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TOP 30 Risk management in Poughkeepsie, NY
26 results found
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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.
Alex Morphet, Rhinebeck Asset Management
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.
Financial Services
Located 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.
Covid Gone Inc
Covid Gone Inc is a leading institution located at 70 Cramer Road in Poughkeepsie, New York, United States. Our mission is to provide comprehensive solutions for individuals and businesses looking to navigate the challenges posed by the Covid-19 pandemic. From testing and vaccination services to consulting on safety protocols and guidelines, Covid Gone Inc is dedicated to helping our community stay safe and healthy. Our experienced team of professionals is committed to providing top-quality care and support to all our clients. Contact us today to learn more about how we can help you during these uncertain times.
Geraci Insurance
Geraci Insurance is a reputable insurance agency located at 1058 Freedom Plains Road in Poughkeepsie, New York. With a commitment to providing personalized and comprehensive insurance solutions, Geraci Insurance serves the community with a wide range of coverage options for individuals and businesses. Their team of experienced professionals is dedicated to helping clients find the right policies to protect their assets and loved ones. Whether you are looking for auto, home, life, or business insurance, Geraci Insurance is here to assist you every step of the way. Visit their office today to discuss your insurance needs and receive top-notch customer service.
Tom Lewis - State Farm Insurance Agent
Tom Lewis - State Farm Insurance Agent is a trusted insurance agency located at 22 IBM Road, Suite 104B in Poughkeepsie, New York. Our licensed team members are caring insurance professionals who are ready to assist you with all your insurance needs. Tom and his team are lifelong New Yorkers who are eager to serve the community of Poughkeepsie and surrounding areas. We offer a wide range of insurance services including auto insurance, homeowners insurance, and life insurance. Our team is dedicated to providing remarkable risk management and customer service. Whether you are looking to rebuild your credit, compare the cost of living for a new job, or simply need a quote for insurance, we are here to help.
Robert Many - State Farm Insurance Agent
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.
Nuvance Health Maternal Fetal Medicine at Vassar Brothers Medical Center
Nuvance Health Maternal Fetal Medicine at Vassar Brothers Medical Center is a leading healthcare institution located at 21 Reade Place in Poughkeepsie, New York. Our team of expert doctors specialize in providing comprehensive care for pregnant women and their unborn babies. We offer a range of services including prenatal screenings, genetic counseling, high-risk pregnancy management, and fetal ultrasound imaging. Our goal is to ensure the health and well-being of both mother and baby throughout the pregnancy journey. Visit us today for personalized and compassionate care from our experienced medical professionals.
Westchester Heart & Vascular
Westchester Heart & Vascular, located at 575 Hudson Valley Avenue in New Windsor, New York, is part of the WMCHealth Heart and Vascular Institute. This institution provides patients with access to top physicians and researchers in card, cardiovascular surgery, cardiothoracic surgery, and pediatric cardiovascular services. With locations throughout the Hudson Valley, including Garden City, Mamaroneck, Valhalla, Suffern, Kingston, Hawthorne, Poughkeepsie, New Paltz, and New Windsor, patients can receive comprehensive cardiac care close to home. The WMCHealth Heart and Vascular Institute is committed to advancing cardiovascular care through cutting-edge technology and a multidisciplinary approach to treatment. The institute offers a full range of services, from preventive care to complex procedures, ensuring that patients receive the highest quality care possible. With a network of nine hospitals on seven campuses spanning 2,600 square miles, WMCHealth is a leader in cardiovascular diagnosis, treatment, and research in the Hudson Valley.
eRiver Neurology of NY, LLC
eRiver Neurology of NY, LLC is a leading institution specializing in innovative and comprehensive neurology care for both children and adults. Located at 6369 Mill Street, Rhinebeck, New York, this institution offers a wide range of services including evaluations for epilepsy, multiple sclerosis, Parkinson's disease, stroke, headaches, Alzheimer's disease, and more. With a team of highly experienced and compassionate doctors, including Dr. Koszer, Dr. Castaneda, Dr. Mathew, and Dr. McNulty, eRiver Neurology prides itself on providing top-notch care to the Hudson Valley community. In addition to traditional neurology services, eRiver Neurology also offers outpatient infusions, neurogenetics, and access to clinical trials for various neurologic diseases. Patients can expect personalized care and treatment plans tailored to their specific needs. With a strong emphasis on caring and professionalism, eRiver Neurology has been serving the region for over 18 years, nurturing the growth of epilepsy care, stroke care, and pediatric neurology care.
Scarlin Mendoza Financial Professional
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.
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.
Gravatt Financial - Northwestern Mutual
Gravatt 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.
Hudson Valley Perinatal
Hudson Valley Perinatal is a leading medical institution located at 68 West Cedar Street in Poughkeepsie, New York, United States. Specializing in perinatal care, their team of doctors and health professionals are dedicated to providing comprehensive and compassionate care for expectant mothers and their babies. With a focus on high-risk pregnancies and maternal-fetal medicine, Hudson Valley Perinatal offers advanced diagnostic testing, prenatal counseling, and personalized treatment plans to ensure the health and well-being of both mother and baby. Patients can trust in the expertise and experience of the medical staff at Hudson Valley Perinatal for exceptional care throughout their pregnancy journey.
Merrill Lynch Financial Advisor Michael M Mattes
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.
Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC
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.
Merrill Lynch Financial Advisor Susan L Murphy
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
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.
Merrill Lynch Financial Advisor Lisa J Vedder
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.
Merrill Lynch Financial Advisor George F. Decker Jr.
Merrill Lynch Financial Advisor George F. Decker Jr. is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. George F. Decker Jr. can assist in creating a flexible strategy tailored to your specific needs, with access to investment insights from Merrill and banking solutions from Bank of America. As a Merrill Lynch Wealth Management advisor, George F. Decker Jr. is dedicated to helping you achieve your financial goals through personalized wealth management strategies. With a commitment to community involvement, George F. Decker Jr. volunteers with local organizations to give back to the community. By conducting a Merrill Personal Wealth Analysis™, a personalized financial plan can be developed centered on your goals and aspirations. Your financial advisor at Merrill Lynch Wealth Management focuses on what matters most to you - your family, goals, and priorities, adjusting strategies as your needs evolve over time.
Jason Burt - Financial Advisor, Ameriprise Financial Services, LLC
Jason Burt, a Financial Advisor at Ameriprise Financial Services, LLC, located at 176 Church Street, Poughkeepsie, New York, offers a range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, and APMA™, Jason Burt is equipped to provide expert advice on asset management, investment strategies, estate planning, and insurance products. Additionally, Jason Burt is trained in behavioral finance, philanthropy, and retirement planning, making him a well-rounded financial advisor. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Jason Burt can provide personalized guidance tailored to your specific needs. Contact Jason Burt today to schedule a consultation and take the first step towards achieving your financial goals.
Merrill Lynch Financial Advisor Marc P Cassalina
Merrill Lynch Financial Advisor Marc P Cassalina, located at 2649 South Road, Poughkeepsie, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With timely market insights and a personalized approach to wealth management, Marc P Cassalina can help you create a flexible strategy to navigate changing market conditions. By understanding your financial goals and priorities, Marc P Cassalina can help you design and implement a personalized plan to pursue your goals while managing investment risk. The institution believes in a holistic approach to financial planning, focusing on solutions that can help turn your aspirations into reality. Through the Investment Personality Assessment, Merrill Lynch can customize a financial approach tailored to your preferences and goals. With access to the investing insights of Merrill and banking solutions from Bank of America, Marc P Cassalina can help address your financial needs and provide guidance on important decisions. Whether you're planning for retirement, saving for a home, or funding education, the institution aims to help you make informed choices that align with your objectives. With tools to track changes in your life and goals, Merrill Lynch Financial Advisor Marc P Cassalina is dedicated to helping you achieve financial success and build a secure future for yourself and your family.
Merrill Lynch Financial Advisor Dean Marquis
Merrill Lynch Financial Advisor Dean Marquis, located at 2649 South Road, Poughkeepsie, New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed about market trends and global economy with timely insights to help you stay on track. By answering some questions, you can be matched with advisors best suited to your needs. Dean Marquis can help you create a flexible strategy tailored to your financial goals, with access to the investment insights of Merrill and the banking convenience of Bank of America. With a focus on understanding your unique financial picture, Dean Marquis works to develop personalized wealth management strategies to help you pursue your goals. By discussing your aspirations and priorities, Dean Marquis can provide guidance on managing investment risk and turning your financial goals into reality. The institution believes in a personalized approach to financial planning, starting with a conversation to identify and prioritize your goals. Through tools like the Investment Personality Assessment, Dean Marquis can customize your financial approach to align with what matters most to you. The institution offers access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you work towards your goals. The institution goes beyond the traditional role of an advisor, providing research from BofA Global Research to help you navigate investment decisions. Remember that investing involves risk, and it's important to consult legal and tax advisors before making financial decisions. Whether you're saving for retirement, buying a home, or funding education, Dean Marquis can help you build a clear path forward for your financial future.
Andrew Buscetto - Financial Advisor, Ameriprise Financial Services, LLC
Andrew Buscetto is a Financial Advisor at Ameriprise Financial Services, LLC located at 176 Church Street in Poughkeepsie, New York, United States. He holds various certifications including 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®. Andrew is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, estate planning, investment opportunities, insurance products, and risk management, Andrew is committed to helping clients achieve their financial goals and secure their financial future.
Merrill Lynch Financial Advisor John J Gadonniex
Merrill Lynch Financial Advisor John J Gadonniex is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Our team is dedicated to helping you develop a personalized plan to pursue your desired retirement lifestyle and ensure your assets last through your lifetime and beyond. With the global resources of Merrill, our experienced individuals focus on building strong client relationships based on trust and personalized service. We offer services such as Registered Senior Wealth Management Client Associate, Investment Personality Assessment, and Merrill Personal Wealth Analysis™ to help you reach your financial goals. Our mission is to understand you and what matters most to you, so we can design and implement a personalized plan to manage risk and achieve your aspirations. Let's work together to help you achieve your goals and live your best financial life.
Merrill Lynch Financial Advisor Michael J Dolan
Merrill Lynch Financial Advisor Michael J Dolan is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. They provide access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, they help clients stay on track with their financial goals. By understanding each client's unique financial situation and aspirations, they create personalized wealth management strategies designed to help clients pursue their goals while managing investment risk. The institution offers a comprehensive approach to financial planning, considering factors such as future health care expenses, education costs, and wealth transfer to future generations. Through the Investment Personality Assessment, they tailor their financial approach to align with each client's investing preferences and goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they provide guidance and resources to help clients address their financial needs. The institution believes in measuring success by the progress made towards reaching each client's goals, making adjustments as needed. They go beyond the traditional role of an advisor by providing investing insights and banking capabilities to help clients make informed decisions as they pursue their financial objectives.
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