Insurance Broker in Lebanon, NH

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Top Lebanon, NH Insurance Brokerages

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Townsend Insurance
Location 85 Mechanic St #6, Lebanon, NH 03766, USA
Phone (603) 448-2044
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Centurion Excess & Special Rsk
Location NH-10, West Lebanon, NH 03784, USA
Phone (603) 643-2612
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Mascoma Insurance Agency
Location 2 S Park St, Lebanon, NH 03766, USA
Phone (603) 448-3650
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Guaraldi Insurance
5 out of 5
Location 21 Bank St, Lebanon, NH 03766, USA
Phone (603) 448-3250
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Joan Hoose
Location 24 Airport Rd #401, White River Junction, VT 05001, USA
Phone (603) 338-5932
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Maloney Associates Insurance
5 out of 5
Location 12 South St #3, Hanover, NH 03755, USA
Phone (603) 277-9500
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The Richards Group
5 out of 5
Location 1 Oak Ridge Rd Drive, West Lebanon, NH 03784, USA
Phone (603) 643-2000
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Hare Dawn
Location 19 Morgan Dr # 101, Lebanon, NH 03766, USA
Phone (603) 653-5144
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Colby Insurance Group
Location st, Lebanon, NH 03766, USA
Phone (603) 448-2044
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AAA West Labanon Insurance and Member Services
4 out of 5
Location 267 N Plainfield Rd, West Lebanon, NH 03784, USA
Phone (603) 298-2600
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Stephen Opel
Location 24 Airport Rd #401, White River Junction, VT 05001, USA
Phone (603) 298-5547
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Commonwealth Financial
Location 85 Mechanic St # A1, Lebanon, NH 03766, USA
Phone (603) 448-4441
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Cooperatives Insurance Co
Location 88 Main St, West Lebanon, NH 03784, USA
Phone (603) 298-5962
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Insurance Brokers in Lebanon, NH

Where Lebanon, NH Auto, Life & Health Insurance Brokers Serve

Lebanon, NH is a charming city nestled in the heart of the Upper Valley region of New Hampshire. Home to a number of notable landmarks, it boasts a rich history and vibrant culture that make it a popular destination for both tourists and locals alike. The city is anchored by a number of top employers, including Dartmouth-Hitchcock Medical Center, Hypertherm, and Mascoma Savings Bank, which have helped to fuel its growth and prosperity over the years. Major highways and streets such as Interstate 89, Route 120, and Hanover Street provide easy access to the city, while the neighborhoods of West Lebanon, Downtown Lebanon, and Sachem Village offer a diverse range of housing options for residents. Whether you're looking for a bustling city center or a peaceful suburban retreat, Lebanon, NH has something for everyone.

Lebanon, NH Insurance Broker Related Services

Banks and Credit Unions

Residents of Lebanon, NH can benefit from a bank in several ways. Firstly, a bank can provide financial services such as loans and mortgages to help residents purchase homes or start businesses. Additionally, a bank can offer investment options to help residents grow their wealth. Specifically, given the high cost of living in Lebanon, NH, a bank can provide financial assistance to residents struggling to make ends meet. This can include offering low-interest loans or providing financial education to help residents manage their finances more effectively. Moreover, a bank can provide convenient access to cash through ATMs and online banking services, which can be particularly helpful in a rural area like Lebanon, NH where access to financial services may be limited. Overall, a bank can play a vital role in supporting the financial needs of residents in Lebanon, NH.

Retirement Planning

Residents of Lebanon, NH can benefit greatly from the services of a retirement planner. With its picturesque natural scenery and thriving healthcare industry, Lebanon, NH is a popular retirement destination for many. A retirement planner can help residents navigate the complexities of retirement planning, including creating a comprehensive financial plan, managing investments, and maximizing social security benefits. Additionally, with the high cost of healthcare in the United States, a retirement planner can assist residents in finding the most cost-effective healthcare options available in Lebanon, NH, such as Medicare Advantage plans or supplemental insurance policies. Furthermore, a retirement planner can help residents plan for unexpected expenses, such as long-term care or emergencies, ensuring that they have a secure financial future in their retirement years.

Wealth Management

Residents of Lebanon, NH could benefit from the services of a wealth manager in numerous ways. Firstly, a wealth manager can assist in developing a comprehensive financial plan that aligns with an individual's goals and aspirations. This could include creating a retirement plan, setting up a college fund for their children, or establishing an emergency fund. Secondly, a wealth manager can help with investment management, ensuring that an individual's portfolio is diversified and optimized for long-term growth. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and risk management. In Lebanon, NH, where the cost of living is higher than the national average, a wealth manager can help residents navigate the financial challenges unique to their community. With their expertise and knowledge, a wealth manager can help residents achieve financial security and peace of mind.

Financial Advisor

Residents of Lebanon, NH can benefit from the services of a financial advisor in a multitude of ways. One specific area where a financial advisor can be especially helpful is in navigating the unique tax laws and regulations of the state of New Hampshire. For example, New Hampshire is one of only a handful of states that does not have a state income tax, but it does have an interest and dividends tax that can be confusing for many individuals. A financial advisor can assist Lebanon residents in understanding and optimizing their tax situation, as well as providing guidance on other financial matters such as retirement planning, investment strategies, and debt management. Additionally, with Lebanon being home to Dartmouth-Hitchcock Medical Center, a financial advisor can also provide specialized advice for healthcare professionals and their unique financial needs. Overall, a financial advisor can be an invaluable resource for residents of Lebanon, NH looking to improve their financial health and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Lebanon, NH can benefit greatly from the services of a mortgage loan officer. With their expertise, they can help individuals navigate the complex process of obtaining a mortgage loan. Specifically, in Lebanon, NH, where the housing market is highly competitive, a mortgage loan officer can provide valuable insights and advice on the best mortgage options available. They can assist with pre-approvals, refinancing, and finding the best interest rates. Furthermore, they can help potential homeowners understand the various programs and incentives available in Lebanon, NH, such as the New Hampshire Housing Finance Authority's Home Flex Plus program, which provides financial assistance to first-time homebuyers. Overall, a mortgage loan officer can be an invaluable resource for those looking to purchase or refinance a home in Lebanon, NH.

Tax Services

Residents of Lebanon, NH could benefit from a tax advisor in a multitude of ways. One specific aspect that a tax advisor could assist with is navigating the complex tax laws surrounding the state's unique property tax system. Lebanon, NH has a property tax rate that is significantly higher than the state average, and understanding the various exemptions and credits available can be a daunting task for residents. A tax advisor could help residents identify potential deductions, such as the elderly and disabled exemption or the renewable energy exemption, and ensure that they are taking full advantage of all available tax benefits. Additionally, a tax advisor could provide guidance on how to properly assess and appeal property valuations, which can have a significant impact on a resident's tax liability. By working with a tax advisor, residents of Lebanon, NH can feel confident that they are maximizing their tax savings and avoiding any potential penalties or audits.

Estate Planning Lawyer

Residents of Lebanon, NH can benefit from the expertise of an estate planning lawyer in a multitude of ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Lebanon, NH, where the median home value is $283,000, and many residents own multiple properties or other valuable assets. An estate planning lawyer can also help residents minimize their tax liability and protect their assets from creditors or legal disputes. Additionally, an estate planning lawyer can assist with setting up trusts or charitable foundations, which can provide long-term financial security for both the individual and their loved ones. With the help of an experienced estate planning lawyer, residents of Lebanon, NH can rest assured that their legacy will be preserved and their loved ones will be taken care of.

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