Financial Planning Consultants in Stanfordville, NY

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39. Cornerstone Financial

Cornerstone Financial

42 Overlook Rd, Poughkeepsie, NY 12603

CLOSED NOW:

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…

40. Afp-Prime Financial Services

Afp-Prime Financial Services

11 Raymond Ave, Poughkeepsie, NY 12603

CLOSED NOW:

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
43 Years
in Business

54. Edward Jones - Financial Advisor: Erin M Clancy

Edward Jones - Financial Advisor: Erin M Clancy

1571 Ulster Ave Ste 2, Lake Katrine, NY 12449

CLOSED NOW:

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
103 Years
in Business

55. Semke, Justin

Semke, Justin

488 Freedom Plains Rd, Poughkeepsie, NY 12603

CLOSED NOW:

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…

56. Tompkins Community Bank

Tompkins Community Bank

673 Freedom Plains Rd, Poughkeepsie, NY 12603

CLOSED NOW:

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…

57. National Tax & Financial Services

National Tax & Financial Services

11 Raymond Ave, Poughkeepsie, NY 12603

CLOSED NOW:

From Business: Gilman & Ciocia provides federal, state and local tax preparation and financial planning services to individuals predominantly in the middle-and upper-income brackets. To…

58. Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services

Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services

27 Collegeview Ave, Poughkeepsie, NY 12603

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…

59. Omni Financial Advisory Group

Omni Financial Advisory Group

315 Titusville Rd, Poughkeepsie, NY 12603

CLOSED NOW:

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…

60. Alexander Morphet - Thrivent

Alexander Morphet - Thrivent

312 Titusville Rd Ste A, Poughkeepsie, NY 12603

CLOSED NOW:Closed

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,…