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Investments in Poughkeepsie, NY

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1. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

2678 South Rd, Poughkeepsie, NY, 12601

CLOSED NOW

From Business: Morgan Stanley Smith Barney LLC is one of the leading financial services firm in the United States. Based in Poughkeepsie, N.Y., it offers a range of services in the…

2. Dyson-Kissner-Moran Corp.

Dyson-Kissner-Moran Corp.

2515 South Rd Ste 5TH, Poughkeepsie, NY, 12601

From Business: The Dyson-Kissner-Moran Corporation, also known as DKM, is a privately owned, international holding company. Operational since 1954, its companies include Hapco, Recreational…

YP
70 Years
in Business

3. Morgan Stanley

Morgan Stanley

2678 South Rd, Poughkeepsie, NY, 12601

CLOSED NOW
YP
89 Years
in Business

4. Scott Trade

Scott Trade

2020 South Rd, Poughkeepsie, NY, 12601

CLOSED NOW
YP
9 Years
in Business

5. LPL Investment Holdings Inc

LPL Investment Holdings Inc

47 S Hamilton St, Poughkeepsie, NY, 12601

7. Jamal Mustafa

Jamal Mustafa

813 Main St, Poughkeepsie, NY, 12603

8. Seven Bridges Wealth Advisors - Ameriprise Financial Services

Seven Bridges Wealth Advisors - Ameriprise Financial Services

176 Church St, Poughkeepsie, NY, 12601

CLOSED NOW

From Business: At Seven Bridges Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

9. Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services

Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services

176 Church St, Poughkeepsie, NY, 12601

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

10. Mazzetti, David, AGT

Mazzetti, David, AGT

176 Church St, Poughkeepsie, NY, 12601

CLOSED NOW

From Business: The advisor listed is an Ameriprise financial advisor in Poughkeepsie. Comments are not verified, may not be accurate and are not necessarily representative of the experiences…

11. Meddaugh, Matthew

Meddaugh, Matthew

176 Church St, Poughkeepsie, NY, 12601

CLOSED NOW

From Business: The advisor listed is an Ameriprise financial advisor in Wappingers Falls. Comments are not verified, may not be accurate and are not necessarily representative of the…

12. Burt, Jason

Burt, Jason

176 Church St, Poughkeepsie, NY, 12601

CLOSED NOW

From Business: The advisor listed is an Ameriprise financial advisor in Poughkeepsie. Comments are not verified, may not be accurate and are not necessarily representative of the experiences…

13. Max DiSesa - Private Wealth Advisor, Ameriprise Financial Services

Max DiSesa - Private Wealth Advisor, Ameriprise Financial Services

176 Church St, Poughkeepsie, NY, 12601

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

14. Armando Merino - Financial Advisor, Ameriprise Financial Services

Armando Merino - Financial Advisor, Ameriprise Financial Services

176 Church St, Poughkeepsie, NY, 12601

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

15. Jason Burt - Financial Advisor, Ameriprise Financial Services

Jason Burt - Financial Advisor, Ameriprise Financial Services

176 Church St, Poughkeepsie, NY, 12601

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

16. TD Bank

TD Bank

703 Main St, Poughkeepsie, NY, 12601

CLOSED NOW

From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…

YP
51 Years
in Business

17. Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services

Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services

27 Collegeview Ave, Poughkeepsie, NY, 12603

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

18. Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services

Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services

27 Collegeview Ave, Poughkeepsie, NY, 12603

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

19. Phelan, Kerry, CFP

Phelan, Kerry, CFP

27 Collegeview Ave, Poughkeepsie, NY, 12603

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

20. Prudential Financial

Prudential Financial

68 Violet Ave, Poughkeepsie, NY, 12601

CLOSED NOW
YP
24 Years
in Business

21. Profaci, Dominick E

Profaci, Dominick E

695 Dutchess Tpke, Arlington, NY, 12603

CLOSED NOW

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

22. Trustco Bank

Trustco Bank

2656 South Rd, Poughkeepsie, NY, 12601

CLOSED NOW

From Business: Trustco Bank has been the low-cost provider of high-quality products and services since opening for business in 1902. 100 years later, the company began a large expansion,…

YP
122 Years
in Business

23. Charles Schwab

Charles Schwab

2645 South Rd Ste 1, Poughkeepsie, NY, 12601

CLOSED NOW

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

YP
8 Years
in Business

24. Justin Semke - Financial Advisor, Ameriprise Financial Services

Justin Semke - Financial Advisor, Ameriprise Financial Services

488 Freedom Plains Rd Ste 105, Poughkeepsie, NY, 12603

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

25. Mark Cukaj - Financial Advisor, Ameriprise Financial Services

Mark Cukaj - Financial Advisor, Ameriprise Financial Services

488 Freedom Plains Rd Ste 105, Poughkeepsie, NY, 12603

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

26. Semke, Justin

Semke, Justin

488 Freedom Plains Rd, Poughkeepsie, NY, 12603

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

27. MetLife

MetLife

3 Neptune Rd, Poughkeepsie, NY, 12601

CLOSED NOW

"Great agency to work with...They always provide outstanding service...Life, Disability, Long Term Care insurance, Annuities and IRA's..."

28. Alexander Morphet - Thrivent

Alexander Morphet - Thrivent

312 Titusville Rd Ste A, Poughkeepsie, NY, 12603

CLOSED NOW

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Alexander Morphet is committed to providing financial advice,…