Financial advisor benefits in Baldwin, New York

Jacqueline Gallagher / Golden Rule Senior Advisors is a reputable insurance agency located at 12 Baldwin Lane in Mahopac, New York, United States. Specializing in providing comprehensive insurance solutions for seniors, the institution is dedicated to upholding the golden rule in all aspects of their services. With a team of experienced advisors, they offer personalized guidance and support to help clients make informed decisions about their insurance needs. Whether it's health insurance, life insurance, or retirement planning, Jacqueline Gallagher / Golden Rule Senior Advisors is committed to ensuring the well-being and financial security of their clients.

KeyBank is a well-established financial institution located at 12 Tomahawk Street in Baldwin Place, New York, United States. As a full-service bank, KeyBank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Customers can also access their accounts and conduct transactions conveniently at the on-site ATM. With a reputation for excellent customer service and a commitment to helping individuals and businesses achieve their financial goals, KeyBank is a trusted institution in the community.

PHP Agency NY is a leading finance and insurance agency located at 2300 Grand Avenue in Baldwin, New York. Our team of experienced professionals is dedicated to helping clients achieve financial security and peace of mind through comprehensive insurance solutions. With a focus on customer service and personalized guidance, we strive to empower individuals and families to make informed decisions about their financial future. Contact us today to learn more about our range of services and how we can help you protect what matters most.

Welcome to The Sovik Group, your trusted partner for comprehensive health and insurance solutions in Cazenovia, New York. Located at 9 Albany Street, The Sovik Group is dedicated to providing personalized financial services that cater to your unique needs. Founded by Charlie Sovik in 2007, our agency specializes in Health, Life, Disability, and Medicare Insurance alongside a range of investment programs. With over three decades of experience in the financial sector, Charlie began his career in 1988 and has built a solid reputation as an independent financial representative, including 26 years with Leigh Baldwin & Co., LLC. As a 1989 graduate of St. Lawrence University with a major in Economics, Charlie brings a wealth of knowledge and expertise to the table. His commitment to fostering lasting relationships with clients and local business leaders throughout Central New York (CNY) is at the heart of our mission.