Steve Hakim - Raymond James

Pucci Financial of Raymond James is a trusted financial advisory firm located in Goshen, NY. With over 100 years of combined experience, their team specializes in customizing investment portfolios to meet the specific goals and needs of each client. They offer personalized attention and a range of specialized services to help manage wealth, build legacies, and provide total financial guidance. At Pucci Financial, they believe in the old-fashioned approach of building investment portfolios by hand, ensuring that each investment is carefully selected to fit the client's life. Their team of experienced professionals is dedicated to providing personalized portfolio management and keeping clients connected to their wealth at every moment. With a focus on preserving capital and managing risk, Pucci Financial offers a holistic approach to financial planning and a trusted financial relationship that allows clients to focus on their successful lives.Generated from the website

Primerica Financial Services in Middletown is dedicated to empowering individuals to make informed financial decisions through education. Their mission is to match clients with the right financial solutions to help them achieve their unique financial goals. With a focus on education and personalized financial planning, Primerica Financial Services in Middletown strives to provide clients with the tools and knowledge needed to secure their financial future. Generated from their website's infomation

Located in Brookfield, CT, Primerica Financial Services is a dedicated organization focused on empowering middle-income families to attain greater financial security through educational resources and personalized guidance. With a needs-based approach at the core of their services, Primerica offers tailored solutions including term life insurance, mutual funds, annuities, and retirement options designed to align with the unique financial goals and circumstances of each client. Beyond financial products, they provide accessible education on key topics such as budgeting, debt reduction, savings planning, protection, and wealth building strategies, aiming to equip individuals with the knowledge needed to make informed decisions for long-term financial well-being. At Primerica, the mission is clear: to support families by offering practical knowledge and respectful assistance, ensuring that clients feel empowered in their financial journey. Through a combination of personalized support and comprehensive resources, Primerica strives to foster a culture of informed decision-making and financial literacy, ultimately helping families navigate their financial futures with confidence and clarity. With a commitment to education and guidance, Primerica stands as a beacon of support for those seeking to enhance their financial stability and secure a prosperous future. Generated using this brand's available information