Financial advisors in Middletown, NY
20 financial advisors listed in Middletown, New York. 19 with a phone number and 19 with a website.
Middletown accounts for 0% of the financial advisors listed in New York and ranks #67 among New York cities for financial advisors.
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Quick answer
Middletown, NY has 20 financial advisors listed on USA Business Search. 19 list a phone number and 19 list a website. The most listings are in ZIP codes 10940, 10941.
Updated October 2026Merrill Lynch Wealth Management
Select Wealth Partners
H&R Block
Credit Card Broker
Solid Tax Solutions
A&M Income Tax and Accounting
ATAX
Cdrs Professional Services
Commonwealth Financial Network
Easy Debt Solutions Llc
Edward Jones - Financial Advisor: Ulana M Emerson
Hudson Valley Tax Services
Mariusz Kurylo-edward Jones
Provident Bancorp
Romero Financial Services
Smart Choice Bookkeeping and Tax Preparation
STAT - Select Tax & Accounting Team
The Chech Cashing Place
Upstate Tax Solutions
How to choose a financial advisor in Middletown
- Ask how they are paid: fees, commissions or both.
- Check licenses and any disciplinary history before you hand over money.
- Get every quote or recommendation in writing.
Check the license: FINRA BrokerCheck.
Common questions
How many financial advisors are listed in Middletown, New York?
USA Business Search shows 20 financial advisors in Middletown. 19 list a phone number and 19 list a website.
Which ZIP codes do these listings cover?
They include ZIP codes 10940, 10941.
How do I choose a financial advisor in Middletown?
Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.
How do financial advisors in Middletown compare with the rest of New York?
Middletown has 0% of the 13,179 financial advisors listed in New York, which ranks #67 among New York cities for this category.
How do I add or fix a listing?
Listings are free. Use Add your business, or the Claim or fix link on any listing.
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