Bottom Row (L-R) William J. Rae, CRPS®, Senior Vice President-Investments, Senior PIM Portfolio Manager; Mary E. McDonald, First Vice President-Investments; Joseph C. Steiniger, Senior Vice President-Investment Officer, CERTIFIED FINANCIAL PLANNER™

Top Row (L-R) Lori Wood, Financial Consultant; Terri Frei, Financial Consultant

 

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