Seven Bridges Wealth AdvisorsFinancial advisor in Poughkeepsie, NY

Also ranked: #13 of 31 financial planners in Poughkeepsie#10 of 16 investment advisors in Poughkeepsie

Seven Bridges Wealth Advisors is a financial advisor at 2515 South Rd, Poughkeepsie, NY 12601, ranked #14 of 42 financial advisors in Poughkeepsie and rated 5.0 from 5 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Poughkeepsie, NYUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (845) 454-3021 Website ↗

Key facts

Key facts about Seven Bridges Wealth Advisors
Address	2515 South Rd, Poughkeepsie, NY 12601Get directions
Phone	(845) 454-3021
Website	sevenbridgeswealthadvisors.com
Google rating	5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name
Investment Advisorsadditional Google category

Service area

Serves Poughkeepsie and 6 towns within 25 miles: Beacon, Newburgh, Kingston, Woodbury, Wawarsing and Jefferson Valley-Yorktown.

Based in Poughkeepsie, NYView on map

Questions about Seven Bridges Wealth Advisors

How is Seven Bridges Wealth Advisors ranked in Poughkeepsie?

Seven Bridges Wealth Advisors is ranked #14 of 42 financial advisors in Poughkeepsie by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Seven Bridges Wealth Advisors serve?

Serves Poughkeepsie and 6 towns within 25 miles: Beacon, Newburgh, Kingston, Woodbury, Wawarsing and Jefferson Valley-Yorktown. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Seven Bridges Wealth Advisors?

Seven Bridges Wealth Advisors has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Seven Bridges Wealth Advisors?

Call Seven Bridges Wealth Advisors on (845) 454-3021. The business is at 2515 South Rd, Poughkeepsie, NY 12601. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Seven Bridges Wealth Advisors compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Seven Bridges Wealth Advisors (this business)	—	67	5.0 (5)	—	—
DSL Financial Services	#12	68	4.4 (10)	No	No	0.8 mi
B. Riley Wealth Tax Services Poughkeepsie, NY	#13	68	3.8 (15)	No	No	2.9 mi
ClearPath Advisors	#15	66	5.0 (10)	No	No	9.2 mi

See all 42 ranked financial advisors in Poughkeepsie