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TOP 30 Customized financial planning solutions in Middletown, NY
13 results found
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Joseph Campanella: Primerica - Financial Services
Joseph Campanella: Primerica - Financial Services is a reputable finance and insurance agency located at 19 Dewitt Street in Middletown, New York, United States. With a strong focus on providing comprehensive financial services to individuals and families, Joseph Campanella and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment planning, insurance coverage, or retirement strategies, Primerica offers personalized solutions tailored to your specific needs. Trust in Joseph Campanella: Primerica - Financial Services for expert advice and guidance in navigating the complexities of the financial world.
Edward Jones - Financial Advisor: Bonnie J Rule
Edward Jones - Financial Advisor: Bonnie J Rule is a trusted financial institution located at 13 James P Kelly Way in Middletown, New York, United States. As a dedicated finance professional, Bonnie J Rule offers personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Bonnie J Rule can provide expert guidance and support. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Bonnie J Rule is a reliable partner in your financial journey.
middletown ny accounting firm
Middletown NY Accounting Firm is a reputable financial institution located at 226 East Main Street in Middletown, New York. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Middletown NY Accounting Firm for all your financial needs.
Merrill Lynch Financial Advisor Gregory J Lutfy
Merrill Lynch Financial Advisor Gregory J Lutfy is a finance institution located at 90 Crystal Run Road, Middletown, New York, United States. At Merrill Lynch, every relationship begins with a conversation to help you identify and prioritize your financial goals. Whether you are planning for retirement, saving for a home, or funding your child's education, the institution focuses on understanding your unique needs and aspirations. The team at Merrill Lynch believes in creating a personalized financial approach tailored to your individual preferences and goals. By utilizing the Investment Personality Assessment, they aim to gain a deeper understanding of your investing preferences and provide customized advice to help you pursue what matters most to you. The institution offers a range of services including investment strategies, financial planning, and access to banking solutions from Bank of America. The team is committed to building strong client relationships based on trust and personalized service, with a focus on helping you achieve your financial goals. Merrill Lynch Financial Advisor Gregory J Lutfy has been recognized by Forbes for their exemplary client service and dedication to helping clients navigate the complexities of their financial lives. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch aims to help you achieve your goals and stay on track, regardless of market fluctuations.
James Demmer - State Farm Insurance Agent
James Demmer - State Farm Insurance Agent is a reputable insurance agency located at 13 James P Kelly Way in Middletown, New York, United States. Conveniently situated behind the QuickCheck and Dairy Queen off Dolson Avenue, this agency offers personalized insurance plans tailored to meet your specific needs. While State Farm online quoting is not available, you can easily reach out to them via call, text, or a visit to their office for a quick quote. With a focus on motorcycle season as spring approaches, James Demmer and his team are ready to help you ensure you have the right insurance coverage for your bike, boat, ATV, or any other recreational vehicles. James, who joined State Farm in 2011 and fulfilled his dream of opening his own agency in 2016, takes pride in assisting customers in saving money, protecting their assets, and planning for unexpected events.
The Premium Select Group Inc.
The Premium Select Group Inc. is an insurance agency located at 32 County Road 78, Middletown, New York, United States. We offer protection for your vehicles, rental properties, and personal belongings at an affordable price. As a local independent insurance agency serving the Lower Hudson Valley, we prioritize getting to know and understand your individual needs and goals. Our experienced agents work with reputable insurance companies to provide secure coverage tailored to you. Our clients appreciate our professional service and personalized approach. We offer coverage for unpredictable losses such as burglary, fire, water damage, and more. Ensure your personal property is adequately protected with our insurance policies. We also offer liability coverage for injuries on your property and additional living expense coverage in case your home becomes uninhabitable. Don't risk being unable to rent a property due to lack of insurance - our renters insurance policies cover all your needs. Protect your valuable possessions with our coverage options, including off-premises theft coverage. Our goal is to help you understand and address the unique risks you face with renters insurance. We serve clients in New York, New Jersey, Pennsylvania, Delaware, Georgia, and South Carolina. Contact us today to secure the protection you need.
Lori Buhagiar: Allstate Insurance
Lori Buhagiar: Allstate Insurance is an established insurance agency located at 125 Dolson Avenue in Middletown, New York. As a trusted Allstate provider, we offer a wide range of insurance products and services to meet the needs of our clients. Our dedicated team of professionals is committed to helping customers find the right coverage for their home, auto, life, and more. With a focus on personalized service and attention to detail, Lori Buhagiar: Allstate Insurance is here to protect what matters most to you. Contact us today for a quote or to learn more about our insurance solutions.
HJM Management Services LLC
HJM Management Services LLC is a reputable accounting and finance institution located at 6 North Street in Middletown, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses manage their finances effectively. Our services include tax preparation, bookkeeping, financial planning, and more. Trust HJM Management Services LLC to provide you with expert financial guidance and support for all your accounting needs.
Nowak Accounting
Nowak Accounting is a reputable accounting and finance institution located at 386 Ingrassia Road in Middletown, New York. With years of experience and a dedicated team of professionals, we provide a wide range of services to help individuals and businesses manage their finances effectively. Our services include tax preparation, bookkeeping, payroll processing, and financial planning. At Nowak Accounting, we strive to provide personalized solutions tailored to our clients' specific needs and goals. Contact us today to learn more about how we can assist you in achieving financial success.
Peavey & Co Llp
Peavey & Co LLP is a renowned accounting and finance institution located at 45 Dolson Avenue in Middletown, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and client satisfaction sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Peavey & Co LLP for all your accounting and finance needs.
Prudential Insurance Co
Prudential Insurance Co is a well-established insurance institution located at 95 South Middletown Road in Nanuet, New York. With a strong presence in the United States, Prudential offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their experienced team of agents and professionals are dedicated to providing top-notch customer service and helping clients protect what matters most to them. Whether you are looking for life insurance, retirement planning, or investment solutions, Prudential Insurance Co has you covered. Visit their office in Nanuet today to learn more about their offerings and how they can help you secure a more secure financial future.
Allstate Life Insurance Specialist: Mahandra Raghunandan
Allstate Life Insurance Specialist, Mahandra Raghunandan, is a trusted and experienced professional located at 100 North Middletown Road in Pearl River, New York. As a finance and insurance agency, Mahandra specializes in providing personalized life insurance solutions to meet the unique needs of each client. With a commitment to exceptional customer service and a deep understanding of the insurance industry, Mahandra is dedicated to helping individuals and families protect their financial future. Contact Mahandra Raghunandan today to discuss your life insurance needs and create a comprehensive plan for peace of mind.
Pathstone
Pathstone is a leading financial institution located at 1 Industrial Drive in Middletown, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you're looking for investment advice, retirement planning, or assistance with managing your finances, Pathstone is here to help. With a focus on personalized solutions and excellent customer service, we strive to help our clients achieve their financial goals and secure their future. Trust Pathstone for all your financial needs.
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