Top 15 Financial Advisors in Poughkeepsie, NY

Syan Washington Ms. Mendoza was super polite and genuine! She was also very patient with me as she explained my policy. If you are looking for someone that can service you quick and efficiently, she is your person. Thank you again Ms. Mendoza!

Lyn Bauer Throughout the past decade, Dave has continued to make my money grow, through the ups and downs of the markets and our economy. Solid sense over time makes for the BEST of the best financial advisors. That’s why Dave ranks as one of the best financial advisors in the nation! Bravo to Seven Bridges Wealth Advisors and his incredible staff!

Rebecca Malinowski The Financial Services office at Marist has been nothing but helpful! The staff is always so polite and friendly!!

Kelly McNeilly We’ve been working with Armando for a few years and have been nothing but pleased with the work he does. Him and his team are always working for ‘us’ always finding ways to help make our future a reality. I’m not someone who understands a lot of financial jargon and Armando is amazing at explaining things in a way I understand them which I always appreciate! We highly recommend him and his team to anyone who is looking to set themselves up for success in their retirement years.

Mike Dobransky Great people.

Frank Campagna Bad experience, glad I moved to a trusted fiduciary.

doge minerboi WHERE IS OMNIMAN

Deandra Wright They took the professional yet caring approach to aiding me in my journey to my first level of financial freedom. A lot of company’s promise and can’t make good on their promises because of all the hidden fees and tax and just flat out lies. Garden of wealth told me everything upfront and allowed me to make my decision with no pressure and was transparent every step of the way. I’m a big skeptic, I’m skeptical of even the food I consume, so after my research and having a reliable team member always ready and available to answer whatever questions I may have, I decided to join the family. Family is a strong word, but that’s what we are, a reliable, caring, and all around genuine family. The only thing I would change, if I were to change anything is when I decided to join. The sooner the better & closer to your financial goal.

Destinee Mercado Delia and Ms.Jannera are excellent bankers, very helpful, resourceful punctual, and very respectful I loved their services

Diana Travis Been with them for years. Sean is the best

David Meyerson This is a great company to work with. They are very knowledgeable and easy to work with. I highly recommend them.

Dennis Hafer Patient and thorough

Joseph Malcarne Great service, wonderful people to work with, and great financial counsel.

Teresa Wright I have been with Martin since the 1990s. He and his office is always so helpful, caring and professional. I am so glad that we have continued throughout the years and for many more. Many of my friends are now with him, too. I recommend him highly!