3344 Route 9 North
Poughkeepsie, NY 12601
Please be advised that the selection of Financial Professionals is presented to you randomly by region. Individuals are encouraged to consider their own unique needs and/or specific circumstances when selecting a Financial Professional.
Tax laws are complex and subject to change. Individuals are encouraged to consult a tax and legal professional before establishing a retirement plan or account regarding any potential tax, ERISA and related consequences of any investments made under such plan or account and consult a tax professional for matters involving taxation and tax planning and an attorney for matters involving trust and estate planning and other legal matters.