The Beechwood Group of Wells Fargo Advisors
Joseph C. Steiniger, Senior Vice President - Investment Officer,
CERTIFIED FINANCIAL PLANNER™
Mary E. McDonald - First Vice President - Investments
Theresa Frei - Financial Consultant
The Beechwood Group of Wells Fargo Advisors is 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 services available though Wells Fargo Advisors including retirement and estate planning services, trust administration and credit and mortgage lending.
For additional Information about our services please contact Joe Steiniger
toll free at 866 810 6917or e-mail us at joseph.steiniger @wellsfargoadvisors.com