Retirement Planning in Dutchess County, NY

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Top Retirement Planners in Dutchess County, NY

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The Beechwood Group of Wells Fargo Advisors
Location 2645 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 483-7943
Directions
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Richhard Totman Financial Services
Location Rhinebeck, NY 12572, USA
Phone (845) 876-7444
Directions
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Valley Investment Planning
SEC File# 801-60722
CRD# 112294
Location 7405 S Broadway, Red Hook, NY 12571, USA
Phone (845) 758-9149
Directions
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Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 25 Market St, Poughkeepsie, NY 12601, USA
Phone (845) 454-3021
Directions
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Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 1207 US-9 Ste 7, Wappingers Falls, NY 12590, USA
Phone (800) 297-4575
Directions
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RiverStone Private Wealth Advisors, Inc.
5 out of 5
Location 108 Montgomery St, Rhinebeck, NY 12572, USA
Phone (845) 516-4440
Directions
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The Pine Group - Morgan Stanley
Location 2678 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 485-2828
Directions
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Northwestern Mutual
Location 488 Freedom Plains Rd #124, Poughkeepsie, NY 12603, USA
Phone (845) 473-8437
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
SEC File# 801-107975
CRD# 284218
Location 84 Knollwood Rd, Rhinebeck, NY 12572, USA
Phone (866) 450-5655
Directions
SEC File# 801-118447
CRD# 288075
Location 107 East Meadowbrook Ln, Staatsburg, NY 12580, USA
Phone (845) 605-1007
Language http://bant.am/
Directions
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Mark Cukaj - 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: 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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Merrill Lynch Wealth Management Advisor Frederick P Woods
Location 2649 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 431-2217
Directions
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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Huguenot financial planning
5 out of 5
Location 122 Main St, New Paltz, NY 12561, USA
Phone (917) 553-0675
Directions
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Professional Financial Consultants, LLC
Location 1289 US-9 Suite 3, Wappingers Falls, NY 12590, USA
Phone (914) 455-2200
Directions
Retirement Planning in Dutchess County, NY

About Dutchess County, NY for Those Planning to Retire

Dutchess County, NY is a vibrant and diverse community located in the Hudson Valley region. With its rich history and breathtaking scenery, this area is a popular destination for visitors and residents alike. From the iconic Walkway Over the Hudson to the stunning landscapes of the Hudson River Valley National Heritage Area, there is no shortage of landmarks to explore. Top employers in Dutchess County include IBM, Health Quest, and the Culinary Institute of America, among others. The county is also home to a thriving small business community, with entrepreneurs and startups making their mark in a variety of industries. Major highways and streets in the area include the Taconic State Parkway, Route 9, and Interstate 84, providing easy access to neighboring towns and cities. Dutchess County is comprised of several distinct neighborhoods, each with its own unique character and charm. From the quaint village of Rhinebeck to the bustling city of Poughkeepsie, there is something for everyone here.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Dutchess County, NY can benefit from a bank in numerous ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With a bank, residents can easily manage their finances and plan for their future. Moreover, banks offer online and mobile banking services, making it convenient for residents to access their accounts from anywhere. Additionally, banks in Dutchess County, NY can provide financial education and resources to help residents make informed decisions about their money. For instance, banks can offer workshops on budgeting, saving, and investing, which can be particularly helpful for those who are new to managing their finances. Furthermore, banks can support the local economy by providing loans to small businesses, which can create jobs and stimulate growth in the community. Overall, a bank can be a valuable resource for residents of Dutchess County, NY, providing them with financial stability, education, and opportunities for growth.

Insurance Broker

Residents of Dutchess County, NY can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex and often confusing world of insurance policies and coverage options. This is especially important in Dutchess County, where residents face unique insurance challenges due to the county's diverse population and geography. For example, residents who live in the county's rural areas may have different insurance needs than those who live in more urban areas. Additionally, an insurance broker can help residents find the best insurance policies for their specific needs, whether that be health insurance, car insurance, or home insurance. This can save residents both time and money, as they won't have to spend hours researching different insurance providers and policies on their own. Overall, an insurance broker can be an invaluable resource for residents of Dutchess County, NY, helping them to navigate the often complex world of insurance and find the best policies for their unique needs.

Wealth Management

Residents of Dutchess County, NY can benefit immensely from the services of a wealth manager. With its diverse population and strong economic base, Dutchess County presents unique financial challenges that require the expertise of a seasoned professional. A wealth manager can help residents navigate the complexities of estate planning, tax optimization, and investment management, providing tailored solutions that meet their individual needs. For example, many Dutchess County residents are small business owners who need help with succession planning and retirement strategies. Others may be high-net-worth individuals who require sophisticated investment advice to preserve and grow their wealth. Whatever their financial goals, a wealth manager can provide the guidance and support necessary to achieve them, helping residents of Dutchess County secure their financial futures and build lasting legacies for their families.

Financial Advisor

Residents of Dutchess County, NY can benefit greatly from the guidance of a financial advisor. With a population of over 295,000 people, this diverse community is home to a wide range of financial needs and goals. For example, many residents in Dutchess County are employed in the healthcare industry, which requires specific financial planning due to the high cost of medical education and the fluctuating nature of the industry. Additionally, the area is known for its high cost of living, especially in the housing market, which can make it challenging for residents to save for retirement or their children's education. A financial advisor can help residents navigate these challenges by offering personalized advice on budgeting, investing, and retirement planning. Furthermore, with the recent economic uncertainty caused by the COVID-19 pandemic, a financial advisor can provide guidance on how to weather the storm and prepare for the future.

Mortgage Loan Officer

Residents of Dutchess County, NY can benefit from the assistance of a mortgage loan officer in several ways. Firstly, the county is home to a diverse population, and a loan officer can help individuals with different financial backgrounds navigate the complex mortgage process. Additionally, Dutchess County is known for its high cost of living, and a loan officer can help residents find affordable mortgage options that fit their budget. Moreover, the county has a strong real estate market, and a loan officer can guide residents through the different types of mortgages available and help them choose the best one for their needs. Furthermore, Dutchess County is located in the Hudson Valley, an area with a rich history and culture, and a loan officer can help residents find properties that are a good fit for their lifestyle and interests. Overall, a mortgage loan officer can provide invaluable assistance to residents of Dutchess County, NY, helping them achieve their dream of homeownership in a competitive and complex market.

Tax Services

Residents of Dutchess County, NY can benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations specific to Dutchess County, NY. For instance, Dutchess County imposes a 4% sales tax, which is higher than the state average, and a tax advisor can help residents understand how this affects their finances. Additionally, a tax advisor can assist residents in maximizing their tax deductions and credits, such as the STAR program, which provides property tax relief to eligible homeowners. Furthermore, a tax advisor can help residents with tax planning, ensuring that they are making the most of their income and investments while minimizing their tax liability. Overall, a tax advisor can provide invaluable guidance to residents of Dutchess County, NY, helping them make informed decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Dutchess County, NY can benefit from the expertise of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can assist in drafting a comprehensive plan that ensures the smooth transfer of assets to loved ones after death. This is particularly crucial in Dutchess County, where the median home value is $285,000, and many residents have significant assets that need to be protected. Additionally, an estate planning lawyer can help residents navigate the complex tax laws in Dutchess County and minimize tax liabilities. Furthermore, an estate planning lawyer can provide guidance on healthcare directives and powers of attorney, which can be critical in the event of incapacitation. With the help of an estate planning lawyer, residents of Dutchess County can ensure that their assets are protected and their wishes are honored, providing peace of mind for themselves and their loved ones.

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