TOP 30 Investment advisor for retirement in Poughkeepsie, New York

47 results found

D'Arcangelo Financial Advisors, LLC is a private wealth management firm located at 510 West Haight Avenue in Poughkeepsie, New York. Our team of experienced CPA's specialize in helping individuals and families create sophisticated retirement and financial plans to preserve, grow, and transfer assets to the next generation. We use academic-based research to provide practical investment and retirement solutions since 1999. Our goal is to help retired individuals and those approaching retirement plan for their future and focus on their goals. We understand the ever-changing dynamics of tax laws and their impact on estate and retirement planning, and we monitor client portfolios to ensure they are on track to meet their financial objectives.

Michael Starego Aspire Financial / Equitable Advisors is a finance institution located at 85 Civic Center Plaza in Poughkeepsie, New York. As a part of Equitable Advisors, they offer a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized financial planning and investment strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Michael Starego Aspire Financial / Equitable Advisors is committed to helping you secure a strong financial future.

Merrill Lynch Financial Advisor Michael M. Mattes, located at 2649 South Road in Poughkeepsie, New York, is a trusted institution specializing in finance. As a Wealth Management Advisor and Senior Vice President with over a decade of experience, Michael focuses on creating personalized wealth management strategies tailored to individual needs. Through Merrill Personal Wealth Analysis™, Michael helps clients build and document personalized plans centered on their goals and aspirations. By prioritizing conversations with clients, Michael aims to understand their unique financial goals and priorities, whether it's planning for future generations, pursuing passions, or managing wealth for long-term growth. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael works with clients to develop customized approaches designed to address their financial needs.

Antonio Coppola - Morgan Stanley Financial Advisor is a reputable financial institution located at 2678 South Road in Poughkeepsie, New York. As a trusted advisor with Morgan Stanley, Antonio Coppola provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Antonio Coppola is dedicated to helping clients navigate the complexities of the financial market and make informed decisions. Whether you are planning for retirement, investing for the future, or managing your wealth, Antonio Coppola - Morgan Stanley Financial Advisor is committed to providing top-notch financial services tailored to your individual needs.

Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 176 Church Street, Poughkeepsie, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our experienced financial advisors document your goals, regularly review your progress, and adjust your approach as life changes. With access to your investments and accounts from any device, you can track your progress towards your goals securely. Schedule a complimentary initial consultation to learn how we can help you achieve financial success. Our Ameriprise Financial Advisors provide personalized advice to address retirement concerns and help you plan for the future. Start financial planning with us today to secure your financial future. Please refer to our website for important disclosures and regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

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 Lisa J Vedder is a reputable finance institution located at 2649 South Road in Poughkeepsie, New York, United States. With years of experience and expertise in the financial industry, Lisa J Vedder provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Lisa J Vedder is dedicated to providing top-notch financial solutions tailored to your individual needs. Trust in their knowledge and professionalism to guide you towards a secure financial future.

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.

Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 488 Freedom Plains Road, Poughkeepsie, New York, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking asset management solutions. Martin Cukaj holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in areas such as wealth transfers, retirement planning, estate planning, investment strategies, and fiduciary practices. With a commitment to ethical standards and continuous education, Martin Cukaj provides personalized financial advice tailored to each client's unique situation. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Martin Cukaj can help you navigate the complexities of financial planning and investment management. Contact Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, to start building a secure financial future today.

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.

Merrill Lynch Financial Advisor Marc P 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. With timely market insights and a personalized approach to wealth management, Marc P Cassalina can help you create a flexible strategy to navigate changing market conditions. By understanding your financial goals and priorities, Marc P Cassalina can help you design and implement a personalized plan to pursue your goals while managing investment risk. The institution believes in a holistic approach to financial planning, focusing on solutions that can help turn your aspirations into reality. Through the Investment Personality Assessment, Merrill Lynch can customize a financial approach tailored to your preferences and goals. With access to the investing insights of Merrill and banking solutions from Bank of America, Marc P Cassalina can help address your financial needs and provide guidance on important decisions. Whether you're planning for retirement, saving for a home, or funding education, the institution aims to help you make informed choices that align with your objectives. With tools to track changes in your life and goals, Merrill Lynch Financial Advisor Marc P Cassalina is dedicated to helping you achieve financial success and build a secure future for yourself and your family.

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 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.

Kerry Phelan is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 27 Collegeview Avenue in Poughkeepsie, New York, United States. Kerry Phelan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a range of services to help individuals with their financial needs, including wealth transfers, federal taxation, and planning for financial and medical end-of-life needs for domestic partners. Kerry Phelan is committed to providing comprehensive and personalized financial advice to clients, ensuring that their financial goals are met effectively and efficiently.

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.

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.

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.

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.

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.

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.

Louis Curci: Primerica - Financial Services is an insurance agency located at 3 Neptune Road in Poughkeepsie, New York. Our team is dedicated to providing top-notch financial services to our clients, helping them secure their future and achieve their financial goals. With a focus on insurance products and financial planning, we strive to empower individuals and families to make informed decisions about their financial well-being. Contact us today to learn more about how we can help you protect your assets and plan for a secure future.

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 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 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 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.

Charles Schwab is a renowned finance institution located at 2645 South Road in Poughkeepsie, New York, United States. With a reputation for providing top-notch financial services, including investment advice, wealth management, and brokerage services, Charles Schwab is a trusted name in the industry. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or manage your assets, Charles Schwab is committed to providing personalized solutions to meet your needs. Visit their office in Poughkeepsie today to learn more about how they can help you achieve financial success.

The Walker/Gaffney Group at Morgan Stanley is a renowned finance institution located at 2678 South Road in Poughkeepsie, New York. With a team of experienced financial advisors, they provide personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, The Walker/Gaffney Group is dedicated to providing expert guidance and support every step of the way. Visit their office today to see how they can help you secure your financial future.

The Oak Group is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Our mission is to help individuals take a proactive approach to their personal financial situation by providing sound advice and guidance for their financial future. We specialize in investing, retirement planning, estate planning, and wealth preservation. Our team at The Oak Group is dedicated to helping clients pursue their financial goals and make informed decisions. As part of Wells Fargo Investment Institute, we offer insights and outlooks on the economy, equities, fixed income, real assets, and alternative investments. Our President, Darrell Cronk, provides valuable information on current market trends and potential impacts on investments. We also provide weekly market insights, economic data analysis, and reports on timely market topics.