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We found 39 results for Financial Planners in or near Pleasant Valley, NY.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Securities. 1 of the rated businesses has 4+ star ratings.
Financial Planners in Pleasant Valley, NY
2. 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…
3. 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…
4. Rhinebeck Asset Management
1075 Violet Ave, Hyde Park, NY 12538
CLOSED NOW:8:30 am - 5:00 pm
From Business: Rhinebeck Asset Management, specializing in life insurance, retirement, and estate planning.
5. 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…
6. Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services
488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603
CLOSED NOW:9:00 am - 4:00 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. 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…
8. 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…
9. 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,…
10. 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…
11. 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…
12. 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…
13. 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…
14. 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…
15. 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…
16. 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…
111 Years
in Business
17. 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,…
18. 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…
103 Years
in Business
19. 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. 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…
21. Armando Merino - Private Wealth Advisor, Ameriprise Financial Services
85 Civic Center Plz Ste 100, 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. Alexander Morphet - 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. Alexander Morphet is committed to providing financial advice,…
23. Morgan Stanley Wealth Management
2678 South Rd, Poughkeepsie, NY 12601
CLOSED NOW:9:00 am - 5:00 pm
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…
26. 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…
27. Sterling Manor Financial, LLC
84 Knollwood Rd, Rhinebeck, NY 12572
CLOSED NOW:8:00 am - 5:00 pm
From Business: Sterling Manor Financial is an independent team of professionals who work with you to devise and implement dynamic financial strategies in order to help support your lifelong…
29. Justin M. Staie - Wilmington Advisors @ M&T
191 Main St, New Paltz, NY 12561
CLOSED NOW:9:00 am - 5:00 pm
From Business: Justin focuses on using strategic planning to create a road map to financial certainty for you and your family. Through a carefully constructed process, he evaluates your…
30. Shomari Linton - Wilmington Advisors @ M&T
Route 82 & 376, Hopewell Junction, NY 12533
CLOSED NOW:9:00 am - 5:00 pm
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