Insurance Broker in Lady Lake, FL

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Top Lady Lake, FL Insurance Brokerages

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We Insure MLS Group
5 out of 5
Location 13940 US Hwy, 801 E Lady Lake Blvd 441 Building 800 Suite, Lady Lake, FL 32159, USA
Phone (352) 758-8990
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Lake Advisory Group
5 out of 5
Location 809 Co Rd 466 Suite C103, Lady Lake, FL 32159, USA
Phone (352) 350-2008
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Timothy Sullivan - Prudential Financial
Location 379 Fennell Blvd, Lady Lake, FL 32159, USA
Phone (352) 259-9831
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The Bascom Agency, LLC: Allstate Insurance
5 out of 5
Location 418 Teague Trail, Lady Lake, FL 32159, USA
Phone (352) 753-1177
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Tepsick Insurance
Location 510 CR466 2nd floor suite 207m, Lady Lake, FL 32159, USA
Phone (352) 350-6663
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Villages Insurance Agency
4 out of 5
Location a, 1578 Bella Cruz Dr, Lady Lake, FL 32159, USA
Phone (352) 753-0093
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Sandra Washburn - Prudential Financial
Location 379 Fennell Blvd, Lady Lake, FL 32159, USA
Phone (352) 259-9726
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Desjardins Retirement Solutions LLC
5 out of 5
Location 363 Fennell Blvd, Lady Lake, FL 32159, USA
Phone (352) 444-1400
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The Villages Insurance
5 out of 5
Location 973 Del Mar Dr, The Villages, FL 32159, USA
Phone (352) 751-6622
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Insurance Brokers in Lady Lake, FL

Where Lady Lake, FL Auto, Life & Health Insurance Brokers Serve

Lady Lake, FL is a charming town located in Lake County. It is home to several landmarks, including the historic Orange Blossom Gardens, which is now known as The Villages. This community offers a plethora of amenities, such as golf courses, shopping centers, and restaurants. Lady Lake is also home to the Lady Lake Historical Society Museum, where visitors can learn about the town's rich history. The top employers in Lady Lake include The Villages, Publix Super Markets, and Walmart. These companies provide employment opportunities for the local community and contribute to the town's economy. Major highways that run through Lady Lake include US Highway 441 and State Road 25. These roads provide easy access to neighboring towns and cities. Lady Lake is divided into several neighborhoods, each with its own unique character. These neighborhoods include Harbor Hills, Water Oak, and Orange Blossom Gardens. Each of these communities offers a variety of housing options, ranging from single-family homes to apartments.

Lady Lake, FL Insurance Broker Related Services

Banks and Credit Unions

Residents of Lady Lake, FL would be helped by a bank in a multitude of ways. One of the most common ways would be through access to financial resources that can help them achieve their goals. This is particularly important in Lady Lake, FL, where many residents are retirees or seniors who may need assistance with managing their finances. A bank can provide them with tools and resources to help them navigate their financial situation, such as retirement planning, investment advice, and access to credit. Additionally, a bank can offer convenient banking services, such as online banking and mobile banking, which can make it easier for residents to manage their accounts and access their funds. Overall, a bank can play a crucial role in supporting the financial well-being of residents in Lady Lake, FL.

Retirement Planning

Residents of Lady Lake, FL can benefit greatly from the expertise of a retirement planner. With its proximity to The Villages, a popular retirement community, many individuals in Lady Lake are likely to be nearing retirement age. A retirement planner can provide guidance on a range of topics, from investment strategies to estate planning. Specifically, in Lady Lake, where the median home value is higher than the state average, a retirement planner can assist in developing a plan to ensure that residents can maintain their desired standard of living in retirement. Additionally, given the prevalence of healthcare facilities in the area, a retirement planner can help residents navigate the complex world of Medicare and long-term care insurance. The intricacies of retirement planning can be overwhelming, but a skilled planner can help residents of Lady Lake, FL feel confident and prepared for their golden years.

Wealth Management

Residents of Lady Lake, FL could benefit from a wealth manager in a multitude of ways. Firstly, Lady Lake is known for its high population of retirees, and a wealth manager could help them navigate the complexities of retirement planning. This could include managing their investments, creating a sustainable income stream, and planning for long-term care needs. Additionally, Lady Lake is located in the heart of Central Florida, which means that many residents may have significant assets tied up in real estate. A wealth manager could help them make informed decisions about buying or selling property, as well as managing the tax implications of those transactions. Finally, Lady Lake is prone to natural disasters, such as hurricanes and flooding. A wealth manager could help residents prepare financially for these events, including creating an emergency fund and ensuring that their insurance policies are up to date and comprehensive. Overall, a wealth manager could provide valuable guidance and support to residents of Lady Lake, helping them achieve their financial goals and navigate life's uncertainties.

Financial Advisor

Residents of Lady Lake, FL could benefit from the services of a financial advisor in a multitude of ways. With its population of nearly 16,000 people, Lady Lake is a growing community that has seen a recent influx of retirees. A financial advisor could assist these retirees with managing their retirement accounts, ensuring they have enough money to live comfortably in their golden years. Additionally, Lady Lake is located in Lake County, which has a higher than average poverty rate. A financial advisor could help residents in need by providing guidance on budgeting, debt management, and saving strategies. Furthermore, Lady Lake is situated in the heart of Florida, which is prone to natural disasters such as hurricanes. A financial advisor could aid residents in preparing for these potential emergencies by recommending insurance policies and creating emergency funds. Overall, a financial advisor could greatly benefit the residents of Lady Lake by providing personalized financial advice and helping them achieve their financial goals.

Mortgage Loan Officer

Residents of Lady Lake, FL could greatly benefit from the services of a mortgage loan officer. One specific way a mortgage loan officer could assist residents of Lady Lake is by helping them navigate the unique housing market in the area. Lady Lake is a small town located in the heart of Florida, which means that the housing market can be highly competitive and prices can fluctuate rapidly. A mortgage loan officer could help residents understand the current market trends and find the best mortgage options to fit their needs. Additionally, a mortgage loan officer could provide guidance on the various government programs available to first-time homebuyers in Lady Lake, such as the Florida Housing Finance Corporation's First Time Homebuyer Program. With the help of a mortgage loan officer, residents of Lady Lake can feel confident in their ability to secure a mortgage and purchase a home in this dynamic and growing community.

Tax Services

Residents of Lady Lake, FL could benefit from the assistance of a tax advisor in a variety of ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations specific to the state of Florida. Additionally, a tax advisor can provide guidance on tax planning strategies that can help residents minimize their tax liabilities and maximize their deductions. Furthermore, a tax advisor can assist residents with tax preparation, ensuring that they file their taxes accurately and on time. One specific challenge residents of Lady Lake, FL face is the state's lack of income tax. While this may seem like a benefit, it also means that residents may be subject to higher property and sales taxes. A tax advisor can help residents understand these nuances and develop a tax plan that takes them into account.

Estate Planning Lawyer

Residents of Lady Lake, FL can benefit greatly from the services of an estate planning lawyer. With the town's population of over 16,000 people, many of whom are retirees, having a comprehensive estate plan is crucial. An estate planning lawyer can assist with drafting wills, trusts, and other documents that ensure assets are distributed according to the individual's wishes. Additionally, they can help with planning for long-term care and Medicaid eligibility, which is particularly important in Lady Lake, where the median age is 71. The lawyer can also assist with minimizing tax liabilities and ensuring that beneficiaries receive the maximum benefit. With their expertise, an estate planning lawyer can provide peace of mind and security for Lady Lake residents and their families.

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