Poughkeepsie, NY

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Poughkeepsie, NY
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Best Financial Advisors in Poughkeepsie, NY

The highest-rated Financial Planning & Wealth Management companies out of 324 vetted & reviewed in the Poughkeepsie area.

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Sage Investment Advisers

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.”
In Business Since 2019
Transparent Fees & Pricing
488 Freedom Plains Rd Suite 144, Poughkeepsie, NY
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Patrick W. O'Hara, EA MST

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.”
Accepts All Major Credit Cards
In Business Since 2015
Licensed, BBB Rating: A
695 Dutchess Turnpike, Poughkeepsie, NY
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B N Thakkar CPA

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.”
Offers Financing Options
In Business Since 2012
Transparent Fees & Pricing
80 Washington St Suite 400, 4th Flr PH, Poughkeepsie, NY
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Popavero Jr Thomas J CPA

Popavero Jr Thomas J CPA

(1)
Tax Services, Services For Individuals, Business Services
“Great staff!”
Offers Financing Options
In Business Since 1988
Transparent Fees & Pricing
Free Initial Consultation
160 Salt Point Turnpike, Poughkeepsie, NY
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National Wealth Network

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...”
In Business Since 2014
22 Ibm Rd Suite 204B, Poughkeepsie, NY
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DSL Financial Services

DSL Financial Services

(2)
“I call him he calls me back I have questions they listen and advise accordingly with opinions.”
In Business Since 2012
2645 South Rd Suite 8, Poughkeepsie, NY
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Omni Financial Advisory Group

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...”
In Business Since 2004
315 Titusville Rd, Poughkeepsie, NY
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B. Riley Wealth Tax Services Poughkeepsie, NY

B. Riley Wealth Tax Services Poughkeepsie, NY

(3)
“Been with them for years.”
In Business Since 2016
11 Raymond Ave, Poughkeepsie, NY
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Cornerstone Financial

Cornerstone Financial

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“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...”
In Business Since 1996
Offers Financing Options
42 Overlook Rd, Poughkeepsie, NY
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Taconic Advisors

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...”
In Business Since 2007
CFP Certified
82 Washington St, Poughkeepsie, NY
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Rama CPA

Rama CPA

“Our Customers are our priority... Personal & Business Accounting Simplified We believe in helping clients to address issues through comprehensive,proactive”
In Business Since 2012
61 King George Rd, Poughkeepsie, NY
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Michael Starego Aspire Financial / Equitable Advisors

Michael Starego Aspire Financial / Equitable Advisors

In Business Since 2013
85 Civic Center Plaza Suite 202, Poughkeepsie, NY
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Arthur Dedominicis CPA

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.”
Transparent Fees & Pricing
In Business Since 1991
Licensed, BBB Rating: A+
Serving Poughkeepsie Area
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College Planning 101

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.”
In Business Since 2009
Remote Consultations Available
Serving Poughkeepsie Area
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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Huguenot Financial Planning

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.”
In Business Since 2018
Transparent Fees & Pricing
Serving Poughkeepsie Area
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Focused Financing

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.”
In Business Since 2017
Serving Poughkeepsie Area
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Wininger, Douglas and Green

Wininger, Douglas and Green

(8)
“Richard was great to work with on a legal matter for our company.”
In Business Since 2008
Free Initial Consultation
Serving Poughkeepsie Area
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Quint Investments and Insurance Services

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.”
In Business Since 2006
CFP Certified
Serving Poughkeepsie Area
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Freedom Financial Solutions

Freedom Financial Solutions

(7)
How Long Will it Take?, What Should I Bring?, Affordable Care Act (Aca)
“Absolutely the best!”
In Business Since 2008
Transparent Fees & Pricing
Serving Poughkeepsie Area
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J. Pink Associates

J. Pink Associates

(3)
“John is one of the most helpful, informative people when coming to investing.”
In Business Since 2000
Serving Poughkeepsie Area
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FSC Wealth Advisors

FSC Wealth Advisors

(2)
“Highly professional and easy to work with.”
In Business Since 2013
Serving Poughkeepsie Area
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Spencers Financial Services

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...”
In Business Since 2010
Serving Poughkeepsie Area
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Falcon Wealth Management

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...”
In Business Since 2015
Serving Poughkeepsie Area
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Murphy Wealth Management Group

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.”
In Business Since 2007
Free Initial Consultation
Serving Poughkeepsie Area
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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
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 344 cost profiles.

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