Top financial advisors in Poughkeepsie, NY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have an estate that might exceed New York's exemption thresholds, planning ahead is crucial to avoid unexpectedly large estate tax bills. Advisors who overlook the sharp tax increase just above these limits can leave your heirs with a heavier burden than necessary.
- Estate tax cliff awareness. Confirm how the advisor identifies and plans for the sudden jump in estate taxes that occurs just above exemption amounts.
- Exemption threshold strategies. Ask what methods they use to keep your estate within favorable tax limits or to mitigate taxes if you exceed them.
- Asset transfer timing. Understand how they recommend timing gifts or transfers to minimize estate tax impact while aligning with your goals.
- Coordination with legal counsel. Estate tax planning often requires legal documents; check how the advisor collaborates with your estate attorney to ensure cohesive planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christa C
Series 63, Series 65
Poughkeepsie, NY
Cambridge Investment Research Advisors
Christa Coates in Poughkeepsie, NY, brings 24 years of experience and specializes in retirement income strategies and plans for business owners, which can be crucial for managing estate tax implications. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee options and a blend of model-based and customized investment approaches, she also serves diverse clients including charitable organizations and pension plans.
Experience: 25 years
Avg account: $378,281
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Diane M
Series 63
Poughkeepsie, NY
J. W. Cole Advisors, Inc.
Diane Matelsky Lieberman in Poughkeepsie, NY, offers expertise in retirement plans for business owners and college savings, supported by 38 years of industry experience and a Series 63 designation. Affiliated with J.W. Cole Advisors, a large firm providing fee-based planning and multiple managed account solutions, she offers flat fees and hourly rates, distinguishing her with flexible fee structures and broad service access compared to other local advisors.
Experience: 38 years
Avg account: $255,702
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Mark C
Series 63, Series 65, Series 66
Poughkeepsie, NY
LPL Financial
Mark Choinski's 26 years of experience and expertise in wealth management and tax-loss harvesting position him well to address estate tax planning challenges in Poughkeepsie, NY. Operating within LPL Financial, a large firm offering in-house research and diverse investment programs, he provides flat-fee financial planning and serves a broad client base including high-net-worth households, distinguishing him from advisors with narrower focuses or fee structures.
Experience: 27 years
Avg account: $399,489
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Gregory A
Series 63, Series 65
Poughkeepsie, NY
Primerica Advisors
Gregory Ashe in Poughkeepsie, NY, brings 15 years of experience and holds Series 63 and 65 licenses, working with Primerica Advisors, a large firm offering discretionary asset management through model-delivery strategies and separately managed accounts. His fee structure includes a 1.74% wrap fee, and he focuses on retail clients, providing a tiered fee approach that may differ from advisors targeting institutional clients or fixed fees.
Experience: 16 years
Avg account: $228,117
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Kenneth S
Series 63, Series 66
West Harrison, NY
J.P. Morgan Securities
Kenneth Simon's experience with J.P. Morgan Securities in Poughkeepsie equips him to address estate tax planning challenges, leveraging the firm's institutional consulting services and large-firm resources. His background includes wealth management for executives and business owners, with a 0.30% annual AUM fee, distinguishing him through a blend of personalized advisory and access to extensive investment management capabilities.
Experience: 11 years
Avg account: $318,381
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