing in accounting and finance services, Champion Accounting provides expert financial guidance and support to individuals and businesses alike. With a team of experienced professionals, clients can trust in Champion Accounting to handle their financial needs with precision and care. Whether it's tax preparation, bookkeeping, or financial planning, Champion Accounting is dedicated to helping clients achieve their financial goals.

Mushett James W is a reputable accounting and finance institution located at 201 South Avenue in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Whether you are an individual or a business owner, Mushett James W is dedicated to providing personalized and high-quality financial solutions to help you achieve your financial goals. Visit them today to see how they can help you with your accounting and finance needs.

Ebersman Margery E CPA is a reputable accounting and finance institution located at 28 Horizon Hill Drive in Poughkeepsie, New York. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of services including tax preparation, financial planning, and auditing. Their dedication to excellence and personalized approach to each client sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Ebersman Margery E CPA is the trusted partner you can rely on for all your accounting needs.

Mark V. Dennis CPA is a trusted accounting and finance institution located at 504 West Haight Avenue in Poughkeepsie, New York. With years of experience and expertise in the field, the institution offers a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, auditing, bookkeeping, or financial planning, the team at Mark V. Dennis CPA is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Contact them today to schedule a consultation and take control of your financial future.