Financial security insurance in Poughkeepsie, New York
29 results found
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Scarlin Mendoza Financial Professional
Scarlin 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.
William A. Smith & Son Insurance Poughkeepsie Office
William A. Smith & Son Insurance Poughkeepsie Office is a reputable health insurance agency located in Poughkeepsie, New York. With a prime location at 85 Civic Center Plaza, this institution offers a wide range of insurance services to cater to the diverse needs of individuals and families. Whether you are looking for health insurance coverage for yourself or your loved ones, the experienced professionals at William A. Smith & Son Insurance Poughkeepsie Office are dedicated to providing personalized and comprehensive insurance solutions. Trustworthy and reliable, this institution is committed to helping you find the right insurance plan that fits your budget and lifestyle. Contact them today to learn more about their services and how they can assist you in securing the protection you need.
Armando Merino - Ameriprise Financial Services, LLC
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."
Loyal Insurance New York
Loyal Insurance New York is a reputable insurance agency located at 15 Davis Avenue in Poughkeepsie, New York. Our dedicated team of professionals is committed to providing top-notch insurance services to individuals and businesses in the area. With a focus on customer satisfaction and personalized service, we strive to help our clients find the best insurance coverage to meet their needs and protect what matters most to them. Contact us today to learn more about our insurance options and how we can assist you in securing your future.
Louis Curci: Primerica - Financial Services
Louis 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.
DSL Financial Services
DSL Financial Services is a reputable finance institution located at 2645 South Road in Poughkeepsie, New York. With a team of experienced professionals, DSL Financial Services offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, DSL Financial Services is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
LTC Financial Partners
LTC 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.
Cornerstone Financial
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.
Karen Ackert - Prudential Financial
Karen 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.
Gravatt Financial - Northwestern Mutual
Gravatt 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.
RLC Financial
RLC Financial is a reputable institution located in Poughkeepsie, New York, United States. Specializing in health financing, RLC Financial provides a range of financial services tailored to meet the unique needs of healthcare professionals and organizations. With a team of experienced financial experts, RLC Financial is dedicated to helping clients navigate the complex financial landscape of the healthcare industry. Whether you are looking to secure funding for your practice, manage your investments, or plan for retirement, RLC Financial is committed to providing personalized solutions to help you achieve your financial goals.
FOCUS Financial Group
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 Susan L Murphy
Merrill Lynch Financial Advisor Susan L Murphy is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients can trust in expert guidance to help achieve their financial goals. Offering a broad range of services including brokerage, investment advisory, and financial planning, Merrill Lynch is committed to providing personalized solutions tailored to each client's unique needs. While investing involves risk, the team at Merrill Lynch strives to help clients navigate the complexities of the financial world with sound advice and strategic planning. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., ensuring that clients receive comprehensive financial guidance. Whether you are seeking investment advice, insurance products, or wealth management services, Merrill Lynch Financial Advisor Susan L Murphy is dedicated to helping you secure a brighter financial future.
Jason Burt - Financial Advisor, Ameriprise Financial Services, LLC
Jason Burt, a Financial Advisor at Ameriprise Financial Services, LLC, located at 176 Church Street, Poughkeepsie, New York, offers a range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, and APMA™, Jason Burt is equipped to provide expert advice on asset management, investment strategies, estate planning, and insurance products. Additionally, Jason Burt is trained in behavioral finance, philanthropy, and retirement planning, making him a well-rounded financial advisor. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Jason Burt can provide personalized guidance tailored to your specific needs. Contact Jason Burt today to schedule a consultation and take the first step towards achieving your financial goals.
Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services, LLC
Matthew Meddaugh is a financial advisor at Ameriprise Financial Services, LLC, located at 176 Church Street in Poughkeepsie, New York, United States. If you are looking for guidance on your financial future, Matthew offers complimentary initial consultations to discuss financial planning concepts. Ameriprise proudly supports the Wounded Warrior Project and Warriors to Work. Matthew enjoys spending time with his family and playing musical instruments and sports. Investment products are not insured by the FDIC and involve risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Matthew is registered to conduct securities business in certain states. Contact Matthew to discuss your financial goals and refer friends and family for financial guidance. Ameriprise Financial Services, LLC prioritizes privacy and security for their clients.
Mark Cukaj - Ameriprise Financial Services, LLC
Mark Cukaj - Ameriprise Financial Services, LLC is a finance institution located at 488 Freedom Plains Road, Poughkeepsie, New York, United States. They offer a wide range of financial services and certifications to help individuals with their asset management needs. The institution provides expertise in areas such as investment strategies, retirement planning, estate planning, and insurance products. Their team of professionals hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating their commitment to providing high-quality financial advice and services. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Mark Cukaj - Ameriprise Financial Services, LLC has the expertise and resources to help you achieve your financial goals.
Andrew Buscetto - Financial Advisor, Ameriprise Financial Services, LLC
Andrew Buscetto is a Financial Advisor at Ameriprise Financial Services, LLC located at 176 Church Street in Poughkeepsie, New York, United States. He holds various certifications including 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®. Andrew is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, estate planning, investment opportunities, insurance products, and risk management, Andrew is committed to helping clients achieve their financial goals and secure their financial future.
Globe Life National Income Division: Gryska Hamilton Organization
Globe Life National Income Division: Gryska Hamilton Organization is a reputable insurance agency located at 22 Ibm Road in Poughkeepsie, New York, United States. Specializing in providing a wide range of insurance products and services, the organization is dedicated to helping individuals and families protect their financial future. With a team of experienced professionals, Globe Life National Income Division: Gryska Hamilton Organization prides itself on offering personalized solutions tailored to meet the unique needs of each client. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner in safeguarding your income and assets.
Ultrah Unltd II
Welcome to Ultrah Unltd II, a premier finance and store institution located at 81 Fallkill Avenue in Poughkeepsie, New York. Our institution offers a wide range of financial services, including loans, investments, and insurance products, as well as a diverse selection of products for sale in our store. Whether you're looking to secure your financial future or pick up some unique items, Ultrah Unltd II has you covered. Visit us today and experience the exceptional service and quality products that have made us a trusted name in the community.
Met Life
MetLife is a well-established insurance agency located at 3 Neptune Road in Poughkeepsie, New York. As a trusted provider of insurance products and services, MetLife offers a wide range of coverage options to meet the needs of individuals and businesses alike. With a commitment to excellence and customer satisfaction, MetLife strives to protect what matters most to its clients, ensuring peace of mind and financial security for the future.
Steven Jones - Thrivent
Steven Jones - Thrivent is a reputable financial institution located at 312 Titusville Road in Poughkeepsie, New York, United States. Specializing in financial planning, investment management, and insurance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to integrity and personalized service, Steven Jones - Thrivent is a trusted partner in guiding individuals and families towards a secure financial future.
Chase Bank
Chase Bank, located at 2586 South Road, Poughkeepsie, New York, United States, is a full-service financial institution offering a range of services including ATM access, banking, and finance. With a team of business professionals specializing in cash flow management, credit solutions, and payroll, Chase provides guidance to help businesses thrive. Online and mobile services, business credit cards, and payment acceptance solutions are also available. J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., offers investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Private Client is a banking and investment product offering. Bank deposit accounts are subject to approval. Member FDIC.
Hudson Valley Credit Union
Hudson Valley Credit Union, located at 2373 U.S. 9 in Poughkeepsie, New York, is a trusted institution offering ATM and finance services. With a focus on financial independence, they offer a competitive 5.62% APY for a 12-month term. The credit union has received awards and recognition for their dedication to their 340,000 members and their commitment to lending to military members and their dependents. HVCU is federally insured by the NCUA and offers insurance products through InsureOne Insurance Services America, LLC. They are dedicated to providing a website that is accessible to all, in accordance with W3C WAI's Web Content Accessibility Guidelines. Please note that access to Internet Banking and Mobile Banking is restricted to authorized members only.
Hudson Valley Credit Union
Hudson Valley Credit Union, located at 137 Boardman Road in Poughkeepsie, New York, is a finance institution dedicated to helping its 340,000 members achieve financial independence. With a 5.62% APY for a 12-month term, members can flex their savings power and watch their money grow. The credit union also offers tips for raising financially independent children and provides lending services to military members and their dependents. HVCU is federally insured by the NCUA and is an Equal Housing Opportunity lender. Additionally, insurance products are offered through InsureOne Insurance Services America, LLC and its affiliated companies, with policies tailored to individual needs and circumstances.
Primerica
Primerica 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.
Northwestern Mutual
Northwestern 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.
Alexander Morphet - Thrivent
Alexander Morphet - Thrivent is a finance institution located at 312 Titusville Road in Poughkeepsie, New York, United States. Licensing can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. The institution and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Small World Wealth Management
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.
Northwestern Mutual - Joseph Small
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.
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