Best Financial Advisors in Dutchess County, NY

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List of Firms

Dutchess County, NY Fiduciary Financial Advisors

SEC File# 801-71646
CRD# 154382
5 out of 5
Location 1 Summit Ct Suite 100, Fishkill, NY 12524, USA
Phone (845) 297-0300
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Robert E Feighan - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 1342 State Rte 55, Lagrangeville, NY 12540, USA
Phone (845) 204-9333
Directions
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Steven Jones - Thrivent
4 out of 5
Location 312 Titusville Rd Ste A, Poughkeepsie, NY 12603, USA
Phone (845) 452-5690
Directions
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Edward Jones - Financial Advisor: Patrick W Sunday
Location 1133 Route 55 North Building, Suite B, Lagrangeville, NY 12540, USA
Phone (845) 471-6346
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Rhinebeck Wealth Advisors
Location Rhinebeck, Wealth Advisors, Red Hook, NY 12571, USA
Phone (845) 263-3990
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Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603, USA
Phone (845) 452-9267
Time Monday: 9:00 AM – 6:30 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 8:00 AM – 6:30 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Justin Semke - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603, USA
Phone (845) 452-9267
Directions
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Merrill Lynch Wealth Management Advisor Lisa J Vedder
Location 2649 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 431-2273
Directions
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Edward Jones - Financial Advisor: Dominick E Profaci, AAMS®
SEC File# 801-3297
CRD# 250
Location 695 Dutchess Turnpike Rte, 44, Arlington, NY 12603, USA
Phone (845) 454-6056
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Omni Financial Advisory Group
5 out of 5
Location 315 Titusville Rd, Poughkeepsie, NY 12603, USA
Phone (845) 452-4311
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Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 31 Collegeview Ave Ste 1B, Poughkeepsie, NY 12603, USA
Phone (845) 495-3848
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Edward Jones - Financial Advisor: Austin Schweitzer
Location 1399 NY-52 Suite 101, Fishkill, NY 12524, USA
Phone (845) 231-0527
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Alexander Morphet - Thrivent
Location 312 Titusville Rd Suite A, Poughkeepsie, NY 12603, USA
Phone (845) 489-5198
Directions
Financial Advisors in Dutchess County, NY

Where Certified Financial Advisors in Dutchess County, NY Serve

Nestled in the heart of the Hudson Valley, Dutchess County, NY is a vibrant and diverse community with a rich history and an abundance of landmarks. From the stunning beauty of the Hudson River to the majestic splendor of the Shawangunk Mountains, Dutchess County is a natural wonderland that is home to some of the most iconic landmarks in the region. With a thriving economy and a diverse range of industries, Dutchess County is home to some of the top employers in the state. From healthcare and education to manufacturing and technology, there are a wealth of opportunities for job seekers in this dynamic region. Major highways and streets crisscross the county, providing easy access to neighboring towns and cities. The Taconic State Parkway, Route 9, and the New York State Thruway are just a few of the major thoroughfares that connect Dutchess County to the rest of the state and beyond.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Dutchess County, NY can benefit greatly from the guidance of a financial advisor. With the county being home to many small businesses and farms, a financial advisor can assist in creating a sustainable financial plan for these individuals and their families. Additionally, with the high cost of living in the region, a financial advisor can help residents navigate the complexities of budgeting and saving for future expenses such as education and retirement. Furthermore, with Dutchess County being a popular location for retirees, a financial advisor can provide valuable advice on how to maximize retirement savings and ensure a comfortable future. Ultimately, a financial advisor can be a valuable asset for anyone looking to improve their financial situation and secure their financial future in Dutchess County, NY.

Insurance Broker

Residents of Dutchess County, NY can greatly benefit from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing personalized advice on insurance coverage options that are specifically tailored to the needs of Dutchess County residents. For example, Dutchess County is known for its unpredictable weather patterns, which can cause damage to homes and property. An insurance broker can help residents find insurance policies that provide adequate coverage for weather-related damage, as well as other common risks such as flooding and fire. Additionally, an insurance broker can help residents navigate the complex world of health insurance, finding policies that offer the best coverage at the most affordable rates. Overall, an insurance broker can be an invaluable resource for residents of Dutchess County, helping them find the insurance coverage they need to protect themselves and their families.

Retirement Planning

Residents of Dutchess County, NY can benefit greatly from the services of a retirement planner. Retirement planning can be a complex and overwhelming process, but a professional planner can help individuals navigate their options and make informed decisions. In particular, Dutchess County residents may benefit from a planner who is familiar with the local cost of living and can help them plan accordingly. With its proximity to New York City, Dutchess County can be an expensive place to retire, and a planner can help residents create a realistic budget and investment strategy to ensure they can enjoy their golden years without financial stress. Additionally, a planner can help residents navigate the unique tax laws and regulations in New York state to optimize their retirement savings. Overall, a retirement planner can help Dutchess County residents achieve their financial goals and enjoy a comfortable retirement.

Wealth Management

Residents of Dutchess County, NY can benefit greatly from the services of a wealth manager. With a median household income of $74,000, many families in Dutchess County have significant assets that can be managed and invested to help them achieve their financial goals. A wealth manager can provide personalized advice on retirement planning, tax strategies, and investment management to help residents make the most of their money. Additionally, with the county's strong ties to agriculture and tourism, a wealth manager can provide guidance on managing income from these industries and navigating the unique financial challenges they present. Overall, a wealth manager can help residents of Dutchess County, NY build and preserve their wealth for the long term.

Mortgage Loan Officer

Residents of Dutchess County, NY can benefit greatly from the expertise of a mortgage loan officer. These professionals specialize in helping individuals and families secure the financing they need to purchase a home. In a county where the median home value is over $300,000, many residents may struggle to come up with the necessary funds to make a down payment or cover closing costs. A mortgage loan officer can help by guiding borrowers through the application process, explaining the various types of loans available, and helping them find the best interest rates. Additionally, loan officers can provide valuable advice on how to improve credit scores, which is especially important in a county where the average credit score is lower than the national average. With the help of a mortgage loan officer, residents of Dutchess County can achieve their dreams of homeownership and secure their financial future.

Tax Services

Residents of Dutchess County, NY can benefit greatly from the expertise of a tax advisor. With the county's high property taxes and complex tax laws, a tax advisor can help residents navigate the system and find ways to save money on their taxes. For example, a tax advisor can help homeowners take advantage of tax breaks for energy-efficient home improvements, which are particularly important in Dutchess County where the climate can be harsh in the winter. Additionally, a tax advisor can help small business owners in Dutchess County navigate the complex tax laws and ensure they are taking advantage of all possible deductions and credits. Overall, a tax advisor can provide valuable guidance and support to help residents of Dutchess County save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Dutchess County, NY can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a will or trust that outlines how a person's assets will be distributed after their death. This can be particularly important in Dutchess County, where many residents own valuable property and assets. Additionally, an estate planning lawyer can help residents minimize tax liabilities and ensure that their wishes are carried out in the event that they become incapacitated. Overall, an estate planning lawyer can provide peace of mind and help ensure that a person's legacy is protected for future generations.

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