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Map of Meiers Corners, NY

Financial Planners in Meiers Corners, NY

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2. Anthony Piccolino, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.

Anthony Piccolino, Rhinebeck Asset Management │Financial Advisor, Osaic Institutions, Inc.

1898 South Rd, Poughkeepsie, NY 12601

CLOSED NOW:8:30 am - 5:00 pm

From Business: Anthony joined Rhinebeck Asset Management in 2023 with 31 years of experience in the financial services industry, including more than 21 years of service to clients in the…

6. Annuity General

Annuity General

Serving the Meiers Corners 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…

9. Morse Bookeeping

Morse Bookeeping

Serving the Meiers Corners Area

CLOSED NOW:9:00 am - 5:00 pm

From Business: I offer my services at very competitive prices. I use Quickbooks desktop as well as Quickbooks online to service my customers who range from small businesses to large…

YP
22 Years
in Business

10. Edward Jones - Financial Advisor: Tom Hickey

Edward Jones - Financial Advisor: Tom Hickey

46 Foster Rd, Hopewell Junction, NY 12533

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
9 Years
in Business

13. Steven Jones - Thrivent

Steven Jones - Thrivent

312 Titusville Rd Ste A, Poughkeepsie, NY 12603

CLOSED NOW:9:00 am - 5:00 pm

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,…

14. 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:9:00 am - 6:00 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…

15. Charles Schwab

Charles Schwab

2645 South Rd Ste 1, Poughkeepsie, NY 12601

CLOSED NOW:8:30 am - 5:00 pm

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,…

16. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

2649 South Rd, Poughkeepsie, NY 12601

CLOSED NOW:9:00 am - 5:00 pm

From Business: Welcome to Merrill Lynch in Poughkeepsie, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
110 Years
in Business

17. 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: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…

18. 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:8:00 am - 5:00 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…

19. 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…

20. David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services

David Mazzetti - 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…

21. Matthew Meddaugh - Financial Advisor, Ameriprise Financial Services

Matthew Meddaugh - 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…

22. 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…

23. 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…

24. Scott Montenero - Associate Financial Advisor, Ameriprise Financial Services

Scott Montenero - Associate 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…

25. Andrew Buscetto - Financial Advisor, Ameriprise Financial Services

Andrew Buscetto - 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…

26. Robert Blenkle - Financial Advisor, Ameriprise Financial Services

Robert Blenkle - 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…

27. Jason Burt - Financial Advisor, Ameriprise Financial Services

Jason Burt - 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…

30. Edward Jones - Financial Advisor: Jeremy W Angevine

Edward Jones - Financial Advisor: Jeremy W Angevine

34 N Plank Rd, Newburgh, NY 12550

CLOSED NOW:8:30 am - 4:00 pm

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