Financial planning for companies in Poughkeepsie, New York
14 results found
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Louis Curci: Primerica - Financial Services
● ClosedLouis Curci: Primerica - Financial Services is an insurance agency located at 3 Neptune Road in Poughkeepsie, New York. Our team is dedicated to providing top-notch financial services to our clients, helping them secure their future and achieve their financial goals. With a focus on insurance products and financial planning, we strive to empower individuals and families to make informed decisions about their financial well-being. Contact us today to learn more about how we can help you protect your assets and plan for a secure future.
3 Neptune Rd, Poughkeepsie, NY 12601, United States -
LTC Financial Partners
● ClosedLTC Financial Partners is a comprehensive financial, health, and insurance agency located at 50 Laffin Lane in Poughkeepsie, New York, United States. Our team of experienced professionals is dedicated to helping individuals and families plan for their long-term care needs, providing expert advice and personalized solutions to ensure financial security and peace of mind. Whether you are looking for insurance coverage, retirement planning, or assistance with healthcare decisions, LTC Financial Partners is here to help you navigate the complexities of long-term care planning and make informed choices for your future. Contact us today to learn more about our services and how we can assist you in achieving your financial and healthcare goals.
50 Laffin Ln, Poughkeepsie, NY 12603, United States -
Cornerstone Financial
● ClosedCornerstone 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.
42 Overlook Rd, Poughkeepsie, NY 12603, United States -
Scarlin Mendoza Financial Professional
● ClosedScarlin Mendoza Financial Professional is a reputable finance and insurance agency located at 2 Lagrange Avenue in Poughkeepsie, New York, United States. With a team of experienced professionals, we are dedicated to providing top-notch financial services and insurance solutions to our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and start securing your financial future.
2 Lagrange Ave # 210, Poughkeepsie, NY 12603, United States -
Karen Ackert - Prudential Financial
● OpenKaren Ackert - Prudential Financial is a reputable finance and insurance agency located at 74 Violet Avenue in Poughkeepsie, New York, United States. With a strong focus on providing top-notch financial planning and insurance services, Karen Ackert and her team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Karen Ackert - Prudential Financial is committed to providing personalized solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards a more financially secure future.
74 Violet Ave Suite 2, Poughkeepsie, NY 12601, United States -
Gravatt Financial - Northwestern Mutual
● OpenGravatt Financial - Northwestern Mutual is a reputable finance and insurance agency located at 2515 South Road in Poughkeepsie, New York, United States. With a strong focus on financial planning and risk management, the institution offers a wide range of services to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized solutions and top-notch customer service to clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Gravatt Financial - Northwestern Mutual is committed to helping you secure a stable financial future.
2515 South Rd Ste 2, Poughkeepsie, NY 12601, United States -
Jeff Timm - State Farm Insurance Agent
● ClosedJeff Timm - State Farm Insurance Agent is located at 271 Tinker Street in Woodstock, New York, United States. Situated just 1/4 mile east of the Bearsville Theater and across the street from the Bearsville Garage, our insurance agency offers a range of services to help you prepare for life's unexpected events. As a singer/songwriter with a passion for helping others, Jeff Timm opened the State Farm Insurance office in Woodstock in April 2022. Born and raised in Poughkeepsie, Jeff has always had a love for the Catskills and Adirondacks, making Woodstock the perfect location for his business. With a team of experienced professionals, including Rob, Perry, and Cheryl, Jeff is dedicated to protecting you and your family with services such as auto insurance, homeowners insurance, life insurance, and financial planning.
271 Tinker St Ste A, Woodstock, NY 12498, United States -
Vinny Squillante - State Farm Insurance Agent
● ClosedVinny Squillante - State Farm Insurance Agent is an insurance agency located at 1910 New Hackensack Road in Poughkeepsie, New York, United States. They offer personalized coverage plans to protect your family, belongings, and finances. With options for safe driving rewards, bundling discounts, and more, Vinny Squillante can help you create a solution that fits your needs. They specialize in auto insurance, offering coverage for new drivers, business travelers, collectors, and more. They are the largest auto insurance provider in the U.S. and can help you save by combining auto and home policies. In addition to auto insurance, Vinny Squillante offers insurance for recreational vehicles, homeowners, renters, personal property, small businesses, life insurance, and health insurance. They also provide banking services through an alliance with U.S. Bank, offering checking, savings, CDs, retirement CDs, and credit cards. For those looking to invest in their financial future, Vinny Squillante can provide information and options for annuities.
1910 New Hackensack Rd, Poughkeepsie, NY 12603, United States -
Catherine Ryan - State Farm Insurance Agent
● ClosedCatherine Ryan - State Farm Insurance Agent is an insurance agency located at 39 Eastdale Avenue North in Poughkeepsie, New York, United States. The agency offers a variety of insurance and financial services products to help individuals, families, and businesses plan, protect, and prosper. Catherine Ryan, the State Farm Agent, was born and raised in Dutchess County, New York, and understands the value of hard work and community support. The agency provides options for auto insurance, home insurance, renters insurance, life insurance, health insurance, and recreational vehicle insurance. Catherine and her team are committed to helping clients build strong foundations for their future, rebuild when necessary, and contribute to a strong community in the Hudson Valley. The agency values integrity, customer needs, and fairness in all interactions. For more information or a free quote, call (845) 471-3531.
39 Eastdale Ave N, Poughkeepsie, NY 12603, United States -
Primerica
● OpenPrimerica is a reputable insurance agency located at 297 Mill Street in Poughkeepsie, New York, United States. With a focus on providing financial security and protection for individuals and families, Primerica offers a wide range of insurance products and services. Whether you are looking for life insurance, health insurance, or retirement planning, Primerica has knowledgeable agents who are dedicated to helping you find the right coverage to meet your needs. Trust Primerica to provide reliable and personalized insurance solutions to help you safeguard your future.
297 Mill St 3rd floor, Poughkeepsie, NY 12601, United States -
Scott Marxer - State Farm Insurance Agent
● ClosedScott Marxer - State Farm Insurance Agent is a trusted insurance agency located at 382 Violet Avenue in Poughkeepsie, New York. Serving the community since 2012, Scott Marxer and his team offer personalized quotes for Auto Insurance, Home Insurance, Life Insurance, Health Insurance, and Small Business Insurance. As a lifelong resident of the area, Scott understands the unique needs of each individual and family. The team is committed to providing superior customer service and helping clients protect what matters most to them. Located near the Fairview Firehouse, across from Sunoco, and close to Hospice, the agency is conveniently situated for residents of Poughkeepsie, Hyde Park, Pleasant Valley, Clinton Corners, Rhinebeck, Red Hook, Wappingers Falls, Millbrook, and surrounding counties. The team consists of dedicated professionals who are ready to assist with insurance and financial services needs, ensuring that clients are properly protected and informed.
382 Violet Ave, Poughkeepsie, NY 12601, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 2515 South Road in Poughkeepsie, New York. With a strong presence in the United States, Northwestern Mutual offers a range of financial planning services and insurance products to help individuals and businesses secure their financial future. Their team of experienced professionals are dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual is committed to helping you achieve your financial goals.
2515 South Rd #201, Poughkeepsie, NY 12601, United States -
Marist College Liberty Partnerships Program
● ClosedThe Marist College Liberty Partnerships Program (LPP) is a collaborative initiative between the New York State Education Department, Marist College, and the Poughkeepsie City School District. Located at 3399 North Road in Poughkeepsie, New York, this program aims to provide opportunities for scholars through partnerships with community-based organizations and local businesses. Exclusively for first-year accepted students, the Admitted Student Day is a tailored program that offers a comprehensive look at what the Marist College LPP has to offer. The program provides access to Marist College facilities, faculty, and students, as well as administrative regulatory oversight. Additionally, LPP students who enter the college through regular admissions are eligible for a merit scholarship, which covers 50% of tuition costs.
3399 North Rd, Poughkeepsie, NY 12601, United States -
Thomas W. Bauer, Esq., CPA
● ClosedThomas W. Bauer, Esq., CPA is a reputable institution located at 42 Catharine Street in Poughkeepsie, New York. Specializing in accounting, finance, and legal services, this institution offers expert guidance and support for individuals and businesses alike. With a focus on professionalism and client satisfaction, Thomas W. Bauer, Esq., CPA is dedicated to providing top-notch services to help clients navigate the complexities of financial and legal matters. Whether you are in need of tax preparation, financial planning, or legal representation, you can trust the experienced team at Thomas W. Bauer, Esq., CPA to deliver exceptional results.
42 Catharine St, Poughkeepsie, NY 12601, United States
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