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Patrick O'Hara, MST EA
“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
15 firms listed · 6 in Poughkeepsie · 2 open weekends · 6 rated 4.5+
Data verified October 27, 2026
DSL Financial Services
“They are very knowledgeable and easy to work with.”
Omni Financial Advisory Group
National Wealth Network
Mollica Financial Group
Cornerstone Financial
The 15 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 15 firms we list here, 6 are in Poughkeepsie itself and 9 come from towns including Wappingers Falls (5, 7 mi), Pleasant Valley (1, 5 mi) and New Paltz (1, 8 mi). 10 of the firms on this page have a rating, from 1.0 to 5.0 across 168 reviews; 1 has 50 or more reviews and 6 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), financial planning (2), insurance planning (2), our team (2) and retirement planning (2). 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 2000. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 11 list a public email and 5 take bookings online. 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.
Why are financial advisers outside Poughkeepsie listed here?
6 of the 15 firms are located in Poughkeepsie. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Sage Investment Advisers
“He had a lot of knowledge for me, as I am just starting to save for my future.”
Freedom Financial Solutions
“Sometimes I get the impression that they care more about my taxes and finances than I do!!!”
Quint Investments and Insurance Services
“Easy to work with and clients best interest is priority.”
Prosperity Capital Advisors
“He is extremely helpful and knowledgeable.”
J. Pink Associates
“John is one of the most helpful, informative people when coming to investing.”
Foster & Schmalkuche
“I've been using Foster & Schmulkuche for my personal and small business financial planning needs for several years now.”
Berner Financial Services
Manning Financial Services
Professional Financial Consultants
Why these companies made our list
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