The 30 Best Personal finance in Poughkeepsie, New York

Dr. Seth Schulman is a renowned health institution located at 2001 South Road in Poughkeepsie, New York. Specializing in providing high-quality healthcare services, Dr. Schulman and his team are dedicated to improving the health and well-being of their patients. With a focus on personalized care and advanced medical treatments, this institution offers a wide range of services to meet the diverse needs of the community. Whether you are in need of routine check-ups, specialized treatments, or preventative care, Dr. Seth Schulman is committed to providing exceptional healthcare in a compassionate and professional environment.

Desi Tax Services is a reputable accounting and finance institution located at 55 Market Street in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Desi Tax Services is dedicated to providing personalized and reliable financial solutions to meet your needs. Contact them today to schedule a consultation and take control of your financial future.

Thomas W. Bauer, Esq., CPA is a reputable institution located at 42 Catharine Street in Poughkeepsie, New York. Specializing in accounting, finance, and legal services, this institution offers expert guidance and support for individuals and businesses alike. With a focus on professionalism and client satisfaction, Thomas W. Bauer, Esq., CPA is dedicated to providing top-notch services to help clients navigate the complexities of financial and legal matters. Whether you are in need of tax preparation, financial planning, or legal representation, you can trust the experienced team at Thomas W. Bauer, Esq., CPA to deliver exceptional results.

Dantzman & Dantzman Law Office is a reputable finance and legal institution located at 1 Civic Center Plaza in Poughkeepsie, New York. Our team of experienced lawyers specializes in a wide range of legal services, including financial law, estate planning, and business law. With a dedication to providing personalized and effective legal solutions, we are committed to helping our clients navigate complex legal matters with confidence and ease. Contact us today to schedule a consultation and see how our expertise can benefit you.

David A. Sears Attorney At Law is a reputable legal institution located at One Civic Center Plaza in Poughkeepsie, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney David A. Sears provides expert legal representation to clients throughout the United States. With a strong commitment to serving the community and upholding justice, clients can trust in the professionalism and dedication of David A. Sears Attorney At Law for all their legal needs.

Gambino Hoerter & Mulvaney is a prestigious law firm located at 222 Church Street in Poughkeepsie, New York. With a team of experienced and dedicated lawyers, they provide expert legal services to clients in various areas of law. Whether you are in need of representation for personal injury cases, criminal defense, family law matters, or estate planning, Gambino Hoerter & Mulvaney is committed to providing top-notch legal assistance. Their office in Poughkeepsie serves clients throughout the state of New York, offering personalized and professional legal solutions to meet their clients' needs.

The Krakower Law Firm, PLLC is a professional institution located at 21 Abes Way, Poughkeepsie, New York, United States. Specializing in accounting, finance, and legal services, our experienced attorneys are dedicated to helping individuals navigate the complex and often unjust legal and criminal justice system. Our unique approach and expertise can guide you towards the right path. Please note that the information and materials provided on our website are for general informational purposes only and should not be considered legal advice. The law is constantly changing and can vary by jurisdiction, so the information we offer may not apply to your specific situation. We do not intend to create an attorney-client relationship through this website, so if you need legal advice, we recommend consulting with a qualified attorney licensed to practice in your area.

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.

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.

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.

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.

J. Agrawal Financial Group is a reputable finance institution located at 22 Ibm Road in Poughkeepsie, New York, United States. With a focus on providing personalized financial solutions, they offer a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit J. Agrawal Financial Group today to learn more about how they can assist you in managing your finances effectively.

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.

Taconic Advisors, Inc. is a finance institution located at 82 Washington Street in Poughkeepsie, New York. Our team of experienced financial advisors provides personalized investment strategies and wealth management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we are dedicated to helping individuals and businesses navigate the complexities of the financial market. Contact us today to schedule a consultation and learn how we can assist you in securing your 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.

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.

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.

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.

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 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.

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.

Mollica Financial Group is a reputable finance institution located at 10 Raymond Avenue in Poughkeepsie, New York, United States. With a team of experienced financial experts, Mollica Financial Group offers a wide range of financial services including investment planning, retirement planning, wealth management, and estate planning. Clients can trust Mollica Financial Group to provide personalized financial solutions tailored to their individual needs and goals. With a commitment to excellence and a dedication to helping clients achieve financial success, Mollica Financial Group is a trusted partner in managing and growing wealth.

The National Wealth Network is a leading finance institution located at 22 IBM Road in Poughkeepsie, New York, United States. Our mission is to provide comprehensive financial services to individuals and businesses, helping them achieve their wealth management goals. With a team of experienced professionals and a commitment to excellence, we offer a wide range of financial products and services tailored to meet the unique needs of our clients. Whether you are looking to invest, save for the future, or plan for retirement, the National Wealth Network is here to help you navigate the complex world of finance and secure your 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.

Access One Alliance - Morgan Stanley is a finance institution located at 2678 South Road in Poughkeepsie, New York, United States. As a part of the prestigious Morgan Stanley network, this institution offers a wide range of financial services and investment opportunities to its clients. With a team of experienced professionals, they provide personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Access One Alliance - Morgan Stanley is dedicated to providing top-notch financial services tailored to your specific needs.

B N Thakkar CPA P.C. is a well-established accounting and finance institution located in Poughkeepsie, New York, United States. With a team of highly skilled and experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach to each client ensures that their financial needs are met with precision and accuracy. Whether you are an individual or a business owner, B N Thakkar CPA P.C. is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Craig P Irwin is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. The institution focuses on understanding your life priorities to create a personalized financial plan tailored to you, your family, and your goals. They believe in building strong client relationships based on trust and personalized service, with a team of experienced individuals committed to helping you achieve your financial goals. By utilizing the global resources of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. They offer services such as the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals, as well as ongoing reviews to ensure you stay on track. Your financial success is their priority, and they are dedicated to helping you achieve your goals through a personalized and comprehensive approach.

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.