Insurance Broker in Dedham, MA

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Top Dedham, MA Insurance Brokerages

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Brown & Brown of Massachusetts
3 out of 5
Location 980 Washington St Suite 325, Dedham, MA 02026, USA
Phone (781) 455-6664
Directions
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Edward F. Sullivan Insurance Agency
5 out of 5
Location 507 High St, Dedham, MA 02026, USA
Phone (781) 326-5836
Directions
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Dedham Insurance Agency
5 out of 5
Location 394 Washington St, Dedham, MA 02026, USA
Phone (781) 326-0109
Directions
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KW Insurance Agency
5 out of 5
Location 414 Washington St, Dedham, MA 02026, USA
Phone (781) 751-9080
Directions
Insurance Brokers in Dedham, MA

Where Dedham, MA Auto, Life & Health Insurance Brokers Serve

Dedham, MA is a historic town located southwest of Boston, known for its charming neighborhoods, iconic landmarks, and top employers. One of its most notable landmarks is the Dedham Square Clock Tower, a towering structure that stands at the heart of the town. Other landmarks include the Dedham Historical Society and Museum, the Fairbanks House, and the Endicott Estate. As for top employers, Dedham is home to several prominent companies, including the corporate headquarters of National Amusements, the parent company of ViacomCBS and CBS Corporation, and the Dedham Medical Associates, a leading healthcare provider in the region. The town is conveniently located near several major highways, including Interstate 95 and Route 128, making it easily accessible from Boston and the surrounding areas. Dedham is also home to several important streets, including Washington Street, which runs through the center of town, and Providence Highway, a major commercial thoroughfare that connects Dedham to other parts of the state.

Dedham, MA Insurance Broker Related Services

Banks and Credit Unions

Residents of Dedham, MA can benefit from a bank in numerous ways. For starters, a bank can provide them with a safe and secure place to store their money and valuables. Additionally, they can take advantage of various financial services such as loans, mortgages, and credit cards. Moreover, with Dedham being a town that has a rich history and culture, a bank can offer specialized services that cater to the unique needs of the community. For example, a bank can provide funding for local businesses, sponsor community events, and donate to local charities. Furthermore, a bank can offer financial education and resources to help residents manage their money effectively, especially during challenging times such as the ongoing pandemic. Overall, a bank can play a significant role in supporting the financial well-being of Dedham residents and the community as a whole.

Retirement Planning

Residents of Dedham, MA can benefit from the services of a retirement planner in several ways. Firstly, Dedham is a town with a high cost of living, and a retirement planner can help individuals create a budget and investment strategy to ensure they can maintain their lifestyle in retirement. Additionally, Dedham has a large population of retirees, and a retirement planner can provide guidance on social security benefits, Medicare, and other retirement benefits. Furthermore, Dedham is home to several large employers, such as the Legacy Place shopping center, and a retirement planner can help individuals navigate their employer-sponsored retirement plans. Finally, Dedham has a rich history and cultural scene, and a retirement planner can help individuals plan for leisure activities and travel in retirement. Overall, a retirement planner can provide valuable guidance and support to residents of Dedham, MA as they plan for a secure and fulfilling retirement.

Wealth Management

Residents of Dedham, MA can benefit from the expertise of a wealth manager in numerous ways. For instance, Dedham is a town that is home to a diverse population of individuals with varying financial backgrounds and needs. A wealth manager can help these individuals navigate the complexities of investment planning, retirement planning, and estate planning. Additionally, Dedham is a town that is home to many small business owners who may require assistance with tax planning, risk management, and succession planning. A wealth manager can provide these business owners with the financial guidance they need to ensure the long-term success of their companies. Furthermore, Dedham is located in Norfolk County, which has some of the highest property values in the state. A wealth manager can help residents of Dedham manage their real estate investments, including buying and selling property, refinancing mortgages, and managing rental properties. Overall, a wealth manager can provide residents of Dedham, MA with the financial expertise and guidance they need to achieve their long-term financial goals.

Financial Advisor

Residents of Dedham, MA can benefit from the expertise of a financial advisor in a multitude of ways. With a population of over 25,000 people and a median household income of $96,000, many residents may need guidance on how to manage their finances effectively. A financial advisor can help Dedham residents create a personalized budget, develop a savings plan, and invest wisely. Additionally, Dedham is home to a diverse community, including many small business owners. A financial advisor can assist these entrepreneurs with creating a business plan, managing cash flow, and navigating the complexities of taxes and regulations. With Dedham's proximity to Boston and the surrounding suburbs, many residents may be interested in purchasing a home or investing in real estate. A financial advisor can provide guidance on mortgage options, down payments, and investment strategies. Overall, a financial advisor can help Dedham residents achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Dedham, MA can benefit from the services of a mortgage loan officer in a variety of ways. For example, a mortgage loan officer can assist residents in securing a mortgage loan to purchase a home in Dedham, which is known for its historic architecture and charming small-town feel. Additionally, a mortgage loan officer can help residents refinance an existing mortgage to take advantage of lower interest rates or to access equity in their home. Dedham is also home to several large employers, such as Legacy Place and the Dedham Medical Associates, and a mortgage loan officer can help residents who work for these companies secure mortgage loans with favorable terms. Furthermore, a mortgage loan officer can provide guidance and support throughout the entire mortgage application process, from pre-approval to closing, which can be especially helpful for first-time homebuyers in Dedham.

Tax Services

Residents of Dedham, MA can greatly benefit from the expertise of a tax advisor. Dedham, MA is a town with a diverse population, and as such, tax advisors can provide tailored advice to meet the specific needs of individuals and businesses. For example, a tax advisor could help a small business owner navigate the complex tax code and take advantage of deductions and credits to minimize their tax liability. Additionally, Dedham, MA has a high cost of living, and a tax advisor can assist residents in finding tax-efficient ways to manage their finances and save for the future. Whether it's filing taxes, creating a retirement plan, or managing investments, a tax advisor can provide valuable guidance and support to residents of Dedham, MA.

Estate Planning Lawyer

Residents of Dedham, MA can benefit greatly from the assistance of an estate planning lawyer. With its rich history and vibrant community, Dedham is home to many families and individuals who have accumulated significant assets over the years. An estate planning lawyer can help these residents navigate the complex legal landscape of wills, trusts, and probate, ensuring that their assets are distributed according to their wishes and in compliance with state and federal laws. Additionally, an estate planning lawyer can help Dedham residents minimize taxes and avoid probate court, which can be time-consuming and expensive. With their expertise in estate planning, these lawyers can provide Dedham residents with peace of mind, knowing that their assets and legacy will be protected for future generations.

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