Insurance Broker in Lake Forest Park, WA

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Top Lake Forest Park, WA Insurance Brokerages

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Mark Hafemeister - State Farm Insurance Agent
4 out of 5
Location 14322 Lake City Way NE, Seattle, WA 98125, USA
Phone (206) 365-0600
Directions
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Forest Park Insurance Services
5 out of 5
Location 16300 Mill Creek Blvd Suite 208, Mill Creek, WA 98012, USA
Phone (206) 364-4230
Directions
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Farmers Insurance & Financial Services - Hien Luong Agency
5 out of 5
Location 17250 Bothell Way NE, Lake Forest Park, WA 98155, USA
Phone (425) 774-3400
Directions
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Executive Home & Auto Insurance Brokerage
5 out of 5
Location 838 Innis Arden Dr NW, Shoreline, WA 98177, USA
Phone (206) 751-0126
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Gary Ayers - State Farm Insurance Agent
5 out of 5
Location 23815 Edmonds Way, Edmonds, WA 98026, USA
Phone (425) 776-3110
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Kris Hubbard American Family Insurance
4 out of 5
Location 19940 Ballinger Way NE A1 A1, Shoreline, WA 98155, USA
Phone (206) 734-3534
Directions
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Farmers Insurance - Roy Ovenell
5 out of 5
Location 13500 Lake City Way NE Ste 100b, Seattle, WA 98125, USA
Phone (206) 362-9062
Directions
Insurance Brokers in Lake Forest Park, WA

Where Lake Forest Park, WA Auto, Life & Health Insurance Brokers Serve

Lake Forest Park, WA is a charming city located in King County, Washington. It is a small and vibrant community that offers a diverse range of attractions and amenities. The city is home to several notable landmarks, including the Lake Forest Park Town Center, which is a popular destination for shopping and dining. Additionally, the city is surrounded by beautiful parks and natural areas, such as the Burke-Gilman Trail and the Lake Washington shoreline. In terms of top employers, Lake Forest Park is home to a variety of businesses, including retail stores, restaurants, and healthcare providers. Some of the largest employers in the city include the Seattle Children's Hospital, the University of Washington, and the Fred Hutchinson Cancer Research Center. Major highways and streets in Lake Forest Park include Interstate 5, State Route 522, and Bothell Way NE. These roads provide easy access to nearby cities and destinations, such as Seattle and Bellevue.

Lake Forest Park, WA Insurance Broker Related Services

Banks and Credit Unions

Residents of Lake Forest Park, WA could benefit from a bank in a multitude of ways. Firstly, a bank could offer financial services such as checking and savings accounts, loans, and credit cards to help residents manage their finances. Additionally, a bank could provide investment opportunities and financial advice to help residents grow their wealth. Specifically, because Lake Forest Park is a city located on the shores of Lake Washington, a bank could offer specialized services for waterfront properties, such as financing for dock repairs or loans for purchasing boats. Furthermore, a bank could support local businesses by providing small business loans and merchant services, which would help boost the local economy and provide more job opportunities for residents. Overall, a bank could play a vital role in helping residents of Lake Forest Park, WA achieve their financial goals and improve their quality of life.

Retirement Planning

Residents of Lake Forest Park, WA could benefit greatly from the guidance of a retirement planner. With its proximity to Seattle and the high cost of living in the area, many residents may struggle to save enough for retirement. A retirement planner can help them create a personalized plan to save for their future, taking into account their unique financial situation and goals. Additionally, with Lake Forest Park's large population of older adults, a retirement planner can assist in navigating the complexities of Social Security and Medicare. They can also provide advice on estate planning and long-term care options, which can be particularly important for those who wish to age in place in this tight-knit community. Overall, a retirement planner can help residents of Lake Forest Park, WA achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Lake Forest Park, WA could benefit greatly from the expertise of a wealth manager. With its picturesque setting and proximity to Seattle, Lake Forest Park is home to many affluent individuals who may require assistance in managing their wealth. A wealth manager can assist with financial planning, investment strategies, and tax planning. In addition, given the high cost of living in the Seattle area, a wealth manager can help residents of Lake Forest Park navigate the complex real estate market and make informed decisions about buying or selling property. With its unique blend of natural beauty and urban amenities, Lake Forest Park presents a wealth of opportunities and challenges for its residents, and a skilled wealth manager can help them make the most of their resources and achieve their financial goals.

Financial Advisor

Residents of Lake Forest Park, WA could benefit from the guidance of a financial advisor in a multitude of ways. With its proximity to Seattle and high median household income, many residents of Lake Forest Park may have complex financial situations that require expert advice. A financial advisor could assist with retirement planning, investment strategies, and tax planning. Additionally, with Lake Forest Park's emphasis on environmental sustainability, a financial advisor could help residents make socially responsible investment choices that align with their values. Furthermore, with the city's location on the shores of Lake Washington, a financial advisor could help residents plan for potential natural disasters such as floods or earthquakes. Overall, a financial advisor could provide valuable support and guidance to residents of Lake Forest Park in navigating their unique financial situations.

Mortgage Loan Officer

Residents of Lake Forest Park, WA can benefit from the expertise of a mortgage loan officer in several ways. For instance, the officer can help them secure a mortgage that suits their financial situation and goals. This is especially important in Lake Forest Park, where the median home value is $825,000, which is significantly higher than the national average. A loan officer can also help residents navigate the complex and often confusing process of applying for a mortgage. This includes providing guidance on the required documentation, explaining the different types of mortgages available, and advising on the best interest rates and terms. Additionally, a mortgage loan officer can assist residents in understanding the local real estate market, which is highly competitive and can be challenging to navigate without expert guidance. With their knowledge and experience, a mortgage loan officer can help residents of Lake Forest Park, WA achieve their dream of homeownership while ensuring they make informed decisions throughout the process.

Tax Services

Residents of Lake Forest Park, WA can greatly benefit from the services of a tax advisor. A tax advisor can assist with various tasks, such as preparing tax returns, offering advice on tax planning strategies, and ensuring compliance with tax laws. In the case of Lake Forest Park, WA, a tax advisor can offer specific guidance on local taxes, such as the city's utility tax or the King County sales tax. They can also help residents navigate the complexities of state and federal tax laws, including deductions and credits that may be unique to the region. With the help of a skilled tax advisor, residents can optimize their tax situation and avoid costly mistakes, allowing them to keep more of their hard-earned money.

Estate Planning Lawyer

Residents of Lake Forest Park, WA can benefit immensely from the services of an estate planning lawyer. These professionals can help residents create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Lake Forest Park, WA, where the median home value is significantly higher than the national average. With the help of an estate planning lawyer, residents can establish trusts, draft wills, and create power of attorney documents that protect their assets and ensure their loved ones are taken care of. Additionally, estate planning lawyers can assist with complex tax issues, such as minimizing estate taxes and avoiding probate court. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Lake Forest Park, WA as they plan for their futures and protect their legacies.

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