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Financial Advisors in Poughkeepsie, NY

How to choose a financial advisor in Poughkeepsie

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Dean Lysenko

Financial Advisor

Marshall + Sterling Wealth Advisors, Inc.

Poughkeepsie, NY

ProfileNo contact yet

Dean Marquis

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Poughkeepsie, NY

ProfileNo contact yet

Robin Ackerman

Financial Advisor

Northwestern Mutual Investment Services, Llc

Poughkeepsie, NY

ProfileNo contact yet

Candice Vega

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Poughkeepsie, NY

ProfileNo contact yet

Ramiro Galvan

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Poughkeepsie, NY

ProfileNo contact yet

Laura Rice

Financial Advisor

B. Riley Wealth Management

Poughkeepsie, NY

ProfileNo contact yet

Luke Timm

Financial Advisor

Timm Financial Services

Poughkeepsie, NY

ProfileNo contact yet

Joseph Durante

Financial Advisor

Northwestern Mutual Investment Services, Llc

Poughkeepsie, NY

ProfileNo contact yet

Timothy Neilson

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Poughkeepsie, NY

ProfileNo contact yet

Michelle Nolen

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Poughkeepsie, NY

ProfileNo contact yet

Allison Culley

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Poughkeepsie, NY

ProfileNo contact yet
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