TOP 10 Financial advisors for families in Middletown, New York

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: Tammy Washalski, AAMS™ is a reputable financial institution located at 13 James P Kelly Way in Middletown, New York, United States. As a trusted financial advisor, Tammy Washalski specializes in providing personalized financial planning services to help individuals and families achieve their financial goals. With her Accredited Asset Management Specialist (AAMS™) designation, Tammy has the knowledge and expertise to offer tailored investment strategies and retirement planning solutions. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Tammy Washalski and Edward Jones are dedicated to helping you secure your financial future.

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.

Select Wealth Partners is a leading finance institution located at 12 Evergreen Drive in Middletown, New York, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your assets, Select Wealth Partners is committed to providing expert guidance and exceptional service. Contact us today to start building a secure financial future.

Alan Turken: Allstate Insurance is a well-established insurance agency located at 50 Carpenter Avenue in Middletown, New York. With a commitment to providing excellent customer service and comprehensive insurance coverage, Alan Turken and his team are dedicated to helping individuals and families protect what matters most. Whether you are in need of auto, home, life, or business insurance, you can trust Allstate to provide you with personalized insurance solutions tailored to your specific needs. Contact Alan Turken: Allstate Insurance today to learn more about how they can help you secure your financial future.