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At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Financial principles and strategies
  • Retirement planning and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my financial products working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. 

Elie Engel


(845) 422-8080 ext 202

(845) 422-8081

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

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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