Insurance Broker in Newton, MA

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Top Newton, MA Insurance Brokerages

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James A. Ryan Insurance Agency, LLC
4 out of 5
Location 1379 Washington St, Newton, MA 02465, USA
Phone (617) 969-4140
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New England Commercial Insurance Agency
Location 1359 Centre St, Newton, MA 02459, USA
Phone (800) 334-3233
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Roblin Insurance Inc
4 out of 5
Location 144 Gould St # 100, Needham Heights, MA 02494, USA
Phone (781) 455-0700
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Sciarratta & Doucette Insurance Agen
Location 11 Ellis St # 1, Needham, MA 02494, USA
Phone (781) 444-6700
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Kovalev Insurance Agency, Inc.
5 out of 5
Location 188 Needham St #220, Newton, MA 02464, USA
Phone (617) 562-6060
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Steven R Karas - Aflac Insurance Agent
Location 2000 Commonwealth Ave #110, Auburndale, MA 02466, USA
Phone (617) 658-1818
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EBS Insurance Brokers Inc
5 out of 5
Location 300 Washington St Suite 650, Newton, MA 02458, USA
Phone (617) 244-3737
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McQueen Insurance Agency Inc
3 out of 5
Location 830 Moody St, Waltham, MA 02453, USA
Phone (781) 893-1345
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Anchor Insurance Group
5 out of 5
Location 1359 Centre St, Newton, MA 02459, USA
Phone (800) 746-1426
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Robert Slocum: Allstate Insurance
5 out of 5
Location 345 Boylston St Ste 200, Newton, MA 02459, USA
Phone (617) 963-0033
Directions
Insurance Brokers in Newton, MA

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

Newton, MA is a vibrant and diverse city that boasts a rich history and a plethora of landmarks. From the stunning views of Crystal Lake to the iconic Newton City Hall, there is no shortage of sights to see in this bustling metropolis. As for top employers, Newton is home to a variety of companies, including TripAdvisor, Boston College, and Newton-Wellesley Hospital. Major highways such as the Massachusetts Turnpike and Route 128 run through the city, providing easy access to Boston and other nearby cities. The streets of Newton are lined with beautiful homes and neighborhoods, each with its own unique character and charm. From the tree-lined streets of Newton Centre to the bustling shops and restaurants of Newtonville, there is something for everyone in this vibrant city.

Newton, MA Insurance Broker Related Services

Banks and Credit Unions

Residents of Newton, MA can benefit from a bank in several ways. One of the most common ways is through the provision of loans for home purchases. Newton is an affluent city in Massachusetts with a high cost of living, making it challenging for residents to purchase homes without financial assistance. A bank can help by providing mortgage loans with favorable interest rates and repayment terms, making it easier for residents to own homes. Additionally, banks in Newton can offer investment opportunities to residents looking to grow their wealth. With a high concentration of professionals and entrepreneurs in the city, the need for investment options is significant. Banks can provide guidance on investment strategies, risk management, and portfolio diversification. Overall, banks in Newton, MA play a crucial role in supporting residents' financial goals and aspirations.

Retirement Planning

Residents of Newton, MA can benefit greatly from the expertise of a retirement planner. With a population that is predominantly composed of affluent professionals and families, a retirement planner can help residents navigate the complexities of planning for their future. Specifically, a retirement planner can assist residents in developing a comprehensive retirement plan that takes into account their unique financial situation, investment goals, and risk tolerance. They can also provide guidance on tax-efficient strategies for retirement savings and investment, as well as estate planning and asset protection. With the high cost of living in Newton, MA, a retirement planner can help residents ensure that they are on track to meet their financial goals and maintain their desired standard of living in retirement.

Wealth Management

Residents of Newton, MA can greatly benefit from the services of a wealth manager. With its reputation as one of the wealthiest cities in the country, Newton residents have unique financial needs that require a high level of expertise and experience. A wealth manager can provide guidance on investment strategies, retirement planning, estate planning, tax planning, and risk management. For example, with the high property values in Newton, a wealth manager can assist residents in creating a plan to manage their real estate assets, including potential rental income and tax implications. Additionally, a wealth manager can help residents navigate the complex tax laws in Massachusetts, including the state's income tax, capital gains tax, and estate tax. Overall, a wealth manager can provide invaluable assistance to Newton residents in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Newton, MA could benefit from the guidance and expertise of a financial advisor in several ways. One of the most common ways is through retirement planning. As Newton is a relatively affluent community with a high cost of living, many residents may need assistance in creating a retirement plan that will allow them to maintain their standard of living in their golden years. A financial advisor can help them identify their retirement goals, assess their current financial situation, and develop a personalized plan to achieve those goals. Additionally, with the city's significant tech and healthcare industries, many residents may have stock options or other equity-based compensation that require specialized knowledge to manage effectively. A financial advisor can help them navigate the complexities of these investments and ensure they are maximizing their potential benefits. Lastly, with the recent changes to the tax code, residents may benefit from guidance on tax-efficient investment strategies. Overall, a financial advisor can provide invaluable assistance to Newton residents in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Newton, MA could benefit from the expertise of a mortgage loan officer in a variety of ways. For instance, due to the high cost of living in Newton, many residents may need assistance in securing a mortgage loan that is tailored to their specific financial situation. A mortgage loan officer could help residents navigate the complex and ever-changing lending landscape, providing them with valuable insights and advice on the best loan products and lenders available. Additionally, given the unique character of Newton's housing market, which features a mix of historic homes and modern developments, a mortgage loan officer could help residents understand the nuances of the local real estate market and identify properties that may be a good fit for their needs and budget. With their deep knowledge of lending practices and the local housing market, mortgage loan officers can be an invaluable resource for residents of Newton, MA seeking to purchase a home or refinance their existing mortgage.

Tax Services

Residents of Newton, MA can benefit from the expertise of a tax advisor in several ways. Firstly, Newton is home to a high number of affluent individuals who may need assistance with complex tax planning strategies to minimize their tax liabilities. Additionally, Newton has a large number of small business owners who may require guidance on tax compliance and reporting requirements. Furthermore, with the recent changes to the tax code, many Newton residents may be uncertain about how these changes impact their tax situation and may require expert advice to ensure they are maximizing their deductions and credits. A tax advisor can also assist with estate planning and wealth management, which is particularly relevant for Newton residents given the high property values and net worth of many individuals in the area. Overall, a tax advisor can provide invaluable assistance to Newton residents in navigating the complex and ever-changing tax landscape.

Estate Planning Lawyer

Residents of Newton, MA can greatly benefit from the services of an estate planning lawyer. These professionals can help individuals create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. In Newton, where the median home value is over $1 million, many residents may have substantial assets that require careful planning. An estate planning lawyer can assist with creating a will, establishing trusts, and minimizing estate taxes. Additionally, they can help with healthcare directives and power of attorney documents to ensure that individuals' wishes are carried out in the event of incapacitation. With an estate planning lawyer's help, Newton residents can have peace of mind knowing that their assets and healthcare decisions are in order.

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