Our Firm

We are an independent financial firm committed to helping individuals, families, and small businesses pursue their financial goals.  We offer a wide range of financial products and comprehensive services to our clients to help them meet their personal and business planning objectives.  Through consistent effort and integrity, Midtown Financial has built a solid base of loyal clients.

We work with your needs in mind. Through our association with Kestra Investment Services, LLC we have access to top providers and products including stocks, bonds, ETFs and alternative investment solutions through an open-archetecture platform and relationship with a wide array of financial product providers.  As a result, we are able to provide you with an appropriate investment portfolio based on your specific needs.

Please call us if you have any questions about our firm or the range of financial products and services we provide.  Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.