📍 27 Carpenter Ave, Middletown, NY, 10940
📞 224-255-5763
CDRS Professional Services was founded in 2007 to provide creative financial solutions for businesses and individuals. We are specialists in business, individual, financial planning and tax issues as well as various other financial factors that are unique to New York State and tri-state areas. We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. Because we are a small firm, we are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. Contact us today for more information!
📍 77 Ronald Reagan Blvd, Warwick, NY, 10990
📞 845-987-7220
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
📍 5 Mountainside Rd, Warwick, NY, 10990
📞 845-258-2400
📍 5 Hatfield Ln Ste 1b, Goshen, NY, 10924
📞 845-615-1482
🌐 ameriprise.com
📍 30 Matthews St Ste 301, Goshen, NY, 10924
📞 845-294-1322
📍 15 Matthews St, Goshen, NY, 10924
📞 845-669-0802
🌐 www.primerica.com/denisefore
Primerica Financial Services -Home Mortgages, Inc (Buying or Refinancing) Registered Mortgage Broker-New York State Banking Dept Equal Housing Opportunity -Life Insurance (Income Protection) National Benefit Life Home Office New York, NY -PFS Investments Inc. Home Office: 3120 Breckinridge, Blvd. Duluth, GA 30099-0001 -Long Term Care Insurance Long Term Care Ins Offered Through General Electric Capitol Assurance Company -Good Loan Program (Debt Management Program) Debt Management Program Offered Through Citi Bank -Pre-Paid Legal Services Inc. Corporate Offices: P.O. Box 145- One Pre Paid Way - Ada, OK 74821 Free Consultations On How Money Works We teach people how money works so they can make informed decisions about how to manage their finances. A combination of resources -- including our Primerica Financial Needs Analysis (FNA), a variety of educational brochures, -- explain the fundamental rules of money in simple, common sense terms. As part of the FNA, our representatives meet with families in their homes to educate them on how money works completely free of charge. We have Career Opportunities Available P/T or F/T We Train Call Robbie or Denise for more information: 845-796-9439 or 718-654-7121
📍 5 Hatfield Ln, Goshen, NY, 10924
📞 845-294-4391
📍 25 Main St Ste 1, Goshen, NY, 10924
📞 845-360-9486
📍 212 Dolson Ave, Middletown, NY, 10940
📞 845-341-5030
📍 40 Matthews St Ste 110, Goshen, NY, 10924
📞 845-291-7075