Investment Securities in Pleasant Valley, NY

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2. Russell, Peter S

Russell, Peter S

1540 Route 44 Main St, Pleasant Valley, NY 12569

OPEN NOW:8:30 am - 5:00 pm

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…

4. Dyson-Kissner-Moran Corp.

Dyson-Kissner-Moran Corp.

2515 South Rd Ste 5TH, Poughkeepsie, NY 12601

From Business: The Dyson-Kissner-Moran Corporation, also known as DKM, is a privately owned, international holding company. Operational since 1954, its companies include Hapco, Recreational…

YP
71 Years
in Business

8. Profaci, Dominick E

Profaci, Dominick E

695 Dutchess Tpke, Arlington, NY 12603

OPEN NOW:8:30 am - 5:00 pm

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…

9. Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services

Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services

488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603

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

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

10. Semke, Justin

Semke, Justin

488 Freedom Plains Rd, Poughkeepsie, NY 12603

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

11. Disesa, Max, CFP

Disesa, Max, CFP

176 Church St, Poughkeepsie, NY 12601

OPEN NOW:8:30 am - 5:30 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

12. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

2678 South Rd, Poughkeepsie, NY 12601

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

From Business: Morgan Stanley Smith Barney LLC is one of the leading financial services firm in the United States. Based in Poughkeepsie, N.Y., it offers a range of services in the…

22. Scott Trade

Scott Trade

2020 South Rd, Poughkeepsie, NY 12601

OPEN NOW:8:00 am - 5:00 pm
YP
10 Years
in Business

23. P & F Brokerage

P & F Brokerage

1035 Route 82, Hopewell Junction, NY 12533

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

24. Eloued, Anjed

Eloued, Anjed

555 Hudson Valley, Windsor, NY 12533

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

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

25. Professional Financial Consultant

Professional Financial Consultant

1289 Route 9, Wappingers Falls, NY 12590

OPEN 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…

26. Justin M. Staie - Wilmington Advisors @ M&T

Justin M. Staie - Wilmington Advisors @ M&T

191 Main St, New Paltz, NY 12561

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

From Business: Justin focuses on using strategic planning to create a road map to financial certainty for you and your family. Through a carefully constructed process, he evaluates your…

28. MetLife

MetLife

3 Neptune Rd, Poughkeepsie, NY 12601

"Great agency to work with...They always provide outstanding service...Life, Disability, Long Term Care insurance, Annuities and IRA's..."