TOP 30 Income tax solutions in Poughkeepsie, New York
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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 -
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 -
Jason Burt - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJason 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.
176 Church St, Poughkeepsie, NY 12601, United States -
Alexander Morphet - Thrivent
● ClosedAlexander 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.
312 Titusville Rd Ste A, Poughkeepsie, NY 12603, United States -
Scott Montenero - Financial Advisor, Ameriprise Financial Services, LLC
● OpenScott Montenero, a financial advisor at Ameriprise Financial Services, LLC, located at 176 Church Street in Poughkeepsie, New York, is dedicated to helping clients achieve a more confident financial future. By offering complimentary initial consultations, Scott provides an overview of financial planning concepts to individuals looking to take control of their finances. While no written analysis or recommendations are provided during the initial consultation, clients can trust in the expertise and guidance of Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered through Ameriprise Financial Services, LLC are protected by FINRA and SIPC regulations, ensuring the highest level of security and transparency for clients. With a focus on personalized financial goals and strategies, Scott Montenero is committed to helping clients navigate the complexities of investment products and services. For residents interested in financial planning services, Scott Montenero is available to conduct securities business in accordance with proper registration procedures. Trust in Ameriprise Financial Services, LLC for a secure and reliable approach to achieving your financial goals.
176 Church St, Poughkeepsie, NY 12601, United States -
David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDavid 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.
176 Church St, Poughkeepsie, NY 12601, United States -
Prestige Home Buyers
● OpenWelcome to Prestige Home Buyers, your trusted partner in selling your home quickly and hassle-free! Located at 198 Charter Oaks Avenue, Brentwood, New York, we specialize in providing homeowners across Long Island with a seamless and stress-free way to sell their properties for cash. At Prestige Home Buyers, we believe in empowering you to sell on your terms. Our process is designed to eliminate the traditional headaches associated with selling a home. We buy houses in any condition, and you don’t even need to clean or make repairs. Say goodbye to commissions, fees, and lengthy waiting periods. With us, you can get a no-obligation cash offer and close the deal in as little as five days!
198 Charter Oaks Avenue, Brentwood, New York 11717, United States
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