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Marshall ﹠ Sterling Wealth Advisors, Inc.
Poughkeepsie, Dutchess

Financing specialist
 : 
Marshall ﹠ Sterling Wealth Advisors, Inc.

Poughkeepsie, Dutchess

Prices

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About Marshall ﹠ Sterling Wealth Advisors, Inc.
Professional experience
Marshall & Sterling Wealth Advisors, Inc. is a leading financial planning and retirement plan specialist firm based in Poughkeepsie, New York. With a strong focus on helping retirees, pre-retirees, and small business owners navigate the complex world of retirement planning, Marshall & Sterling is dedicated to helping individuals and businesses achieve financial success and security. Dean Lysenko, CPFA, AIF®, is a key member and retirement plan specialist at Marshall & Sterling. With his expertise in 401(k) redesign, implementation and compliance, individual portfolio management, financial planning, and personal insurance needs, Dean provides clients with comprehensive and tailored solutions to meet their unique financial goals. Located in the beautiful town of Millbrook, New York, Marshall & Sterling offers a wide range of services to cater to the diverse needs of its clients. Their financial planning services encompass various aspects, including retirement planning, investment management, estate planning, and risk management. Whether you are an individual looking to secure your financial future or a small business owner seeking guidance on optimizing your retirement plan, Marshall & Sterling has the expertise to assist you. As a trusted partner, Marshall & Sterling works closely with clients to understand their specific needs and goals. Their team of experienced professionals offers personalized guidance and comprehensive solutions to address financial challenges and seize opportunities. By providing portfolio management services for individuals and small businesses, Marshall & Sterling helps clients optimize their investment strategies and build a solid foundation for long-term financial success. Driven by a commitment to excellence and client satisfaction, Marshall & Sterling aims to create lasting relationships built on trust and integrity. They believe in empowering individuals to make informed decisions about their financial future and provide educational resources and tools to enhance financial literacy. If you are seeking a rewarding career in the financial services industry, Marshall & Sterling offers exciting opportunities to join their team. With a focus on employee well-being and development, they provide programs and services that promote good health, encourage healthy lifestyle choices, and offer retirement planning options for their employees. Contact Marshall & Sterling Wealth Advisors, Inc. today to discover how their dedicated team and comprehensive services can help you succeed in your retirement journey. Visit their website or reach out directly to their office in Poughkeepsie, New York, or Millbrook, New York, and take the first step towards achieving your financial goals.

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Location

Poughkeepsie, Dutchess (12601)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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