As of October 1, 2024, Midtown Financial officially merged with 1925 Financial. This important step marked the beginning of a thoughtful transition as Al Roche prepares for his retirement on October 1, 2025.
While Al will continue to be present and involved over the coming months, we’ve been working behind the scenes to ensure a seamless handoff to the trusted professionals at 1925 Financial.
Starting October 1, 2025, your day-to-day financial guidance will be supported by the experienced team at 1925 Financial. This dedicated group includes Jason Dudum, Isabelle Alexander, Kristine Anile, and Rachel Dawes — professionals with over 60 combined years of experience in the financial planning industry.
Each team member brings deep expertise and a client-first approach, ensuring that your retirement planning and financial goals remain the priority. You can count on their guidance, insight, and care as you continue your journey toward financial success.
If you have any questions or would like to connect with us, please call 800-574-9900 or use our contact form — we’re here to help.
What You Can Expect
- Ongoing personalized support from a dedicated team who knows your plan.
- A smooth transition with Al involved through October 2025.
- Access to expanded resources and broader financial planning capabilities.
This transition was planned with great care to ensure continuity, stability, and the same level of service you’ve come to expect. Thank you for your trust — and for being part of this exciting next chapter.