Professional financial consultant services in Poughkeepsie, NY
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Financial Services
● ClosedLocated 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.
200 Donnelly, Donnelly Hall, Edvard Bech Dr, Poughkeepsie, NY 12601, United States -
LTC Financial Partners
● ClosedLTC Financial Partners is a comprehensive financial, health, and insurance agency located at 50 Laffin Lane in Poughkeepsie, New York, United States. Our team of experienced professionals is dedicated to helping individuals and families plan for their long-term care needs, providing expert advice and personalized solutions to ensure financial security and peace of mind. Whether you are looking for insurance coverage, retirement planning, or assistance with healthcare decisions, LTC Financial Partners is here to help you navigate the complexities of long-term care planning and make informed choices for your future. Contact us today to learn more about our services and how we can assist you in achieving your financial and healthcare goals.
50 Laffin Ln, Poughkeepsie, NY 12603, United States -
Cornerstone Financial
● ClosedCornerstone 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.
42 Overlook Rd, Poughkeepsie, NY 12603, United States -
Scarlin Mendoza Financial Professional
● ClosedScarlin 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.
2 Lagrange Ave # 210, Poughkeepsie, NY 12603, United States -
Gravatt Financial - Northwestern Mutual
● OpenGravatt 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.
2515 South Rd Ste 2, Poughkeepsie, NY 12601, United States -
Desi Tax Services
● ClosedDesi 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.
55 Market St, Poughkeepsie, NY 12601, United States -
J. Agrawal Financial Group
● OpenJ. 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.
22 Ibm Rd Suite 205, Poughkeepsie, NY 12601, United States -
DSL Financial Services
● ClosedDSL 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.
2645 South Rd Suite 8, Poughkeepsie, NY 12601, United States -
Merrill Lynch Financial Advisor Timothy Neilson
● ClosedMerrill 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.
2649 South Rd, Poughkeepsie, NY 12601, United States -
Merrill Lynch Financial Advisor Lisa J Vedder
● ClosedMerrill 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.
2649 South Rd, Poughkeepsie, NY 12601, United States -
OSR Bookkeeping Services
● ClosedOSR 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.
2572 South Rd Ste # 2011, Poughkeepsie, NY 12601, United States -
Sosa Tax Consulting LLC
● ClosedSosa Tax Consulting LLC is a professional accounting and finance institution located at 3 Neptune Road in Poughkeepsie, New York. Our team of experienced consultants provide expert tax preparation, financial planning, and consulting services to individuals and businesses. With a commitment to accuracy and personalized service, we strive to help our clients navigate the complexities of tax laws and financial regulations. Contact us today to schedule a consultation and let us help you achieve your financial goals.
3 Neptune Rd Suite N 11, Poughkeepsie, NY 12601, United States -
Mark Cukaj - Ameriprise Financial Services, LLC
● ClosedMark Cukaj - Ameriprise Financial Services, LLC is a finance institution located at 488 Freedom Plains Road, Poughkeepsie, New York, United States. They offer a wide range of financial services and certifications to help individuals with their asset management needs. The institution provides expertise in areas such as investment strategies, retirement planning, estate planning, and insurance products. Their team of professionals hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating their commitment to providing high-quality financial advice and services. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Mark Cukaj - Ameriprise Financial Services, LLC has the expertise and resources to help you achieve your financial goals.
488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603, United States -
Scott Montenero - Financial Advisor, Ameriprise Financial Services, LLC
● OpenScott 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.
176 Church St, Poughkeepsie, NY 12601, United States -
Prime Financial Services Inc
● OpenPrime Financial Services Inc is a reputable finance institution located at 11 Raymond Avenue in Poughkeepsie, New York. With a strong commitment to providing top-notch financial services to individuals and businesses, Prime Financial Services Inc offers a wide range of financial solutions to meet the diverse needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, their team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Prime Financial Services Inc to provide you with expert guidance and personalized service to secure your financial future.
11 Raymond Ave #2, Poughkeepsie, NY 12603, United States -
David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDavid 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.
176 Church St, Poughkeepsie, NY 12601, United States -
Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeffrey 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.
27 Collegeview Ave, Poughkeepsie, NY 12603, United States -
Armando Merino - Ameriprise Financial Services, LLC
● OpenArmando 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."
176 Church St, Poughkeepsie, NY 12601, United States -
B. Riley Wealth Tax Services Poughkeepsie, NY
● ClosedB. Riley Wealth Tax Services in Poughkeepsie, NY, located at 11 Raymond Avenue, offers expert accounting and finance services to both individuals and businesses. Our tax professionals are well-versed in the latest tax laws and can help you minimize tax liabilities. We provide comprehensive financial strategies to help you keep more of what you earn and grow your net worth over time. Whether you need assistance with tax returns or a total tax management plan, our dedicated team is here to help. With qualified designations and expertise in federal and state tax laws, you can trust us to guide you through tax season and beyond. Contact us at (845) 867-5850 for more information.
11 Raymond Ave, Poughkeepsie, NY 12603, United States -
Jackson Hewitt Tax Service
● ClosedJackson 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.
696 Dutchess Turnpike, Poughkeepsie, NY 12603, United States -
RC Tax Services
● ClosedRC Tax Services is a reputable accounting and finance institution located at 7 Mansion Street in Poughkeepsie, New York, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, RC Tax Services is dedicated to helping you navigate the complexities of the tax system and maximize your financial opportunities. Trust RC Tax Services for all your accounting and finance needs.
7 Mansion St #233, Poughkeepsie, NY 12601, United States -
Kellogg Tax Service
● ClosedKellogg Tax Service is a reputable accounting and finance institution located at 80 Washington Street in Poughkeepsie, New York. With a team of experienced professionals, they provide expert tax services to individuals and businesses in the United States. Whether you need assistance with tax preparation, planning, or consulting, Kellogg Tax Service is dedicated to helping you navigate the complexities of the tax system and maximize your financial well-being. Trust Kellogg Tax Service for all your accounting and finance needs.
80 Washington St, Poughkeepsie, NY 12601, United States -
Jade Bai CPA Accounting and Tax Services LLC
● ClosedJade 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.
42 Catharine St, Poughkeepsie, NY 12601, United States -
U I Tax Services
● ClosedU I Tax Services is a reputable institution located at 235 Main Street in Poughkeepsie, New York. Specializing in accounting and finance services, this local government office provides expert tax assistance to individuals and businesses alike. With a team of skilled professionals, U I Tax Services is dedicated to helping clients navigate the complexities of tax laws and regulations, ensuring compliance and maximizing financial outcomes. Trust U I Tax Services for all your tax needs in the Poughkeepsie area.
235 Main St, Poughkeepsie, NY 12601, United States -
Jay's Bookkeeping and Tax Services
● ClosedJay's Bookkeeping and Tax Services is a reputable accounting and finance institution located at 3 Neptune Road in Poughkeepsie, New York, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses alike. Whether you need help with managing your finances, preparing tax returns, or maximizing your deductions, we are here to assist you every step of the way. Trust Jay's Bookkeeping and Tax Services for all your financial needs.
3 Neptune Rd M18, Poughkeepsie, NY 12601, United States -
Wainwright Financial Solutions
● ClosedWainwright 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.
312 Titusville Rd B, Poughkeepsie, NY 12603, United States -
Accounting Services of the Hudson Valley
● ClosedAccounting 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.
35 Wildwood Dr, Poughkeepsie, NY 12603, United States -
GSD Services
● OpenGSD Services is a reputable institution located at 7 Hawk Lane in Poughkeepsie, New York, United States. We specialize in providing a wide range of professional services to meet the needs of our clients. Our team of experienced professionals are dedicated to delivering high-quality solutions in a timely and efficient manner. Whether you are looking for financial consulting, business support, or administrative services, GSD Services has the expertise to help you achieve your goals. Contact us today to learn more about how we can assist you.
7 Hawk Ln, Poughkeepsie, NY 12601, United States -
E. Stafford LLC
● ClosedE. 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.
390 Main St, Poughkeepsie, NY 12601, United States -
Northwestern Mutual
● OpenNorthwestern 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.
2515 South Rd #201, Poughkeepsie, NY 12601, United States
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