Insurance Broker in Bernalillo County, NM

We did the hard work of finding trustworthy partners in Bernalillo County, NM. Fill out the form to get connected.

Connect With an Insurance Agent

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Bernalillo County, NM Insurance Brokerages

generic_business-71
Greg Shamas - State Farm Insurance Agent
5 out of 5
Location 9680 Eagle Ranch Rd NW #2, Albuquerque, NM 87114, USA
Phone (505) 898-3648
Directions
generic_business-71
Heddy Long Insurance Broker
Location 3600 Menaul Blvd NE STE B, Albuquerque, NM 87110, USA
Phone (505) 889-6312
Directions
generic_business-71
Michelle Emsweller | Medicare Insurance Agent
5 out of 5
Location 6920 4th St NW, Los Ranchos De Albuquerque, NM 87107, USA
Phone (800) 803-5703
Directions
Insurance Brokers in Bernalillo County, NM

Where Bernalillo County, NM Auto, Life & Health Insurance Brokers Serve

Bernalillo County, located in the heart of New Mexico, is a bustling region that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Old Town Albuquerque to the breathtaking Sandia Mountains, Bernalillo County offers a diverse range of attractions that cater to all tastes. The county is home to major employers such as Sandia National Laboratories, University of New Mexico, and Albuquerque Public Schools, providing ample job opportunities for residents. The county is also traversed by major highways such as I-25, I-40, and NM-528, making transportation a breeze. Neighborhoods such as Nob Hill, Downtown, and Northeast Heights offer unique experiences for residents and visitors alike, with a plethora of restaurants, shops, and entertainment options. Overall, Bernalillo County is a vibrant and exciting place to live, work, and play.

Bernalillo County, NM Insurance Broker Related Services

Banks and Credit Unions

Residents of Bernalillo County, NM would greatly benefit from the services of a bank in several ways. Firstly, with a population of over 678,000, the county is the most populous in New Mexico, making it a hub for various economic activities. A bank would provide residents with access to financial resources such as loans, mortgages, and credit facilities, which could be used to start or expand businesses, purchase homes, and pay for education. Additionally, Bernalillo County is home to several Native American tribes, including the Navajo Nation, which has a large population in the area. A bank could provide financial education and resources to these communities, which often face unique financial challenges. Furthermore, Bernalillo County is known for its diverse cultural heritage, with a significant Hispanic population. A bank could offer bilingual services and tailor financial products to meet the specific needs of this community.

Retirement Planning

Residents of Bernalillo County, NM can greatly benefit from the services of a retirement planner. With a population of over 680,000, Bernalillo County is the most populous county in New Mexico. This means that many individuals are likely facing the challenges of planning for retirement, such as managing their finances and ensuring that they have enough savings to support themselves in their later years. A retirement planner can provide valuable guidance on topics such as investment strategies, tax planning, and estate planning, helping residents of Bernalillo County to make informed decisions about their financial futures. Additionally, given the county's diverse population, retirement planners can offer tailored advice and support to individuals with different backgrounds and needs, ensuring that everyone has access to the resources they need to plan for a secure and comfortable retirement.

Wealth Management

Residents of Bernalillo County, NM can benefit from the expertise of a wealth manager in several ways. Firstly, with a population of over 680,000, Bernalillo County is the most populous county in New Mexico and has a diverse economy that includes healthcare, education, and government. A wealth manager can help residents navigate the complexity of this economy and develop personalized investment strategies that align with their financial goals. Additionally, Bernalillo County has a significant Hispanic population, with over 48% of residents identifying as Hispanic or Latino. A wealth manager with cultural competency can provide tailored advice and support to these residents, taking into account their unique cultural and financial needs. Finally, Bernalillo County is home to several Native American communities, including the Pueblo of Sandia and the Pueblo of Isleta. A wealth manager with experience working with Native American communities can provide specialized financial planning and investment strategies that take into account the unique legal and cultural considerations of these communities.

Financial Advisor

Residents of Bernalillo County, NM stand to benefit greatly from the guidance of a financial advisor. With the county being home to Albuquerque, the largest city in the state, there are a plethora of investment opportunities available to those who seek them. However, navigating these options can be overwhelming, especially for those who are new to the area or lack experience in financial planning. A financial advisor can provide residents with expert advice on how to manage their finances, including creating a budget, saving for retirement, and investing in stocks, bonds, and real estate. Additionally, with the county's large Hispanic population, a financial advisor who is bilingual and culturally sensitive can be especially helpful in bridging the gap between clients and financial institutions. Overall, the services of a financial advisor can help residents of Bernalillo County achieve their financial goals and secure a brighter future for themselves and their families.

Mortgage Loan Officer

Residents of Bernalillo County, NM would greatly benefit from the expertise of a mortgage loan officer. With a population of over 680,000 people, Bernalillo County is the most populous county in New Mexico. This means that there is a high demand for housing and a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage. Additionally, Bernalillo County is home to Albuquerque, the largest city in the state. The city's diverse economy and cultural offerings make it an attractive place to live, but also means that the housing market can be competitive. A mortgage loan officer can help residents find the best mortgage options for their unique financial situation and guide them through the application process. Furthermore, Bernalillo County has a significant Hispanic population, with over 47% of residents identifying as Hispanic or Latino. A mortgage loan officer who is bilingual and culturally competent can provide valuable support to these residents in navigating the mortgage process and ensuring that their needs are met.

Tax Services

Residents of Bernalillo County, NM can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by providing guidance on tax planning and preparation. With a complex tax system in place, residents of Bernalillo County, NM may be unaware of the various tax credits and deductions available to them. A tax advisor can help them identify these tax-saving opportunities and ensure that they are taking advantage of them. Moreover, Bernalillo County, NM has a diverse population, including many small business owners and self-employed individuals. These individuals may need assistance with tax compliance, payroll taxes, and bookkeeping. A tax advisor can provide them with the necessary tools and knowledge to stay on top of their tax obligations and avoid costly penalties. Additionally, Bernalillo County, NM has a high poverty rate, and many residents may be eligible for tax relief programs such as the Earned Income Tax Credit (EITC) and the Child Tax Credit (CTC).

Estate Planning Lawyer

Residents of Bernalillo County, NM can benefit from the services of an estate planning lawyer in several ways. For instance, an estate planning lawyer can assist residents in creating a comprehensive estate plan that outlines their wishes for the distribution of their assets upon death. This is particularly important in Bernalillo County, NM, where the population is diverse and includes a significant number of Native Americans. Native American estate planning can be complex due to the unique laws and regulations that govern their land and assets. Additionally, an estate planning lawyer can help residents minimize taxes and avoid probate, which can be time-consuming and costly. They can also help residents with long-term care planning, including setting up trusts and powers of attorney to ensure that their medical and financial needs are met in the event of incapacitation. Overall, an estate planning lawyer can provide invaluable assistance to residents of Bernalillo County, NM in protecting their assets and ensuring that their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs