Insurance strategy consultants in Poughkeepsie, New York
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Marshall & Sterling Insurance
Marshall & Sterling Insurance is a reputable finance, health, and insurance agency located at 110 Main Street in Poughkeepsie, New York. With a strong presence in the community, Marshall & Sterling Insurance offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for health insurance, life insurance, or coverage for your home or business, Marshall & Sterling Insurance is committed to helping you protect what matters most. Visit their office in Poughkeepsie today to learn more about their comprehensive insurance offerings.
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.
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.
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.
Dr. Nhan Tai
Dr. Nhan Tai is a reputable medical institution located at 34 Livingston Street in Poughkeepsie, New York. As a trusted healthcare provider in the community, Dr. Nhan Tai offers a wide range of medical services to help patients maintain their health and well-being. With a team of experienced doctors and staff, the institution is dedicated to providing personalized care and treatment plans to meet the unique needs of each patient. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Dr. Nhan Tai is committed to delivering high-quality healthcare services in a comfortable and welcoming environment.
Carrie Frances Panoff
Carrie Frances Panoff is a reputable doctor located at 241 North Road in Poughkeepsie, New York, United States. Specializing in health, Dr. Panoff provides top-quality medical care and personalized treatment plans to meet the individual needs of her patients. With a compassionate and dedicated approach to healthcare, she is committed to helping her patients achieve optimal health and well-being. Whether you are in need of a routine check-up or facing a more complex health issue, Dr. Panoff is here to provide expert care and guidance. Schedule an appointment today to experience the exceptional services offered at Carrie Frances Panoff.
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.
Dmitri Alden
Dmitri Alden is a reputable health institution located at 241 North Road in Poughkeepsie, New York, United States. Specializing in providing top-notch medical services, Dr. Dmitri Alden and his team are dedicated to improving the health and well-being of their patients. With a focus on personalized care and cutting-edge treatments, Dmitri Alden is a trusted healthcare provider in the community. Whether you are in need of routine check-ups, specialized treatments, or expert medical advice, you can count on Dmitri Alden to deliver exceptional care with compassion and expertise.
Sagar Drew Y
Sagar Drew Y is a renowned health institution located at 15 Fulton Avenue in Poughkeepsie, New York. With a strong commitment to providing top-quality healthcare services, Sagar Drew Y offers a wide range of medical treatments and services to meet the needs of their patients. The institution is staffed by highly trained and experienced healthcare professionals who are dedicated to delivering personalized care and ensuring the well-being of every individual who walks through their doors. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Sagar Drew Y is here to provide you with the highest level of healthcare in a compassionate and welcoming environment.
Michael D. Kranis
Michael D. Kranis is a reputable lawyer located at 35 Market Street in Poughkeepsie, New York. With a strong focus on providing expert legal services, Michael D. Kranis is dedicated to representing clients in various legal matters. Whether you are in need of assistance with personal injury cases, criminal defense, family law, or any other legal issue, Michael D. Kranis is committed to delivering top-notch legal representation. With years of experience and a track record of success, clients can trust in the professionalism and expertise of Michael D. Kranis. Contact the office today to schedule a consultation and receive the legal support you deserve.
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.
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.
Ameriprise Financial
Ameriprise Financial is a finance institution located at 25 Market Street, Poughkeepsie, New York, United States. They offer a range of certifications and designations for financial professionals, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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®. These certifications cover a variety of financial planning topics, from estate planning to retirement planning, investment strategies, and more. Ameriprise Financial is committed to providing clients with expert advice and guidance from highly qualified professionals.
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.
Justin Semke - Financial Advisor, Ameriprise Financial Services, LLC
Justin Semke - Financial Advisor, Ameriprise Financial Services, LLC, located at 488 Freedom Plains Road in Poughkeepsie, New York, offers a wide range of financial services for individuals and businesses. Justin Semke holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuous education, Justin Semke is dedicated to providing personalized financial advice tailored to the unique needs of each client. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Justin Semke is here to help you achieve 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.
Merrill Lynch Financial Advisor Eric Cassalina
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.
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.
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.
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.
Tucker-Haskins & Associates
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.
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.
Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC
Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 27 Collegeview Avenue, Poughkeepsie, New York, United States. The institution offers a wide range of financial services and is known for its highly qualified professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate their expertise in areas such as asset management, estate planning, retirement planning, investment strategies, and more. The institution also provides specialized services for individuals with unique needs, such as domestic partners, seniors, and those going through divorce. With a commitment to ethical practices and ongoing education, Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing top-notch financial advice and services to their clients.
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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