Financial Services in Poughquag, NY

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1. 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
103 Years
in Business

2. Residential Home Funding

Residential Home Funding

1110 Route 55, Lagrangeville, NY 12540

From Business: Residential Home Funding Corp. is a full service mortgage banker. We are a direct lender licensed in over 20 states. We offer a wide array of mortgage products, competitive…

YP
24 Years
in Business

3. Edward Jones - Financial Advisor: John Leigh IV, CFP®

Edward Jones - Financial Advisor: John Leigh IV, CFP®

2537 Route 52 Ste 14, Hopewell Junction, NY 12533

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

4. Edward Jones - Financial Advisor: Peter S Russell

Edward Jones - Financial Advisor: Peter S Russell

1540 Route 44 Main Street, Pleasant Valley, NY 12569

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

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

5. Thomas Henry | Hudson Valley Credit Union

Thomas Henry | Hudson Valley Credit Union

137 Boardman Rd, Poughkeepsie, NY 12603

OPEN NOW:8:30 am - 7:00 pm

From Business: Based in Poughkeepsie, N.Y., Hudson Valley Federal Credit Union is a full-service financial corporation. Formerly known as IBM Poughkeepsie Employees Federal Credit Union, it…

6. Edward Jones - Financial Advisor: Chelsea T Hanlon, WMCP®

Edward Jones - Financial Advisor: Chelsea T Hanlon, WMCP®

938 Dutchess Tpke, Poughkeepsie, NY 12603

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

7. Mid-Hudson Valley Federal Credit Union

Mid-Hudson Valley Federal Credit Union

584 Route 9 Ste 100, Fishkill, NY 12524

From Business: Welcome to MHV’s Fishkill branch! The team here works with members every day to understand their journeys and their goals - and guide them to the best financial decisions for…

YP
62 Years
in Business

8. 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…

9. Richard Kolosky, SVP, Hudson Valley East Team Leader

Richard Kolosky, SVP, Hudson Valley East Team Leader

1022 Main St, Fishkill, NY 12524

OPEN NOW:8:00 am - 5:00 pm

From Business: A Hudson Valley native and area resident, Richard brings marketplace knowledge and experience in industrial, real estate and construction financing to his role as a Commercial…

10. 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…

11. Philip J. Bronzi, Chief Lending Officer

Philip J. Bronzi, Chief Lending Officer

2 Jefferson Plz, Poughkeepsie, NY 12601

OPEN NOW:8:00 am - 5:00 pm

From Business: With over 20 years of combined leadership and business development experience, Phil leads the Bank’s Commercial Lending team, as well as providing oversight for the…

12. Bankers Conseco Life Insurance Company

Bankers Conseco Life Insurance Company

300 Westage Business Ctr Dr Ste 190, Fishkill, NY 12524

From Business: With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in…

13. Chase Bank

Chase Bank

2586 South Rd, Poughkeepsie, NY 12601

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

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

14. Corsi Investigations

Corsi Investigations

827 Route 82, Hopewell Junction, NY 12533

OPEN 24 HOURS

From Business: Corsi Investigations specializes in specific investigations. Years of experience have taught us to tackle each investigation with a professional manner, and were committed to…

YP
6 Years
in Business

15. Paul Lavelle - Wilmington Advisors @ M&T

Paul Lavelle - Wilmington Advisors @ M&T

180 Route 22, Pawling, NY 12564

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

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. Stephen Baumgartner - Financial Advisor, Ameriprise Financial Services

Stephen Baumgartner - Financial Advisor, Ameriprise Financial Services

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

OPEN NOW:9:00 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…

17. 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…

18. 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

OPEN 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…

19. 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…

20. Mark Cukaj - Financial Advisor, Ameriprise Financial Services

Mark Cukaj - Financial Advisor, Ameriprise Financial Services

488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603

OPEN 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…

21. TD Bank

TD Bank

1850 South Rd, Wappingers Falls, NY 12590

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

From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…

22. Sean Igoe - Chase Home Lending Advisor - NMLS ID 624451

Sean Igoe - Chase Home Lending Advisor - NMLS ID 624451

15 Merritt Blvd, Fishkill, NY 12524

From Business: Sean proudly serves clients in the Fishkill, NY area. Sean has 20 years of experience as a Senior Home Lending Advisor and specializes in vacation home financing, condo and…

23. OneMain Financial

OneMain Financial

738 Route 9 Ste 23, Fishkill, NY 12524

OPEN NOW:8:30 am - 5:30 pm

From Business: Whether you need a debt consolidation loan, an auto loan or a personal loan to cover wedding day expenses, talk with Fishkill OneMain Financial. Apply online, call or visit us…

24. Richard J. Phillips - M&T Bank

Richard J. Phillips - M&T Bank

300 Westage Business Ctr Dr Ste 410, Fishkill, NY 12524

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

From Business: Richard J. Phillips has invested more than 35 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling,…

25. Wilmington Trust

Wilmington Trust

300 Westage Business Ctr Dr Ste 410, Fishkill, NY 12524

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

From Business: Plan your visit to Wilmington Trust's Fishkill Office in Fishkill, NY by checking our hours of operation and giving us a call to schedule your appointment. Wilmington Trust is…

26. KWM Wealth Partners - Ameriprise Financial Services

KWM Wealth Partners - Ameriprise Financial Services

300 Westage Business Ctr Dr Ste 370, Fishkill, NY 12524

From Business: At KWM Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

27. Marjorie Rovereto - M&T Bank

Marjorie Rovereto - M&T Bank

300 Westage Business Ctr Dr Ste 410, Fishkill, NY 12524

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

From Business: Marjorie Rovereto has invested more than 37 years in the banking/mortgage industry helping customers achieve their dream of home ownership. Whether you're buying, selling,…

28. 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…

29. Toreen's Bookkeeping Solution, Inc.

Toreen's Bookkeeping Solution, Inc.

8 Oakwood Dr, Wappingers Falls, NY 12590

From Business: Small Business Bookkeeping Service. Quickbooks Pro-Advisor. Bookkeeping tailored to your needs, small or large size company. Quickbooks Teaching and set up. Payroll, Tax…

YP
21 Years
in Business

30. Afp-Prime Financial Services

Afp-Prime Financial Services

11 Raymond Ave, Poughkeepsie, NY 12603

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

From Business: Prime Financial Services offers a range of financial and investment planning services. In addition to fixed annuities, it offers various traditional term- and whole-life,…

YP
43 Years
in Business

We found 117 results for Financial Services in or near Poughquag, NY.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investment Advisory Service. 1 of the rated businesses has 4+ star ratings.


These businesses offer their services in one-or-more of the following languages: and Spanish.