Insurance Broker in Middleburg, VA

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Top Middleburg, VA Insurance Brokerages

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Tarek Elhendawy - State Farm Insurance Agent
4 out of 5
Location 25152 Elk Lick Rd Ste 220, South Riding, VA 20152, USA
Phone (703) 691-4888
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Long & Foster Middleburg, VA
Location 8 N Madison St, Middleburg, VA 20117, USA
Phone (540) 687-8530
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Taylor, Harris Insurance Services
5 out of 5
Location 6494 Main St Suite 4, The Plains, VA 20198, USA
Phone (540) 253-7779
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Landey Patton - State Farm Insurance Agent
5 out of 5
Location 19 Wirt St SW, Leesburg, VA 20175, USA
Phone (571) 707-8294
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Andy Macleod - State Farm Insurance Agent
5 out of 5
Location 741 E Main St, Purcellville, VA 20132, USA
Phone (540) 338-4793
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Nirmal Atreya - State Farm Insurance Agent
5 out of 5
Location 24600 Millstream Dr Ste 400, Aldie, VA 20105, USA
Phone (703) 348-8249
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Cynthia Michitsch - State Farm Insurance Agent
5 out of 5
Location 1507 Dodona Terrace SE Ste 208, Leesburg, VA 20175, USA
Phone (571) 252-5841
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Wallach & Co Inc
Location 107 W Federal St # 13, Middleburg, VA 20117, USA
Phone (540) 687-3166
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John Goldsmith - State Farm Insurance Agent
5 out of 5
Location 610 E Main St Ste 210, Purcellville, VA 20132, USA
Phone (540) 751-0833
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Broadstone Equine Insurance
Location 21 E Washington St, Middleburg, VA 20117, USA
Phone (888) 687-8555
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Jill Greene - State Farm Insurance Agent
5 out of 5
Location 102 N 21st St Ste 230, Purcellville, VA 20132, USA
Phone (540) 751-4055
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The McCartney Insurance Group
5 out of 5
Location 108 W Washington St #204, Middleburg, VA 20117, USA
Phone (540) 687-4781
Directions
Insurance Brokers in Middleburg, VA

Where Middleburg, VA Auto, Life & Health Insurance Brokers Serve

Middleburg, VA is a charming town nestled in the heart of Virginia's horse country. It boasts a number of historic landmarks, including the Red Fox Inn, which has been serving travelers since the early 1700s. The town is also home to the National Sporting Library & Museum, which houses an impressive collection of sporting art and literature. As for top employers, Middleburg is home to several equestrian businesses, including the Middleburg Training Center and the Hilltop Farm Equestrian Center. The town also has a number of boutique shops and restaurants that cater to locals and visitors alike. When it comes to major highways and streets, Middleburg is situated along Route 50, which runs east-west through the town. Other major thoroughfares include Route 15, which runs north-south, and Route 611, which connects Middleburg to nearby towns like The Plains and Upperville. As for neighborhoods, Middleburg is a small town with a tight-knit community.

Middleburg, VA Insurance Broker Related Services

Banks and Credit Unions

Residents of Middleburg, VA can benefit from a bank in various ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. These services can help residents manage their finances and achieve their financial goals. Additionally, banks in Middleburg can provide assistance to local businesses, which in turn can boost the economy and create job opportunities for residents. Another important way banks can help Middleburg residents is by providing financial education and resources to help them make informed decisions about their money. Specifically, given that Middleburg is a small town with a strong equestrian community, banks can offer specialized services tailored to the needs of horse owners and trainers, such as equine loans and investment opportunities in the equine industry. Overall, a bank can be a valuable resource for Middleburg residents, providing them with the tools and support they need to achieve financial stability and success.

Retirement Planning

Residents of Middleburg, VA can benefit greatly from the services of a retirement planner. With its reputation as a horse and wine country, Middleburg attracts a unique demographic of retirees. A retirement planner can help navigate the complexities of estate planning, tax strategies, and investment management, ensuring that residents can enjoy their retirement years without financial stress. Furthermore, with the town's close proximity to Washington, D.C., a retirement planner can assist in maximizing Social Security benefits and other government programs. Additionally, with the high cost of living in the area, a retirement planner can provide guidance on how to stretch retirement savings and create a sustainable income stream. Overall, a retirement planner can offer invaluable support to Middleburg residents as they plan for their financial future.

Wealth Management

As a resident of Middleburg, VA, one of the most common ways that a wealth manager could be of assistance is by providing guidance on how to best manage and grow one's wealth. Middleburg is a town known for its affluent population and equestrian culture, which means that many residents may have unique financial needs and goals. A wealth manager could help individuals navigate complex financial situations, such as estate planning, tax optimization, and investment management. Additionally, with Middleburg's proximity to Washington, D.C., a wealth manager could provide insight into how national and global economic trends could impact one's financial future. Overall, a wealth manager could provide Middleburg residents with the expertise and support needed to make informed financial decisions and achieve their long-term financial goals.

Financial Advisor

Residents of Middleburg, VA can benefit greatly from the services of a financial advisor. With its reputation as a wealthy and affluent town, there is a high likelihood that residents have complex financial portfolios, including investments, property, and business interests. A financial advisor can help Middleburg residents navigate the intricacies of estate planning, tax management, and retirement planning. Additionally, given the town's proximity to Washington D.C., many residents may work in government or politics, which can bring unique financial challenges and opportunities. A skilled financial advisor can help these individuals make informed decisions regarding their finances, including navigating the complexities of government benefits and regulations. In a town known for its equestrian culture, some residents may also have significant investments in horses and equestrian properties, which require specialized knowledge and expertise. Overall, a financial advisor can provide valuable guidance and support to Middleburg residents as they navigate the complexities of their financial lives.

Mortgage Loan Officer

Residents of Middleburg, VA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a loan officer can provide guidance on the best mortgage options for those looking to purchase a home in the area. With its picturesque landscapes and historic charm, Middleburg presents a unique real estate market that may require specific knowledge and experience. A loan officer can help navigate the local lending landscape, including any state or county-specific programs that may be available. Additionally, a loan officer can assist with the pre-approval process, which is crucial for those looking to make a competitive offer on a home in a tight market. With the help of a loan officer, Middleburg residents can feel confident in their homebuying journey and secure the financing they need to make their dream home a reality.

Tax Services

Residents of Middleburg, VA can benefit from the services of a tax advisor in several ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations governing the town's unique economy. Middleburg, VA is known for its thriving equestrian industry, which attracts many wealthy individuals and businesses to the area. Therefore, a tax advisor can assist residents in identifying tax deductions and credits related to horse breeding, training, and racing. Additionally, a tax advisor can help residents with estate planning, including minimizing estate taxes and ensuring that their assets are distributed according to their wishes. With the help of a tax advisor, Middleburg, VA residents can maximize their tax savings and make informed financial decisions.

Estate Planning Lawyer

Residents of Middleburg, VA can benefit from an estate planning lawyer in numerous ways. The lawyer can help them draft a will, establish trusts, and create a power of attorney. Additionally, the lawyer can assist in minimizing estate taxes and ensuring that assets are distributed according to the client's wishes. Middleburg, VA is known for its equestrian community and the lawyer can help clients plan for the care and maintenance of their horses after their passing. The lawyer can also help clients navigate the complex laws surrounding land use and conservation easements, which are common in the area. Overall, an estate planning lawyer can provide peace of mind and ensure that a client's legacy is preserved for future generations.

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