Investments Poughkeepsie

The Oak Group
2649 SOUTH RD (845) 330-4777

This location does not handle banking transactions

Kwame Adusei - Morgan Stanley
2678 South Rd (845) 485-2826

Access One Alliance - Morgan Stanley
2678 South Rd (866) 902-2237

Hyrije Mahmuti - Morgan Stanley
2678 South Rd (845) 485-2839

The Pine Group - Morgan Stanley
2678 South Rd (845) 485-2828

The Walker/Gaffney Group - Morgan Stanley
2678 South Rd (845) 485-2836

David Lambert - Morgan Stanley
2678 South Rd (845) 485-2815

Michael Cannon - Morgan Stanley
2678 South Rd (845) 485-2832

Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services, LLC
27 Collegeview Ave (845) 495-3848

More info available at FINRA's BrokerCheck website

Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC
488 Freedom Plains Rd Suite 105 (845) 452-9267

More info available at FINRA's BrokerCheck website

Edward Jones - Financial Advisor: Maximus DiSesa
695 Dutchess Tpk Route 44 (845) 454-6056

Josh Stratton, AIF
47 South Hamilton Street (845) 454-4110
Products and Services Bios

Whc Investment Corp
1 Civic Center Plz # 405 (845) 485-1086

Morgan Stanley Financial Advisors
2678 South Rd (845) 485-2800

Scott Montenero - Associate Financial Advisor, Ameriprise Financial Services, LLC
176 Church St (845) 454-3021

More info available at FINRA's BrokerCheck website

Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC
27 Collegeview Ave (845) 495-3848

More info available at FINRA's BrokerCheck website

Alexander Morphet - Thrivent
312 Titusville Rd Suite A (845) 489-5198

Learn More

Tyler Bates - Associate Financial Advisor, Ameriprise Financial Services, LLC
27 Collegeview Ave (845) 495-3848

More info available at FINRA's BrokerCheck website

Anna Rita Courtney - TD Wealth Financial Advisor
703 Main Street (845) 552-3650

Mark Cukaj - Financial Advisor, Ameriprise Financial Services, LLC
488 Freedom Plains Rd Suite 105 (845) 452-9267

More info available at FINRA's BrokerCheck website