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Patrick W. O'Hara, EA MST
“I met with him about my problems he contacted the IRS and we came up with a resolution right on the spot.”
Best Financial Advisors in Poughkeepsie, NY
24 firms listed · 6 in Poughkeepsie · 4 open weekends · 16 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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DSL Financial Services
“I call him he calls me back I have questions they listen and advise accordingly with opinions.”
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Omni Financial Advisory Group
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National Wealth Network
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Mollica Financial Group
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Cornerstone Financial
The 24 firms listed for Poughkeepsie, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Poughkeepsie, NY
Of the 24 firms we list here, 6 are in Poughkeepsie itself and 18 come from towns including Wappingers Falls (4, 5 mi), Fishkill (3, 11 mi) and New Paltz (2, 10 mi). 18 of the firms on this page have a rating, from 1.0 to 5.0 across 191 reviews; 1 has 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), value (76%) and quality (71%). 4 are open on Saturdays. The services the firms on this page list most often on their websites are estate planning (5), insurance planning (3), retirement planning (3), education funding (2) and financial planning (2). 1 shows a license on its website; 2 list staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers a free initial consultation and 1 lists coupons or special offers. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Poughkeepsie take financial planning bookings online?
8 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Sage Investment Advisers
- Confidence
- Manage
- Retirement
“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.”
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College Planning 101
- 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!”
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Huguenot Financial Planning
“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.”
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Freedom Financial Solutions
- Interest
“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.”
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B. Riley Wealth Tax Services
- Audited
- Knowledge
- Financial
“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.”
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Murphy Wealth Management Group
“As I approach 55 they helped me maximize my retirement plan to have the most money possible when the time comes.”
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FSC Wealth Advisors
“Highly professional and easy to work with.”
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Quint Investments and Insurance Services
“I also know that I better have some time because his knowledge isn't easily contained to short answers.”
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J. Pink Associates
“John is one of the most helpful, informative people when coming to investing.”
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Pendragon Capital Management
“A Great Company that always looks after its clients.”
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Falcon Wealth Management
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Compass Asset Management Group
- Information
- Educate
- Team
“Financial firms such as this take on a major fiduciary responsibility to ensure every last cent of you financials are not only accounted for, they are precisely placed in the proper investments to ensure your goals are met beyond expectations.”
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Focused Wealth Management
“Great business, friendly people.”
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Manning Financial Services
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Berner Financial Services
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Taconic Advisors
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Mountain View Strategic Wealth
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Lyle Roberts - Prudential Financial
“He has became like family helping everyone with there financial needs.”
Retirement Planning and Investment Management Services in Poughkeepsie, NY Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 344 cost profiles
Why these companies made our list
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