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Top audit services in Poughkeepsie, New York

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  • 1
  • 3.1 7
    #1

    Financial Services

    ● Open

    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.

    200 Donnelly, Donnelly Hall, Edvard Bech Dr, Poughkeepsie, NY 12601, United States
    800-436-5483
    marist.edu
    Details
  • 4.5 2
    #2

    Louis Curci: Primerica - Financial Services

    ● Open

    Louis Curci: Primerica - Financial Services is an insurance agency located at 3 Neptune Road in Poughkeepsie, New York. Our team is dedicated to providing top-notch financial services to our clients, helping them secure their future and achieve their financial goals. With a focus on insurance products and financial planning, we strive to empower individuals and families to make informed decisions about their financial well-being. Contact us today to learn more about how we can help you protect your assets and plan for a secure future.

    3 Neptune Rd, Poughkeepsie, NY 12601, United States
    845-632-6100
    primerica.com
    Details
  • #3

    OSR Bookkeeping Services

    ● Open

    OSR 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
    845-320-2546
    osrbookkeeping.com
    OSR Bookkeeping Services OSR Bookkeeping Services OSR Bookkeeping Services
    Details
  • #4

    Prime Financial Services Inc

    ● Open

    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.

    11 Raymond Ave #2, Poughkeepsie, NY 12603, United States
    845-485-3338
    Details
  • #5

    Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Jeffrey 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
    ameripriseadvisors.com
    Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • 4 1
    #6

    Jay's Bookkeeping and Tax Services

    ● Open

    Jay'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
    845-454-2299
    Details
  • #7

    Accounting Services of the Hudson Valley

    ● Open

    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.

    35 Wildwood Dr, Poughkeepsie, NY 12603, United States
    845-763-0146
    Accounting Services of the Hudson Valley
    Details
  • #8

    Cornerstone Financial

    ● Open

    Cornerstone 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
    845-452-4080
    newyorkcornerstone.com
    Details
  • 4.9 92
    #9

    Scarlin Mendoza Financial Professional

    ● Open

    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.

    2 Lagrange Ave # 210, Poughkeepsie, NY 12603, United States
    845-219-6355
    Scarlin Mendoza Financial Professional Scarlin Mendoza Financial Professional
    Details
  • #10

    Gravatt Financial - Northwestern Mutual

    ● Open

    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.

    2515 South Rd Ste 2, Poughkeepsie, NY 12601, United States
    845-224-0010
    gravattfinancial.com
    Gravatt Financial - Northwestern Mutual Gravatt Financial - Northwestern Mutual
    Details
  • 5 142
    #11

    Thomas W. Bauer, Esq., CPA

    ● Open

    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.

    42 Catharine St, Poughkeepsie, NY 12601, United States
    845-452-5076
    bauerlawcpa.com
    Thomas W. Bauer, Esq., CPA Thomas W. Bauer, Esq., CPA Thomas W. Bauer, Esq., CPA
    Details
  • 5 1
    #12

    Charles Schwab

    ● Open

    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.

    2645 South Rd #1, Poughkeepsie, NY 12601, United States
    800-646-4710
    client.schwab.com
    Charles Schwab Charles Schwab
    Details
  • #13

    Antonio Coppola - Morgan Stanley Financial Advisor

    ● Open

    Antonio Coppola - Morgan Stanley Financial Advisor is a reputable financial institution located at 2678 South Road in Poughkeepsie, New York. As a trusted advisor with Morgan Stanley, Antonio Coppola provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Antonio Coppola is dedicated to helping clients navigate the complexities of the financial market and make informed decisions. Whether you are planning for retirement, investing for the future, or managing your wealth, Antonio Coppola - Morgan Stanley Financial Advisor is committed to providing top-notch financial services tailored to your individual needs.

    2678 South Rd, Poughkeepsie, NY 12601, United States
    845-485-2834
    advisor.morganstanley.com
    Details
  • #14

    Merrill Lynch Financial Advisor Timothy Neilson

    ● Open

    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.

    2649 South Rd, Poughkeepsie, NY 12601, United States
    845-431-2288
    fa.ml.com
    Merrill Lynch Financial Advisor Timothy Neilson
    Details
  • #15

    Access One Alliance - Morgan Stanley

    ● Open

    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.

    2678 South Rd, Poughkeepsie, NY 12601, United States
    866-902-2237
    advisor.morganstanley.com
    Details
  • #16

    Merrill Lynch Financial Advisor Lisa J Vedder

    ● Open

    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.

    2649 South Rd, Poughkeepsie, NY 12601, United States
    845-431-2273
    fa.ml.com
    Details
  • 4.3 23
    #17

    Fred Timm CPA

    ● Open

    Fred Timm CPA is a reputable accounting and finance institution located at 2 Austin Court in Poughkeepsie, New York. With years of experience and expertise in the field, Fred Timm CPA offers a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of dedicated professionals is committed to providing top-notch financial solutions tailored to meet the needs of their clients. Whether you are an individual or a business owner, Fred Timm CPA is the go-to institution for all your accounting and finance needs in the United States.

    2 Austin Ct, Poughkeepsie, NY 12603, United States
    845-485-5677
    fredtimmcpa.com
    Fred Timm CPA Fred Timm CPA Fred Timm CPA
    Details
  • #18

    Forbes Business Solutions LLC

    ● Open

    Forbes Business Solutions LLC is a leading accounting and finance institution located on High Street in Poughkeepsie, New York, United States. With a team of experienced professionals, Forbes Business Solutions LLC offers a wide range of financial services to help businesses manage their finances effectively. From bookkeeping and tax preparation to financial planning and consulting, Forbes Business Solutions LLC is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trust Forbes Business Solutions LLC to handle all your accounting and finance needs with professionalism and expertise.

    High St, Poughkeepsie, NY 12601, United States
    845-243-0699
    forbesbusinesssolutions.com
    Details
  • 4.9 169
    #19

    Tax Alternative Group

    ● Open

    Tax Alternative Group is a top-notch tax preparation business located at 695 Dutchess Turnpike in Poughkeepsie, New York. Specializing in accounting, finance, and legal services, this institution is well-versed in the latest tax laws and ensures thorough and precise work on all tax preparations. With a reputation for excellence and reasonable pricing, Tax Alternative Group has been a trusted choice for many clients over the years. The professional and friendly staff, led by Patrick O'Hara, provide exceptional service and expertise in tax law and policy. Whether you need help with personal or business taxes, Tax Alternative Group is the go-to option for a stress-free and efficient process. Connect with them on social media and experience the difference in tax preparation services today!

    695 Dutchess Turnpike Suite 206, Poughkeepsie, NY 12603, United States
    845-242-2151
    tag.tax
    Tax Alternative Group Tax Alternative Group Tax Alternative Group
    Details
  • 5 1
    #20

    Popavero Jr Thomas J CPA

    ● Open

    Popavero Jr Thomas J CPA is a reputable accounting and finance institution located at 160 Salt Point Turnpike in Poughkeepsie, New York. With years of experience in the industry, they offer a wide range of services to individuals and businesses alike. From tax preparation to financial planning, their team of certified public accountants is dedicated to providing top-notch assistance and guidance to help clients achieve their financial goals. Trust Popavero Jr Thomas J CPA for all your accounting and finance needs in the United States.

    160 Salt Point Turnpike, Poughkeepsie, NY 12603, United States
    845-485-5677
    fredtimmcpa.com
    Details
  • #21

    Alex Morphet, Rhinebeck Asset Management

    ● Open

    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.

    3432 North Rd, Poughkeepsie, NY 12601, United States
    845-567-3930
    rhinebeckbank.com
    Alex Morphet, Rhinebeck Asset Management
    Details
  • #22

    The Pine Group - Morgan Stanley

    ● Open

    The Pine Group - Morgan Stanley is a reputable finance institution located at 2678 South Road in Poughkeepsie, New York, United States. With a strong focus on providing top-notch financial services, The Pine Group - Morgan Stanley offers a wide range of investment opportunities and wealth management solutions to its clients. The institution prides itself on its experienced team of financial advisors who are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your investments or plan for retirement, The Pine Group - Morgan Stanley is here to provide expert guidance and support every step of the way.

    2678 South Rd, Poughkeepsie, NY 12601, United States
    845-485-2828
    advisor.morganstanley.com
    The Pine Group - Morgan Stanley
    Details
  • 4.6 74
    #23

    H&R Block

    ● Open

    H&R Block is a renowned accounting and finance institution located at 47 Civic Center Plaza in Poughkeepsie, New York, United States. With a team of experienced professionals, H&R Block offers a range of services including tax preparation, financial planning, and accounting services. Whether you are an individual or a business looking for expert financial guidance, H&R Block is dedicated to providing personalized and comprehensive solutions to meet your needs. Visit us today to experience our top-notch services and expertise in the field of accounting and finance.

    47 Civic Center Plaza Ste A, Poughkeepsie, NY 12601, United States
    845-471-0329
    hrblock.com
    H&R Block H&R Block H&R Block
    Details
  • 1 2
    #24

    Robert G Shepheard Jr CPA PC

    ● Open

    Robert G Shepheard Jr CPA PC is a reputable accounting and finance institution located at 488 Freedom Plains Road in Poughkeepsie, New York, United States. With a team of experienced professionals, they provide top-notch services to individuals and businesses in need of financial guidance. Whether you require assistance with tax preparation, auditing, or financial planning, Robert G Shepheard Jr CPA PC is dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing excellent service to all clients.

    488 Freedom Plains Rd # 139, Poughkeepsie, NY 12603, United States
    845-485-3000
    Details
  • #25

    PKF O'Connor Davies

    ● Open

    PKF O'Connor Davies is a leading accounting and finance institution located at 2645 South Road in Poughkeepsie, New York, United States. With a strong reputation for providing top-notch financial services, PKF O'Connor Davies offers a wide range of accounting solutions to businesses and individuals alike. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and navigate complex financial challenges. Whether you're looking for tax planning, audit services, or financial consulting, PKF O'Connor Davies is committed to delivering exceptional results and exceeding client expectations.

    2645 South Rd #5, Poughkeepsie, NY 12601, United States
    845-692-9500
    pkfod.com
    PKF O'Connor Davies PKF O'Connor Davies PKF O'Connor Davies
    Details
  • #26

    Rinaldi Tax

    ● Open

    Rinaldi Tax is a reputable institution located at 10 Arlington Avenue in Poughkeepsie, New York, United States. Specializing in accounting, finance, and legal services, Rinaldi Tax offers expert guidance and support for all your tax and financial needs. With a team of experienced professionals, clients can trust in the institution's expertise and commitment to providing top-notch services. Whether you are an individual or a business seeking tax preparation, financial planning, or legal advice, Rinaldi Tax is dedicated to helping you achieve your financial goals.

    10 Arlington Ave, Poughkeepsie, NY 12603, United States
    845-471-5550
    Details
  • 5 1
    #27

    Tobias Vicki L

    ● Open

    Tobias Vicki L is a reputable accounting and finance institution located at 4 Waters Edge Road in Poughkeepsie, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Tobias Vicki L is dedicated to helping their clients achieve their financial goals with precision and expertise. Contact them today to see how they can assist you with your accounting and finance needs.

    4 Waters Edge Rd, Poughkeepsie, NY 12601, United States
    845-473-1400
    Details
  • #28

    Mark V. Dennis CPA

    ● Open

    Mark V. Dennis CPA is a trusted accounting and finance institution located at 504 West Haight Avenue in Poughkeepsie, New York. With years of experience and expertise in the field, the institution offers a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, auditing, bookkeeping, or financial planning, the team at Mark V. Dennis CPA is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Contact them today to schedule a consultation and take control of your financial future.

    504 W Haight Ave #3, Poughkeepsie, NY 12603, United States
    845-454-9048
    Details
  • #29

    Pangia & Co PC

    ● Open

    Pangia & Co PC is a reputable accounting and finance institution located at Jefferson Plaza, #101 in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Pangia & Co PC is dedicated to providing top-notch service and expertise to help you achieve your financial goals.

    2, Jefferson Plaza, #101, Poughkeepsie, NY 12601, United States
    845-454-4610
    pangiacpa.com
    Details
  • 1
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