Arbor Capital Wealth Advisors - Ameriprise Financial Services, LLC - Poughkeepsie (NY)

5 /5 Kelly McNeilly: We’ve been working with Armando for a few years and have been nothing but pleased with the work he does. Him and his team are always working for ‘us’ always finding ways to help make our future a reality. I’m not someone who understands a lot of financial jargon and Armando is amazing at explaining things in a way I understand them which I always appreciate! We highly recommend him and his team to anyone who is looking to set themselves up for success in their retirement years.

5 /5 Andrea LaMantia: I’ve had the pleasure of working with Armando Merino for over 15 years, and I can honestly say that partnering with him has been the best financial decision I’ve ever made. From the very beginning, he has demonstrated exceptional knowledge, integrity, and genuine care for my financial well-being. What sets Armando apart is his ability to explain complex financial matters in a clear and easy-to-understand manner. Whether it was retirement planning, investment strategies, or navigating life’s unexpected changes, he always provided thoughtful, personalized advice that aligned with my goals. Over the years, our conversations have extended beyond just numbers. He has taken the time to understand my values and priorities, which has fostered a deep sense of trust. I genuinely feel like I have an advocate who is not only skilled and experienced but also genuinely committed to helping me succeed and is a friend. Thanks to Armando, I’ve felt confident and secure in my financial journey, even in uncertain market conditions. I highly recommend Armando Merino and Arbor Capital Wealth Advisors to anyone looking for a knowledgeable and trustworthy financial advisor who takes a long-term, client-first approach.

5 /5 Danielle Pelsue: Ive had the privilege of working with Armando for the past 15 years and would highly recommend him and his team. Armando takes the time to get to know you and your financial and personal goals. He is committed to working together to achieve your goals for the future which is evident through regular check ins throughout the year and always being available for questions when needed. He is a trusted and knowledgeable advisor that I would highly recommend for your financial planning and investment needs.

5 /5 Bonnie Glazier: Armando has been my financial advisor for many years. He always focuses on what is the best fit for the individual. Even when the market is volatile he grows my money and has excellent perspective. Hes has been a god send and I recommend Arbor Capital Wealth Advisors with the highest regard! You wont go wrong with Armando and associates!

5 /5 James Linacre: The team at Arbor Capital Wealth Advisors are the smartest and most trustworthy group I’ve had the pleasure of working with. They are always willing to help and take care to answer any questions, and I feel very confident in their strategies. I’ve been working with Armando for nearly ten years, and his support has meant so much to me. Highly recommend working with this team!