TOP 10 Global wealth management in Poughkeepsie, New York

Merrill Lynch Financial Advisor Timothy Neilson, located at 2649 South Road, Poughkeepsie, New York, United States, is dedicated to helping clients achieve their financial goals through personalized investment strategies. Timothy Neilson takes the time to understand each client's unique needs, family situation, and priorities to create a tailored financial plan. With a focus on building strong client relationships based on trust and personalized service, Timothy and his team at Merrill Lynch Wealth Management provide access to global resources and expertise to help clients navigate the complexities of the financial markets. By offering comprehensive financial solutions from Bank of America and utilizing the Merrill Personal Wealth Analysis™, clients can work towards achieving their long-term financial objectives while managing investment risk. With a commitment to community involvement and a deep understanding of behavioral finance, Timothy Neilson strives to help clients pursue what matters most to them, whether it's planning for retirement, saving for education, or managing wealth for future generations. As a registered financial advisor in multiple states, Timothy Neilson is dedicated to providing clients with the latest investment insights, tips, and strategies to help them live their best financial life.

Merrill Lynch Financial Advisor Craig P Irwin is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. The institution focuses on understanding your life priorities to create a personalized financial plan tailored to you, your family, and your goals. They believe in building strong client relationships based on trust and personalized service, with a team of experienced individuals committed to helping you achieve your financial goals. By utilizing the global resources of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. They offer services such as the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals, as well as ongoing reviews to ensure you stay on track. Your financial success is their priority, and they are dedicated to helping you achieve your goals through a personalized and comprehensive approach.

Merrill Lynch Financial Advisor Dean Marquis, located at 2649 South Road, Poughkeepsie, New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed about market trends and global economy with timely insights to help you stay on track. By answering some questions, you can be matched with advisors best suited to your needs. Dean Marquis can help you create a flexible strategy tailored to your financial goals, with access to the investment insights of Merrill and the banking convenience of Bank of America. With a focus on understanding your unique financial picture, Dean Marquis works to develop personalized wealth management strategies to help you pursue your goals. By discussing your aspirations and priorities, Dean Marquis can provide guidance on managing investment risk and turning your financial goals into reality. The institution believes in a personalized approach to financial planning, starting with a conversation to identify and prioritize your goals. Through tools like the Investment Personality Assessment, Dean Marquis can customize your financial approach to align with what matters most to you. The institution offers access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you work towards your goals. The institution goes beyond the traditional role of an advisor, providing research from BofA Global Research to help you navigate investment decisions. Remember that investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. Whether you're saving for retirement, buying a home, or funding education, Dean Marquis can help you build a clear path forward for your financial future.

Merrill Lynch Financial Advisor Eric Cassalina located at 2649 South Road, Poughkeepsie, New York, United States offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed on market trends and global economy updates to help you navigate your financial journey. By understanding your financial goals and priorities, Eric Cassalina can create a personalized wealth management strategy tailored to your needs. The institution focuses on providing solutions to help you manage, grow, and preserve your wealth for the future. With access to the investment insights of Merrill and banking solutions from Bank of America, you can work towards achieving your financial aspirations. The institution offers tools to track changes in your life and goals, ensuring that your financial approach evolves with you. Let Eric Cassalina help you make informed decisions as you pursue your financial goals, bringing fresh perspectives to your financial life.

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.

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 Michael J Dolan is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. They provide access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, they help clients stay on track with their financial goals. By understanding each client's unique financial situation and aspirations, they create personalized wealth management strategies designed to help clients pursue their goals while managing investment risk. The institution offers a comprehensive approach to financial planning, considering factors such as future health care expenses, education costs, and wealth transfer to future generations. Through the Investment Personality Assessment, they tailor their financial approach to align with each client's investing preferences and goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they provide guidance and resources to help clients address their financial needs. The institution believes in measuring success by the progress made towards reaching each client's goals, making adjustments as needed. They go beyond the traditional role of an advisor by providing investing insights and banking capabilities to help clients make informed decisions as they pursue their financial objectives.

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.