Your Bridge to Retirement

Trusted Financial Professionals serving New York and New Jersey since 1997

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PLANNING FOR RETIREMENT TODAY IS DIFFERENT THAN IT USED TO BE! 

Living longer has some serious advantages, but with Social Security benefits, personal investments, & pensions becoming less dependable— it is essential to take more control of your financial future.

 
Our Services

Helping individuals recognize potential risks when planning for retirement and identifying appropriate solutions.

About Us

Brideside Insurance Agency

Bridgeside Insurance Agency opened its doors in 1997 in Middletown, NY. After moving to their current location in Chester, NY in 2000,  Bridgeside Insurance Agency became a household name. Having over 30 years of industry experience, co-owners, Roy Kalmus and Mike Davis help individuals identify unique retirement risks and provide personalized lifetime income planning solutions.