Stifel is a full-service wealth management and investment advisory firm serving individual investors, businesses, and institutions from its Poughkeepsie, New York branch. As part of Stifel Financial Corp., one of the nation’s leading financial services holding companies, the firm brings national resources with a personalized, community-focused approach. Stifel specializes in delivering tailored financial strategies, including retirement planning, portfolio management, estate planning, and wealth transfer services. The firm’s advisors are known for combining in-depth market knowledge with a strong commitment to long-term client relationships.

Catering to clients across all stages of their financial lives, Stifel emphasizes a goals-based approach to investing. Their team of experienced financial advisors works closely with clients to understand their objectives and develop customized plans aligned with their needs. The firm has a deep understanding of local economic dynamics and maintains strong community involvement, fostering trust and accessibility. Stifel’s affiliation with a robust national network ensures clients in Poughkeepsie can access a broad suite of financial products backed by institutional strength.

Website: https://www.stifel.com/branch/ny/poughkeepsie

Key Services:

– Investment portfolio management
– Retirement planning strategies
– Wealth and estate planning
– Education savings planning
– Risk management and insurance solutions
– Financial goal analysis
– Tax-efficient investment strategies
– Charitable giving and legacy planning