- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Personal financial services in Poughkeepsie, NY
94 results found
A convenient service for searching for businesses, places and services
Merrill Lynch Financial Advisor Mark S Burlingame
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.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service located at 696 Dutchess Turnpike in Poughkeepsie, New York, is a finance institution dedicated to helping individuals maximize their tax refunds. While the tax advance loans for this year have ended, our Tax Pros are still available to assist you in getting the most out of your return. Our services are perfect for those with busy lives, as you can simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and are ready to assist Spanish-speaking clients. We offer appointments for in-person tax preparation, drop-off tax preparation, and help with IRS letters. It is recommended to book an appointment online or by calling (845) 452-7800 to reserve time with a Tax Pro, but walk-ins are also welcome at our office on Dutchess Turnpike.
Hudson Property Services, LLC
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.
Jade Bai CPA Accounting and Tax Services LLC
Jade Bai CPA Accounting and Tax Services LLC is a reputable accounting and finance institution located at 42 Catharine Street in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, you can trust Jade Bai CPA Accounting and Tax Services LLC to provide you with expert advice and personalized solutions to help you achieve your financial goals.
Wainwright Financial Solutions
Wainwright Financial Solutions is a leading accounting and finance institution located at 312 Titusville Road in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Whether you need help with your personal finances or are looking to grow your business, Wainwright Financial Solutions is dedicated to providing expert guidance and support to help you achieve your financial goals.
Accounting Services of the Hudson Valley
Accounting Services of the Hudson Valley is a reputable institution located at 35 Wildwood Drive in Poughkeepsie, New York, United States. Specializing in accounting and finance services, this institution offers a wide range of professional financial services to individuals and businesses in the Hudson Valley region. With a team of experienced accountants and financial experts, clients can expect personalized and reliable assistance with their financial needs. Whether you require tax preparation, bookkeeping, or financial planning, Accounting Services of the Hudson Valley is committed to providing top-notch services to help you achieve your financial goals.
Wyatt Savage - State Farm Insurance Agent
Wyatt Savage - State Farm Insurance Agent is a reputable insurance agency located at 24 New York 17K, Newburgh, New York, United States. With a focus on serving the community, the agency offers a wide range of insurance products including car insurance, home insurance, life insurance, business insurance, and more in NY, NJ, and PA. The agency also specializes in providing insurance for various small businesses such as barber shops, plumbers, electricians, and more. The Wyatt Savage team is dedicated to providing remarkable customer service and is ready to assist customers in English and Spanish. Whether you prefer to communicate over the phone or in person, the team is available to help with all your insurance needs. Additionally, the agency offers tips on topics such as drunk driving prevention, bed bug detection, and dog health insurance.
Dutchess Kia
Dutchess Kia is a premier car dealership and service center located at 2291 South Road in Poughkeepsie, New York. As a trusted Kia dealer, we offer a wide selection of new and pre-owned vehicles, as well as expert car repair and maintenance services. Our finance department is dedicated to helping you find the best financing options for your new car purchase. Visit our store today and experience top-notch customer service and quality vehicles at Dutchess Kia.
Marshall & Sterling Insurance
Marshall & Sterling Insurance is a reputable finance and insurance agency located at 232 Hooker Avenue in Poughkeepsie, New York. With a strong presence in the community, they offer a wide range of insurance products and financial services to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for auto, home, life, or business insurance, Marshall & Sterling Insurance is committed to helping you protect what matters most.
Vinny Squillante - State Farm Insurance Agent
Vinny Squillante - State Farm Insurance Agent is an insurance agency located at 1910 New Hackensack Road in Poughkeepsie, New York, United States. They offer personalized coverage plans to protect your family, belongings, and finances. With options for safe driving rewards, bundling discounts, and more, Vinny Squillante can help you create a solution that fits your needs. They specialize in auto insurance, offering coverage for new drivers, business travelers, collectors, and more. They are the largest auto insurance provider in the U.S. and can help you save by combining auto and home policies. In addition to auto insurance, Vinny Squillante offers insurance for recreational vehicles, homeowners, renters, personal property, small businesses, life insurance, and health insurance. They also provide banking services through an alliance with U.S. Bank, offering checking, savings, CDs, retirement CDs, and credit cards. For those looking to invest in their financial future, Vinny Squillante can provide information and options for annuities.
E. Stafford LLC
E. Stafford LLC is a reputable institution located at 390 Main Street in Poughkeepsie, New York. We offer a wide range of services including financial consulting, investment management, and estate planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. With a commitment to excellence and personalized service, E. Stafford LLC is the trusted choice for individuals and businesses looking to build wealth and financial security. Contact us today to learn more about how we can help you reach your financial aspirations.
Marist College Upward Bound
Marist College Upward Bound, located in Poughkeepsie, New York, is a federally funded college preparatory program established in 1966. Exclusively for first-year accepted students, Admitted Student Day is a comprehensive program tailored to meet the needs of participants. With a current funding level of $657,533.00, the program serves 147 youths from two senior high schools in Dutchess and Orange counties. The core curriculum at Marist College Upward Bound includes instruction in mathematics, laboratory science, foreign language, computer science, composition, and literature, with additional services such as career exploration, personal counseling, academic advising, financial aid counseling, tutorial support, mentoring programs, college entrance exam preparation, and social and cultural events.
Globe Life National Income Division: Gryska Hamilton Organization
Globe Life National Income Division: Gryska Hamilton Organization is a reputable insurance agency located at 22 Ibm Road in Poughkeepsie, New York, United States. Specializing in providing a wide range of insurance products and services, the organization is dedicated to helping individuals and families protect their financial future. With a team of experienced professionals, Globe Life National Income Division: Gryska Hamilton Organization prides itself on offering personalized solutions tailored to meet the unique needs of each client. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner in safeguarding your income and assets.
Primerica
Primerica is a reputable insurance agency located at 297 Mill Street in Poughkeepsie, New York, United States. With a focus on providing financial security and protection for individuals and families, Primerica offers a wide range of insurance products and services. Whether you are looking for life insurance, health insurance, or retirement planning, Primerica has knowledgeable agents who are dedicated to helping you find the right coverage to meet your needs. Trust Primerica to provide reliable and personalized insurance solutions to help you safeguard your future.
Scott Marxer - State Farm Insurance Agent
Scott Marxer - State Farm Insurance Agent is a trusted insurance agency located at 382 Violet Avenue in Poughkeepsie, New York. Serving the community since 2012, Scott Marxer and his team offer personalized quotes for Auto Insurance, Home Insurance, Life Insurance, Health Insurance, and Small Business Insurance. As a lifelong resident of the area, Scott understands the unique needs of each individual and family. The team is committed to providing superior customer service and helping clients protect what matters most to them. Located near the Fairview Firehouse, across from Sunoco, and close to Hospice, the agency is conveniently situated for residents of Poughkeepsie, Hyde Park, Pleasant Valley, Clinton Corners, Rhinebeck, Red Hook, Wappingers Falls, Millbrook, and surrounding counties. The team consists of dedicated professionals who are ready to assist with insurance and financial services needs, ensuring that clients are properly protected and informed.
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.
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.
The UPS Store
The UPS Store at 2600 South Road in Poughkeepsie, New York is a trusted institution offering a wide range of financial and store services. From packing and shipping to printing and mailbox services, The UPS Store is your one-stop shop for all your business and personal needs. With friendly and knowledgeable staff ready to assist you, you can trust The UPS Store to handle all your important documents and packages with care and efficiency. Visit us today for all your shipping and business needs.
Thrifty Check Cashing (Hamilton Street)
Thrifty Check Cashing on Hamilton Street in Poughkeepsie, New York is a convenient one-stop shop for all your financial and shopping needs. Located at 183 North Hamilton Street, this institution offers check cashing services along with a variety of food and other retail items. Whether you need to cash a check, grab a quick snack, or pick up some household essentials, Thrifty Check Cashing has you covered. Visit us today for friendly service and great deals!
Dantzman & Dantzman Law Office
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.
Finkelstein & Partners LLP
Finkelstein & Partners LLP is a renowned institution located at 1473 Erie Boulevard, Schenectady, New York. Specializing in personal injury law, our team of skilled lawyers have been successfully winning serious injury lawsuits since 1959. If you've been injured due to someone else's negligence, we can help you seek compensation for your expenses and the impact on your quality of life. Our Schenectady personal injury lawyers are experts in navigating the legal process of filing a personal injury lawsuit. We are one of the largest personal injury firms in the U.S. and have been fighting for the rights of the injured in New York for decades.
Charles Schwab
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 - Morgan Stanley
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
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.
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.
Merrill Lynch Wealth Management
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
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.
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.
RBT CPAs, LLP
RBT CPAs, LLP is a reputable accounting and finance institution located at 2678 South Road in Poughkeepsie, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with tax compliance or strategic financial planning, RBT CPAs, LLP is dedicated to helping you achieve your goals.
Rama CPA LLC
Rama CPA LLC is a reputable accounting and finance institution located at 61 King George Road in Poughkeepsie, New York, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and bookkeeping. We pride ourselves on delivering personalized, high-quality services to individuals and businesses alike. Trust Rama CPA LLC for all your accounting and finance needs.
- Clinical diagnostic centers
- Hospital
- Clinic
- Children's clinic
- Notary
- Lawyer
- Law company
- Health insurance companies
- Life insurance companies
- Home insurance companies
- Gynecologist
- Therapist
- Oncologist
- Pediatrician
- Psychotherapy
- Family psychologist
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
List of businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos