ABOUT US

Insurance Professionals Serving New York & New Jersey 

Our Company

Bridgeside Insurance Agency opened its doors in 1997 in Middletown, NY. Co-Owners, Roy Kalmus and Michael Davis, bought their current office building in 2000. Nestled in a quaint little corner of Chester, NY, Bridgeside Insurance became a household name. With each having over 30 years of industry experience, Roy and Mike help individuals and families handle retirement income concerns when planning their retirement. With each client, they like to take a more personal approach and it is this approach that has allowed them to continue to grow their practice. In an effort to serve more people and be more convenient for their clients, they’ve recently opened a second office in Franklin, NJ and as an added bonus, they are licensed in New York, New Jersey, Pennsylvania, Connecticut, North Carolina, Delaware, Nevada and Florida.

 

Helping to ease concerns, Bridgeside Insurance Agency strives to be your bridge to retirement.

Financial, Insurance Agency in New Jersey, New York
Our Team
Roy Kalmus, Financial Advisor, Bridgeside Insurance Agency
Roy Kalmus

Roy graduated from City College of New York in 1974 with a degree in Accounting. Shortly after working in finance and accounting, Roy was introduced to the Insurance industry, where he has been working for over 30 years. Roy specializes in working with individuals, families, and businesses, helping them plan for retirement using some of the most tax- favored principles. He also focuses on helping clients create, protect and distribute their retirement assets.

 

For over 40 years Roy and his wife Joyce have called Monroe, NY home. Together, he and Joyce love taking their cars to classic car shows, rescuing animals, and their favorite, is being able to spend time with their grown children and 4 grandchildren.

Mike Davis, Financial Advisor, Bridgeside Insurance Agency
Michael Davis

Mike graduated from Iona College in 1985 with a degree in Marketing. He started his insurance career in 1990 as a Disability Income insurance specialist. For over 30 years, Mike has been specializing in retirement income planning strategies for individuals that are retired or are nearing retirement. One of his primary focuses is to help people recognize their unique potential retirement risks, identify any potential income gaps between what is expected and needed for their retirement, and provide lifetime income solutions for a safe and more secure retirement.

 

Mike and his wife Grace have resided in Warwick, NY for the last 25 years. Together they have two children, a daughter who is a doctor of Physical Therapy in Warwick, NY and a son who is a Communications Manager at Forbes in Jersey City, NJ. When not enjoying family activities year-round, they enjoy spending time at the beach, hiking with their dog, and playing golf.

“Our firm believes in providing personal service to every client. This allows us the opportunity to develop a strategy that is designed for each individual’s unique retirement needs. Being an independent agency allows us to work with virtually any carrier, representing the clients best interest and not any particular company.”