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Map of Verbank, NY

Financial Planning Consultants in Verbank, NY

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2. 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…

5. Gilman & Ciocia

Gilman & Ciocia

11 Raymond Ave, Poughkeepsie, NY 12603

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

6. 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…

7. 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
43 Years
in Business

15. AXA Advisors

AXA Advisors

21 Rolling Green Ln, Wappingers Falls, NY 12590

19. Summit Advisory Solutions LTD

Summit Advisory Solutions LTD

22 Freedom Plains Rd, Poughkeepsie, NY 12603

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

21. Summit Advisory Solutions Ltd

Summit Advisory Solutions Ltd

31 Collegeview Ave, Poughkeepsie, NY 12603

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

25. 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
103 Years
in Business

26. 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…

27. 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:Closed

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…

28. 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…

29. 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…

30. 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,…