New York > Poughkeepsie Yellow Pages > Finance > Investment Services & Advisors

Poughkeepsie Investment Services & Advisors

Local Businesses: 26

Ameriprise Financial

176 Church Street
Poughkeepsie, NY 12601-4165
(845) 454-3021
Kerry Phelan
Categories: Financial Planning Consultants

Ameriprise Financial

235 Main Street
Poughkeepsie, NY 12601-3122
(845) 454-3021
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

24 Davis Avenue
Poughkeepsie, NY 12603-2408
(845) 559-0210
Categories: Financial Services, Financial Planning Consultants

Ameriprise Financial

488 Freedom Plains Road Suite 105
Poughkeepsie, NY 12603-2697
(845) 452-9267 +view more
Martin Cukaj (Manager)
Categories: Financial Planning Consultants

Axa Equitable

85 Civic Center Plaza Suite 202
Poughkeepsie, NY 12601-2446
(845) 471-1143 +view more
Categories: Insurance Carriers, Financial Planning Consultants

Charles Schwab

3 Neptune Road Suite A12
Poughkeepsie, NY 12601-7111
(845) 485-6219
Products: Portfolio Management Investing Brokerage Accounts
Services: Financial Planner Investment Manager Retirement Planner
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Chase

48 Vassar Road
Poughkeepsie, NY 12603-5246
(845) 462-1500 +view more
Dorothy Childs (Manager)
Products: International Securities, Global Investments
Services: Asset Management, Business Services, Family Wealth Planning, Investment Planning,…
Categories: Banks, Investment Services & Advisors

Cornerstone Financial

42 Overlook Road
Poughkeepsie, NY 12603-2025
(845) 452-4080
Patricia Simone (Director)
Products: Iras, Mutual Funds, Individual Retirement Account
Services: Consultations, Life Insurance, Tax Services
Categories: Financial Services, Financial Planning Consultants

Dsl & Co

47 South Hamilton Street
Poughkeepsie, NY 12601-4156
(845) 454-4110 +view more
Christopher Downey (Owner)
Services: Consultations, Advice, Counseling
Categories: Financial Planning Consultants

Edward Jones - Financial Advisor: Maximus M Disesa

MAKING SENSE OF INVESTING
695 Dutchess Turnpike Suite 101
Poughkeepsie, NY 12603-6443
(845) 454-6056
Products: Poughkeepsie Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Focus Financial

38 Kenzbrit Court
Poughkeepsie, NY 12603-4868
(845) 214-0150
Categories: Financial Planning Consultants

Gilman Ciocia

11 Raymond Avenue Suite 1
Poughkeepsie, NY 12603-2344
(845) 485-1005 +view more
Ciocia Gilman
Services: Financial Planning, Financial Services, Tax Planning, Tax Returns, Refunds,…
Categories: Tax Return Preparation, Financial Planning Consultants

Henry Schein Financial Planning

11 Raymond Avenue
Poughkeepsie, NY 12603-2342
(845) 485-3700 +view more
Categories: Financial Planning Consultants

Merrill Lynch

2649 South Road Suite 210
Poughkeepsie, NY 12601-6844
(845) 431-2200
Products: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Services: Investments Financial Advisors Investment Bank Mutual Fund 401K Financial Planning…
Categories: Investment Bankers, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Morgan Stanley

2678 South Road Suite 201
Poughkeepsie, NY 12601-5254
(845) 485-4918 +view more
Categories: Financial Planning Consultants, Security Brokers & Dealers

Nicolades Andreas P Cfp

AMERICA'S LEADER IN FINANCIAL PLANNING
7 Miron Drive
Poughkeepsie, NY 12603-5020
(845) 462-1771
Andreas Nicolades (Cfp)
Products: Iras, Mutual Funds, Stocks, Equities, Individual Retirement Account
Services: Auto Insurance, Banking, Brokerage Services, Consultations, Disability Insurance,…
Categories: Financial Planning Consultants

Prime Retirement Asset Management Inc

3344 Route 9 North
Poughkeepsie, NY 12601-1753
(845) 454-9000
Categories: Financial Planning Consultants

Scottrade

MORE BROKER FOR YOUR MONEY.
2020 South Road Suite 18
Poughkeepsie, NY 12601-7211
(845) 297-1470 +view more
James Jones (Manager)
Products: , Certificate Of Deposit, Compact Discs, Equities, Fixed Income Securities,…
Services: Bonds, Brokerage Services, Fee-Based Services, Iras, Mutual Funds, Online Services,…
Categories: Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Stifel Financial Corporation

2515 South Road Suite 202
Poughkeepsie, NY 12601-5474
(845) 471-8080
Categories: Business Services, Security Brokers & Dealers

Stifel Nicolaus

316 Main Street Suite 1
Poughkeepsie, NY 12601-3123
(845) 471-8080 +view more
Categories: Financial Services, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Taconic Advisors

42 Catharine Street Suite 1
Poughkeepsie, NY 12601-2542
(845) 486-5039
Charles Simon (Owner)
Products: Car Covers, Imports, New Parts, Security
Categories: Financial Services, Financial Planning Consultants

Taconic Advisors Inc

42 Catharine Street Suite 1
Poughkeepsie, NY 12601-2542
(845) 486-5039
Categories: Financial Services, Financial Planning Consultants

Taffe Stephen

1 Wilbur Court
Poughkeepsie, NY 12601-4808
(845) 473-4000
Stephen Taffe
Categories: Investment Services & Advisors

Toomey Bldg The

47 South Hamilton Street
Poughkeepsie, NY 12601-4116
(845) 454-4110
Categories: Financial Planning Consultants

Tucker-Haskins And Associates

42 Catharine Street
Poughkeepsie, NY 12601-2529
(845) 471-3850
Categories: Investment Services & Advisors

Voya Financial Advisors

3 Neptune Road
Poughkeepsie, NY 12601-5500
(845) 240-1151
Categories: Financial Advisory Services
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