Insurance Broker in Milton, GA

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Top Milton, GA Insurance Brokerages

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Progressive Insurance Agent
4 out of 5
Location 1202 Abbey Ct, Alpharetta, GA 30004, USA
Phone (770) 450-6140
Directions
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Farmers Insurance - Jessica Drinkwater
5 out of 5
Location 12590 Broadwell Rd Ste 110, Milton, GA 30004, USA
Phone (770) 643-5900
Directions
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David Chamblee - State Farm Insurance Agent
5 out of 5
Location 5530 Windward Pkwy #240, Alpharetta, GA 30004, USA
Phone (770) 777-1801
Directions
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Christopher James Corrow - Aflac Insurance Agent
5 out of 5
Location 2796 Ashleigh Ln, Alpharetta, GA 30004, USA
Phone (678) 867-0045
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McGriff Insurance Services
Location 12725 Morris Rd Ext, Alpharetta, GA 30004, USA
Phone (770) 274-2910
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Trevor Nollner - State Farm Insurance Agent
4 out of 5
Location 2300 Abbey Ct, Alpharetta, GA 30004, USA
Phone (678) 515-8297
Directions
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Nationwide Insurance: Marvin L. Jenkins
5 out of 5
Location 12930 GA-9 N, Alpharetta, GA 30004, USA
Phone (770) 754-4001
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Joseph Adocchio: Allstate Insurance
5 out of 5
Location 12220 Birmingham Hwy Bldg 30, Milton, GA 30004, USA
Phone (678) 269-4001
Directions
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Jeffrey Center, Insurance Agent | Comparion Insurance Agency
5 out of 5
Location 12600 Deerfield Pkwy Ste 100, Alpharetta, GA 30004, USA
Phone (770) 406-5048
Directions
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Brian Bliss, Insurance Agent | Comparion Insurance Agency
5 out of 5
Location 12600 Deerfield Pkwy Ste 100, Alpharetta, GA 30004, USA
Phone (770) 406-5046
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Simple Risk Solutions Inc.
Location 1202 Abbey Ct, Alpharetta, GA 30004, USA
Phone (770) 988-4910
Directions
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Drake Dodson - Independent Insurance Agent
5 out of 5
Location 12600 Deerfield Pkwy Ste 100, Alpharetta, GA 30004, USA
Phone (770) 998-6469
Directions
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BHHC Truck Insurance
Location 1202 Abbey Ct, Alpharetta, GA 30004, USA
Phone (855) 487-2663
Directions
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Trevor Millsaps: Allstate Insurance
4 out of 5
Location 1815 Lockeway Dr Ste 102, Alpharetta, GA 30004, USA
Phone (770) 475-1975
Directions
Insurance Brokers in Milton, GA

Where Milton, GA Auto, Life & Health Insurance Brokers Serve

Milton, GA is a charming city located in Fulton County, Georgia. It is known for its picturesque landscapes and historic landmarks. The city is home to several notable landmarks, including the Birmingham Crossroads, Friendship Community House, and Milton City Hall. Milton is also home to a diverse range of top employers, including Verizon Wireless, Comcast, and UPS. These companies provide excellent job opportunities for residents and contribute to the city's thriving economy. Major highways and streets in Milton include GA-400, Birmingham Highway, and Hopewell Road. These roads provide easy access to neighboring cities and destinations, making it convenient for residents to travel and commute. Milton is divided into several distinct neighborhoods, each with its own unique character and charm. Some of the most popular neighborhoods include Crabapple, White Columns, and The Manor Golf and Country Club. These neighborhoods offer a variety of housing options, from cozy cottages to luxurious mansions.

Milton, GA Insurance Broker Related Services

Banks and Credit Unions

Residents of Milton, GA can benefit from a bank in various ways. Firstly, a bank can provide financial services such as loans and mortgages to help residents purchase homes in Milton, which is known for its high standard of living. Additionally, a bank can offer investment opportunities and financial planning services to help residents grow their wealth. With Milton being a rapidly growing city, a bank can also provide small business loans and other financial services to support the local economy. Furthermore, a bank can offer convenient online banking services to cater to the tech-savvy residents of Milton. Overall, a bank can play a crucial role in helping residents of Milton achieve their financial goals and contribute to the community's growth and development.

Retirement Planning

Residents of Milton, GA could benefit from a retirement planner in a number of ways. One specific way is that a planner could help them navigate the unique tax laws in Georgia, which can be complex and confusing. Additionally, a planner could help residents of Milton, GA identify the best retirement savings vehicles for their specific financial situations, such as 401(k)s, IRAs, or annuities. They could also help residents plan for unexpected expenses, like healthcare costs or emergencies, that may arise in retirement. With the help of a retirement planner, residents of Milton, GA could feel more confident in their financial future and better prepared for retirement.

Wealth Management

Residents of Milton, GA can benefit from a wealth manager in several ways. Firstly, a wealth manager can help them plan for their retirement and ensure that they have enough savings to maintain their lifestyle. This is particularly important in Milton, GA, where the cost of living is relatively high compared to other parts of the state. Secondly, a wealth manager can help residents of Milton, GA to manage their investments and ensure that their portfolio is diversified and optimized for their financial goals. This is especially important given the volatile nature of the stock market and the need to balance risk and reward. Thirdly, a wealth manager can provide advice on estate planning and help residents of Milton, GA to minimize their tax liabilities. This is particularly important given the complex tax laws in Georgia and the need to ensure that assets are transferred to heirs in a tax-efficient manner. Overall, a wealth manager can provide invaluable guidance and support to residents of Milton, GA, helping them to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Milton, GA can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can assist residents of Milton is by helping them navigate the complexities of estate planning. With Milton's median home value of $700,000, many residents may have sizable assets that need to be protected and distributed properly. A financial advisor can help residents create a comprehensive estate plan that includes wills, trusts, and power of attorney documents. Additionally, a financial advisor can provide guidance on tax-efficient strategies for transferring wealth to heirs and minimizing estate taxes. With the help of a financial advisor, residents of Milton can ensure that their assets are protected and their loved ones are provided for after their passing.

Mortgage Loan Officer

Mortgage loan officers can be a valuable resource for Milton, GA residents who are looking to buy a home or refinance their current mortgage. These professionals can provide guidance and support throughout the loan process, helping residents to navigate the complex world of home financing. They can help residents to understand their options, including different types of mortgages, interest rates, and repayment terms. Loan officers can also assist with pre-approval, which can give residents a better idea of what they can afford and help them to make more informed decisions when shopping for a home. Additionally, loan officers can provide advice on how to improve credit scores, which can help residents to qualify for better loan terms. Overall, mortgage loan officers can play a crucial role in helping Milton, GA residents achieve their dream of homeownership.

Tax Services

Residents of Milton, GA could benefit immensely from the expertise of a tax advisor. With its affluent population and high property values, Milton, GA is a community that demands a sophisticated understanding of tax laws and regulations. A tax advisor can help residents navigate complex tax codes and minimize their tax liability. For example, a tax advisor can provide guidance on how to take advantage of tax deductions for charitable donations, which is particularly relevant in a community like Milton, GA where philanthropy is a cornerstone of the culture. Additionally, a tax advisor can assist Milton residents with estate planning and tax implications of inheritance, which is especially important given the high net worth of many families in the area. With the help of a tax advisor, residents of Milton, GA can ensure that they are making informed decisions and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Milton, GA can benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of a comprehensive estate plan that addresses their unique needs and goals. This may include the drafting of a will, trust, or power of attorney, as well as the establishment of guardianships or conservatorships for minor children or incapacitated adults. Additionally, an estate planning lawyer can assist with the management and distribution of assets, including real estate, investments, and personal property. With its affluent population and high median household income, Milton presents a unique set of challenges and opportunities for estate planning, and an experienced lawyer can help residents navigate the complex legal landscape with confidence and ease.

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