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You Request, Dutchess County Personal Financial Planners Respond: Compare rates, availability, and advice from local Personal Financial Planners. Fill out one simple form and your request will be sent to the Dutchess County area Personal Financial Planners listed below. You can either take the time to call each of these Personal Financial Planners individually or you can use Respond Finance to contact all of them in one easy click. The Personal Financial Planners who respond are eager to earn your business and will be responsive to your needs They are pre-screened for availability on your event to ensure that their rates are within your budget range. Respond Finance is free and easy to use. Plus, you are under no obligation to purchase from any of these Personal Financial Planners.
Steps For Selecting a Personal Financial Planner: Your finances are important to you. You and your family deserve to have professional and knowledgeable financial services. When choosing a Personal Financial Planner, we recommend that you do the following:

1. Use Respond Finance to get free, no obligation quotes from local Dutchess County Personal Financial Planners. Typically, you can expect to receive between 2 and 5 Personal Financial Planners responses to your request.
2. Ask friends and family if they have experience with any local Personal Financial Planners. You might receive one or two more referrals from friends and family. If you do receive any referrals, be sure to visit those Personal Financial Planners' web sites as you do your research.
3. Narrow your choices down to two or three Personal Financial Planners who you will meet in-person. A face-to-face meeting is important before you select the Personal Financial Planner for your event.

Request a Quote from Dutchess County, NY Personal Financial Planners
Click on a Personal Financial Planner to view their online brochure and submit a request.
AccuComp Services,16 Stubbe Drive, Stony Point, NY, Rockland County
Louis A. Farella, CPTx, ATP.,909 CATALPA DR., Franklin Square, NY, Nassau County
Fred Form, Accountant,2950 Hempstead Turnpike, Levittown, NY, Nassau County
Avalon Computer,37 Park Street, Demarest, NJ, Bergen County
Westminster Securities Corp.,100 Park Ave. 28th Fl., New York, NY, New York County
Adolph Levin,53-04 192 St, Flushing, NY, Queens County
Alan Sclar,381 Park Ave S # 1601, New York, NY, New York County
Sterling Warren Ltd,1350 Broadway, New York, NY, New York County
Newman Fitch Altheim Myers, P.C.,14 Wall St Fl 22, New York, NY, New York County
STERLING TAX AND FINANCIAL ASSOCIATES,871-E Newfield St, Middletown, CT, Middlesex County
Leonard Mandel,15-68 208th Pl, Bayside, NY, Queens County
Christine L. Owens, Accountant,296 Smithtown Blvd., Nesconset, NY, Suffolk County
Gerald Fox,126 Greenbelt Ln., Levittown, NY, Nassau County
Frank J. Artusa, Cpa,64 N Park Ave, Rockville Centre, NY, Nassau County
Howard Halbreich,18 Bradley Ave, Staten Island, NY, Richmond County
Capital Planning & Accounting, Inc,1650 Sycamore Ave, Ste 41, Bohemia, NY, Suffolk County
Lamptey Accounting Associates,8 Edward Ln, Spring Valley, NY, Rockland County
Eierman & Demilt Associates, Inc,102-18 159th Avenue, Howard Beach, NY, Queens County
Alpha Financial & Tax Services, CorpInc.,1877 Wood Ave., 2nd Fl, Bronx, NY, Bronx County
Mary C. Fee Financial Services,1810 Bushwick Avenue, Merrick, NY, Nassau County
Martin Pauker,100 Crossways Park Dr W, Woodbury, NY, Nassau County
Robert Roschwalb,32 Birch Drive, Plainview, NY, Nassau County
Stuart Dworkin,1700 Central Park Ave., Yonkers, NY, Westchester County
J & B Associates,459 Barrett Hill Road, Mahopac, NY, Putnam County
Pudillo Accounting Resources,125 East 7th Street, Manhattan, NY, New York County
Siverman & Mordfin,150 Great Neck Road - Suite 201, Allenwood, NY, Nassau County
Levene & Co., CPAs,35 Barnes Road, Ossining, NY, Westchester County
Kurz & Kurz, Jericho, NY, Nassau County
MetLife,2929 Express Drive North, Hauppauge, NY, Suffolk County
Primerica Financial Services,a member of Citigroup,1767 Morris Avenue, Union, NJ, Union County
ED ROBERTS,709 WESTCHESTER AVE, White Plains, NY, Westchester County
Len Cerefice,1103 Westfield Avenue, Rahway, NJ, Union County
Martin R. Nielsen, CLU, Summit, NJ, Union County
Beneplicity, Incorporated,327 Fifth Avenue, Pelham, NY, Westchester County
MerinoA Bookkeeping Services, Brooklyn, NY, Kings County
Blanchet Management PC,2207 Chestnut Street, 2nd Floor, Philadelphia, PA, Philadelphia County
Merrill Lynch, Staten Island, NY, Richmond County
Merrill Lynch,900 South Avenue, Staten Island, NY, Richmond County
RICHARD L. LIPTON CPA & ASSOCIATES,101 GIBRALTAR DRIVE;SUITE 2D, Morris Plains, NJ, Morris County
Larry Solomon, Smithtown, NY, Suffolk County
Eierman & DeMilt Assoc. INC, Howard Beach, NY, Queens County
Northwestern Mutual Financial Network,Turnpike Plaza, East Brunswick, NJ, Middlesex County
Kempa & Company, CPAs, LLP,Conf. Ctr. Citibank Plaza, Wantagh, NY, Nassau County
Money Concepts Financial Planning,321 Wall Street, Kingston, NY, Ulster County
MetLife,1981 Marcus Ave. Suite E119, Lake Success, NY, Nassau County
BDM Rosner LLC,73-23 179th Street, Fresh Meadows, NY, Queens County
Walton & Company,480 EAST 188TH STREET, Bronx, NY, Bronx County
AXA Advisors, LLC,1266 East Main Street, Stamford, CT, Fairfield County
Beacon Financial Advisors, Inc.,120 White Plains Rd, Tarrytown, NY, Westchester County
Northwestern Mutual,316 Main St, Poughkeepsie, NY, Dutchess County
Northwestern Mutual,316 Main St, Poughkeepsie, NY, Dutchess County
Haze LLC,25-41 30th Road, Long Island City, NY, Queens County
Company Company,46 North Drive, Saugerties, NY, Ulster County
Company Company,3069 Maqua Place, Mohegan Lake, NY, Westchester County
Ameriprise,24 Davis Ave, Poughkeepsie, NY, Dutchess County
Ameriprise,24 Davis Ave, Poughkeepsie, NY, Dutchess County
Ameriprise,29 Collegeview Ave, Poughkeepsie, NY, Dutchess County
Ameriprise,29 Collegeview Ave, Poughkeepsie, NY, Dutchess County
Ameriprise,30 E Market Street, Rhinebeck, NY, Dutchess County
Ameriprise,237 Main St, Poughkeepsie, NY, Dutchess County
Ameriprise,237 Main St, Poughkeepsie, NY, Dutchess County
Ameriprise,29 Collegeview Ave, Poughkeepsie, NY, Dutchess County
Ameriprise,29 Collegeview Ave, Poughkeepsie, NY, Dutchess County
American Prosperity Group,162 Closter Dock Road, Suite 12, Closter, NJ, Bergen County
American Prosperity Group,239 New Road, Ste 104A, Parsippany, NJ, Morris County
American Prosperity Group,268 Rt. 206 Bldg D, Flanders, NJ, Morris County
American Prosperity Group,1500 Meeting House Rd., Sea Girt, NJ, Monmouth County
American Prosperity Group,One Jocama Blvd. Suite 1B, Old Bridge, NJ, Middlesex County
Hamilton Research and Management, Northvale, NJ, Bergen County
Fiduciam Financial,835 Straits Turnpike, Middlebury, CT, New Haven County
Wealth Enhancement Group,505 N. Highway 169, Plymouth, MN, Hennepin County
LPL Financial,47 S Hamilton St, Poughkeepsie, NY, Dutchess County
LPL Financial,47 S Hamilton St, Poughkeepsie, NY, Dutchess County
Edelman Financial Engines, LLC,360 Bloomfield Avenue, Windsor, CT, Hartford County
Edelman Financial Engines, LLC,360 Bloomfield Avenue, Windsor, CT, Hartford County
Kingsview Asset Management,25 Van Wagner Rd, Ste 2, Poughkeepsie, NY, Dutchess County
Kingsview Asset Management,25 Van Wagner Rd, Ste 2, Poughkeepsie, NY, Dutchess County
Eaglestone Capital Management LLC,119 Midland Ave, Bronxville, NY, Westchester County
Steven Tresnan,505 5th Ave, 4th Floor, New York, NY, New York County
Spar Bernstein P.C., New York, NY, New York County
morgan stanley, Kingston, NY, Ulster County
morgan stanley, Kingston, NY, Ulster County
Strategic Growth Investment Management,42 Broadway, New York, NY, New York County
LPL Financial, Danbury, CT, Fairfield County
SFG Wealth Planning Services, Inc.,3655 Route 202, Doylestown, PA, Bucks County
Schlotz and Company,107 Elm Street Four Stamford Plaza 5th Floor, Stamford, CT, Fairfield County
Schlotz and Company,107 Elm Street Four Stamford Plaza 5th Floor, Stamford, CT, Fairfield County
Westport Capital Markets, Paterson, NJ, Passaic County
SkyStem LLC, New York, NY, New York County
JW Cole Financial,7582 N. Broadway, Milan, NY, Dutchess County
JW Cole Financial,7582 N. Broadway, Milan, NY, Dutchess County
JW Cole Financial,7582 North Broadway, Milan, NY, Dutchess County
JW Cole Financial,7582 North Broadway, Milan, NY, Dutchess County
JW Cole Financial,23 Luty Drive, Hyde Park, NY, Dutchess County
JW Cole Financial,23 Luty Drive, Hyde Park, NY, Dutchess County
JW Cole Financial,7582 North Broadway, Milan, NY, Dutchess County
JW Cole Financial,7582 North Broadway, Milan, NY, Dutchess County
Morgan Stanley, Short Hills, NJ, Essex County
Personal Capital,---, Prince, NY, New York County
Personal Capital,---, Prince, NY, New York County
Morgan Stanley,330 Fellowship Rd, Mount Laurel, NJ, Burlington County
MML Investors Services, LLC,3701 Corporate Parkway, Center Valley, PA, Lehigh County
Amadeus Wealth Alternatives,Amadeus Wealth Alternatives Inc., Hackensack, NJ, Bergen County
Creative Planning,---, Brooklyn, NY, Kings County
Creative Planning,---, New York, NY, Nassau County
Creative Planning,---, Cranford, NJ, Union County
Creative Planning,---, Fairfield, CT, Fairfield County
Creative Planning,---, New York, NY, New York County
Creative Planning,250 Post Road E. Suite 102, Westport, CT, Fairfield County
Creative Planning,2 Hollyhock Rd. 1st Floor, Wilton, CT, Fairfield County
Creative Planning,---, Commack, NY, Suffolk County
Creative Planning,657 Orange Center Rd., Orange, CT, New Haven County
Creative Planning,---, New York, NY, New York County
Creative Planning,---, Allentown, PA, Northampton County
Creative Planning,250 Post Road E. Suite 102, Westport, CT, Fairfield County
Tupler Financial, Bridgewater, NJ, Somerset County
National Securities,477 Madison Ave Suite 230, New York, NY, New York County
Raymond James, New York, NY, New York County
Iron Birch Advisors,767 Third Ave, 38th Floor, New York, NY, New York County
BAXTER INVESTMENT MANAGEMENT, Ridgefield, CT, Fairfield County
Dipaola Financial Group, Huntington Station, NY, Suffolk County
Pruco Securities, Barnegat, NJ, Ocean County
AdvicePeriod,140 East Ridgewood Ave, Paramus, NJ, Bergen County
Strategic Financial Services,114 Business Park Drive, Utica, NY, Oneida County
Climbing Capital, New York, NY, New York County
Premier Financial Investment Group, Howell, NJ, Monmouth County
Stembrook Asset Management,405 Lexington Avenue, New York, NY, New York County
Komich Capital Advisors LLC, Stony Brook, NY, Suffolk County
Retirable, Inc.,41 East 11th Street, New York, NY, New York County
PareShah Partners LLC,960 South Broadway, Suite 115-B, Hicksville, NY, Nassau County
Grant Phillips Law, Pllc,670 Long Beach Boulevard, Long Beach, NY, Nassau County
SAGE INVESTMENT ADVISERS LLC, Poughkeepsie, NY, Dutchess County
Bicoastal Wealth Management,142 West 57th Street, New York, NY, New York County
Lumiere Financial Group,121 W 27th St, New York, NY, New York County
Raffer Investment Group,115 West Century Rd, Paramus, NJ, Bergen County
LPL FINANCIAL LLC, Paramus, NJ, Bergen County
CITIGROUP GLOBAL MARKETS INC., Flushing, NY, Queens County
Target Rock Wealth Management, New York, NY, New York County
Merrill, New York, NY, New York County
GWN SECURITIES INC., Yonkers, NY, Westchester County
DAngelis wealth management, Paramus, NJ, Bergen County
Money Mindset Wealth Management, Paramus, NJ, Bergen County
Adviser Investments,85 Wells Avenue, Suite 109, Newton, MA, Middlesex County
UBS, Westfield, NJ, Union County
Rose Wealth Advisors,20 N Central Avenue suite 2 Ramsey, Ramsey, NJ, Bergen County
Rose Wealth Advisors,20 N Central Avenue suite 2 Ramsey, Ramsey, NJ, Bergen County
Honey Badger Advisors LLC,125 Central Avenue B9, Rye, NY, Westchester County
American Portfoliks, Holbrook, NY, Suffolk County
Pedrosa Wealth Management,187 E MARKET ST, Rhinebeck, New York, NY, Dutchess County
Pedrosa Wealth Management,187 E MARKET ST, Rhinebeck, New York, NY, Dutchess County
Wells Fargo Advisors, Danbury, CT, Fairfield County
Bleakley Financial Group,100 Passaic Ave, Fairfield, NJ, Essex County
Quorum Private Wealth, Morristown, NJ, Morris County
Walk You To Wealth,30 Saddle Ridge Road, Dover, MA, Norfolk County
Prosperiant Wealth Management, LLC,Greater NJ Area &, New York, NY, New York County
Prudential, Brooklyn, NY, Kings County
Peak Wealth Partners, Kings Park, NY, Suffolk County
Core Planning, Scarsdale, NY, Westchester County
Scott Gegerson, Rockville Centre, NY, Nassau County
US Financial Services, Fairfield, NJ, Essex County
Edelman Financial Engines, LLC,74 Batterson Park Road, Farmington, CT, Hartford County
Edelman Financial Engines, LLC,74 Batterson Park Road, Farmington, CT, Hartford County
Altfest Personal Wealth Management,445 Park Avenue, New York, NY, New York County
MML,900 Stewart Ave #260, Garden City, NY, Nassau County
Edelman Financial Engines, LLC,900 South Avenue, Staten Island, NY, Richmond County
Sterling Manor Financial, LLC,Offices In, Rhinebeck, NY, Dutchess County
Edelman Financial Engines, LLC,10 Bank Street, White Plains, NY, Westchester County
Edelman Financial Engines, LLC,10 Bank Street, White Plains, NY, Westchester County
Savvy Advisors,363 Bond Street, Brooklyn, NY, Kings County
Edelman Financial Engines, LLC,1130 RXR Plaza, Uniondale, NY, Nassau County
Edelman Financial Engines, LLC,1130 RXR Plaza, Uniondale, NY, Nassau County
Sequoia Financial Group,80 Blanchard Road, Suite 201, Burlington, MA, Middlesex County
Edelman Financial Engines, LLC,382 North Main Street, East Longmeadow, MA, Hampden County
Edelman Financial Engines, LLC,51 John F Kennedy Parkway, Short Hills, NJ, Essex County
Edelman Financial Engines, LLC,51 John F Kennedy Parkway, Short Hills, NJ, Essex County
Bleakley Financial Group,100 Passaic Avenue, Fairfield, NJ, Essex County
Port Capital Management,684 Broadway, Massapequa, NY, Nassau County
BroadFront Capital Management,101 Crawfords Corner Rd, Suite 1120, Holmdel, NJ, Monmouth County
Edelman Financial Engines, LLC,340 Madison Avenue, New York, NY, New York County
Edelman Financial Engines, LLC,340 Madison Avenue, New York, NY, New York County
Procyon Partners, LLC,1 Corporate Drive, Shelton, CT, Fairfield County
Farther Finance, LLC,4 World Trade Center, New York, NY, New York County
Vanguard Personal Advisor,100 Vanguard Blv V26, Malvern, PA, Chester County
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