The Beechwood Group Of Wells Fargo Advisors

Your Goals and Dreams, Our Guidance

          The Beechwood Group of Wells Fargo Advisors is primarily a fee based financial advisory practice headquartered in Poughkeepsie, NY.  We offer over thirty years of experience working with not for profit organizations and individual investors throughout the Hudson Valley and upstate New York.   The group’s diversified client base includes not-for-profit organizations, retirement plans, foundations, municipalities, trustees, and individual investors.   The Beechwood Group offers a complete suite of complementary investment planning services designed for conservative investors and organizations seeking to maximize their financial resources. The group caters to investors seeking professional money management focusing on conservative long term growth of capital and income.

       

            The Beechwood Group seeks to provide an unparalleled level of personal client service. Detailed performance monitors are provided to allow you to analyze your progress. As a Wells Fargo Advisors client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.

 

           Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

 

            For additional Information about our services please contact us at 845 452-2587 or toll free at 866 810-6917

Meet Our Team
Phone
845.483.7943
Email Us
Email Us
Request Information
FINRA's BrokerCheck Obtain more information about our firm and its financial professionals
mountainous landscape

Investing in the post-pandemic landscape

Wells Fargo Investment Institute offers insights and strategies for investing in post-pandemic markets.

Get the Report

News and Insights

Women and Investing

Women compromise more than half of the U.S. population, but no two women are the same when it comes to managing their money. When we

Read More

Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

Read More

Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

Read More
Read More

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Learn More

Investment and Insurance Products are:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CT, DC, DE, FL, GA, KY, MA, MD, ME, MI, NC, NE, NJ, NM, NY, OH, PA, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.
© 2020 Wells Fargo Clearing Services, LLC. All rights reserved.