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813 Main St
Poughkeepsie, NY 12603
+1 (845) 471-1683
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Investment advisory service, Financial consultant, Business services, nec, nec
Wells Fargo Advisors
A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.
Financial consultant, Stock exchanges, Stock brokers and dealers
Charles Schwab
1
"If I could give them zero I would. Their communication was horrendous. They never followed through with things. Use a different company if possible!"
S B.
Focus Financial
Focus Financial Group is a trusted financial services firm based in Poughkeepsie, NY, dedicated to understanding their clients' unique goals and concerns. With a focus on independence, transparency, and personalized service, they help individuals and families make sound financial decisions that protect their wealth and shape a prosperous future. As a platform for success, Focus Financial Group builds long-lasting professional relationships by valuing client objectives and implementing effective financial strategies. Offering a range of services including financial planning, investment management, and insurance planning, they are committed to providing comprehensive solutions that positively impact their clients' financial well-being.Generated from the website
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