Individual investment solutions in Poughkeepsie, New York

CJ Tomaskovic, Rhinebeck Asset Management is a reputable finance institution located at 1898 South Road in Poughkeepsie, New York, United States. With a focus on providing personalized financial services and investment management, the institution prides itself on delivering tailored solutions to meet the individual needs and goals of their clients. The team at CJ Tomaskovic, Rhinebeck Asset Management is dedicated to helping clients navigate the complex world of finance, offering expert advice and guidance every step of the way. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, CJ Tomaskovic, Rhinebeck Asset Management is committed to helping you achieve financial success.

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.

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.

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.

Scott 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.

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.

Tucker-Haskins & Associates is a well-established finance institution located at 42 Catharine Street in Poughkeepsie, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with investments, retirement planning, or estate management, Tucker-Haskins & Associates can provide personalized solutions to help you achieve your financial goals. Trustworthy and reliable, they are dedicated to helping their clients navigate the complexities of the financial world with confidence and peace of mind.

David 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.

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.

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.

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."

Bad Uncle Sam is a finance institution located at 278 Mill Street in Poughkeepsie, New York. With a focus on providing financial services to individuals and businesses in the local community, Bad Uncle Sam offers a range of services including loans, investment advice, and financial planning. The institution is committed to helping clients achieve their financial goals and navigate the complexities of the financial world. With a team of experienced professionals, Bad Uncle Sam is dedicated to providing personalized and reliable financial solutions to meet the needs of their clients.

AXA Advisors, LLC is a reputable insurance agency located at 85 Civic Center Plaza in Poughkeepsie, New York, United States. With a focus on providing comprehensive insurance solutions to individuals and businesses, AXA Advisors, LLC offers a wide range of insurance products and services to meet the unique needs of their clients. Their team of experienced advisors are dedicated to helping clients protect their assets and plan for the future. Whether you are looking for life insurance, retirement planning, or investment strategies, AXA Advisors, LLC is committed to providing personalized and professional service to help you achieve your financial goals.

Patrick W. O'Hara, EA MST is a reputable finance institution located at 695 Dutchess Turnpike in Poughkeepsie, New York, United States. Specializing in tax preparation, this institution is known for its expertise in the latest tax laws and its thorough and precise work. Clients have consistently praised the professionalism and efficiency of Patrick and his team, with many recommending their services for both personal and business taxes. The office is conveniently located on Rt 44, making it easily accessible for clients. With a strong focus on customer service and expert knowledge of tax law, Patrick W. O'Hara, EA MST is a trusted choice for all your tax needs. Connect with them on social media to stay updated on their services and offerings.

H&R Block is a trusted accounting and finance institution located at 2566 South Road in Poughkeepsie, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you achieve your financial goals and maximize your returns. Visit us today to see how we can help you navigate the complex world of finance with ease and confidence.

The Lexington Club at the Galleria is a finance institution located at 1964 South Road, Poughkeepsie, New York, United States. This institution offers a range of financial services to individuals and businesses in the area. With a convenient location at the Galleria, clients can easily access the services they need. Whether you are looking for investment advice, loan options, or financial planning, the Lexington Club at the Galleria has knowledgeable staff ready to assist you. Visit us today for all your financial needs.

Value Tax is a reputable accounting and finance institution located at 460 Main Street in Poughkeepsie, New York. Our team of experienced professionals provides expert tax services, financial planning, and accounting solutions to individuals and businesses. With a commitment to delivering high-quality services and personalized attention to our clients, Value Tax is dedicated to helping you achieve your financial goals and maximize your value. Contact us today to schedule a consultation and see how we can assist you with all your accounting and finance needs.

U I Tax Services is a reputable institution located at 235 Main Street in Poughkeepsie, New York. Specializing in accounting and finance services, this local government office provides expert tax assistance to individuals and businesses alike. With a team of skilled professionals, U I Tax Services is dedicated to helping clients navigate the complexities of tax laws and regulations, ensuring compliance and maximizing financial outcomes. Trust U I Tax Services for all your tax needs in the Poughkeepsie area.

Phoenix Variable is a leading institution in the field of accounting and finance, located at 34 South Grand Avenue in Poughkeepsie, New York. With a reputation for excellence and innovation, Phoenix Variable offers a wide range of services to help individuals and businesses manage their finances effectively. Whether you are looking for tax preparation, investment advice, or financial planning, the expert team at Phoenix Variable is dedicated to providing personalized solutions to meet your needs. Visit us today to see how we can help you achieve your financial goals.

Passikoff & Scott is a reputable accounting and finance institution located at 21 Davis Avenue in Poughkeepsie, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Passikoff & Scott is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.

Pangia & Co PC is a reputable accounting and finance institution located at Jefferson Plaza, #101 in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Pangia & Co PC is dedicated to providing top-notch service and expertise to help you achieve your financial goals.

Ulster Savings Bank is a reputable financial institution located at 39 Burnett Boulevard in Poughkeepsie, New York, United States. As a full-service bank, Ulster Savings Bank offers a wide range of financial products and services to meet the needs of individuals, families, and businesses. With a commitment to providing personalized service and innovative solutions, Ulster Savings Bank is dedicated to helping customers achieve their financial goals. Whether you're looking for a checking account, mortgage loan, or investment advice, Ulster Savings Bank is here to help you every step of the way. Trust Ulster Savings Bank for all your banking and financial needs.