Marshall & Sterling Wealth Advisors
Overview
Marshall & Sterling Wealth Advisors is a financial advisory firm based in Poughkeepsie, New York, offering investment and insurance services. The firm provides a range of services, including investment management, retirement planning, estate planning, and insurance solutions. They cater to individuals, families, and businesses, aiming to help clients achieve their financial goals through personalized strategies. Marshall & Sterling Wealth Advisors operates with a client-centric approach, emphasizing long-term relationships and customized financial planning to address the unique needs of each client.
Reach Marshall & Sterling Wealth Advisors directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Marshall & Sterling Wealth Advisors
What sectors does Marshall & Sterling Wealth Advisors invest in?
Marshall & Sterling Wealth Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New York, United States. Marshall & Sterling Wealth Advisors is listed as a other in the ConnectSafely investor database.
What stage does Marshall & Sterling Wealth Advisors invest at?
Marshall & Sterling Wealth Advisors backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Marshall & Sterling Wealth Advisors invest in?
Marshall & Sterling Wealth Advisors invests across United States.
Last updated · Source: ConnectSafely investor database
