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List of Financial planners in Poughkeepsie

There are 57 Financial planners in Poughkeepsie as of April 1, 2026; which is an 0.00% increase from 2023. Of these locations, 28 Financial planners which is 49.12% of all Financial planners in Poughkeepsie are single-owner operations, while the remaining 29 which is 50.88% are part of larger brands. Average age of Financial planners in Poughkeepsie is 6 years and 11 months.

Financial planners are also establishing a strong digital presence across various platforms: 35 have LinkedIn profiles, 24 have Facebook Pages, 11 are active on Instagram, 33 have X (formerly Twitter) handles, 1 are on TikTok, and 20 have YouTube channels. About 50 Financial planners have their own website and the remaining 7 don’t have their own website.

  • 57

    Number of Financial planners

  • 17

    Email addresses

  • 56

    Phone numbers

  • 50

    With Websites

  • 35

    LinkedIn Profiles

  • 24

    Facebook Profiles

  • 11

    Instagram Handles

  • 33

    X Handles

  • 1

    TikTok Profiles

  • 20

    YouTube Channels

Data updated on April 1, 2026
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Download list of Financial planners in Poughkeepsie

You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitterTikTokYouTube
Financial ServicesAddressPoughkeepsieNew YorkUnited StatesEmailPhone73.2Link
Arbor Capital Wealth Advisors - Ameriprise Financial Services, LLCAddressPoughkeepsieNew YorkUnited StatesEmailPhone05Link
Adam Breault - Financial Advisor, Ameriprise Financial Services, LLCAddressPoughkeepsieNew YorkUnited StatesEmailPhone00Link
J. Agrawal Financial GroupAddressPoughkeepsieNew YorkUnited StatesEmailPhone00Link
Seven Bridges Wealth AdvisorsAddressPoughkeepsieNew YorkUnited StatesEmailPhone05Link
Ameriprise FinancialAddressPoughkeepsieNew YorkUnited StatesEmailPhone00Link
Birch Hill Wealth Advisors - Ameriprise Financial Services, LLCAddressPoughkeepsieNew YorkUnited StatesEmailPhone00Link
D'Arcangelo Financial Advisors, LLCAddressPoughkeepsieNew YorkUnited StatesEmailPhone03.7Link
Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressPoughkeepsieNew YorkUnited StatesEmailPhone05Link
Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services, LLCAddressPoughkeepsieNew YorkUnited StatesEmailPhone00Link
[
  {
    "name": "Financial Services",
    "address": "20**********",
    "phone": "********5483",
    "email": "he******@ma********",
    "lat": 41.7205501,
    "lng": -73.9326493,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Poughkeepsie",
    "star_count": 3.2,
    "rating_count": 7,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "Arbor Capital Wealth Advisors - Ameriprise Financial Services, LLC",
    "address": "85**********",
    "phone": "********4884",
    "email": "Ar**********@am******",
    "lat": 41.7066851,
    "lng": -73.9271204,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Poughkeepsie",
    "star_count": 5,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Adam Breault - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "85**********",
    "phone": "********4884",
    "email": "Ad**********@am******",
    "lat": 41.7066851,
    "lng": -73.9271204,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Poughkeepsie",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "J. Agrawal Financial Group",
    "address": "22**********",
    "phone": "********1047",
    "email": "ja******@os**********",
    "lat": 41.6504528,
    "lng": -73.933135,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Poughkeepsie",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Seven Bridges Wealth Advisors",
    "address": "25**********",
    "phone": "********3021",
    "email": "Ch**********@am******",
    "lat": 41.7013274,
    "lng": -73.929406,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Poughkeepsie",
    "star_count": 5,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Ameriprise Financial",
    "address": "25**********",
    "phone": "********3021",
    "email": "da**********@am******",
    "lat": 41.7033702,
    "lng": -73.9288358,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Poughkeepsie",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC",
    "address": "27**********",
    "phone": "********3848",
    "email": "ke**********@am******",
    "lat": 41.6915214,
    "lng": -73.8978341,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Poughkeepsie",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "D'Arcangelo Financial Advisors, LLC",
    "address": "51**********",
    "phone": "********8261",
    "email": "in**@df********",
    "lat": 41.6945599,
    "lng": -73.8996716,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Poughkeepsie",
    "star_count": 3.7,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners,Financial audits,Financial advisors"
  },
  {
    "name": "Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "27**********",
    "phone": "********3848",
    "email": "Ke**********@am******",
    "lat": 41.6915214,
    "lng": -73.8978341,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Poughkeepsie",
    "star_count": 5,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "27**********",
    "phone": "********3848",
    "email": "Ty*********@am******",
    "lat": 41.6915214,
    "lng": -73.8978341,
    "url": "ht**********",
    "country": "United States",
    "state": "New York",
    "city": "Poughkeepsie",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  }
]

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How many Financial planners are there in Poughkeepsie?

There are a total of 57 Financial planners in Poughkeepsie as of April 01, 2026.

Number of Financial planners in Poughkeepsie with Phone Number

56

Number of Financial planners in Poughkeepsie with Email

17

List of Financial planners in Poughkeepsie with Social Media Accounts

24

Facebook Profiles

11

Instagram Handles

35

LinkedIn Profiles

33

X Handles

1

TikTok Profiles

20

YouTube Channels

Download sales qualified leads of Financial planners in the Poughkeepsie

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Data of Financial planners in Poughkeepsie with/without Website

Download the list of Financial planners in Poughkeepsie as of April 01, 2026 with and without website information.

50

Number of Financial planners in Poughkeepsie with website

7

Number of Financial planners in Poughkeepsie without website

List of Financial planners in Poughkeepsie By Ratings

Download the data of the number of star-rated Financial planners in Poughkeepsie as of April 01, 2026.

1

Number of 1 star-rated Financial planners in Poughkeepsie

0

Number of 2 star-rated Financial planners in Poughkeepsie

1

Number of 3 star-rated Financial planners in Poughkeepsie

5

Number of 4 star-rated Financial planners in Poughkeepsie

15

Number of 5 star-rated Financial planners in Poughkeepsie

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The total number of Financial planners in Poughkeepsie is 57.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in Poughkeepsie at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in Poughkeepsie once you purchase it.

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You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in Poughkeepsie dataset costs $99.

There are 56 Financial planners in Poughkeepsie with phone numbers.

There are 17 Financial planners in Poughkeepsie with email addresses.

There are 22 Financial planners in Poughkeepsie with both phone numbers and email lists.

There are 35 Financial planners in Poughkeepsie with LinkedIn Profiles.

There are 24 Financial planners in Poughkeepsie with Facebook Profiles.

There are 11 Financial planners in Poughkeepsie with Instagram Handles.

There are 33 Financial planners in Poughkeepsie with X Handles.

There are 1 Financial planners in Poughkeepsie with TikTok Profiles.

There are 20 Financial planners in Poughkeepsie with YouTube Channels.

The total count of Financial planners in Poughkeepsie with a website is 50.

The total count of Financial planners in Poughkeepsie without a website is 7.

There are 15 5-star rated Financial planners in Poughkeepsie.

There are 5 4-star rated Financial planners in Poughkeepsie.

There are 1 3-star rated Financial planners in Poughkeepsie.

There are 0 2-star rated Financial planners in Poughkeepsie.

There are 1 1-star rated Financial planners in Poughkeepsie.

The average age of Financial planners in Poughkeepsie is 6 years and 11 months.

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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.