Fiduciary advisors in Poughkeepsie, NY

Poughkeepsie, New York

D'Arcangelo Financial Advisors is a wealth management firm based in Poughkeepsie, New York, founded in 1999 by CPAs and offering financial planning and investment management services. The firm specializes in retirement planning, tax strategy, and estate planning for individuals and families, with over 25 years of client service experience. Its advisors focus on developing personalized financial strategies designed to address evolving life circumstances and help clients manage their long-term financial objectives.

Poughkeepsie, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Poughkeepsie, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Poughkeepsie, New York

National Wealth Network is an independent financial planning firm based in Poughkeepsie, New York that operates under fiduciary standards when serving advisory clients. The firm offers investment management, financial planning, and planning services across retirement, education, insurance, tax, and estate planning, delivered through fee-based asset management. Rather than pursuing commission-based sales, the firm uses a proprietary planning process designed to address individual client needs and goals across major life events.

Poughkeepsie, New York

Insurance-Based

Northwestern Mutual is an insurance-based firm in Poughkeepsie, New York. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.