TOP 30 Investment management firms in Middletown, New York

8 results found

Merrill Lynch Wealth Management, located at 90 Crystal Run Road in Middletown, New York, is a finance institution dedicated to helping clients align their investments with their values and financial goals. The experienced advisors at the MIDDLETOWN NY branch offer personalized financial strategies, retirement income planning, estate planning services, and guidance on various investment options. Committed to client satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to create long-term financial strategies tailored to their individual needs. The branch also actively participates in volunteerism and charitable outreach to support the communities in which they operate. With access to industry analysts and specialists, Merrill Lynch advisors have the resources to fully understand each client's financial situation and collaborate on creating personalized financial plans.

Michael O'Leary is a reputable law firm located at 225 Dolson Avenue in Middletown, New York. With a team of experienced and dedicated lawyers, they provide expert legal services to individuals and businesses in the United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, Michael O'Leary is committed to delivering top-notch representation and achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Michael O'Leary is here to help. Contact them today to schedule a consultation and discuss your legal needs.

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.

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.

Summer Mangels is a financial institution located at 390 Crystal Run Road in Middletown, New York. As an ATM and financial services provider, we offer convenient access to cash and a range of financial products to meet our customers' needs. Our friendly staff is dedicated to providing excellent service and helping our clients achieve their financial goals. Visit us today for all your banking needs.

Commonwealth Financial Network is a finance institution located at 110 Crystal Run Road in Middletown, New York, United States. As a leading financial services firm, Commonwealth offers a wide range of services including investment management, retirement planning, wealth management, and financial advisory services. With a team of experienced professionals, Commonwealth is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Commonwealth Financial Network is committed to providing personalized solutions and expert guidance to help you succeed.

Sal G Lucido: Primerica - Financial Services is a reputable finance and insurance agency located at 2277 Goshen Turnpike in Middletown, New York, United States. With a focus on providing top-notch financial services to individuals and families, the institution offers a range of products including investment strategies, retirement planning, and insurance options. Led by experienced professionals, Sal G Lucido: Primerica - Financial Services is dedicated to helping clients achieve their financial goals and secure their future. Visit their office today to learn more about their services and how they can assist you in building a strong financial foundation.

ReyMar Properties LLC is a premier real estate agency located at 20 Franklin Street in Middletown, New York. Our team of experienced professionals is dedicated to helping clients buy, sell, and rent properties in the United States. With a focus on personalized service and attention to detail, ReyMar Properties LLC is committed to finding the perfect home or investment property for every client. Contact us today to learn more about how we can help you achieve your real estate goals.