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Map of Dover Plains, NYMap of Dover Plains, NY

Financial Planners in Dover Plains, NY

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1. Annuity General

Annuity General

Serving the Dover Plains Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

2. Wells Fargo Advisors

Wells Fargo Advisors

Poughkeepsie, NY, 12601

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

6. Justin Semke - Financial Advisor, Ameriprise Financial Services

Justin Semke - Financial Advisor, Ameriprise Financial Services

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

OPEN NOW:8:00 am - 7:00 pm

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…

7. 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…

8. Steven Jones - Thrivent

Steven Jones - 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. Steven Jones is committed to providing financial advice,…

9. Anjed Eloued - TD Wealth Financial Advisor

Anjed Eloued - TD Wealth Financial Advisor

555 Hudson Valley, Windsor, NY, 12533

CLOSED NOW

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

10. 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…

14. Edward Jones - Financial Advisor: Mark C Aldini

Edward Jones - Financial Advisor: Mark C Aldini

1133 Route 55 Ste B, Lagrangeville, NY, 12540

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…

YP
102 Years
in Business

15. Paul Lavelle - Wilmington Advisors @ M&T

Paul Lavelle - Wilmington Advisors @ M&T

180 Route 22, Pawling, NY, 12564

CLOSED NOW

From Business: Paul focuses on helping clients like you plan for retirement by offering investing choices for all risk tolerances. He specializes in life insurance and annuities, as well as…

16. 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,…

17. Cornerstone Financial

Cornerstone Financial

42 Overlook Rd, Poughkeepsie, NY, 12603

OPEN NOW:7:30 am - 7:00 pm

From Business: At Cornerstone Financial we cherish the relationships we build with our clients. In helping secure your financial future, we become an integral part of your family, as you…

18. 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…

23. Gilman & Ciocia

Gilman & Ciocia

11 Raymond Ave, Poughkeepsie, NY, 12603

CLOSED NOW
YP
43 Years
in Business

25. Rhinebeck Asset Management

Rhinebeck Asset Management

1075 Violet Ave, Hyde Park, NY, 12538

CLOSED NOW

From Business: Rhinebeck Asset Management, specializing in life insurance, retirement, and estate planning.

26. Vincent T Trovato - Financial Advisor, Ameriprise Financial Services

Vincent T Trovato - Financial Advisor, Ameriprise Financial Services

2345 Route 52 Ste 2L, Hopewell Junction, NY, 12533

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…

28. William E Bredthauer - Private Wealth Advisor, Ameriprise Financial Services

William E Bredthauer - Private Wealth Advisor, Ameriprise Financial Services

2345 Route 52 Ste 2L, Hopewell Junction, NY, 12533

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…

29. Dezzutti John

Dezzutti John

20 Sean Meadow Dr, Lakeside, CT, 06758

CLOSED NOW

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