Insurance Broker in Plantation, FL

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Top Plantation, FL Insurance Brokerages

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Simple Insurance Agency
5 out of 5
Location 1880 N University Dr, Plantation, FL 33313, USA
Phone (954) 507-4716
Directions
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J D Insurance & Financial Services
4 out of 5
Location 1858 N University Dr, Plantation, FL 33322, USA
Phone (954) 473-5075
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Marlins Insurance Agency
5 out of 5
Location 850 S State Rd 7, Plantation, FL 33317, USA
Phone (954) 587-7850
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Allstate Insurance
Location 919 S State Rd 7, Plantation, FL 33317, USA
Phone (954) 533-0639
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James Greco: Allstate Insurance
5 out of 5
Location 9633 W Broward Blvd Ste 2, Plantation, FL 33324, USA
Phone (954) 382-5364
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Coverplus Health
Location 1333 S University Dr #202, Plantation, FL 33324, USA
Phone (855) 830-2955
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Fair Insurance Agency Inc
5 out of 5
Location 4330 W Broward Blvd Suite E, Plantation, FL 33317, USA
Phone (954) 536-2678
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Pelican Insurance Agency
5 out of 5
Location 499 NW 70th Ave Ste #204, Plantation, FL 33317, USA
Phone (954) 583-5444
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Maureen Jones, Bankers Life Agent
Location 150 S Pine Island Rd Ste 230 & 240, Plantation, FL 33324, USA
Phone (954) 473-0471
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Brightway Insurance, The Kunie Lorenzo Agency
4 out of 5
Location 8320 W Sunrise Blvd Suite 202A, Plantation, FL 33322, USA
Phone (954) 615-4800
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Coastal Wealth: Mateo Garcia
Location 8151 Peters Rd Suite 1700, Plantation, FL 33324, USA
Phone (954) 625-1592
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Comprehensive Insurance Agency, Inc.
1 out of 5
Location 4100 S Hospital Dr #206, Plantation, FL 33317, USA
Phone (954) 450-9890
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Insurance Brokers in Plantation, FL

Where Plantation, FL Auto, Life & Health Insurance Brokers Serve

Plantation, FL is a vibrant city located in Broward County, known for its rich history and diverse culture. The city boasts an array of landmarks, including the Plantation Historical Museum, which showcases the city's past, and the Plantation Preserve Golf Course and Club, a premier golfing destination. Top employers in the area include American Express, Motorola, and Broward Health, providing ample job opportunities for residents. Major highways such as I-595 and the Florida Turnpike run through the city, making transportation convenient and accessible. The city is divided into several neighborhoods, each with its own unique charm and character. From the upscale Plantation Acres to the family-friendly Jacaranda, there is something for everyone in Plantation. The city's main streets, such as Broward Boulevard and University Drive, are lined with shops, restaurants, and entertainment options, adding to the city's bustling atmosphere.

Plantation, FL Insurance Broker Related Services

Banks and Credit Unions

Residents of Plantation, FL can benefit from a bank in various ways. One of the most common ways is through financial assistance in purchasing homes in the area. With its prime location and attractive neighborhoods, Plantation has become a desirable place to live. However, the cost of living in the city is relatively high, and many residents may struggle to afford a home. Banks can provide mortgage loans and other financial products to help residents realize their dream of homeownership. Additionally, banks can offer investment and savings options to help residents grow their wealth and plan for their future. With the right financial tools and guidance, residents of Plantation can achieve their financial goals and secure a bright future for themselves and their families.

Retirement Planning

Residents of Plantation, FL can benefit greatly from the services of a retirement planner. With the city's population consisting of a significant number of retirees, a retirement planner can help individuals navigate the complexities of retirement planning and ensure that they have a secure financial future. In particular, a retirement planner can assist residents in Plantation, FL with optimizing their Social Security benefits, developing a comprehensive retirement income plan, and managing their investments to minimize risk and maximize returns. Additionally, given the city's high cost of living, a retirement planner can help residents plan for and manage expenses such as healthcare costs and long-term care needs. Overall, a retirement planner can provide invaluable guidance and support to residents of Plantation, FL as they navigate the challenges and opportunities of retirement.

Wealth Management

Residents of Plantation, FL could benefit from the services of a wealth manager in a variety of ways. With its affluent population and high cost of living, Plantation residents may require assistance in managing their wealth, investments, and retirement planning. A wealth manager could provide personalized financial advice tailored to the unique needs and goals of each individual or family, taking into account factors such as the local real estate market, tax laws, and economic trends. For example, a wealth manager could help a Plantation resident navigate the complexities of estate planning and ensure that their assets are protected and distributed according to their wishes. Additionally, a wealth manager could provide guidance on charitable giving and philanthropy, helping Plantation residents to make a meaningful impact in their community. Overall, a wealth manager can offer invaluable support and expertise to help Plantation residents achieve financial security and peace of mind.

Financial Advisor

Residents of Plantation, FL can benefit from the expertise of a financial advisor in various ways. One of the most common ways a financial advisor can assist is by providing guidance on investment strategies and portfolio management. With Plantation's thriving economy and numerous businesses, a financial advisor can help residents navigate the complexities of investing in the local stock market. Additionally, a financial advisor can help residents plan for their retirement by creating a comprehensive retirement plan that takes into account their unique financial situation and goals. Furthermore, with the high cost of living in Plantation, a financial advisor can help residents manage their debt and create a budget that aligns with their financial objectives. Overall, a financial advisor can be an invaluable resource for residents of Plantation, FL, helping them to achieve financial stability and security.

Mortgage Loan Officer

Residents of Plantation, FL looking to purchase a home or refinance their current mortgage can benefit greatly from the expertise of a mortgage loan officer. With their knowledge of the local real estate market, a loan officer can guide buyers through the home buying process, helping them find the best mortgage options for their unique financial situation. In Plantation, FL, where the median home value is $346,000, a loan officer can assist with securing a mortgage that fits within a buyer's budget while also taking into account the competitive nature of the local housing market. Additionally, a loan officer can help residents navigate the complexities of the mortgage application process, ensuring that all necessary documents are in order and that the loan is processed smoothly and efficiently.

Tax Services

Residents of Plantation, FL could benefit from the expertise of a tax advisor in a multitude of ways. One specific area where a tax advisor could be of great help is in navigating the complex tax laws surrounding rental properties. With the abundance of rental properties in Plantation, FL, many residents may not be aware of all the deductions and credits they are entitled to as landlords. A tax advisor could assist with maximizing deductions for expenses such as repairs, maintenance, and property management fees. Additionally, a tax advisor could advise on the tax implications of renting out a property on a short-term basis through platforms such as Airbnb. With the constantly evolving tax laws and regulations, a tax advisor could provide valuable insight and guidance to ensure Plantation, FL residents are taking advantage of all available tax benefits.

Estate Planning Lawyer

Residents of Plantation, FL can benefit from the expertise of an estate planning lawyer in several ways. One specific area of concern in Plantation is the high number of retirees and seniors who call the city home. An estate planning lawyer can assist these individuals in creating a comprehensive plan for their assets and healthcare wishes in the event of incapacitation or death. This may include drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can help residents navigate the complex laws and regulations surrounding Medicaid and long-term care planning, ensuring that they receive the benefits they are entitled to while protecting their assets. With the help of an estate planning lawyer, residents of Plantation can have peace of mind knowing that their loved ones and assets will be taken care of according to their wishes.

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