Wealth Management Firms Poughkeepsie NY

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Poughkeepsie, NY. We have compiled a list of businesses and services around Poughkeepsie, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Mr. James P. Agrawal, CFP®
(845) 463-1047
22 IBM Rd
Poughkeepsie, NY
Firm
J Agrawal Financial Group
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Elder Care, General Financial Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Patrick John Ford, CFP®
85 Civic Center Plz Ste 202
Poughkeepsie, NY
Firm
AXA Advisors

Data Provided By:
Ms. Robin Vaccai-Yess, CFP®
(845) 471-0764
181 Church St Ste 101
Poughkeepsie, NY
Areas of Specialization
Divorce Issues, Estate Planning, General Financial Planning, Investment Planning, Life Transitions, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. John T. Mcfadden, CFP®
(845) 463-1045
22 IBM Rd
Poughkeepsie, NY
Firm
McFadden & Associates

Data Provided By:
Mr. Gregory F. Zimmer, CFP®
(914) 262-5502
85 Civic Center Plz Ste 202
Poughkeepsie, NY
Firm
AXA-Advisors, LLC

Data Provided By:
Mr. Charles M. Simon, CFP®
(845) 486-5039
42 Catharine Street
Poughkeepsie, NY
Firm
Taconic Advisors Inc
Areas of Specialization
Life Transitions
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided By:
John J Gadonniex, CFP®
(845) 431-2205
2649 South Rd
Poughkeepsie, NY
Firm
Merrill Lynch
Areas of Specialization
Investment Management, Life Transitions, Retirement Income Management, Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Ronald Schneider, CFP®
(845) 451-7786
2649 South Rd
Poughkeepsie, NY
Firm
Wells Fargo Advisors
Areas of Specialization
Charitable Giving, Estate Planning, General Financial Planning, Investment Management, Retirement Income Management, Securities
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mrs. Mellany Bagtas, CFP®
(845) 431-2267
2649 South Road
Poughkeepsie, NY
Firm
Merrill Lynch Group, Inc.
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management, Women's Finances

Data Provided By:
Ms. Susan L. Murphy, CFP®
(845) 431-2222
2649 South Rd
Poughkeepsie, NY
Firm
Merrill Lynch
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874