Kerry Phelan - Private Wealth Advisor, Ameriprise Financial Services, LLC

The advisor listed is an Ameriprise financial advisor in Poughkeepsie. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions I'll ask to better understand you, your goals and your dreams. I may ask questions that...

Serving you in these unprecedented times

During the current period of market pressure, we're watching the markets closely and are committed to helping you navigate the cycles of volatility. We believe it is important to stay focused on your financial goals and to make sound decisions based on cu...

The advisor listed is an Ameriprise financial advisor in Poughkeepsie. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions I'll ask to better understand you, your goals and your dreams. I may ask questions that...

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture - cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.