Asset protection services in Cold Spring, New York

Bristol Financial Services, Inc. is a full-service independent broker dealer located at 500 North Broadway in Jericho, New York, United States. Specializing in financial and retirement planning, Bristol offers a range of services including IRAs, 401K plans, mutual funds, annuities, life insurance, and college planning. Led by Certified Financial Planner Michael Hartzman, the team at Bristol is dedicated to helping clients meet their long-term financial goals. With a focus on tax-planning, asset allocation, risk management, retirement and estate planning, and long-term insurance planning, Bristol provides personalized and comprehensive financial solutions. The team includes experienced professionals such as Chief Operating Officer Randi Mason, Financial Advisor Amanda Khait, and Sales Assistant Diane Maurici-Dorta. Through their unique financial planning model, Bristol aims to exceed client expectations and build lasting relationships based on trust and loyalty. The institution also hosts an annual client appreciation brunch at the Cold Spring Country Club in Huntington, NY. With a commitment to confidentiality and security, Bristol Financial Services ensures that all client information is protected and handled with the utmost care.

Gerelli Insurance Agency, Inc. is a trusted insurance agency located at 23 Lady Blue Devils Lane in Cold Spring, New York. With a commitment to providing personalized service and comprehensive coverage options, we strive to protect our clients' assets and provide peace of mind. Our experienced team of professionals is dedicated to helping individuals and businesses find the right insurance solutions to fit their needs. Whether you are looking for auto, home, life, or business insurance, Gerelli Insurance Agency, Inc. is here to help you navigate the complex world of insurance. Visit us today to learn more about how we can protect what matters most to you.