Retirement Planning in Poughkeepsie, NY

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List of Firms

Top Retirement Planners in Poughkeepsie, NY

Marshall & Sterling Wealth Advisors
SEC File# 801-78688
CRD# 164345
Location 110 Main St, Poughkeepsie, NY 12601, USA
Phone (845) 554-1046
Language http://www.ms-wealth.com/p/about-us
Directions
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 1 Civic Center Plaza, Poughkeepsie, NY 12601, USA
Phone (845) 454-4110
Directions
Prime Wealth Management
Location 3344 NY-9N, Poughkeepsie, NY 12601, USA
Phone (845) 454-9000
Language http://www.yourretirement.com/
Directions
Michael Starego Aspire Financial / Equitable Advisors
Location 85 Civic Center Plaza Suite 202, Poughkeepsie, NY 12601, USA
Phone (845) 475-3271
Language http://www.aspire-financialgroup.com/
Directions
J. Agrawal Financial Group
Location 22 Ibm Rd Suite 205, Poughkeepsie, NY 12601, USA
Phone (845) 463-1047
Language http://jagrawalfinancialgroup.com/
Directions
Mollica Financial Group
Location 1 Civic Center Plaza Suite 108, Poughkeepsie, NY 12601, USA
Phone (845) 481-9300
Language http://www.mollicafinancialgroup.com/
Directions
Sage Investment Advisers LLC
SEC File# 801-116929
CRD# 304559
5 out of 5
Location 488 Freedom Plains Rd Suite 144, Poughkeepsie, NY 12603, USA
Phone (845) 240-1551
Language https://sageinvestmentadvisersllc.com/
Directions
The Walker/Gaffney Group - Morgan Stanley
Location 2678 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 485-2836
Language https://advisor.morganstanley.com/the-walker-gaffney-group?y_source=1_MTA4MjUyMDUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603, USA
Phone (845) 452-9267
Language https://www.ameripriseadvisors.com/martin.x.cukaj/?cid=IP_local_google
Directions
Retirement Planning in Poughkeepsie, NY

About Poughkeepsie, NY for Those Planning to Retire

Poughkeepsie, NY is a bustling city located in the heart of the Hudson Valley. Home to a variety of landmarks, including the Walkway Over the Hudson, the Mid-Hudson Bridge, and the Poughkeepsie Train Station, this vibrant community offers a wealth of opportunities for residents and visitors alike. Top employers in the area include Vassar College, IBM, and Health Quest, while major highways such as the Taconic State Parkway and I-84 provide easy access to neighboring towns and cities. From the historic charm of the City of Poughkeepsie to the scenic beauty of the Hudson River waterfront, this dynamic city is sure to captivate and inspire all who visit.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Poughkeepsie, NY can benefit from a bank in several ways. For instance, a bank can provide financial assistance to residents who may be struggling to make ends meet. This is particularly important in Poughkeepsie, NY, where the cost of living is relatively high compared to other cities in New York. Additionally, a bank can help residents save money by offering competitive interest rates on savings accounts and providing financial planning services. Furthermore, a bank can provide loans to residents who may need to finance a major purchase, such as a car or a home. This is especially beneficial for those who may not have access to other forms of credit. Overall, a bank can play a vital role in helping residents of Poughkeepsie, NY achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Poughkeepsie, NY can benefit from the expertise of an insurance broker in several ways. One of the most common ways is by helping them navigate the complex healthcare system. With several large hospitals and medical centers in the area, choosing the right insurance plan can be daunting. A broker can help residents understand the different options available and find a plan that fits their unique needs. Additionally, Poughkeepsie is located in an area prone to natural disasters such as hurricanes and flooding. An insurance broker can assist residents in obtaining adequate coverage for their homes and possessions, ensuring they are protected in the event of a disaster. Finally, with a bustling small business community in Poughkeepsie, an insurance broker can help entrepreneurs find the right coverage for their businesses, protecting their investment and ensuring their success.

Wealth Management

Residents of Poughkeepsie, NY could benefit from the expertise of a wealth manager in a multitude of ways. One specific challenge that residents face is the high cost of living in the area. A skilled wealth manager could help residents navigate the complexities of budgeting and financial planning in a high-cost environment. Additionally, Poughkeepsie is a diverse community with a range of income levels and financial goals. A wealth manager could provide tailored advice and support to individuals and families with varying financial needs. From retirement planning to investment strategies, a wealth manager can offer a wealth of knowledge and resources to help Poughkeepsie residents achieve their financial goals and build a secure future for themselves and their families.

Financial Advisor

Residents of Poughkeepsie, NY could benefit from the expertise of a financial advisor in a variety of ways. Given the city's location in the Hudson Valley, many residents may be employed in industries such as healthcare, education, or hospitality. A financial advisor could help these individuals plan for retirement, manage debt, and invest in a way that aligns with their long-term financial goals. Additionally, Poughkeepsie is home to Vassar College, a private liberal arts institution, which may attract families seeking guidance on college savings plans or financial aid. A financial advisor could also assist small business owners in the city, as Poughkeepsie has a growing downtown area with a mix of established and new businesses. With a diverse population and range of financial needs, a knowledgeable financial advisor could provide valuable guidance and support to residents of Poughkeepsie, NY.

Mortgage Loan Officer

Residents of Poughkeepsie, NY would greatly benefit from the assistance of a mortgage loan officer. With a population of over 30,000, Poughkeepsie is a bustling city that is home to many families and individuals who are in need of affordable housing options. A mortgage loan officer can help these residents navigate the complex process of obtaining a mortgage, which can be particularly challenging in a city like Poughkeepsie where the housing market is highly competitive. By working with a mortgage loan officer, residents can gain access to a range of mortgage options that are tailored to their specific needs and financial situation. Additionally, a mortgage loan officer can provide valuable guidance and support throughout the entire mortgage process, from pre-approval to closing. This level of expertise and support is essential for residents of Poughkeepsie who are looking to secure their dream home in a city that is known for its vibrant culture and rich history.

Tax Services

Residents of Poughkeepsie, NY can benefit greatly from the services of a tax advisor. With its diverse population and bustling economy, Poughkeepsie presents unique tax challenges that require the expertise of a seasoned professional. For example, many residents work in neighboring states such as Connecticut and New Jersey, which can complicate their tax filing process. Additionally, Poughkeepsie is home to a thriving arts and culture scene, with numerous galleries and museums that offer tax deductions for charitable donations. A tax advisor can help residents navigate these intricacies and ensure that they are taking full advantage of all available tax benefits. Furthermore, Poughkeepsie has a large student population, with Vassar College and Marist College located within its borders. Tax advisors can assist these students with filing their taxes, particularly if they have part-time jobs or receive scholarships.

Estate Planning Lawyer

Residents of Poughkeepsie, NY can benefit greatly from the services of an estate planning lawyer. With its rich history and diverse population, Poughkeepsie presents unique challenges and opportunities when it comes to estate planning. For instance, many residents may own property that has been in their family for generations, which can complicate matters when it comes to passing it down to future generations. Additionally, Poughkeepsie is home to a significant number of retirees, who may need help navigating the complex world of retirement planning and healthcare costs. An experienced estate planning lawyer can help residents of Poughkeepsie create a comprehensive plan that addresses their unique needs and ensures that their assets are protected and distributed according to their wishes. Whether it's drafting a will, setting up a trust, or navigating the probate process, an estate planning lawyer can provide invaluable guidance and support to residents of Poughkeepsie.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

A retirement planner in Poughkeepsie, NY can offer a range of services to help individuals plan for their future. From investment strategies to estate planning, a retirement planner can provide guidance on how to best manage finances in order to achieve long-term goals. Specifically in Poughkeepsie, NY, a retirement planner may take into consideration the unique challenges and opportunities presented by the local economy and demographic trends. Burstiness in their approach may involve utilizing a mix of traditional and innovative methods to create a customized plan that fits the individual's needs. Complexity may come in the form of analyzing tax laws, insurance policies, and other financial regulations that impact retirement planning. Ultimately, a skilled retirement planner in Poughkeepsie, NY can help individuals navigate the complexities of planning for retirement and achieve financial security in their golden years.

Poughkeepsie, NY is the ultimate destination for those seeking a retirement planner who is both knowledgeable and experienced. With its diverse population, Poughkeepsie boasts a wealth of financial experts who are well-versed in the intricacies of retirement planning. In addition, the city's proximity to major financial hubs such as New York City and Albany ensures that Poughkeepsie's retirement planners are up-to-date on the latest trends and regulations in the industry. Furthermore, Poughkeepsie's scenic setting provides a peaceful and serene environment for retirees to discuss their financial needs without distraction. Whether you're looking for assistance with investments, estate planning, or tax strategies, Poughkeepsie's retirement planners have the expertise and resources to help you achieve your goals. So why settle for anything less than the best? Choose Poughkeepsie, NY as your retirement planning destination today.