Insurance Broker in Pawling, NY

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Top Pawling, NY Insurance Brokerages

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YORQUEST ASSOCIATES
Location 34 Nathan Pierce Ct, Pawling, NY 12564, USA
Phone (845) 855-2609
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Farmers Insurance - Anthony Di Giacomo
Location 1281 NY-311 Ste B204, Patterson, NY 12563, USA
Phone (845) 319-9293
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James W Pray
Location 64 Cunningham Ln, Pawling, NY 12564, USA
Phone (914) 450-2968
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Emery & Webb Insurance
Location 33 E Main St, Pawling, NY 12564, USA
Phone (845) 855-1112
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Allstate Personal Financial Representative: Rochelle Foley Ostrander
Location 1516 State Rte 55 Ste 1520, Lagrangeville, NY 12540, USA
Phone (845) 728-5740
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A C Pepe Insurance Agency
5 out of 5
Location 2568 State Rte 55, Poughquag, NY 12570, USA
Phone (845) 724-3031
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World Insurance Associates LLC
Location 3 Starr Ridge Rd Suite 100, Brewster, NY 10509, USA
Phone (845) 279-5151
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Pete Spear State Farm Insurance Agent
4 out of 5
Location 3820 Danbury Rd, Brewster, NY 10509, USA
Phone (845) 279-2766
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Rose & Kiernan, Inc.
5 out of 5
Location 527 NY-22, Pawling, NY 12564, USA
Phone (845) 855-3300
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The SIG Insurance Agencies: Patterson, NY
5 out of 5
Location 1072 NY-311, Patterson, NY 12563, USA
Phone (845) 319-9990
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JC White Agency, Inc.
5 out of 5
Location 592 NY-22, Pawling, NY 12564, USA
Phone (845) 855-2666
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Masterson Insurance Agency, Inc.
5 out of 5
Location Country Commons 1520, State Rte 55, Lagrangeville, NY 12540, USA
Phone (845) 878-8008
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Kenneth J Tucker & Son Inc
Location 46 Lakeview Dr, Pawling, NY 12564, USA
Phone (845) 855-1654
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The Higgins Agency, Inc.
Location 145 NY-22 #205, Pawling, NY 12564, USA
Phone (845) 289-0480
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Feehan Insurance Agency
5 out of 5
Location 2350 US-6, Brewster, NY 10509, USA
Phone (845) 278-7070
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Silver Star Agency, Inc.
5 out of 5
Location 2546 State Rte 55 #284, Poughquag, NY 12570, USA
Phone (845) 330-2323
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Gallagher Insurance, Risk Management & Consulting
Location 324 Clock Tower Commons Dr Route 22, Brewster, NY 10509, USA
Phone (845) 279-4844
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Kevin Carty - Aflac Insurance Agent
Location 18 Bradhurst Rd, Carmel Hamlet, NY 10512, USA
Phone (914) 714-0302
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John Grana - State Farm Insurance Agent
5 out of 5
Location 17 Fair St, Carmel Hamlet, NY 10512, USA
Phone (845) 225-5508
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Insurance Brokers in Pawling, NY

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

Nestled in the heart of Dutchess County, New York lies the charming town of Pawling, home to a plethora of landmarks and neighborhoods that make it a unique and bustling community. From the historic Pawling train station to the picturesque Appalachian Trail, Pawling is a town steeped in rich history and natural beauty. Its top employers include the highly regarded Trinity-Pawling School and the Pawling Corporation, a leading manufacturer of custom plastic products. Major highways such as Route 22 and the Taconic State Parkway provide easy access to neighboring towns and cities, while streets like Charles Colman Boulevard and Dutcher Avenue offer a quaint and inviting atmosphere for residents and visitors alike. With neighborhoods ranging from the quaint village center to the sprawling estates of Quaker Hill, Pawling truly has something for everyone.

Pawling, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Pawling, NY can benefit from a bank in various ways. For instance, a bank can provide them with access to financial services such as savings accounts, checking accounts, loans, and credit cards. This is particularly important for the residents of Pawling, NY, who are predominantly working-class individuals. Moreover, banks can help residents of Pawling, NY to manage their money more efficiently by providing them with financial advice and tools such as budgeting software. Additionally, banks can offer investment services to residents of Pawling, NY, which can help them to grow their wealth and secure their financial future. This is especially important for those residents who are looking to retire in the near future. Overall, a bank can be a valuable resource for residents of Pawling, NY, helping them to achieve their financial goals and improve their quality of life.

Retirement Planning

Residents of Pawling, NY could greatly benefit from the guidance of a retirement planner. With its picturesque landscapes and charming small-town feel, Pawling is a popular destination for retirees. However, with the cost of living on the rise, many residents may be unsure of how to make their retirement savings last. A retirement planner can help them navigate the complex world of investments and ensure that they are making the most of their money. Additionally, with the recent boom in the real estate market, many retirees may be considering downsizing or relocating to a more affordable area. A retirement planner can provide valuable insight into the housing market and help residents make informed decisions about their future. Overall, a retirement planner can provide Pawling residents with the peace of mind they need to enjoy their retirement years to the fullest.

Wealth Management

Residents of Pawling, NY can benefit from the expertise of a wealth manager in various ways. One of the most common ways is by providing guidance and advice on how to manage their finances effectively. With the town's population of over 8,000, a wealth manager can assist residents in creating a personalized plan to achieve their financial goals, whether it be saving for retirement, investing in real estate, or funding their children's education. Additionally, given that Pawling is a rural town, a wealth manager can provide insights on how to diversify investments beyond local industries and businesses. For instance, a wealth manager can advise on investing in technology or healthcare companies, which may not be prevalent in the town but can provide significant returns. Overall, a wealth manager can help residents of Pawling, NY navigate the complex world of finance and make informed decisions that align with their long-term objectives.

Financial Advisor

Residents of Pawling, NY can benefit from the guidance of a financial advisor in several ways. One of the most common ways is to help them create a personalized financial plan that takes into account their unique circumstances and goals. A financial advisor can assist residents in Pawling, NY with budgeting, saving for retirement, and investing in the stock market. Additionally, a financial advisor can offer advice on tax planning and estate planning to help residents minimize their tax liability and ensure that their assets are distributed according to their wishes. Given that Pawling, NY is a small town with a population of just over 8,000 people, residents may need extra help navigating the financial landscape. A financial advisor can provide the expertise and guidance needed to make informed decisions and achieve financial security.

Mortgage Loan Officer

Mortgage loan officers can be of great help to Pawling, NY residents who are looking to purchase a home or refinance their existing mortgage. They can guide them through the entire mortgage process, from pre-approval to closing, and help them find the best loan options that suit their individual needs and financial situation. They can also provide valuable advice on how to improve credit scores, save for a down payment, and understand the various costs associated with buying a home. By working with a mortgage loan officer, Pawling residents can save time, money, and avoid potential pitfalls in the mortgage process. Ultimately, the goal of a mortgage loan officer is to ensure that Pawling residents achieve their dream of homeownership with confidence and ease.

Tax Services

Residents of Pawling, NY can benefit from the expertise of a tax advisor in various ways. One specific area where a tax advisor can assist residents is in navigating the complex tax laws and regulations that are unique to the state of New York. For instance, Pawling residents may need guidance on how to file their state and local taxes properly, as New York has its own set of rules and requirements that differ from federal tax laws. Furthermore, a tax advisor can help residents maximize their deductions and credits, which can ultimately lower their tax liability. Additionally, a tax advisor can provide valuable advice on retirement planning, estate planning, and investment strategies, all of which can have a significant impact on one's taxes. Overall, a tax advisor can help Pawling residents make informed decisions about their finances and ensure that they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Pawling, NY can benefit from the services of an estate planning lawyer in several ways. Firstly, the lawyer can help them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Pawling, NY, which is home to many affluent families with significant assets. Additionally, an estate planning lawyer can help residents minimize their tax liability and ensure that their heirs receive the maximum amount of their estate. The lawyer can also assist in creating trusts and other instruments that protect assets from creditors and other potential threats. Finally, the lawyer can help residents navigate complex probate proceedings and ensure that the wishes of the deceased are carried out in a timely and efficient manner.

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