TOP 30 Small business retirement plans in Poughkeepsie, New York

16 results found

Small World Wealth Management is a leading finance and insurance agency located at 2515 South Road in Poughkeepsie, New York. Our team of experienced professionals is dedicated to helping clients navigate the complexities of wealth management, insurance, and financial planning. With a focus on personalized service and tailored solutions, we strive to help individuals and businesses achieve their financial goals and secure their futures. Contact us today to learn more about how Small World Wealth Management can help you reach new heights of financial success.

Loyal Insurance New York is a reputable insurance agency located at 15 Davis Avenue in Poughkeepsie, New York. Our dedicated team of professionals is committed to providing top-notch insurance services to individuals and businesses in the area. With a focus on customer satisfaction and personalized service, we strive to help our clients find the best insurance coverage to meet their needs and protect what matters most to them. Contact us today to learn more about our insurance options and how we can assist you in securing your future.

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.

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.

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.

Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 488 Freedom Plains Road, Poughkeepsie, New York, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking asset management solutions. Martin Cukaj holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in areas such as wealth transfers, retirement planning, estate planning, investment strategies, and fiduciary practices. With a commitment to ethical standards and continuous education, Martin Cukaj provides personalized financial advice tailored to each client's unique situation. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Martin Cukaj can help you navigate the complexities of financial planning and investment management. Contact Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, to start building a secure financial future today.

Justin Semke - Financial Advisor, Ameriprise Financial Services, LLC, located at 488 Freedom Plains Road in Poughkeepsie, New York, offers a wide range of financial services for individuals and businesses. Justin Semke holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuous education, Justin Semke is dedicated to providing personalized financial advice tailored to the unique needs of each client. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Justin Semke is here to help you achieve your financial goals.

Mark 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.

Merrill Lynch Financial Advisor CJ Tomaskovic, located at 2649 South Road, Poughkeepsie, New York, United States, offers personalized investment guidance for individuals, families, and businesses. With a focus on understanding short-term and long-term financial objectives, CJ Tomaskovic helps clients manage their wealth to meet their individual needs. As a graduate of Fordham University with a background in Legal & Policy Studies and Economics, CJ brings extensive experience in the financial services industry. The institution offers Merrill Personal Wealth Analysis™ to build personalized financial plans centered on clients' goals. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch focus on the client's priorities, goals, and family, offering advice and guidance tailored to their unique situation.

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.

Prime 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.

Tyler Bates is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 27 Collegeview Avenue in Poughkeepsie, New York, United States. Tyler 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®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. Tyler is dedicated to providing comprehensive and personalized financial advice to individuals and small business owners, ensuring that their financial goals are met with integrity and expertise.

David 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.

The Lexington Club at the Galleria is a finance institution located at 1964 South Road, Poughkeepsie, New York, United States. This institution offers a range of financial services to individuals and businesses in the area. With a convenient location at the Galleria, clients can easily access the services they need. Whether you are looking for investment advice, loan options, or financial planning, the Lexington Club at the Galleria has knowledgeable staff ready to assist you. Visit us today for all your financial needs.

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.

TEG Federal Credit Union is a trusted financial institution located at 1 Commerce Street in Poughkeepsie, New York. As a full-service credit union, TEG offers a wide range of banking and financial services to its members, including checking and savings accounts, loans, mortgages, and investment options. With a focus on personalized service and competitive rates, TEG Federal Credit Union is committed to helping individuals and families achieve their financial goals. Additionally, TEG provides convenient access to ATMs for easy cash withdrawals and account management. Visit TEG Federal Credit Union today to experience the difference of banking with a member-owned institution.