Insurance Broker in Cornelius, NC

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Top Cornelius, NC Insurance Brokerages

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policyline insurance
5 out of 5
Location 18809 W Catawba Ave #101, Cornelius, NC 28031, USA
Phone (704) 768-1880
Directions
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John Cherry - State Farm Insurance Agent
4 out of 5
Location 16501 Northcross Dr, Huntersville, NC 28078, USA
Phone (704) 892-6767
Directions
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Eric Getz - State Farm Insurance Agent
5 out of 5
Location 16630 Northcross Dr Suite 104, Huntersville, NC 28078, USA
Phone (704) 509-6169
Directions
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Liberty Mutual Car Insurance
Location 20525 N Main St, Cornelius, NC 28031, USA
Phone (704) 742-2702
Directions
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Goosehead Insurance - Lloyd Louchez
Location 106 Langtree Village Dr #301, Mooresville, NC 28117, USA
Phone (704) 496-0758
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Charlotte Insurance - A Hilb Group Company
5 out of 5
Location 16930 W Catawba Ave #206, Cornelius, NC 28031, USA
Phone (704) 554-0228
Directions
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Parks Insurance Group - Nationwide Insurance
5 out of 5
Location 9713 Northcross Center Ct STE 102, Huntersville, NC 28078, USA
Phone (704) 548-0500
Directions
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Crouch Insurance Services Inc
5 out of 5
Location 452 S Main St, Davidson, NC 28036, USA
Phone (704) 892-3814
Directions
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Carolina Plus Insurance
5 out of 5
Location 18505 Statesville Rd # A04, Cornelius, NC 28031, USA
Phone (980) 270-2003
Directions
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The Becker Agency
Location 20222 N Main St, Cornelius, NC 28031, USA
Phone (800) 618-1787
Directions
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Partners Insurance Agency
4 out of 5
Location 17505 W Catawba Ave #250, Cornelius, NC 28031, USA
Phone (704) 896-9865
Directions
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Kris Kozdras - State Farm Insurance Agent
5 out of 5
Location 19425 Liverpool Pkwy b, Cornelius, NC 28031, USA
Phone (704) 892-9200
Directions
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Nationwide Insurance: Jackson Insurance Services, Inc.
5 out of 5
Location 19824 W Catawba Ave ste d, Cornelius, NC 28031, USA
Phone (704) 892-6004
Directions
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Burchfield Insurance Group
5 out of 5
Location 21351 Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 785-8493
Directions
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Charlotte Benefit Solutions
Location 18832 Nautical Dr #54, Cornelius, NC 28031, USA
Phone (586) 275-9316
Directions
Insurance Brokers in Cornelius, NC

Where Cornelius, NC Auto, Life & Health Insurance Brokers Serve

Cornelius, NC is a charming town located in Mecklenburg County, North Carolina, that boasts of a rich history and an array of landmarks that are sure to captivate any visitor. From the iconic Lake Norman, which is the largest man-made lake in the Carolinas, to the historic Cornelius Town Hall, there is no shortage of fascinating sights to see in this quaint town. The town is home to several top employers, including Aquesta Bank, Lake Norman Regional Medical Center, and The Peninsula Club. These companies provide ample employment opportunities for the residents of Cornelius and contribute significantly to the town's economy. Cornelius is conveniently located near several major highways, including I-77, which runs through the town's center, making it easily accessible to visitors and commuters alike. The town's main streets, including Catawba Avenue, Torrence Chapel Road, and Westmoreland Road, are bustling with activity and lined with unique shops, restaurants, and businesses.

Cornelius, NC Insurance Broker Related Services

Banks and Credit Unions

Residents of Cornelius, NC can benefit from a bank in various ways. For instance, a bank can provide financial assistance to small businesses and entrepreneurs in the area, which can help boost the local economy. Additionally, banks can offer loans and mortgages to residents who are looking to purchase homes or make home improvements. Given that Cornelius is a rapidly growing town with a population of over 30,000 people, having access to reliable financial services is crucial. Moreover, banks can help residents manage their finances by offering them savings accounts, checking accounts, and credit cards. With the town's proximity to Lake Norman, a popular tourist destination, banks can also provide services such as foreign currency exchange and travel insurance. Overall, a bank can play a vital role in the lives of Cornelius residents by providing them with the financial resources and support they need to achieve their goals and improve their quality of life.

Retirement Planning

Residents of Cornelius, NC can benefit from the expertise of a retirement planner in a variety of ways. One of the most common ways is by helping them create a comprehensive retirement plan that takes into account their specific financial situation and goals. This includes developing a budget, identifying potential sources of income, and creating a strategy for managing and investing their assets. Additionally, retirement planners can assist Cornelius residents with navigating the complexities of Social Security and Medicare, as well as providing guidance on long-term care and estate planning. Given the unique demographics of Cornelius, with a growing population of retirees and a high cost of living, the guidance of a retirement planner can be particularly valuable in ensuring that residents are able to achieve their retirement goals and maintain their financial security throughout their golden years.

Wealth Management

Residents of Cornelius, NC could benefit greatly from the expertise of a wealth manager. With the town's proximity to Lake Norman, many residents may have invested in lakefront property or other real estate ventures. A wealth manager can provide guidance on managing and growing these investments, as well as creating a diversified portfolio to mitigate risk. Additionally, Cornelius is home to several thriving small businesses, and a wealth manager can assist in creating retirement plans and other benefits packages for employees. With the town's growing population and economic development, a wealth manager can help Cornelius residents navigate the complex financial landscape and achieve their long-term financial goals.

Financial Advisor

Residents of Cornelius, NC can benefit from the services of a financial advisor in several ways. One of the most common ways is by receiving guidance on how to invest their money wisely. Cornelius, NC is a rapidly growing town with a thriving economy, and as such, there are numerous investment opportunities available. However, navigating the complexities of the financial market can be challenging for the average resident. A financial advisor can help residents identify investment options that align with their financial goals and risk tolerance. Additionally, a financial advisor can provide guidance on retirement planning, tax planning, and estate planning. These services can be particularly valuable for residents of Cornelius, NC, many of whom are high-net-worth individuals with complex financial situations. Overall, a financial advisor can help residents of Cornelius, NC secure their financial futures and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Cornelius, NC can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can offer guidance on the best mortgage options available, including fixed-rate and adjustable-rate mortgages, to fit the specific needs of the borrower. Additionally, the loan officer can assist in identifying down payment assistance programs and other financial resources that may be available to residents of Cornelius, NC. With the town's proximity to Lake Norman, a knowledgeable loan officer can also offer insight into mortgage options for waterfront properties, which may require specialized financing. Furthermore, a mortgage loan officer can help residents navigate the complex application process, ensuring that all necessary documentation is submitted on time and in compliance with lending regulations. By working with a mortgage loan officer, residents of Cornelius, NC can feel confident that they are making informed decisions about their home financing options.

Tax Services

Cornelius, NC is a vibrant community with a diverse population that has unique tax needs. A tax advisor can assist residents in navigating the complex tax system and ensuring they are paying the correct amount of taxes. For example, many residents in Cornelius, NC own waterfront properties, which can create tax challenges. A tax advisor can help these residents understand the tax implications of owning a waterfront property, such as property tax rates, insurance requirements, and deductions. Additionally, Cornelius, NC is home to many small businesses, and a tax advisor can help these business owners maximize their deductions and minimize their tax liability. Overall, a tax advisor can provide invaluable assistance to the residents of Cornelius, NC, helping them make informed decisions and avoid costly tax mistakes.

Estate Planning Lawyer

Residents of Cornelius, NC can benefit from the guidance of an estate planning lawyer in a multitude of ways. One specific example is the lawyer's ability to assist with the creation of a comprehensive plan for the transfer of property and assets in the event of death or incapacity. Cornelius, NC is a rapidly growing town, with a population increase of over 30% in the last decade alone. As such, many residents may be unfamiliar with the intricacies of estate planning and the potential legal pitfalls that can arise without proper preparation. An experienced lawyer can help residents navigate these complexities and ensure that their assets are distributed according to their wishes, while also minimizing tax liabilities and other potential legal issues. Additionally, the lawyer can provide guidance on other important matters, such as healthcare directives and powers of attorney, which can be crucial in the event of unexpected illness or injury.

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