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. David William Frederick, CFP®
(845) 454-9000
3344 Route 9 North
Poughkeepsie, NY
Firm
Prime Retirement Asset Management, Inc.

Data Provided By:
Mr. Joseph Carl Steiniger, CFP®
(845) 483-7940
The Beechwood Group
Poughkeepsie, NY
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Charitable Giving, Education Planning, Estate Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

Data Provided By:
Mr. David J. Mazzetti, CFP®
(845) 454-3021
176 Church St
Poughkeepsie, NY
Firm
Mazzetti and Associates
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

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:
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:
Mr. Craig M. Pesce, CFP®
(845) 554-1046
110 Main St
Poughkeepsie, NY
Firm
Marshall & Sterling Wealth Advisors, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

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

Data Provided By:
Ms. Diane Justine Arvay, CFP®
(845) 483-7948
2645 South Rd
Poughkeepsie, NY
Firm
Wells Fargo Advisors, LLC

Data Provided By:
Kara Gadonniex, CFP®
(845) 431-2238
2649 South Rd
Poughkeepsie, NY
Firm
Merrill Lynch
Areas of Specialization
Women's Finances

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