Investments management in Poughkeepsie, New York

Phenix Salon Suites Poughkeepsie is a premier real estate agency located at 2600 South Road in Poughkeepsie, New York. Our institution offers top-of-the-line salon suites for beauty professionals looking to elevate their business to the next level. With a prime location in the bustling city of Poughkeepsie, our suites provide a luxurious and professional environment for hair stylists, estheticians, nail technicians, and more. Join our community of talented professionals and take your career to new heights at Phenix Salon Suites Poughkeepsie.

Prime Wealth Management is a leading finance institution located in Poughkeepsie, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide comprehensive financial solutions tailored to your individual needs. Visit us at 3344 New York 9N to learn more about how Prime Wealth Management can help you secure a prosperous financial future.

Merrill Lynch Wealth Management is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and stress the importance of understanding each client's current financial situation. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services. We are committed to client service and satisfaction, helping clients identify personal and professional goals related to lifestyle and multi-generational issues. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help you pursue your financial and life goals.

Alex Morphet, Rhinebeck Asset Management is a reputable finance institution located at 3432 North Road in Poughkeepsie, New York, United States. With a commitment to providing top-notch financial services, our team of experts offers personalized investment strategies tailored to meet the unique needs and goals of our clients. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, our experienced professionals are here to help. Trust Alex Morphet, Rhinebeck Asset Management to guide you towards a secure financial future.

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.

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.

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.

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.

Bradley & Barnett Agency is a reputable insurance and real estate agency located at 2068 South Road in Poughkeepsie, New York. With a strong presence in the community, our agency offers a wide range of insurance products and real estate services to meet the needs of our clients. Our experienced agents are dedicated to providing personalized and professional assistance to ensure that our clients receive the best coverage and properties that suit their individual needs. Whether you are looking for insurance coverage or searching for your dream home, Bradley & Barnett Agency is here to help you every step of the way.

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.

Mid-Hudson Valley Federal Credit Union is a trusted financial institution located at 21 Burnett Boulevard in Poughkeepsie, New York. As a full-service credit union, we offer a wide range of banking and financial services to our members, including savings accounts, checking accounts, loans, mortgages, and investment options. Our convenient location and ATMs make it easy for members to access their funds and manage their finances. Join us today and experience the benefits of banking with a community-focused credit union.

Welcome to Ultrah Unltd II, a premier finance and store institution located at 81 Fallkill Avenue in Poughkeepsie, New York. Our institution offers a wide range of financial services, including loans, investments, and insurance products, as well as a diverse selection of products for sale in our store. Whether you're looking to secure your financial future or pick up some unique items, Ultrah Unltd II has you covered. Visit us today and experience the exceptional service and quality products that have made us a trusted name in the community.

Hudson Property Services, LLC is a finance and real estate agency located at 695 Dutchess Turnpike in Poughkeepsie, New York, United States. With a focus on providing top-notch financial and real estate services, Hudson Property Services, LLC is dedicated to helping clients achieve their property investment goals. Whether you are looking to buy, sell, or invest in real estate, their team of experts is committed to providing personalized and professional service to meet your needs. Contact Hudson Property Services, LLC today to learn more about how they can assist you with your real estate and 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.

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.

MetLife is a well-established insurance agency located at 3 Neptune Road in Poughkeepsie, New York. As a trusted provider of insurance products and services, MetLife offers a wide range of coverage options to meet the needs of individuals and businesses alike. With a commitment to excellence and customer satisfaction, MetLife strives to protect what matters most to its clients, ensuring peace of mind and financial security for the 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.

Morgan Stanley Financial Advisors is a leading finance institution located at 2678 South Road in Poughkeepsie, New York, United States. Our team of expert financial advisors is dedicated to providing personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a strong commitment to integrity and excellence, Morgan Stanley Financial Advisors offers a wide range of services including retirement planning, portfolio management, and estate planning. Trust us to guide you towards a secure financial future.

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.

Omni Financial Advisory Group is a leading finance institution located at 315 Titusville Road in Poughkeepsie, New York, United States. With a team of experienced financial advisors, we provide personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to guide you every step of the way. Trust Omni Financial Advisory Group to provide you with the expertise and support you need to secure your financial future.

The Garden of Wealth is a prestigious financial institution located at 55 Mansion Street in Poughkeepsie, New York. With a reputation for excellence in wealth management and financial planning, our experienced team of advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, The Garden of Wealth offers personalized solutions tailored to your unique needs. Trust in our expertise and commitment to your financial success.

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.

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."

Realty Center Hudson Valley is a leading real estate agency located at 1820 New Hackensack Road in Poughkeepsie, New York. Our experienced team of real estate professionals is dedicated to helping clients buy, sell, and rent residential and commercial properties in the Hudson Valley region. With a focus on personalized service and attention to detail, we strive to make the real estate process as smooth and stress-free as possible for our clients. Whether you are looking to find your dream home, sell your current property, or invest in real estate, Realty Center Hudson Valley is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you with your real estate needs.

Sylbeth Inc is a leading institution located at 76 North Hamilton Street in Poughkeepsie, New York. Our institution offers a wide range of services including consulting, training, and research in various industries such as technology, healthcare, and finance. With a team of experienced professionals, we strive to provide innovative solutions and strategies to help our clients achieve their goals. Visit us at Sylbeth Inc and let us help you succeed in your business endeavors.

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.

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.

TEG Federal Credit Union is a trusted financial institution located at 1 Commerce Street in Poughkeepsie, New York. As a full-service credit union, TEG offers a wide range of banking and financial services to its members, including checking and savings accounts, loans, mortgages, and investment options. With a focus on personalized service and competitive rates, TEG Federal Credit Union is committed to helping individuals and families achieve their financial goals. Additionally, TEG provides convenient access to ATMs for easy cash withdrawals and account management. Visit TEG Federal Credit Union today to experience the difference of banking with a member-owned institution.

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.

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.