Insurance Broker in Millbrook, NY

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Top Millbrook, NY Insurance Brokerages

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Focus Benefit Group
Location 3284 Franklin Ave, Millbrook, NY 12545, USA
Phone (845) 677-4722
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Jim LaChance - State Farm Insurance Agent
4 out of 5
Location 1817 South Rd Ste D, Wappingers Falls, NY 12590, USA
Phone (845) 297-6040
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Pleasant Valley Agency, Inc
5 out of 5
Location 13 North Ave Suite 5, Pleasant Valley, NY 12569, USA
Phone (845) 635-8131
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Belok Adam
Location 11 Raymond Ave, Poughkeepsie, NY 12603, USA
Phone (845) 486-0900
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Dalleo Group
5 out of 5
Location 256 Main St, Poughkeepsie, NY 12601, USA
Phone (845) 473-6222
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Hodgkins Agency
5 out of 5
Location 316 Main St, Poughkeepsie, NY 12601, USA
Phone (845) 790-8073
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Emery & Webb Insurance
5 out of 5
Location 8 Mill St, Dover Plains, NY 12522, USA
Phone (845) 877-3333
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George T Whalen Insurance
5 out of 5
Location 3269 Franklin Ave, Millbrook, NY 12545, USA
Phone (845) 677-3434
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Action Capital Insurance Agency LLC
Location 1395 Pennsylvania 44, Pleasant Valley, NY 12569, USA
Phone (845) 486-1040
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H.W. Guernsey at Compass | Millbrook Luxury Real Estate Agents
5 out of 5
Location 3295 Franklin Ave, Millbrook, NY 12545, USA
Phone (845) 677-5311
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Fraleigh and Rakow Insurance - Pine Plains
4 out of 5
Location 7800 S Main St, Pine Plains, NY 12567, USA
Phone (518) 398-7105
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Quick Insurance
5 out of 5
Location 45 Front St, Millbrook, NY 12545, USA
Phone (845) 677-5653
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Aztec Agency Inc
5 out of 5
Location 3278 Franklin Ave, Millbrook, NY 12545, USA
Phone (201) 461-7400
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Frank Menes: Allstate Insurance
5 out of 5
Location 47 Civic Center Plaza, Poughkeepsie, NY 12601, USA
Phone (845) 471-9611
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Pagones Insurance Agency Inc
5 out of 5
Location 2668 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 452-4800
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Geraci Insurance
2 out of 5
Location 1058 Freedom Plains Rd, Poughkeepsie, NY 12603, USA
Phone (845) 471-5700
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The Sage Largesse Endeavor
Location 45 North Ave, Pleasant Valley, NY 12569, USA
Phone (914) 506-9026
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Robert Alan Agency
Location 58 Cottage St, Salt Point, NY 12578, USA
Phone (845) 266-3484
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P & F Brokerge
5 out of 5
Location 1035 NY-82, Hopewell Junction, NY 12533, USA
Phone (845) 223-8107
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Farmers Insurance - Dean Michael
5 out of 5
Location 1395 Route 44 Ste C, Pleasant Valley, NY 12569, USA
Phone (845) 698-1200
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Vinny Squillante - State Farm Insurance Agent
4 out of 5
Location 1910 New Hackensack Rd, Poughkeepsie, NY 12603, USA
Phone (845) 462-1688
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Houlihan Lawrence - Millbrook Real Estate
4 out of 5
Location 3274 Franklin Ave, Millbrook, NY 12545, USA
Phone (845) 677-6161
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Medicare Resource Group
5 out of 5
Location 10 Raymond Ave, Poughkeepsie, NY 12603, USA
Phone (845) 462-3963
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Limitless Professional Solutions Inc.
5 out of 5
Location 695 Dutchess Turnpike Suite 210, Poughkeepsie, NY 12603, USA
Phone (845) 330-3090
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Insurance Brokers in Millbrook, NY

Where Millbrook, NY Auto, Life & Health Insurance Brokers Serve

Nestled in the heart of the Hudson Valley, Millbrook, NY is a picturesque town that boasts a rich history and a vibrant community. From its charming downtown area to its sprawling estates, there's something for everyone in this idyllic hamlet. One of the town's most notable landmarks is the Millbrook Winery, which offers breathtaking views of the surrounding countryside and some of the best wine in the region. Other must-see attractions include the Millbrook Tribute Gardens, the Millbrook Golf and Tennis Club, and the Orvis Sandanona Shooting Grounds. As for top employers, Millbrook is home to a variety of businesses, including the Millbrook School, which is one of the area's largest employers. Other major employers include the Millbrook Vineyards and Winery, the Cary Institute of Ecosystem Studies, and the Millbrook Central School District.

Millbrook, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Millbrook, NY can benefit from a bank in several ways. One of the most common ways is through access to financial services such as savings accounts, checking accounts, and loans. With the town's population of just over 1,400 people, it is crucial for residents to have access to a reliable bank that can help them manage their finances effectively. Additionally, a bank can offer financial advice and investment opportunities to residents, which can be especially helpful for those who are looking to grow their wealth over time. Another benefit of having a bank in Millbrook is that it can provide a sense of security for residents, knowing that their money is safe and easily accessible in case of an emergency. Overall, a bank can play a vital role in the financial well-being of Millbrook's residents, and can help them achieve their financial goals and aspirations.

Retirement Planning

Residents of Millbrook, NY could greatly benefit from the assistance of a retirement planner. With its beautiful scenery and proximity to New York City, many retirees choose to settle down in this quaint town. However, navigating the complexities of retirement planning can be overwhelming. A retirement planner can help residents of Millbrook, NY create a personalized plan that takes into account their unique financial situation, including any assets or debts they may have. They can also provide guidance on how to maximize Social Security benefits and create a comprehensive investment strategy. Additionally, with the rising cost of healthcare, a retirement planner can assist in creating a plan to cover medical expenses and long-term care. For residents of Millbrook, NY, a retirement planner can be a valuable resource in ensuring a comfortable and secure retirement.

Wealth Management

Residents of Millbrook, NY could benefit greatly from the services of a wealth manager. With its picturesque landscapes and affluent population, Millbrook offers a unique set of challenges and opportunities for financial management. A wealth manager can assist in developing a comprehensive financial plan that takes into account the unique needs of individuals and families in the area. For instance, the high cost of living in Millbrook may require a more aggressive investment strategy to ensure long-term financial stability. Additionally, a wealth manager can provide guidance on estate planning and tax strategies, which are particularly important for residents who may have significant assets and income. With their expertise and experience, a wealth manager can help residents of Millbrook navigate the complexities of the financial world and achieve their financial goals.

Financial Advisor

Residents of Millbrook, NY could benefit greatly from the guidance of a financial advisor. One specific way that a financial advisor could help is by assisting with retirement planning. Many residents of Millbrook are nearing retirement age or have already retired, and a financial advisor can help them navigate the complexities of retirement planning. This could include creating a personalized retirement plan, evaluating investment options, and helping to ensure that retirement savings last throughout retirement. Additionally, with the high cost of living in Millbrook, a financial advisor could provide guidance on managing expenses and creating a budget to ensure that residents can live comfortably and enjoy their retirement years. Overall, a financial advisor can provide valuable expertise and support to residents of Millbrook, helping them to achieve their financial goals and live the life they desire.

Mortgage Loan Officer

Residents of Millbrook, NY can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can provide guidance and assistance in navigating the complex world of home financing. Given the high cost of homes in Millbrook, NY, it is crucial for residents to secure the best possible mortgage rates and terms. Additionally, a mortgage loan officer can help residents understand the various loan options available based on their unique financial situation and credit history. Moreover, with the town's rich history and charming rural character, a mortgage loan officer can help residents find homes that meet their specific needs and preferences while also fitting within their budget. Overall, a mortgage loan officer can be an invaluable resource for Millbrook, NY residents looking to purchase their dream home in this picturesque town.

Tax Services

Residents of Millbrook, NY can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving guidance on the tax implications of living in a town with a high cost of living. Millbrook is a small town in Dutchess County, known for its picturesque landscapes and affluent residents. However, the cost of living in Millbrook is significantly higher than the national average, which can result in higher tax bills. A tax advisor can help residents navigate the complex tax laws and identify deductions and credits that can help reduce their tax burden. Additionally, a tax advisor can provide advice on estate planning, retirement planning, and investment strategies, all of which can have a significant impact on a resident's financial well-being. With the help of a tax advisor, residents of Millbrook can make informed decisions about their finances and ensure they are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Millbrook, NY can benefit from the services of an estate planning lawyer in a variety of ways. One specific area of concern for Millbrook residents is the high cost of living in the area. An estate planning lawyer can help individuals and families create a comprehensive plan to manage their assets and ensure that they are able to maintain their standard of living in the face of rising costs. This might include creating trusts or setting up a retirement plan that takes into account the unique financial challenges faced by those living in Millbrook. Additionally, an estate planning lawyer can help residents navigate the complex tax laws that apply to their assets and investments, ensuring that they are able to minimize their tax liability and maximize their financial security. Overall, an estate planning lawyer can provide invaluable assistance to residents of Millbrook, NY, helping them to protect their assets and plan for a secure financial future.

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