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Taconic Advisors Inc Employee Directory

Financial ServicesNew York, United States2-10 Employees

Taconic Advisors Inc is a financial services firm focused on financial planning and investment guidance without engaging in product sales. It serves clients seeking secure retirement planning and support through life’s transitions, aiming to provide objective, advice-based services. Based in Poughkeepsie, New York, the company operates with a small team and appears positioned to cater to individuals or households seeking independent financial planning and investment strategies. The firm emphasizes planning that centers on client needs rather than product distribution, and references a neutral approach to securing retirements and managing life changes.

Find Taconic Advisors Inc employees' phone numbers or email addresses

Taconic Advisors Inc Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Taconic Advisors Inc's Leadership

  • Stylized image of a person
    M. B.
    Senior Advisor, Co-Owner
    Mobile Phone
  • Stylized image of a person
    K. E.
    Administrative Manager
    Mobile Phone
  • Stylized image of a person
    J. K.
    Financial Planning Assistant
    Mobile Phone

Taconic Advisors Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Business
  • Community & Social Services

Contact profiles from Taconic Advisors Inc

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. B.
    Senior Advisor, Co-Owner
    Mobile Phone
    Jul 17, 2025
  • Stylized image of a person
    K. E.
    Administrative Manager
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. K.
    Financial Planning Assistant
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Taconic Advisors Inc known for?

Minus sign iconPlus sign iconTaconic Advisors Inc was founded in 2002 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-845-486-****
. Explore Taconic Advisors Inc's company overview page for more information.

What is Taconic Advisors Inc's most common email format?

Minus sign iconPlus sign iconTaconic Advisors Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Taconic Advisors Inc email formats with LeadIQ.

How many employees does Taconic Advisors Inc have currently?

Minus sign iconPlus sign iconTaconic Advisors Inc has approximately 7 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Taconic Advisors Inc's key employees and leadership?

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As of August 2026, Taconic Advisors Inc's key employees include:

  • Senior Advisor, Co-Owner: M. B.
  • Administrative Manager: K. E.
  • Financial Planning Assistant: J. K.

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