Contact Our Middletown Financial Advisor

What Happens When You Call

A real person answers and asks what brought you to us. Maybe retirement is getting close, a parent has passed, or you want to know if your portfolio still fits your goals. We note the basics and find a time to meet.

We keep that first call careful. We never ask for account passwords, PINs or your full Social Security number over the phone, and nobody will push a product before we understand your situation. If retirement planning or life insurance consulting sounds relevant, we'll explain what a meeting would cover. You decide whether to go further.

Helpful to Have Ready Before You Call

1. A few words on what prompted the call, such as a retirement date or a change in your family.
2. A rough list of the accounts you hold, like a 401(k), IRA or insurance policy, without account numbers.
3. A few days that work for a meeting, and whether you prefer our office, phone or video.
4. The names of anyone you'd like included, such as a spouse or adult child.

Hours

Mon-Fri

8am-8pm

Sat-Sun

Closed