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TOP 30 Insurance advisors in Poughkeepsie, NY
17 results found
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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.
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.
AXA Advisors, LLC
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.
Financial Services
Located on Edvard Bech Drive in Poughkeepsie, New York, the Financial Services institution offers a wide range of financial aid opportunities to help make a college education at Marist College affordable for all students. The Student Financial Services team is dedicated to providing exceptional customer service and support to students and their families throughout their academic journey. With a strong return on investment, Marist College offers top-tier internship locations, hands-on learning experiences, and a diverse academic environment to prepare students for successful careers post-graduation. The institution boasts high employment and loan repayment rates for its graduates, with 95% of students employed or attending graduate school within six months of graduation, and 98% successfully paying off their student loans. Through a variety of financing options and support services, Marist College aims to help students achieve their academic and career goals, ensuring a bright future beyond graduation.
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.
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.
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.
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.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 488 Freedom Plains Road in Poughkeepsie, New York. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. Their experienced team of professionals provides personalized solutions tailored to each client's unique needs and objectives. Trust Northwestern Mutual for expert financial guidance and reliable insurance coverage.
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.
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.
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.
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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