Insurance Broker in Frederick County, VA

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Top Frederick County, VA Insurance Brokerages

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James A Taft Jr - Aflac Insurance Agent
Location 136 Creekside Ln # 2, Winchester, VA 22602, USA
Phone (540) 868-9458
Directions
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Roy Smith & Associates Insurance
Location 305 Grebe Dr, Lake Frederick, VA 22630, USA
Phone (540) 868-2435
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McGriff Insurance Services
5 out of 5
Location 38 Rouss Ave Suite 100, Winchester, VA 22601, USA
Phone (800) 476-2518
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Stace Rader: Allstate Insurance
5 out of 5
Location 128 S Cameron St, Winchester, VA 22601, USA
Phone (540) 667-9335
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Partlow Insurance Agency, Inc.
3 out of 5
Location 2333 N Frederick Pike, Winchester, VA 22603, USA
Phone (540) 665-8387
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Nationwide Insurance: Homestead Ins Agy Grp Inc
4 out of 5
Location 2433 Valley Ave #101, Winchester, VA 22601, USA
Phone (540) 307-2672
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Insurance Brokers in Frederick County, VA

Where Frederick County, VA Auto, Life & Health Insurance Brokers Serve

Frederick County, VA is a vibrant and bustling community located in the heart of the Shenandoah Valley. Home to a plethora of landmarks, including the historic Belle Grove Plantation and the iconic Shenandoah Valley Discovery Museum, this county is steeped in rich history and culture. With top employers such as American Woodmark Corporation and Navy Federal Credit Union, the economy is thriving and job opportunities are abundant. Major highways and streets, such as I-81 and Route 7, offer easy access to neighboring cities and towns. Neighborhoods such as Winchester and Stephens City offer a variety of housing options, from charming historic homes to modern apartments and townhouses. Whether you're a history buff, a job seeker, or a prospective resident, Frederick County has something to offer everyone.

Frederick County, VA Insurance Broker Related Services

Banks and Credit Unions

Residents of Frederick County, VA can benefit from a bank in several ways. Firstly, banks can provide financial services such as loans, mortgages, and credit cards to help residents achieve their financial goals. Additionally, banks can offer savings accounts and investment opportunities to help residents save and grow their money. Specifically, in Frederick County, VA, banks can assist residents with the unique needs of the area, such as supporting local agriculture and small businesses. Banks can provide loans and financial assistance to farmers and small business owners in the area, helping to stimulate the local economy. Furthermore, banks can offer financial education and resources to help residents make informed financial decisions and manage their money effectively. Overall, a bank can be a valuable resource for residents of Frederick County, VA, providing a range of financial services and support tailored to the needs of the community.

Retirement Planning

Residents of Frederick County, VA could benefit greatly from a retirement planner. With a population of over 88,000 people, many of whom are approaching retirement age, a retirement planner can help individuals navigate the complexities of planning for their future. Specifically, a retirement planner can assist residents of Frederick County, VA with creating a personalized retirement plan that takes into account their unique financial situation, as well as any local factors that may impact their retirement, such as the cost of living in the area or the availability of healthcare services. Additionally, a retirement planner can help residents of Frederick County, VA understand the various retirement savings options available to them, such as 401(k) plans, IRAs, and Social Security benefits, and guide them in making informed decisions about how to best allocate their resources. Overall, a retirement planner can provide invaluable support and guidance to residents of Frederick County, VA as they prepare for their golden years.

Wealth Management

Residents of Frederick County, VA could greatly benefit from the services of a wealth manager in a variety of ways. Firstly, a wealth manager could help residents to create a comprehensive financial plan that takes into account their unique needs and goals. This could include everything from retirement planning and investment management to tax planning and estate planning. Additionally, a wealth manager could help residents to navigate the complex financial landscape of Frederick County, which is home to a diverse range of industries and businesses, including agriculture, manufacturing, and technology. With their expertise and knowledge of the local market, a wealth manager could help residents to make informed decisions about their finances and investments, and to take advantage of the opportunities available to them in this dynamic and growing community. Overall, the services of a wealth manager could be invaluable to residents of Frederick County, helping them to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Frederick County, VA can benefit from the services of a financial advisor in several ways. For instance, the advisor can help them create a personalized budget that fits their income, expenses, and financial goals. With the county's median household income of $75,000, many residents may have different financial priorities, such as saving for retirement, paying off debts, or investing in real estate. A financial advisor can provide guidance on how to allocate their resources to achieve these goals. Additionally, residents can benefit from the advisor's expertise in tax planning, investment management, and risk management. With the county's growing population of over 89,000 people, many may need help navigating the complex financial landscape and making informed decisions. A financial advisor can provide the necessary tools and strategies to help residents achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Frederick County, VA can benefit greatly from the expertise of a mortgage loan officer. Specifically, with the county's growing population and expanding economy, a loan officer can assist potential homebuyers in navigating the complex and competitive housing market. With the median home value in Frederick County sitting at $276,500, a loan officer can provide valuable insight into securing the best mortgage rates and negotiating terms that suit the unique needs of each borrower. Furthermore, with the county's proximity to major metropolitan areas such as Washington D.C. and Baltimore, a loan officer can also assist in securing loans for investment properties or second homes. Overall, a mortgage loan officer can provide residents of Frederick County with the necessary tools and knowledge to make informed decisions and achieve their homeownership goals.

Tax Services

Residents of Frederick County, VA can benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor can be particularly helpful is in navigating the complex tax laws and regulations that are unique to Virginia. For example, Virginia has its own state income tax system, which can be confusing for residents who are used to filing federal taxes only. Additionally, residents of Frederick County may be eligible for certain tax credits or deductions that are specific to the area, such as the Virginia Historic Rehabilitation Tax Credit or the Virginia Land Preservation Tax Credit. A tax advisor can help residents of Frederick County understand these credits and deductions, as well as ensure that they are taking advantage of all available tax-saving opportunities. Overall, a tax advisor can provide invaluable guidance and support to residents of Frederick County as they navigate the often-confusing world of taxes.

Estate Planning Lawyer

Residents of Frederick County, VA can benefit from the services of an estate planning lawyer in a multitude of ways. One of the most common ways is through the creation of a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Frederick County, which has a rapidly growing population and a diverse range of residents, including retirees, farmers, and business owners. An estate planning lawyer can also assist with the creation of trusts, which can help individuals protect their assets from creditors and minimize tax liabilities. Additionally, an estate planning lawyer can provide guidance on issues such as Medicaid planning, long-term care planning, and guardianship, which can be especially important for elderly residents of Frederick County. Overall, an estate planning lawyer can help residents of Frederick County navigate the complex legal landscape surrounding estate planning and ensure that their wishes are carried out in the most efficient and effective way possible.

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