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 on a quarterly basis to allow you to analyze your progress. Clients also have access to the full range of banking and lending services available though Wells Fargo affiliates including estate planning services and trust administration.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. 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