Best Financial Advisors in Poughkeepsie, NY

“I met with him about my problems he contacted the IRS and we came up with a resolution right on the spot.”

“In a very short period of time, on a stringent time constraint, Bharat and his organization were able to help our organization reach out goals on specific tasks.”

“I call him he calls me back I have questions they listen and advise accordingly with opinions.”

“Your hard work has brought you to this threshold, a time to pause and ponder how to prosper financially while leading a meaningful life that will also leave a lasting legacy. Today, you need more than a financial direction. You need advice, education...”

“Experience and fresh perspectives make for a powerful combination! Our team is proud to have a blend of seasoned financial professionals and young financial professionals working together to provide our clients with prudent financial advice. With our...”

“Our Customers are our priority... Personal & Business Accounting Simplified We believe in helping clients to address issues through comprehensive,proactive”

“Poughkeepsie, NY — August 12, 2024 – John Paul Mollica, CPFA, a financial advisor at Mollica Financial Group in Poughkeepsie, NY, today announced that his achievements have been recognized with inclusion in LPL Financial's Ascent Club* for 2024. This...”

“Jennifer's knowledge, years of experience, and ability to navigate us through processes that were daunting, has made a huge difference in our overall experience.”

“Stephanie has not only been instrumental in taking care of our needs in regards to the applications and processing of the much needed documents, she does it with heart!”

“Highly professional and easy to work with.”

“I also know that I better have some time because his knowledge isn't easily contained to short answers.”

“John is one of the most helpful, informative people when coming to investing.”

“A Great Company that always looks after its clients.”