MARSHALL + STERLING WEALTH ADVISORS, INC.

Name: MARSHALL + STERLING WEALTH ADVISORS, INC.
Address: 278 MILL STREET, POUGHKEEPSIE, NY 12601, poughkeepsie, NY, US
Telephone: (845) 554-1046
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Poughkeepsie, New York

📍 278 MILL STREET, POUGHKEEPSIE, NY 12601

📞 (845) 554-••••

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📍 278 MILL STREET, POUGHKEEPSIE, NY 12601

About MARSHALL + STERLING WEALTH ADVISORS, INC.

MARSHALL + STERLING WEALTH ADVISORS, INC. is a financial advisor located in Poughkeepsie, New York. As a local financial advisor, they serve Poughkeepsie and surrounding communities in New York. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Poughkeepsie should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Poughkeepsie

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Poughkeepsie may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Poughkeepsie

✓ Check online reviews and ratings before hiring

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✓ Verify licensing and insurance

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Frequently Asked Questions

How much does a financial advisor cost in Poughkeepsie?

Financial Advisors in Poughkeepsie typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Poughkeepsie?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Poughkeepsie to choose from.

Does MARSHALL + STERLING WEALTH ADVISORS, INC. offer free quotes?

Contact MARSHALL + STERLING WEALTH ADVISORS, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.