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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Elie Engel

President

(845) 422-8080 ext 202

(845) 422-8081

Eengel@engelfinancials.com

Elie, born and bred in Montreal, Canada; is a highly educated financial representative with over 12 successful years in the life insurance industry. The expertise he possesses is intrinsic, inherited from his father who excelled in...

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Yitzy Mermelstein

Director of Operations

(845) 422-8080 ext 201

(845) 422-8081

Ymermelstein@engelfinancials.com

Yitzy is a Brooklynite who currently resides in Monsey, NY. He joined Engel Financial Services in 2015. With his genuine dedication and intelligence, he brought Engel Financial Services to great heights. Yitzy specializes in creating...
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