Poughkeepsie, NY Financial Advisor Office

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Retirement Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Special Needs Planning

Languages: English

Location: Poughkeepsie NY, 12601

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Adriana Ariza Visit my website

Expertise: Disability Income Planning, Education Funding, Estate Planning, Financial Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Special Needs Planning

Languages: English, Spanish

Location: Poughkeepsie NY, 12601

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Nicholas Arthur

RICP®

My mission is to help households and families live life by design and not by default. Patience, understanding, and honesty and respect is what you can expect when working with me. I will work to understand you and your financial goals and my team of experts and I will create the financial picture you've been dreaming of.Visit my website

Expertise: Financial Planning, Business Risk Management, Disability Income Planning, Education Funding, Life Insurance Planning, Retirement Planning

Languages: English

Location: Poughkeepsie NY, 12601

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Don Badgley

CLTC®

Since 1986 I have prided myself on providing careful needs analysis and ongoing service for individuals, families, business owners and professional people with an expertise in Life, Disability and Long Term Care Insurance.Visit my website

Expertise: Retirement Planning

Languages: English

Location: Poughkeepsie NY, 12601

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Michael Banask

MBA

A Hudson Valley native with an MBA in Finance and Investment Management from Fordham University, I’ve specialized in tax-efficient financial planning for successful business-owners, professionals, and families since launching my practice with Northwestern Mutual in 2009. My team and I look forward to helping you build and secure your financial plan.Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Poughkeepsie NY, 12601

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Hayden Bell“I will positively impact the lives of every client and potential client that comes into my life, creating a resounding echo in the lives of their families, through building generational Financial Security.” Our firm works specifically with Cintas Partners, Fortune 500 Executives, and Small Business Owners. https://www04.timetrade.com:443/app/nwmf/workflows/NWMUTUAL-RLPA/schedule?resourceId=2l0uVisit my website

Expertise: Business Continuation Planning, Business Risk Management, Financial Planning, Life Insurance Planning, Long Term Care Planning, Wealth Management, Disability Income Planning

Languages: English, French

Location: Poughkeepsie NY, 12601

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William BrammerAs a Financial Advisor, I work with my clients to develop a personal financial plan, no matter what their goals are. I am a lifelong resident of the Hudson Valley, striving to support my community and the lives of those who contribute to this great place we call home. I will always work hard to develop relationships based on the trust and integrity that we all deserve.Visit my website

Expertise: Estate Planning, Retirement Planning, Special Needs Planning, Financial Planning, Business Risk Management

Languages: English

Location: Poughkeepsie NY, 12601

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Jorge CabreraI was born in Nezahualcoyotl, meaning “hungry coyote” in Nahuatl. I was raised in Hudson Valley, New York. Joined the Marine Corps in February of 2012 to December of 2016. During which I lived in Okinawa, Japan for over 4 years. I travelled all throughout the Asian continent, helping everywhere I could. After my service, I studied Metaphysical Philosophy, with a focus on deontological ethics.Visit my website

Expertise: Financial Planning, Disability Income Planning, Education Funding, Life Insurance Planning, Retirement Planning, Long Term Care Planning, Business Risk Management, Employee and Executive Benefits Planning, Business Continuation Planning, Business Succession Planning, Business Valuation Planning

Languages: English, Spanish

Location: Poughkeepsie NY, 12601

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Kevin Caccomo

CFP®, ChFC®, CLU®

I have been with Northwestern Mutual since 2012. I have been married to my wife since 2014. We are both from the Dutchess County area. I hold a dual role as both a Wealth Management Advisor and a member of our Poughkeepsie Office leadership team as a Managing Director.Visit my website

Expertise: Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Financial Planning, Investment Strategies, Special Needs Planning, Retirement Planning, Retirement Income Planning, Business Risk Management, Employee and Executive Benefits Planning

Languages: English

Location: Poughkeepsie NY, 12601

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