View Profile

Patrick W. O'Hara, EA MST

(5)

Taxpayer Representation, Tax Preparation, Comprehensive Tax Planning

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

i

View Profile

B N Thakkar CPA

(18)

We Are Affordable, Businesses, Non Profit Organizations and Start-Ups

“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

View Profile

Popavero Jr Thomas J CPA

(1)

Tax Services, Services For Individuals, Business Services

“Great staff!”

i

View Profile

DSL Financial Services

(2)

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

i

View Profile

Omni Financial Advisory Group

“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...”

i

View Profile

National Wealth Network

Estate Planning, Investment Planning, Financial Planning

“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...”

i

View Profile

Rama CPA

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

i

View Profile

Mollica Financial Group

“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...”

i

View Profile

Cornerstone Financial

Tell A Friend

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”

i

View Profile

Sage Investment Advisers

(50)

Financial Advisor-Insurance Policy Review & Needs, Financial Advisor Real Estate Services, Retirement Planner

“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.”

i

View Profile

College Planning 101

(43)

Sat Prep
Financial Aid
Application

“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!”

Featured

Here is what's to come from the FAFSA in 2023 • my Student Aid app will no longer be able to file your FAFSA Families will now only be able to register their FAFSA forms online. • Changes to the Simplification Act The number of questions on the FAFSA will be lowered from over 100 to about 50. • Incarcerated Students These students will regain eligibility to receive federal Pell Grants. • Analysis Income Threshold Previously, families needed to make less than $27,000 to qualify for an "automatic zero" for their expected family contribution (EFC), now the threshold will be increased to $29,000. The questions on the previous FAFSA regarding gender identity, selective service, and drug convictions will not be in the new FAFSA form.

i

View Profile

Arthur Dedominicis CPA

(19)

Estate & Trust Tax Preparation, Buying or Selling a Business, Tax Preparation & Planning

“We have been using Art and his competent staff for more years than I can count.”

i

View Profile

Focused Financing

(32)

Informative
Team
Funding

“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.”

i

View Profile

Huguenot Financial Planning

(2)

Get Acquainted, Services Offered, Fee Structure

“This was our first time using a financial planner and we were really blown away by David's care, attention to detail, willingness to explain the ideas in great depth, answer all our questions and revisit our plan as we started implementing things.”

i

View Profile

Nugent & Haeussler

(6)

Business Services, Governmental Auditing, Services For Individuals

“I've been going to N&H for many many years and highly recommend them to anyone with a tax related issue.”

i

View Profile

Freedom Financial Solutions

(20)

How Long Will it Take?, What Should I Bring?, Affordable Care Act (Aca)

“Ken and Gina have done a remarkable job of understanding our future plans and their advice has kept us at ease through these many years of planning and positioning and they will always play a major role in managing our taxes.”

i

View Profile

Wininger, Douglas and Green

(9)

Results
Debt

“He is a true professional and I will use him again, he saved us $40,000”

i

View Profile

B. Riley Wealth Tax Services

(14)

International, Industries, Forensic Accounting & Litigation Support

“Michael was very responsive and made extra time explaininf his process and how he helps businesses transition to be more prepared from a tax standpoint.”

i

View Profile

Murphy Wealth Management Group

(1)

After-Life Planning, Education Funding, Social Security Optimization

“As I approach 55 they helped me maximize my retirement plan to have the most money possible when the time comes.”

i

View Profile

FSC Wealth Advisors

(2)

Estate Planning, Investment Strategy, Tax Strategy

“Highly professional and easy to work with.”

i

View Profile

Leona H. Chan, CPA

(2)

Outsourced Accounting and Bookkeeping, All Tax Services, Business Startup Guidance

“Not only does she go above and beyond unlike any other, Leona offers guidance for our corporation, maintains an impeccable accounting structure, and is trusted wholeheartedly with all corporate and personal financials.”

i

View Profile

Quint Investments and Insurance Services

(1)

Insurance Services, Comprehensive Financial Planning, Investment Services

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

i

View Profile

J. Pink Associates

(3)

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

i

View Profile

Pendragon Capital Management

(1)

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

i

Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Poughkeepsie, NY

The highest-rated Financial Planning & Wealth Management companies out of 177 vetted & reviewed in the Poughkeepsie area.

Patrick W. O'Hara, EA MST

B N Thakkar CPA

Popavero Jr Thomas J CPA

DSL Financial Services

Omni Financial Advisory Group

National Wealth Network

Rama CPA

Mollica Financial Group

Cornerstone Financial

Sage Investment Advisers

College Planning 101

Arthur Dedominicis CPA

Focused Financing

Huguenot Financial Planning

Nugent & Haeussler

Freedom Financial Solutions

Wininger, Douglas and Green

B. Riley Wealth Tax Services

Murphy Wealth Management Group

FSC Wealth Advisors

Leona H. Chan, CPA

Quint Investments and Insurance Services

J. Pink Associates

Pendragon Capital Management

Retirement Planning and Investment Management Services in Poughkeepsie, NY Cost Estimates

Why these companies made our list

Wealth Management Advisors near Poughkeepsie

Popular in Poughkeepsie