Broker Check

3344 Route 9 North
Poughkeepsie, NY 12601

Call Today

(845) 454-9000

 

Management Team

                    Planning for Success for over 30 years
 

Few financial planners have enjoyed the wide range of financial services experience that makes up David W. Frederick's resume. His 35+ years of experience includes work in such areas as investment brokerage & advisory services, life &...

Read more

Over the years, Mr. Dunstan has enjoyed an expansive range of financial service experience in the areas of life & health insurance, mutual funds & annuities, stocks & bonds, and group benefits & pensions. Currently, his energies are...

Read more

Alexander P. Frederick, EA, CRPC(R)

Financial Consultant & Manager, Tax Services

(845) 454-9000

(845) 454-8609

For the past several years, Alexander P. Frederick has combined the rigors of focus, commitment and education with the ultimate goal of successful family planning as a financial professional. His experiences have been team oriented...

Read more

Laura E. Rice

Manager, Office Operations

(845) 454-9000

(845) 454-8609

Over the years, Mrs. Rice has experienced several roles in the accounting and financial industry. Today, her efforts are directed into managing all the services associated with an independent financial planning, asset management, and...

Read more