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Map of Lagrangeville, NY

Financial Planning Consultants in Lagrangeville, NY

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3. AXA Advisors

AXA Advisors

21 Rolling Green Ln, Wappingers Falls, NY 12590

4. Edward Jones - Financial Advisor: Mark C Aldini

Edward Jones - Financial Advisor: Mark C Aldini

1133 Route 55 Ste B, Lagrangeville, NY 12540

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
102 Years
in Business

5. Xinancial

Xinancial

1145 Route 55 Ste 3, Lagrangeville, NY 12540

CLOSED NOW:8:00 am - 6:00 pm

From Business: We are a full-service accounting firm providing tax, accounting, and financial solutions to both individuals and businesses. We offer a comprehensive suite of solutions to meet…

8. Tompkins Community Bank

Tompkins Community Bank

673 Freedom Plains Rd, Poughkeepsie, NY 12603

CLOSED NOW:8:30 am - 4:00 pm

From Business: Tompkins is a community bank offering personalized service, local decision-making and a broad range of services for consumers and businesses. Insurance services are offered…

9. Alexander Morphet - Thrivent

Alexander Morphet - Thrivent

312 Titusville Rd Ste A, Poughkeepsie, NY 12603

CLOSED NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Alexander Morphet is committed to providing financial advice,…

10. Omni Financial Advisory Group

Omni Financial Advisory Group

315 Titusville Rd, Poughkeepsie, NY 12603

CLOSED NOW:9:00 am - 4:00 pm

From Business: Our Story The name "Omni Financial" originates from a unique compliment. A client once remarked to founder Gregory Bayer that he felt "omnipresent" due to his constant…

12. Wells Fargo Advisors

Wells Fargo Advisors

Poughkeepsie, NY 12601

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

16. Cornerstone Financial

Cornerstone Financial

42 Overlook Rd, Poughkeepsie, NY 12603

CLOSED NOW:7:30 am - 7:00 pm

From Business: At Cornerstone Financial we cherish the relationships we build with our clients. In helping secure your financial future, we become an integral part of your family, as you…

17. Afp-Prime Financial Services

Afp-Prime Financial Services

11 Raymond Ave, Poughkeepsie, NY 12603

From Business: Prime Financial Services offers a range of financial and investment planning services. In addition to fixed annuities, it offers various traditional term- and whole-life,…

YP
42 Years
in Business

18. Cassalina, Eric

Cassalina, Eric

2649 South Rd, Poughkeepsie, NY 12601

CLOSED NOW:9:00 am - 5:00 pm

From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

19. Professional Financial Consultant

Professional Financial Consultant

1289 Route 9, Wappingers Falls, NY 12590

CLOSED NOW:9:00 am - 5:00 pm

From Business: Professional Financial Consultants, LLC will provide individuals, families, and businesses with independent investment advice along with organization and management of their…

22. Morgan Strategic Wealth

Morgan Strategic Wealth

200 N Drive I.Park, Hopewell Junction, NY 12533

CLOSED NOW:9:00 am - 5:00 pm

27. The Valley Group Inc

The Valley Group Inc

2537 Route 52 Ste 6, Hopewell Junction, NY 12533

CLOSED NOW:9:00 am - 5:00 pm

29. Summit Advisory Solutions Ltd

Summit Advisory Solutions Ltd

31 Collegeview Ave, Poughkeepsie, NY 12603

CLOSED NOW:9:00 am - 5:00 pm