TOP 10 Online financial management in Poughkeepsie, New York

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.

Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 27 Collegeview Avenue, Poughkeepsie, New York, United States. They have received the Ameriprise Client Experience Award for 2023 and offer complimentary initial consultations to address individual financial goals and risk tolerance. The institution provides investment recommendations, asset allocation strategies, and portfolio updates to help clients achieve their goals. They emphasize multi-generational financial planning, ensuring that every family member's unique aspirations are considered. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations outlined on their website. Clients can access their accounts and track progress towards their goals securely from any device. The institution values financial literacy and empowers clients to make informed decisions for their future. To learn more about how Birch Hill Wealth Advisors can assist with financial planning, schedule a complimentary consultation today.

Robert Many - State Farm Insurance Agent is a trusted insurance agency located in Poughkeepsie, New York, United States. Led by Robert Many, also known as Rob or Bobby, the agency serves customers in NY, NJ, and CT areas. With a team of experienced professionals, they offer a wide range of insurance services including Auto, Home, Renters, Life, Health, and Commercial Insurance. The agency is committed to helping customers manage risks, recover from unexpected events, and achieve their dreams. Whether you need a free insurance quote or assistance with your insurance needs, Robert Many and his team are here to help. Visit their office at 21 Burnett Blvd in Poughkeepsie or call them 24/7 to speak to a live representative. With a focus on providing personalized service and building strong relationships with customers, Robert Many - State Farm Insurance Agent is dedicated to being a reliable and supportive insurance partner in the community.

Adelphi University School of Social Work Hudson Valley Center is a prestigious institution located in Fairview, New York, United States. As the demand for social workers continues to rise, Adelphi offers a nationally recognized program to elevate your career in the field. The institution provides substantial new Graduate Social Work Scholarships, with awards up to $20,000, to make education more affordable. Additionally, students can apply for an IDEATE Fellowship in Behavioral Healthcare, which includes a generous $10,000 stipend. Both part-time and full-time graduate students have the opportunity to pursue their Master of Social Work (MSW) at Orange County Community College or at Adelphi's Hudson Valley Center in Poughkeepsie. The institution is committed to serving students during uncertain times, providing support with admission criteria, the application process, scholarship opportunities, and more.

Dutchess Community College (DCC) at Family Partnership is a higher education institution located in Poughkeepsie, New York. Situated at 29 North Hamilton Street, this university offers a wide range of academic programs and courses to help students achieve their educational and career goals. With a focus on community engagement and academic excellence, DCC at Family Partnership provides a supportive and inclusive learning environment for students of all backgrounds. Whether you are looking to earn a degree, enhance your skills, or explore new interests, DCC at Family Partnership is committed to helping you succeed.

Card Services is a university institution located at 3399 North Road, Poughkeepsie, New York, United States. Exclusively for first-year accepted students, Admitted Student Day is our most comprehensive tailored program. The institution is responsible for appropriately using and safeguarding the College's property, including the campus identification card. Marist College maintains a campus identification (ID) system for identification and access to various campus services, programs, and facilities. Photos in the campus ID system are owned by Marist College and may be used for educational and college-related purposes only. First Year Resident Students will receive their ID card during residence hall check-in after submitting a professional color photo. New Faculty and Staff can submit their photo after signing their contract to Human Resources. Access to residence halls, library, gym, etc. can be obtained at The Office of Safety and Security. Identification cards are an important part of campus security and are required for access to various services and facilities.

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.

OSR Bookkeeping Services is a premier accounting and finance institution located at 2572 South Road in Poughkeepsie, New York. With a team of experienced professionals, we provide top-notch bookkeeping services to businesses of all sizes. Our dedicated staff ensures accurate financial records, timely reporting, and expert financial advice to help our clients thrive and succeed. Trust OSR Bookkeeping Services for all your accounting and finance needs.

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.

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.

TEG Federal Credit Union - College Center is a financial institution located at 11 Marist Drive in Poughkeepsie, New York, United States. It serves as an ATM, bank, and finance center for college students and the surrounding community. With a focus on providing convenient and reliable financial services, TEG Federal Credit Union - College Center offers a range of banking options, including savings accounts, loans, and online banking. Whether you're a student looking for a convenient place to manage your finances or a local resident in need of banking services, TEG Federal Credit Union - College Center is here to help.

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.

Hudson Valley Credit Union, located at 137 Boardman Road in Poughkeepsie, New York, is a finance institution dedicated to helping its 340,000 members achieve financial independence. With a 5.62% APY for a 12-month term, members can flex their savings power and watch their money grow. The credit union also offers tips for raising financially independent children and provides lending services to military members and their dependents. HVCU is federally insured by the NCUA and is an Equal Housing Opportunity lender. Additionally, insurance products are offered through InsureOne Insurance Services America, LLC and its affiliated companies, with policies tailored to individual needs and circumstances.

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.

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.

Chase Bank, located at 2586 South Road, Poughkeepsie, New York, United States, is a full-service financial institution offering a range of services including ATM access, banking, and finance. With a team of business professionals specializing in cash flow management, credit solutions, and payroll, Chase provides guidance to help businesses thrive. Online and mobile services, business credit cards, and payment acceptance solutions are also available. J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., offers investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Private Client is a banking and investment product offering. Bank deposit accounts are subject to approval. Member FDIC.

Hudson Valley Credit Union, located at 2373 U.S. 9 in Poughkeepsie, New York, is a trusted institution offering ATM and finance services. With a focus on financial independence, they offer a competitive 5.62% APY for a 12-month term. The credit union has received awards and recognition for their dedication to their 340,000 members and their commitment to lending to military members and their dependents. HVCU is federally insured by the NCUA and offers insurance products through InsureOne Insurance Services America, LLC. They are dedicated to providing a website that is accessible to all, in accordance with W3C WAI's Web Content Accessibility Guidelines. Please note that access to Internet Banking and Mobile Banking is restricted to authorized members only.