Community Driven in Poughkeepsie, New York

Our office is located in the heart of the Hudson Valley in Wappingers Falls, just minutes south of Poughkeepsie, New York. Giving back to the community is an important part of our firm’s identity, whether that is in Wappingers Falls or the greater Poughkeepsie area. A strong community means a better future for everyone. John Pink is an active member of the Free and Accepted Masons of the State of New York, which provides educational assistance and other valuable programs benefiting the communities throughout New York and the Dutchess County Regional Chamber of Commerce, The Dutchess County Regional Chamber of Commerce is an advocate for business, the authoritative informational source on matters affecting business, and the unwavering champion for the region’s economic health. He and his wife also co-coach the middle school science club at Michelle’s school. The team competes in the New York State Science Olympiad, one of the largest k-12 STEM organizations in the U.S., each year.

We are deeply invested in our local community because we believe strong communities are built upon strong relationships. That’s why we take a conversational approach to financial planning. Sit down with us just like you would with your family, and tell us what you want to accomplish. Let’s build a plan together, for a better future. Call (845) 790-4300 or Click here to Schedule a consultation with our team today.