Taconic Advisors

Closed

(1)

Call

Website

42 Catharine St Ste 1

Poughkeepsie, NY 12601

+1 (845) 486-5039

http://www.taconicadvisors.com

Taconic Advisors, located in Poughkeepsie, NY, is a fee-only financial planning firm specializing in objective and personalized advice for individuals navigating life's transitions. They offer services such as tax planning, retirement planning, investments, and estate planning, tailored to help clients make informed decisions and achieve financial peace of mind.

Unlike traditional financial firms, Taconic Advisors does not sell any financial products or work on commission, ensuring that their focus is solely on the client's best interests. With a mission to provide quality guidance without the pressure of product sales, they aim to offer clarity and support to those feeling overwhelmed or uncertain about their financial future.

Generated from the website content

Also at this address

Improv Patrol Inc

DKR Solutions Inc

Acd Unlimited

Christopher R Kraft

Reviews

5.01 reviews

David L.

11/15/2019

We work with Meredith Briggs and Jacob Morris at Taconic Advisors. They have informed us of several opportunities we were unaware of: including restricted application for social security and...

Read more on Yelp

Own this business?

See a problem?

Securities flotation companies, Financial consultant, Stock exchanges

Stifel

Stifel is a company based in Poughkeepsie, NY, that provides a range of financial services to individuals and businesses. Specializing in investment banking, wealth management, and advisory services, Stifel aims to assist clients in achieving their financial goals through personalized strategies and expert guidance. Generated from their business information

Financial consultant

Ameriprise Financial

Ameriprise Financial, a leader in financial planning and advice, offers personalized services tailored to clients' unique goals. With a focus on trust and transparency, their team of experienced advisors provides objective research and actionable investment strategies to help clients navigate their financial journeys. Committed to safeguarding clients' privacy, Ameriprise backs its services with an Online Security Guarantee while delivering secure access to accounts and important documents. Their approach to financial advice emphasizes building a strong relationship with each client, ensuring a comprehensive understanding of their individual aspirations and financial needs. Generated from the website

Financial consultant

Ameriprise Financial

Ameriprise Financial in Poughkeepsie, NY offers personalized and comprehensive financial planning and advice to help clients achieve their short-term goals. With a focus on goal-based advice, Ameriprise provides industry-leading insights, resources, and secure online access to accounts and important documents. For over 130 years, Ameriprise has been a trusted leader in the investment industry, known for its personalized approach that helps clients feel more confident about their financial future. Clients can expect objective research, actionable investment strategies, and ongoing market and economic analysis to support their financial goals. Generated from the website