What departments does Taconic Advisors Inc have?

Taconic Advisors Inc has employees across 2 departments including Administrative, Finance.

What is the largest department at Taconic Advisors Inc?

The largest department at Taconic Advisors Inc is Administrative with 1 employees.

Where are Taconic Advisors Inc employees located globally?

Taconic Advisors Inc has employees across 1 continents and 1 countries including United States Of America.

How has Taconic Advisors Inc's team size changed over time?

Taconic Advisors Inc's team has grown from approximately 2 to 5 employees based on available data.

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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.

Taconic Advisors Inc Global Highlights

North America
9

United States Of America
9

Taconic Advisors Inc's Leadership

M. B.
Senior Advisor, Co-Owner
Mobile Phone
Email
K. E.
Administrative Manager
Mobile Phone
Email
J. K.
Financial Planning Assistant
Mobile Phone
Email

Taconic Advisors Inc Employee Metrics

100%

50%

2026

2025

Banking
Other
Business
Community & Social Services

Contact profiles from Taconic Advisors Inc

Name

Title

Contact

Location

Last Update

M. B.
Senior Advisor, Co-Owner
Mobile Phone
Email
Jul 17, 2025
K. E.
Administrative Manager
Mobile Phone
Email
Oct 17, 2024
J. K.
Financial Planning Assistant
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Taconic Advisors Inc known for?

Taconic Advisors Inc was founded in 2002 and operates in the Financial Services industry. You can contact Taconic Advisors Inc's 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?

Taconic Advisors Inc employees' email format typically follows the pattern of FLast@taconicadvisors.com. 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?

Taconic Advisors Inc has approximately 9 employees as of September 2026. These team members are located across 1 continents, including North America.

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

As of September 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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Taconic Advisors Inc Employee Directory

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