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Map of Stanfordville, NY

Financial Planning Consultants in Stanfordville, NY

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62. 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

63. 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:9:00 am - 4:00 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…

YP
102 Years
in Business

64. 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…

65. Edward Jones

Edward Jones

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…

66. 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

CLOSED NOW:9:00 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…

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

Martin Cukaj-Private Wealth Advisor, Ameriprise Financial Services

488 Freedom Plains Rd, Poughkeepsie, NY 12603

CLOSED NOW:9:00 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…

68. Semke, Justin

Semke, Justin

488 Freedom Plains Rd, Poughkeepsie, NY 12603

CLOSED 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…

69. Tompkins Community Bank

Tompkins Community Bank

673 Freedom Plains Rd, Poughkeepsie, NY 12603

CLOSED NOW:8:30 am - 5:00 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…

70. National Tax & Financial Services

National Tax & Financial Services

11 Raymond Ave, Poughkeepsie, NY 12603

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

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…

71. Cass, A Williams, AGT

Cass, A Williams, AGT

24 Davis Ave, Poughkeepsie, NY 12603

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

From Business: The advisor listed is an Ameriprise financial advisor in Poughkeepsie. Comments are not verified, may not be accurate and are not necessarily representative of the experiences…

72. 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…

73. Birch Hill Wealth Advisors - Ameriprise Financial Services

Birch Hill Wealth Advisors - Ameriprise Financial Services

27 Collegeview Ave, Poughkeepsie, NY 12603

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

From Business: At Birch Hill Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

74. 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…

75. 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,…

76. SCORE Mentors Ulster

SCORE Mentors Ulster

94 Marys Ave, Kingston, NY 12401

From Business: SCORE is dedicated to educating entrepreneurs and encouraging the formation, growth and success of small businesses in our community through FREE counseling and no-cost or…

77. Edward Jones - Financial Advisor: Reisa Adato, AAMS™

Edward Jones - Financial Advisor: Reisa Adato, AAMS™

1571 Ulster Ave Ste 2, Lake Katrine, NY 12449

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
102 Years
in Business

79. Northwestern Mutual

Northwestern Mutual

488 Freedom Plains Rd Ste 124, Poughkeepsie, NY 12603

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

81. Betros, Michael C, CPA

Betros, Michael C, CPA

510 Haight Ave Ste 201, Poughkeepsie, NY 12603

CLOSED NOW:9:00 am - 5:00 pm
YP
74 Years
in Business