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Financial Advisors in Middletown, NY

How to choose a financial advisor in Middletown

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Kim Dubin

Financial Advisor

Pfs Investments Inc.

Middletown, NY

ProfileNo contact yet

Allison Gaudio

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Middletown, NY

ProfileNo contact yet

Kieran Kreider

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Middletown, NY

ProfileNo contact yet

Derek Dimino

Financial Advisor

KESTRA PRIVATE WEALTH SERVICES, LLC

Middletown, NY

ProfileNo contact yet

Gregory Lutfy

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Middletown, NY

ProfileNo contact yet

Grace Lutfy

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Middletown, NY

ProfileNo contact yet

Thomas McGimpsey

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Middletown, NY

ProfileNo contact yet
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