Insurance Broker in Birmingham, MI

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Top Birmingham, MI Insurance Brokerages

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David Purvis Farm Bureau Insurance Agency
5 out of 5
Location 1010 Bowers St ste a, Birmingham, MI 48009, USA
Phone (248) 644-6364
Directions
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Independent Financial Strategies
Location 330 E Maple Rd #408, Birmingham, MI 48009, USA
Phone (248) 350-3400 ext. 168
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Alliant Insurance Services, Inc.
Location 1050 Wilshire Dr #210, Troy, MI 48084, USA
Phone (248) 540-3131
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Howes Insurance
5 out of 5
Location 988 S Adams Rd # 205, Birmingham, MI 48009, USA
Phone (248) 723-1000
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Doeren Mayhew Insurance Group
5 out of 5
Location 305 W Big Beaver Rd #102, Troy, MI 48084, USA
Phone (248) 290-0650
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NBP ASSOCIATES
5 out of 5
Location 1050 Wilshire Dr Suite 280, Troy, MI 48084, USA
Phone (586) 484-8969
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BeneBiz Plus
5 out of 5
Location 755 W Big Beaver Rd, Troy, MI 48084, USA
Phone (248) 663-4009
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Randahl Agency - Meemic Insurance Agent
5 out of 5
Location 877 S Adams Rd #202, Birmingham, MI 48009, USA
Phone (248) 594-5700
Directions
Insurance Brokers in Birmingham, MI

Where Birmingham, MI Auto, Life & Health Insurance Brokers Serve

Birmingham, MI is a vibrant city with an array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Birmingham Theatre to the charming Shain Park, there's something for everyone in this bustling city. The top employers in the area include the renowned Beaumont Hospital, the prestigious Cranbrook Educational Community, and the innovative Automation Alley. Major highways and streets such as Woodward Avenue, I-75, and Maple Road make it easy to navigate around the city. The neighborhoods in Birmingham are diverse and unique, ranging from the upscale Quarton Lake Estates to the historic Poppleton Park. With so much to see and do, Birmingham is a city that truly has it all.

Birmingham, MI Insurance Broker Related Services

Banks and Credit Unions

Residents of Birmingham, MI can benefit from a bank in various ways. For instance, they can obtain loans to buy homes in the upscale neighborhoods that Birmingham is known for. Additionally, the bank can help residents save money by offering competitive interest rates on savings accounts and CDs. Furthermore, the bank can assist businesses in Birmingham with financing, which can help create job opportunities for the residents. The bank can also provide financial advice to residents on how to save for their children's college education, retirement, and other long-term goals. With the bank's online and mobile banking services, residents can conveniently manage their finances from anywhere in the world. In conclusion, a bank can be a valuable asset to residents of Birmingham, MI, by providing financial assistance and guidance to help them achieve their financial goals.

Retirement Planning

Residents of Birmingham, MI could greatly benefit from the expertise of a retirement planner. With its affluent community and high cost of living, Birmingham residents may face unique challenges when it comes to planning for retirement. A retirement planner can help individuals navigate the complexities of retirement planning, including maximizing retirement savings, creating a sustainable income stream, and developing a tax-efficient plan. Additionally, with Birmingham's proximity to Detroit and its history of economic volatility, a retirement planner can help residents prepare for unexpected financial challenges. By working with a retirement planner, Birmingham residents can feel confident that they are taking the necessary steps to secure their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Birmingham, MI can benefit from the expertise of a wealth manager in several ways. One specific aspect unique to Birmingham is the high property values and cost of living. A skilled wealth manager can assist in managing investments and creating a financial plan tailored to the individual's goals and lifestyle. They can also provide guidance on tax-efficient strategies and estate planning to ensure that residents can pass on their wealth to future generations. Additionally, with the city's proximity to Detroit, a wealth manager can help navigate the complexities of investing in the automotive industry and other local businesses. Overall, a wealth manager can provide valuable insights and strategies to help Birmingham residents achieve their financial goals and maintain their affluent lifestyles.

Financial Advisor

Residents of Birmingham, MI can benefit from the guidance of a financial advisor in numerous ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique economic environment of Birmingham, MI. With a median household income of $117,000, Birmingham is a wealthy community, but also has a high cost of living. A financial advisor can help residents navigate this environment by providing advice on investment strategies, retirement planning, and tax optimization. Additionally, Birmingham is home to many small business owners who may require assistance with financial planning, including managing cash flow, minimizing taxes, and planning for succession. A financial advisor can also help residents with estate planning, including creating a will or trust, and minimizing estate taxes. With the assistance of a financial advisor, residents of Birmingham, MI can achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Birmingham, MI can benefit from the expertise of a mortgage loan officer in a multitude of ways. Firstly, a loan officer can assist potential homebuyers in navigating the complex process of obtaining a mortgage loan, which can be particularly challenging in the current economic climate. Additionally, residents of Birmingham, MI can rely on the guidance of a loan officer to help them understand the unique challenges and opportunities presented by the local real estate market. For example, Birmingham, MI is known for its affluent neighborhoods and high-end properties, which can require specialized knowledge and experience to navigate. A skilled loan officer can help residents of Birmingham, MI to identify the best mortgage options for their specific needs and financial situation, and can provide valuable insights into the local real estate landscape. Ultimately, working with a mortgage loan officer can help residents of Birmingham, MI to achieve their dreams of homeownership and secure their financial future.

Tax Services

Residents of Birmingham, MI could greatly benefit from the expertise of a tax advisor in several ways. For instance, Birmingham is known for its high-end boutiques and luxury shopping, which means that many residents may have complex financial situations that require specialized knowledge. A tax advisor can help navigate the intricacies of tax laws and regulations, ensuring that residents are taking advantage of all available deductions and credits while avoiding costly mistakes. Additionally, Birmingham is home to many small business owners, who may need guidance on tax planning and compliance. A tax advisor can provide valuable advice on everything from payroll taxes to business structure, helping entrepreneurs to stay on top of their financial obligations and maximize their profits. Overall, a tax advisor can be an invaluable resource for residents of Birmingham, providing expert guidance and support for all their tax-related needs.

Estate Planning Lawyer

Residents of Birmingham, MI can benefit from the expertise of an estate planning lawyer in a number of ways. For example, the lawyer can assist in drafting wills and trusts to ensure that assets are distributed according to the individual's wishes. Additionally, the lawyer can provide guidance on tax planning strategies to minimize the tax burden on the estate. In Birmingham, MI, where the median home value is $603,000, property ownership is a significant consideration in estate planning. An estate planning lawyer can help residents navigate the complexities of transferring ownership of property, including real estate and business interests. Furthermore, the lawyer can provide advice on healthcare directives and powers of attorney to ensure that individuals' medical wishes are respected and their financial affairs are managed in the event of incapacity. Overall, an estate planning lawyer can provide invaluable assistance to residents of Birmingham, MI in planning for the future and protecting their assets.

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