1. NY
  2. Poughkeepsie
  3. Investment Bank

Marshall & Sterling Wealth Advisors, Inc.

 
110 Main Street
Poughkeepsie, NY 12601
(845) 554-1046
investment bank
www.ms-wealth.com
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@mswealthadvisor
The Marshall & Sterling Wealth Advisors team has nearly 50 years of combined experience in the financial industry. Our success stems from our commitment to the Marshall & Sterling Wealth Advisors philosophies. Our vision and core values reflect our commitment to serve our clients: OUR VISION: Marshall & Sterling Wealth Advisors is our clients’ most trusted advisor due to our experience, risk management process and personal service. CORE VALUES: Professional Knowledge, Integrity, Client Driven Focus and Collaborative Process
Mon 8:30 AM to 4:30 PM
Tue 8:30 AM to 4:30 PM
Wed 8:30 AM to 4:30 PM
Thu 8:30 AM to 4:30 PM
Fri 8:30 AM to 4:30 PM
Sat Closed
Sun Closed

Products and Services

Portfolio Management
Wealth Planning
Retirement Plans
Estate Planning
Pension Plans
Risk Management Resources
Life Insurance For Individuals And Groups
Disability Insurance For Individuals And Groups
Long-Term Care Insurance For Individuals And Groups

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