Insurance Broker in Lexington, MA

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List of Firms

Top Lexington, MA Insurance Brokerages

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Waylex Insurance Co Inc
Location 594 Marrett Rd STE 12, Lexington, MA 02421, USA
Phone (781) 863-1088
Directions
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Helen Hellstrom - Personal Insurance Producer at WTPhelan
Location 74 Bedford St #1A, Lexington, MA 02420, USA
Phone (617) 641-7247
Language http://www.wtphelan.com/insurance/personal-insurance
Directions
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Omega Management Group Corporation
Location 80 Hayden Ave, Lexington, MA 02421, USA
Phone (781) 863-8005
Directions
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Mandelis Marioleni
Location 57 Bedford St STE 204, Lexington, MA 02420, USA
Phone (781) 861-1232
Directions
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William Raveis Real Estate - Lexington
4 out of 5
Location 1713 Massachusetts Ave, Lexington, MA 02421, USA
Phone (781) 861-9600
Language https://www.raveis.com/Office/MA/Lexington/22261?utm_source=google-my-business&utm_medium=organic&utm_campaign=LexingtonMA
Directions
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NEFI Insurance
4 out of 5
Location 283 Bedford St #2, Lexington, MA 02420, USA
Phone (617) 924-1000
Language http://nefiinsurance.com/
Directions
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Sartori Insurance Agency Inc.
5 out of 5
Location 76 Bedford St STE 37, Lexington, MA 02420, USA
Phone (781) 861-6900
Language http://www.sartori-insurance.com/
Directions
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First Command
2 out of 5
Location 5 Militia Dr, Lexington, MA 02420, USA
Phone (781) 863-1100
Language https://advisor.firstcommand.com/us/ma/lexington?utm_source=google_my_business&utm_medium=local_search
Directions
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AssuredPartners
Location 74 Bedford St Suite 1A, Lexington, MA 02420, USA
Phone (781) 861-0200
Language https://www.assuredpartners.com/LexingtonMA
Directions
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Tarpey Insurance Group
5 out of 5
Location 807 Massachusetts Ave, Lexington, MA 02420, USA
Phone (781) 861-7878
Language http://tarpeyinsurance.com/
Directions
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Health Insurance Options LLC
Location Lexington, MA 02420, USA
Phone (781) 862-7188
Directions
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Northwestern Mutual Financial
Location 41 Woodland Rd, Lexington, MA 02420, USA
Phone (781) 861-0650
Language http://www.stevebalthaser.nmfn.com/
Directions
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AssuredPartners
Location 74 Bedford St Suite 1A, Lexington, MA 02420, USA
Phone (781) 861-0200
Language https://www.assuredpartners.com/LexingtonMA
Directions
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Encharter Insurance
5 out of 5
Location 1646 Massachusetts Ave, Lexington, MA 02420, USA
Phone (888) 754-8299
Language http://www.encharter.com/
Directions
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WT Phelan Insurance
5 out of 5
Location 74 Bedford St Suite 1A, Lexington, MA 02420, USA
Phone (781) 861-0200
Language https://www.wtphelan.com/
Directions
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Otis Brown Insurance Agency, Inc.
4 out of 5
Location 1 Militia Dr, Lexington, MA 02421, USA
Phone (781) 862-7700
Language https://www.salemfive.com/personal/insurance/
Directions
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Brewer & Lord LLC
Location 271 Lincoln St, Lexington, MA 02421, USA
Phone (781) 861-5200
Directions
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Flanagan Insurance Inc
Location 922 Waltham St, Lexington, MA 02421, USA
Phone (781) 863-2054
Language http://www.neinsure.com/
Directions
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Tonry Insurance Group, Inc. - Lexington
5 out of 5
Location 238 Bedford St STE 3, Lexington, MA 02420, USA
Phone (781) 861-1800
Language http://www.tonry.com/
Directions
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Ellen Reardon Insurance Agency
Location 1620 Massachusetts Ave, Lexington, MA 02420, USA
Phone (781) 861-0200
Directions
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Salem Five Insurance Services, LLC
Location 1666 Massachusetts Ave, Lexington, MA 02420, USA
Phone (781) 862-7700
Language https://www.salemfive.com/insurance
Directions
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William J. Spielman, LIC
Location 9 Meriam St, Lexington, MA 02420, USA
Phone (781) 863-0368
Directions
Insurance Brokers in Lexington, MA

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

Lexington, MA is a historic town located northwest of Boston, known for its significant role in the American Revolution. Its landmarks include the Lexington Battle Green, where the first shots of the Revolution were fired, and the Minuteman Statue, a tribute to the brave soldiers who fought for independence. The town boasts a diverse economy with top employers such as Raytheon, MIT Lincoln Laboratory, and Shire Pharmaceuticals. Major highways that run through Lexington include Route 2 and Interstate 95, providing easy access to nearby cities. The town is comprised of several neighborhoods, each with its own unique charm and character, including Lexington Center, Meriam Hill, and Munroe Hill. With its rich history and modern amenities, Lexington is a wonderful place to live, work, and visit.

Lexington, MA Insurance Broker Related Services

Banks and Credit Unions

Residents of Lexington, MA can benefit from a bank in numerous ways. For instance, a bank can provide them with access to financial products and services that can help them manage their money better. This is especially important in Lexington, which is known for its high cost of living. A bank can offer residents different types of accounts, such as savings and checking accounts, that can help them save money and pay bills. Additionally, a bank can provide residents with loans for various purposes, such as buying a home or starting a business. Furthermore, a bank can offer investment services that can help residents grow their wealth over time. Overall, a bank can be a valuable resource for residents of Lexington, MA as they navigate their financial lives.

Retirement Planning

Residents of Lexington, MA can greatly benefit from the expertise of a retirement planner. With the town's high cost of living and affluent population, retirement planning can be complex and overwhelming. A retirement planner can help residents navigate the intricacies of Social Security, Medicare, and other retirement benefits. They can also assist in creating a personalized investment strategy to ensure financial security in retirement. Additionally, a retirement planner can provide guidance on estate planning and tax strategies, which can be especially important in a town with high property values and estate taxes. Overall, a retirement planner can provide invaluable assistance to residents of Lexington, MA in achieving their retirement goals and ensuring financial stability in their golden years.

Wealth Management

Residents of Lexington, MA can greatly benefit from the services of a wealth manager. With its high median household income of $150,000 and a thriving business community, Lexington is a town that requires careful financial planning and management. A wealth manager can assist residents with a diverse range of financial needs, including investment management, tax planning, and retirement planning. For example, a wealth manager can help residents navigate the complexities of the Massachusetts tax code and find ways to minimize their tax burden. Additionally, a wealth manager can provide guidance on how to invest in the local economy, which is dominated by the healthcare and technology industries. With the help of a wealth manager, residents of Lexington can achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Lexington, MA can benefit from a financial advisor in various ways. One of the most common ways is by helping them plan for their retirement. With the cost of living being high in Lexington, it is crucial for residents to have a solid retirement plan. A financial advisor can help them create a diversified portfolio that will provide them with a steady income stream during their retirement years. Additionally, a financial advisor can also help residents with their estate planning needs. Lexington is known for its historic homes and affluent neighborhoods, making estate planning a critical aspect of financial planning. A financial advisor can help residents create a comprehensive estate plan that will ensure their assets are protected and distributed according to their wishes. Furthermore, a financial advisor can also provide guidance on tax planning, investment strategies, and risk management. With the complexities of the financial world, residents of Lexington can benefit greatly from the expertise and knowledge of a financial advisor.

Mortgage Loan Officer

Residents of Lexington, MA can greatly benefit from the expert services of a mortgage loan officer. With the high cost of living in the area, many individuals and families may struggle to secure the necessary funds to purchase their dream home. A mortgage loan officer can help guide them through the complex process of obtaining a loan, ensuring that they receive the best possible terms and rates. Additionally, with the town's rich history and strong sense of community, a knowledgeable loan officer can provide valuable insight into the local real estate market and help residents find the perfect home in the perfect neighborhood. From navigating the intricacies of the application process to providing personalized financial advice, a mortgage loan officer can be an invaluable resource for Lexington residents looking to achieve their homeownership goals.

Tax Services

Residents of Lexington, MA could greatly benefit from the guidance and expertise of a tax advisor. With the town's high property values and relatively high income levels, navigating the complex tax codes can be overwhelming for many individuals. A tax advisor can provide valuable assistance in areas such as tax planning, maximizing deductions, and minimizing tax liability. Additionally, with the recent changes to the tax laws, including the Tax Cuts and Jobs Act of 2017, a tax advisor can help residents understand how these changes may impact their individual tax situation. Furthermore, with the town's proximity to Boston and the prevalence of small business owners in the area, a tax advisor can also provide valuable assistance in areas such as business tax planning, compliance, and structuring. Overall, a tax advisor can provide invaluable assistance to residents of Lexington, MA in navigating the complex tax landscape and ensuring that they are maximizing their financial resources.

Estate Planning Lawyer

Residents of Lexington, MA can benefit from the expertise of an estate planning lawyer in various 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 Lexington, MA, where the median home value is $1.1 million, and many residents have substantial assets. An estate planning lawyer can also help residents minimize the tax implications of their estate plan, which is especially relevant in Massachusetts, where the estate tax exemption is only $1 million. Additionally, an estate planning lawyer can assist with drafting healthcare directives and powers of attorney, which can provide peace of mind for residents who may face medical emergencies or incapacitation. Overall, an estate planning lawyer can help residents of Lexington, MA protect their assets, minimize taxes, and ensure their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs

An insurance broker in Lexington, MA can provide a wide range of insurance brokerage services to individuals and businesses. These services include risk assessment, policy analysis, and claims management. The broker can help clients navigate the complex world of insurance by providing expert advice and guidance on the best policies to meet their specific needs. One particular aspect of Lexington, MA that the broker can leverage is its high concentration of technology and healthcare companies. With its proximity to Boston and Cambridge, Lexington is home to numerous innovative startups and established firms in these industries. The broker can provide specialized insurance solutions to these companies, such as cyber liability insurance and malpractice insurance, to help them manage their unique risks and protect their assets. Overall, an insurance broker in Lexington, MA can provide invaluable support to clients seeking comprehensive and tailored insurance coverage.

Lexington, MA is undoubtedly the best place to get an insurance broker due to its rich history and cultural significance. The town is known for its pivotal role in the American Revolution, making it a hub for historical landmarks and museums. This not only adds to the charm of the town but also attracts a diverse range of individuals, including insurance brokers. With a mix of both small and large insurance companies, Lexington provides an array of options for customers to choose from. The town's proximity to Boston also makes it an ideal location for those seeking top-notch insurance services. Furthermore, the community in Lexington is known for its warmth and hospitality, ensuring that clients receive personalized attention and care from their brokers. Overall, Lexington's unique blend of history, culture, and diversity make it the perfect place to find an insurance broker who can cater to your specific needs.