Insurance Broker in Palmetto Bay, FL

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Top Palmetto Bay, FL Insurance Brokerages

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State Farm
SEC File# 801-8184
CRD# 3487
Location Palmetto Bay, FL 33157, USA
Directions
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All Star Capital Group, Inc.
Location 14707 S Dixie Hwy Suite 306, Palmetto Bay, FL 33176, USA
Phone (305) 252-0113
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Advance Insurance Options
5 out of 5
Location 12392 SW 82nd Ave, Pinecrest, FL 33156, USA
Phone (305) 251-9980
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Choice One Insurance
5 out of 5
Location 18400 SW 97th Ave, Cutler Bay, FL 33157, USA
Phone (800) 547-0006
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First Choice Insurance Agency
Location 8701 SW 191st St, Cutler Bay, FL 33157, USA
Phone (954) 923-0906
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OMT Insurance Brokers LLC
5 out of 5
Location 10830 SW 113th Pl SUITE A, Miami, FL 33176, USA
Phone (305) 232-8222
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Kings Bay Insurance LLC
5 out of 5
Location 14463 S Dixie Hwy, Miami, FL 33176, USA
Phone (305) 254-7733
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Ketat Insurance Inc
5 out of 5
Location 15715 S Dixie Hwy, Palmetto Bay, FL 33157, USA
Phone (305) 259-2920
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Absolute Insurance
Location 17010 S Dixie Hwy, Miami, FL 33157, USA
Phone (305) 254-1982
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Brightway Insurance, The Bodner Agency
Location 11921 S Dixie Hwy Suite 213, Pinecrest, FL 33156, USA
Phone (305) 748-2095
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Goal Insurance Inc
4 out of 5
Location 16935 S Dixie Hwy, Palmetto Bay, FL 33157, USA
Phone (305) 256-0090
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Florida Auto Plus Insurance
5 out of 5
Location 17368 S Dixie Hwy, Palmetto Bay, FL 33157, USA
Phone (305) 278-1388
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Sebanda Insurance
5 out of 5
Location 17595 S Dixie Hwy, Palmetto Bay, FL 33157, USA
Phone (305) 817-4392
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Insurance Brokers in Palmetto Bay, FL

Where Palmetto Bay, FL Auto, Life & Health Insurance Brokers Serve

Palmetto Bay is a vibrant and diverse community located in Miami-Dade County, Florida. The area boasts several landmarks, including the Deering Estate, a historic mansion and nature preserve, and the Coral Reef Park, a popular destination for outdoor enthusiasts. The top employers in the area include Baptist Health South Florida, Publix Super Markets, and the Miami-Dade County Public Schools. Major highways and streets in Palmetto Bay include the South Dixie Highway, Old Cutler Road, and the Palmetto Expressway. The neighborhoods in Palmetto Bay are known for their lush greenery, beautiful homes, and tight-knit communities. Whether you're looking for a place to call home or a place to work, Palmetto Bay has something for everyone.

Palmetto Bay, FL Insurance Broker Related Services

Banks and Credit Unions

Residents of Palmetto Bay, FL could benefit greatly from the services of a bank. One specific way a bank could help is by providing financing options for home renovations and repairs. Palmetto Bay is known for its beautiful homes and lush landscapes, but with the humid subtropical climate comes wear and tear on properties. A bank could offer loans or lines of credit to help residents maintain and improve their homes, from repairing roofs damaged by hurricanes to installing energy-efficient windows and doors. Additionally, a bank could provide financial education and resources to help residents better manage their money and plan for the future. With the help of a bank, residents of Palmetto Bay could feel more secure in their homes and their financial futures.

Retirement Planning

Residents of Palmetto Bay, FL can benefit from the guidance of a retirement planner in various ways. A retirement planner can help them navigate the complexities of the retirement process, including creating a comprehensive retirement plan that takes into account their unique financial circumstances, goals, and aspirations. Specifically, in Palmetto Bay, FL, a retirement planner can help residents take advantage of the state's favorable tax laws and low cost of living by creating a tax-efficient retirement strategy and recommending investment options that align with their goals. Additionally, a retirement planner can help Palmetto Bay residents address potential risks to their retirement income, such as healthcare costs, inflation, and market volatility, by providing them with a diversified investment portfolio and insurance solutions. By working with a retirement planner, residents of Palmetto Bay, FL can feel confident that they are on track to achieve their retirement goals and enjoy their golden years.

Wealth Management

Residents of Palmetto Bay, FL can benefit from the expertise of a wealth manager in several ways. Firstly, a wealth manager can help them navigate the complex financial landscape of the area, which is characterized by a high cost of living and a competitive job market. Secondly, a wealth manager can provide personalized investment advice that takes into account the unique needs and goals of each individual or family. For instance, they can recommend investment opportunities that align with the values and priorities of Palmetto Bay residents, such as sustainable and socially responsible investments. Additionally, a wealth manager can help residents plan for their long-term financial future, including retirement, estate planning, and legacy building. With their extensive knowledge and experience, wealth managers can help Palmetto Bay residents make informed decisions about their finances and achieve their financial goals.

Financial Advisor

Residents of Palmetto Bay, FL could greatly benefit from the services of a financial advisor. With a population of over 24,000 people, many individuals and families in this area may struggle with managing their finances. A financial advisor can assist with a variety of tasks, such as creating a budget, investing in retirement accounts, and planning for future expenses. One specific challenge that residents of Palmetto Bay may face is the high cost of living in the Miami metropolitan area. A financial advisor can help individuals navigate this challenge by providing guidance on how to manage expenses and save for the future, while still enjoying the many amenities that the area has to offer. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, many residents may be experiencing financial hardship. A financial advisor can provide support and guidance during this difficult time, helping individuals and families to make informed decisions about their finances and plan for a more secure future.

Mortgage Loan Officer

Residents of Palmetto Bay, FL could benefit from the assistance of a mortgage loan officer in a multitude of ways. For instance, a mortgage loan officer could help residents navigate the complex mortgage process, including selecting the right loan program, determining eligibility, and securing competitive interest rates. Specifically, in Palmetto Bay, FL, where the median home value is $472,500, a mortgage loan officer could help residents find affordable financing options to purchase a home in this desirable community. Additionally, a mortgage loan officer could provide guidance on the various down payment assistance programs available to Palmetto Bay residents, such as the Miami-Dade County Down Payment Assistance Program, which offers up to $40,000 in assistance to eligible homebuyers. With the help of a knowledgeable mortgage loan officer, Palmetto Bay residents can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Palmetto Bay, FL can greatly benefit from the services of a tax advisor. With the complex and ever-changing tax laws, it can be difficult for individuals to navigate through the maze of regulations and requirements. A tax advisor can assist residents in Palmetto Bay with tax planning, preparation, and filing, ensuring that they are in compliance with all applicable laws and regulations. Additionally, residents can benefit from the expertise of a tax advisor in areas such as estate planning, retirement planning, and investment strategies. In particular, Palmetto Bay residents may need guidance on how to navigate the state's complex tax laws, which can vary significantly from other states. With the help of a tax advisor, residents can maximize their tax savings and minimize their tax liabilities, providing them with greater financial security and peace of mind.

Estate Planning Lawyer

Residents of Palmetto Bay, FL can benefit from the expertise of an estate planning lawyer in a myriad of ways. Firstly, an estate planning lawyer can assist in the creation of a will, which is crucial for ensuring that one's assets are distributed according to their wishes after their passing. Additionally, a lawyer can help residents set up trusts, which can provide tax benefits and protect assets from creditors. Palmetto Bay, FL residents may also benefit from the assistance of an estate planning lawyer in creating a power of attorney, which designates a trusted individual to make decisions on their behalf in the event of incapacitation. Furthermore, an estate planning lawyer can help residents navigate the complex laws surrounding Medicaid and long-term care planning, which can be especially important in an area with a large elderly population like Palmetto Bay, FL. Overall, the expertise of an estate planning lawyer can be invaluable in helping residents of Palmetto Bay, FL plan for the future and protect their assets.

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