Advisers in Poughkeepsie, NY

2 advisers in Poughkeepsie — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Marshall + Sterling Wealth Advisors, INC.278 Mill Street, Suite 301 · Poughkeepsie, NY 12601 · (845) 554-1046 · Financial planningCRD 164345 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reported Timm Financial Services2 Austin CT. · Poughkeepsie, NY 12603 · (845) 702-1822 · Financial planningCRD 331581 · % of assets, Fixed fees · $11.8 million AUMState registeredNo commissions reported

Talking to advisers in Poughkeepsie? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.