Insurance Broker in Cold Spring Harbor, NY

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Top Cold Spring Harbor, NY Insurance Brokerages

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Pamela W. Doyle - Associate Real Estate Broker at Daniel Gale Sotheby's International Realty
Location 5 Main St, Cold Spring Harbor, NY 11724, USA
Phone (631) 988-1708
Directions
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Sonny Sahni - State Farm Insurance Agent
5 out of 5
Location 365 Jericho Turnpike, Syosset, NY 11791, USA
Phone (516) 802-3333
Directions
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EPIC Insurance Brokers & Consultants
Location 175 W Carver St, Huntington, NY 11743, USA
Phone (631) 271-0600
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Steven C McCarty Agency | Insurance Broker
Location 35 Audrey Ave, Oyster Bay, NY 11771, USA
Phone (516) 326-3580
Directions
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Commercial Insurance
Location Harbor Rd, Cold Spring Harbor, NY 11724, USA
Phone (631) 317-8028
Directions
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Affiliated Insurance Agency, Inc.
Location 255 Executive Dr #308, Plainview, NY 11803, USA
Phone (516) 576-0166
Directions
SEC File# 801-68376
CRD# 29102
Location 37 Main St, Cold Spring Harbor, NY 11724, USA
Phone (631) 757-1500
Directions
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Hamptons Risk Management Insurance Agency - Kevin Callahan Agent - Huntington
Location 294 New York Ave #1b, Huntington, NY 11743, USA
Phone (631) 271-1615
Directions
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ASAP Insurance Brokerage
SEC File# 801-121897
CRD# 281432
5 out of 5
Location 200 Broadhollow Rd suite 207, Melville, NY 11747, USA
Phone (888) 205-6660
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Joe Mattera - State Farm Insurance Agent
5 out of 5
Location 82 Main St Ste 101, Huntington, NY 11743, USA
Phone (631) 683-5400
Directions
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Jeanette Redding, Insurance Agent | Comparion Insurance Agency
5 out of 5
Location 102 Vanderbilt Motor Pkwy Ste 220, Hauppauge, NY 11788, USA
Phone (631) 639-3794
Directions
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Adam Shulman: Allstate Insurance
5 out of 5
Location 85 Main St, Cold Spring Harbor, NY 11724, USA
Phone (631) 328-2281
Directions
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K Bell Associates, Inc.
5 out of 5
Location 49 Main St, Cold Spring Harbor, NY 11724, USA
Phone (631) 659-3326
Directions
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Peggy Moriarty - Associate Real Estate Broker at Daniel Gale Sotheby's International Realty
Location 5 Main St, Cold Spring Harbor, NY 11724, USA
Phone (516) 769-2843
Directions
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Salerno Brokerage Corporation
5 out of 5
Location 117 Oak Dr, Syosset, NY 11791, USA
Phone (516) 364-4044
Directions
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John Messina, Associate Real Estate Broker, Daniel Gale Sotheby's International Realty
5 out of 5
Location 5 Main St, Cold Spring Harbor, NY 11724, USA
Phone (516) 241-0761
Directions
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Life Strategies Plus LLC
Location 3029, E 17th St, Huntington Station, NY 11746, USA
Phone (631) 875-1550
Directions
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Gerald Cawley - State Farm Insurance Agent
4 out of 5
Location 3034 Jericho Turnpike, East Northport, NY 11731, USA
Phone (631) 462-1717
Directions
Insurance Brokers in Cold Spring Harbor, NY

Where Cold Spring Harbor, NY Auto, Life & Health Insurance Brokers Serve

Cold Spring Harbor, NY is a quaint hamlet located on the North Shore of Long Island. It is known for its picturesque scenery, historic landmarks, and world-renowned research institutions. One of the most notable landmarks is the Cold Spring Harbor Laboratory, which has been a hub for groundbreaking scientific discoveries for over a century. The hamlet is also home to the Cold Spring Harbor Fish Hatchery and Aquarium, which offers a unique opportunity to observe and learn about local aquatic life. Top employers in the area include Cold Spring Harbor Laboratory, Northwell Health, and the Cold Spring Harbor Central School District. Major highways that run through the hamlet include Route 25A and the Northern State Parkway, providing easy access to neighboring towns and cities. Cold Spring Harbor is divided into several distinct neighborhoods, each with its own charm and character. The Village of Cold Spring Harbor is the heart of the hamlet, featuring a variety of shops, restaurants, and historic buildings.

Cold Spring Harbor, NY Insurance Broker Related Services

Banks and Credit Unions

Cold Spring Harbor, NY is a quaint village that is home to many affluent residents. One of the most common ways that a bank could help these residents is by providing personalized financial advice and investment strategies. With a median household income of over $150,000, many residents of Cold Spring Harbor are looking for ways to grow and protect their wealth. A bank with experienced financial advisors could offer guidance on everything from retirement planning to estate planning. Additionally, with the village's proximity to the water, many residents may be interested in financing a boat or other watercraft. A bank could provide competitive rates and flexible payment options for these types of purchases. Overall, a bank that caters to the unique needs of Cold Spring Harbor residents could be a valuable resource for those looking to manage their wealth and achieve their financial goals.

Retirement Planning

Residents of Cold Spring Harbor, NY could benefit from the expertise of a retirement planner in several ways. One specific aspect of Cold Spring Harbor that a retirement planner could address is the high cost of living in the area. With a median home value of over $1 million, many residents may struggle to save for retirement while meeting their daily expenses. A retirement planner could help residents navigate this challenge by creating a personalized plan that takes into account their unique financial situation and goals. This could include strategies for maximizing retirement savings, such as contributing to tax-advantaged accounts like IRAs and 401(k)s, as well as exploring investment options that offer potential for growth. Additionally, a retirement planner could advise residents on ways to reduce their expenses and make the most of their retirement income, such as downsizing their home or relocating to a more affordable area. By working with a retirement planner, residents of Cold Spring Harbor can gain peace of mind knowing that they are taking proactive steps to secure their financial future.

Wealth Management

Residents of Cold Spring Harbor, NY may benefit from the expertise of a wealth manager in various ways. One specific example is the management of their investment portfolios. With the town's proximity to New York City, many residents may have substantial investments in the stock market or other financial instruments. A wealth manager can assist in making informed investment decisions, taking into account the unique needs and goals of each individual. Furthermore, with Cold Spring Harbor being a popular destination for boaters and water enthusiasts, a wealth manager can also provide guidance on insurance and risk management for high-value assets such as boats and waterfront properties. Overall, a wealth manager can help residents of Cold Spring Harbor navigate the complexities of the financial world and make informed decisions that align with their long-term financial objectives.

Financial Advisor

Residents of Cold Spring Harbor, NY could greatly benefit from the guidance of a financial advisor in a variety of ways. With its high cost of living and proximity to New York City, many residents may struggle to balance their finances and plan for their future. A financial advisor could assist with creating a budget that accounts for the unique expenses of living in this area, such as property taxes and commuting costs. Additionally, they could offer advice on investing in the local real estate market, which is known for its high property values and potential for profit. Furthermore, with Cold Spring Harbor being home to many successful professionals and business owners, a financial advisor could provide valuable insight on tax planning and wealth management strategies to help them achieve their financial goals.

Mortgage Loan Officer

Residents of Cold Spring Harbor, NY may seek the assistance of a mortgage loan officer for a variety of reasons. One of the most common reasons is to secure financing for a home purchase. With its proximity to the water and picturesque scenery, Cold Spring Harbor is a desirable location for many homebuyers. However, the high cost of living in the area can make it challenging for residents to afford a home on their own. A mortgage loan officer can help residents navigate the complex process of securing a mortgage and find the best loan options for their unique financial situation. Additionally, many residents of Cold Spring Harbor may be looking to refinance their existing mortgages to take advantage of lower interest rates or to access equity in their homes. A mortgage loan officer can provide guidance and support throughout the refinancing process, helping residents save money and achieve their financial goals.

Tax Services

Residents of Cold Spring Harbor, NY can benefit from the expertise of a tax advisor in a multitude of ways. Specifically, due to the high property values and affluent population in the area, a tax advisor can provide guidance on maximizing deductions and minimizing tax liabilities for homeowners and small business owners alike. Additionally, with the recent changes to the tax code, a tax advisor can help residents navigate the complexities of the new laws and ensure compliance. Furthermore, for those who may have inherited wealth or assets, a tax advisor can assist with estate planning and minimizing estate taxes. Overall, a tax advisor can provide invaluable assistance to residents of Cold Spring Harbor, NY in navigating the intricacies of the tax system and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Cold Spring Harbor, NY can benefit from the expertise of an estate planning lawyer in many ways. For instance, the lawyer can help them create a comprehensive estate plan that takes into account the unique features of the area, such as the high property values and the prevalence of waterfront properties. The lawyer can also assist residents in minimizing their tax liabilities by creating trusts or other estate planning tools that can help them pass on their assets to their heirs without incurring significant tax penalties. Additionally, the lawyer can help residents navigate the complex legal landscape of estate planning, which can include issues such as probate, guardianship, and power of attorney. By working with an estate planning lawyer, residents of Cold Spring Harbor can ensure that their assets are protected and their wishes are carried out after they pass away.

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