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Sage Investment Advisers

(30)

Retirement Planner, Sage Investment Model, Financial Advisor/Planner

“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.”

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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.”

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B N Thakkar CPA

(11)

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

“I found him to be an exceptional CPA versed and all areas and would highly recommend him to anyone looking to have their financials statements or tax returns done correctly and efficiently.”

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Popavero Jr Thomas J CPA

(1)

Tax Services, Services For Individuals, Business Services

“Great staff!”

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National Wealth Network

Estate Planning, Investment Planning, Financial Planning

“We are an independent firm committed to offering a distinct, personal approach to financial planning. Our approach to financial planning is founded upon fiduciary standards. Our independence serves as a basis to create a personalized financial strate...”

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DSL Financial Services

(2)

“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

“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...”

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B. Riley Wealth Tax Services Poughkeepsie, NY

(3)

“Been with them for years.”

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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...”

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Taconic Advisors

Service Options, Get Started

“We are a fee-only financial planning firm based in New York's Hudson Valley. We specialize in objective and personalized advice to help you make better decisions when life's transitions make you worry or feel uncertain. We don't sell any financial pr...”

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Rama CPA

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

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Michael Starego Aspire Financial / Equitable Advisors

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Arthur Dedominicis CPA

(16)

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

“I very highly recommend using Art De Dominicis for all your tax needs.”

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College Planning 101

(30)

Questions
Junior
Stress

“She runs such an incredibly professional business that helped my family and I through all the challenges associated with planning, selecting and paying for college.”

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.

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Focused Financing

(29)

Informative
Company
Business

“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.”

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Huguenot Financial Planning

(1)

Get Acquainted, Services Offered, Fee Structure

“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.”

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Wininger, Douglas and Green

(8)

“Richard was great to work with on a legal matter for our company.”

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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.”

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Freedom Financial Solutions

(7)

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

“Absolutely the best!”

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J. Pink Associates

(3)

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

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FSC Wealth Advisors

(2)

“Highly professional and easy to work with.”

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Spencers Financial Services

“Welcome, I'm Noel Spencer, a financial advisor in Newburgh, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing...”

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Falcon Wealth Management

“Welcome to Falcon Wealth Management. We understand that individuals and business owners face unique challenges as they grow assets and prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is s...”

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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.”

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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.

Sage Investment Advisers

Patrick W. O'Hara, EA MST

B N Thakkar CPA

Popavero Jr Thomas J CPA

National Wealth Network

DSL Financial Services

Omni Financial Advisory Group

B. Riley Wealth Tax Services Poughkeepsie, NY

Cornerstone Financial

Taconic Advisors

Rama CPA

Michael Starego Aspire Financial / Equitable Advisors

Arthur Dedominicis CPA

College Planning 101

Focused Financing

Huguenot Financial Planning

Wininger, Douglas and Green

Quint Investments and Insurance Services

Freedom Financial Solutions

J. Pink Associates

FSC Wealth Advisors

Spencers Financial Services

Falcon Wealth Management

Murphy Wealth Management Group

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