Poughkeepsie, NY

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Best Financial Advisors in Poughkeepsie, NY

The highest-rated Financial Planning & Wealth Management firms out of 306 vetted & reviewed in the Poughkeepsie area.

Sage Investment Advisers

Sage Investment Advisers

(20)
Calculators, Fees, Services
“I've known Jerry Schuder for more than twenty years and I stayed with him as my financial adviser throughout that time as he moved up the career ladder in various brokerage houses.”
Transparent Fees & Pricing
In Business Since 2019
488 Freedom Plains Rd Suite 144, Poughkeepsie, NY
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DSL Financial Services

DSL Financial Services

(1)
Tax, Investment, Lifestyle
“I call him he calls me back I have questions they listen and advise accordingly with opinions.”
In Business Since 2012
2645 South Rd Suite 8, Poughkeepsie, NY
i
B. Riley Wealth Tax Services Poughkeepsie, NY

B. Riley Wealth Tax Services Poughkeepsie, NY

(3)
“Been with them for years.”
In Business Since 2016
11 Raymond Ave, Poughkeepsie, NY
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Wininger, Douglas and Green

Wininger, Douglas and Green

(8)
“Richard was great to work with on a legal matter for our company.”
Free Initial Consultation
In Business Since 2008
Serving Poughkeepsie Area
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Huguenot Financial Planning

Huguenot Financial Planning

(1)
Get Acquainted, Fee Structure, Services Offered
“With his guidance, I am on my way to creating a solid financial plan for my future- something I was afraid to complete on my own.”
Transparent Fees & Pricing
In Business Since 2018
Serving Poughkeepsie Area
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The Garden Of Wealth

The Garden Of Wealth

(2)
“I'm a big skeptic, I'm skeptical of even the food I consume, so after my research and having a reliable team member always ready and available to answer whatever questions I may have, I decided to join the family.”
In Business Since 2021
55 Mansion St #4897, Poughkeepsie, NY
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Freedom Financial Solutions

Freedom Financial Solutions

(7)
Audit Protection Plan, How Long Will it Take?, Affordable Care Act (Aca)
“Ken and Gina have been working with me for over five years.”
Transparent Fees & Pricing
In Business Since 2008
Serving Poughkeepsie Area
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Focused Financing

Focused Financing

(15)
  • Responsive
  • Informative
  • Professional
“He exceeded my expectations by spending personal time ensuring my deal closed seamlessly and following up with additional advice to help us reach our long term objectives.”
In Business Since 2017
Serving Poughkeepsie Area
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Beyond Wealth Management

Beyond Wealth Management

(1)
Risk Management and Insurance, College Planning, Estate Planning
“Very helpful, very professional”
In Business Since 2007
Serving Poughkeepsie Area
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D'Arcangelo Financial Advisors

D'Arcangelo Financial Advisors

(1)
Millennials, Women in Transition, Life's Milestones
“Great people.”
In Business Since 2010
510 W Haight Ave #201, Poughkeepsie, NY
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Focused Wealth Management

Focused Wealth Management

(1)
“Great business, friendly people.”
In Business Since 2010
Serving Poughkeepsie Area
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River Stone Private Wealth Advisors

River Stone Private Wealth Advisors

(1)
“If you want a financial firm the is personal, caring and always has your best interest at heart, I highly recommend Riverstone Wealth Management.”
In Business Since 2016
Serving Poughkeepsie Area
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Third Eye Associates

Third Eye Associates

(1)
Prospective Client, Investment Process, Transition Planning
“They are always very helpful and accommodating.”
In Business Since 2008
Serving Poughkeepsie Area
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Foster & Schmalkuche

Foster & Schmalkuche

(2)
“I've been using Foster & Schmulkuche for my personal and small business financial planning needs for several years now.”
In Business Since 2001
Serving Poughkeepsie Area
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Hudson Valley Financial Services

Hudson Valley Financial Services

(1)
“Have worked with Brian Ginty and have been delighted with his expertise, his great attitude and sense of humor.”
Serving Poughkeepsie Area
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Retirement Planning and Investment Management Services Estimated Cost in Poughkeepsie, NY 2022

Minimum cost
$1090
Maximum cost
$9265
National Average
$3271
Avg Per Hour Rates
$327
$2180
$5995
Fair price range based on 186 cost profiles
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Average Cost $3271
Minimum cost $1090
Maximum cost $9265
Avg Per Hour Rates $327

Fair range $2180 to $5995 is based on 186 cost profiles.

Why these companies made our list

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