Insurance Broker in Rochester Hills, MI

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Top Rochester Hills, MI Insurance Brokerages

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Insurance- Jonathan Heinzman Agency
5 out of 5
Location 318 East St, Rochester, MI 48307, USA
Phone (586) 649-8027
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Jay Munj - State Farm Insurance Agent
4 out of 5
Location 1461 N Rochester Rd, Rochester Hills, MI 48307, USA
Phone (248) 218-2526
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Amy Bashi - State Farm Insurance Agent
5 out of 5
Location 2494 S Rochester Rd, Rochester Hills, MI 48307, USA
Phone (248) 792-9230
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Morris Insurance Group Inc
5 out of 5
Location 127 W University Dr, Rochester, MI 48307, USA
Phone (248) 651-7585
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Robert Montgomery: Allstate Insurance
4 out of 5
Location 2490 Walton Blvd Ste 104, Rochester Hills, MI 48309, USA
Phone (248) 650-3700
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Cynthia Novotney: Allstate Insurance
5 out of 5
Location 2522 S Rochester Rd, Rochester Hills, MI 48307, USA
Phone (248) 852-8001
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Farmers Insurance - Debora Deakin
5 out of 5
Location 705 Barclay Cir Ste 120, Rochester Hills, MI 48307, USA
Phone (248) 564-2401
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Szura Insurance Services
4 out of 5
Location 109 E 4th St, Rochester, MI 48307, USA
Phone (248) 651-4487
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Rochester Hills Insurance Group
5 out of 5
Location 145 S Livernois Rd #172a, Rochester Hills, MI 48307, USA
Phone (248) 707-2560
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Guy Hurley Insurance & Surety Services
5 out of 5
Location 989 E South Blvd Suite 200, Rochester Hills, MI 48307, USA
Phone (248) 519-1400
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Karen Yelder-Beard Agency, LLC
4 out of 5
Location 901 E Auburn Rd, Rochester Hills, MI 48307, USA
Phone (248) 853-7005
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Insurance Brokers in Rochester Hills, MI

Where Rochester Hills, MI Auto, Life & Health Insurance Brokers Serve

Rochester Hills, MI is a vibrant city located in Oakland County. It is home to numerous landmarks, including the Rochester Hills Museum at Van Hoosen Farm, the Meadow Brook Amphitheatre, and the Paint Creek Trail. The city is also home to several top employers, such as FCA US LLC, Crittenton Hospital Medical Center, and Oakland University. Rochester Hills is easily accessible via major highways, including I-75, M-59, and M-24. The city is also home to several major streets, such as Rochester Road, Adams Road, and Avon Road. The neighborhoods in Rochester Hills offer a diverse range of housing options, from historic homes in the downtown area to modern developments in the outskirts of the city. Some of the most popular neighborhoods include Stony Creek Ridge, Clear Creek, and Avon Lakes Village. Overall, Rochester Hills is a dynamic city with a rich history, strong economy, and diverse community.

Rochester Hills, MI Insurance Broker Related Services

Banks and Credit Unions

Residents of Rochester Hills, MI can benefit from a bank in a multitude of ways. One of the most common ways is through the provision of loans for various purposes such as home mortgages, car loans, and personal loans. With Rochester Hills being a predominantly residential area, a bank can help residents achieve their dream of owning a house or a car through affordable and flexible loan options. Additionally, banks can provide financial advice and investment services to help residents grow their wealth and secure their future. With the city's proximity to Detroit, a bank can also offer business loans and support to entrepreneurs looking to start or expand their businesses in the area. Overall, a bank can serve as a reliable financial partner for the residents of Rochester Hills, MI, providing them with the necessary resources and expertise to achieve their financial goals and aspirations.

Retirement Planning

Residents of Rochester Hills, MI can greatly benefit from the expertise of a retirement planner. With the city's median age being 43.4 years, many individuals are approaching or already in retirement age. A retirement planner can provide guidance on various retirement options, such as 401(k) plans, IRAs, and Social Security benefits. They can also help residents navigate the complexities of Medicare and Medicaid, which can be especially important for those with chronic health conditions. Additionally, a retirement planner can assist with estate planning, ensuring that assets are distributed according to the individual's wishes. With the cost of living in Rochester Hills being higher than the national average, a retirement planner can also help residents create a realistic budget and investment plan to ensure financial stability in their golden years.

Wealth Management

Residents of Rochester Hills, MI can benefit greatly from the assistance of a wealth manager. With its diverse population and high median household income, Rochester Hills presents unique financial challenges that require a customized approach. A wealth manager can help residents navigate the complexities of tax planning, investment management, and retirement planning, taking into account the specific needs of the community. For example, with the city's proximity to Detroit, many residents may have ties to the automotive industry and need guidance on managing stock options or navigating industry-specific retirement plans. Additionally, with the city's strong emphasis on education, a wealth manager can help families plan for college expenses and establish trusts for future generations. Overall, a wealth manager can provide invaluable support to Rochester Hills residents looking to secure their financial futures and achieve their long-term goals.

Financial Advisor

Residents of Rochester Hills, MI could greatly benefit from the assistance of a financial advisor in a number of ways. Specifically, given the city's higher-than-average cost of living, a financial advisor could help residents better manage their expenses and investments to ensure long-term financial stability. Additionally, with the city's proximity to major automotive and technology companies, a financial advisor could assist residents in navigating the complexities of stock options and other investment opportunities that may arise from employment in these industries. Furthermore, with the recent economic downturn caused by the COVID-19 pandemic, a financial advisor could provide valuable guidance on how to weather the storm and emerge financially secure. Overall, a financial advisor could play a crucial role in helping residents of Rochester Hills, MI achieve their financial goals and build a secure financial future.

Mortgage Loan Officer

Residents of Rochester Hills, MI may seek the assistance of a mortgage loan officer for various reasons, including purchasing a new home, refinancing an existing mortgage, or obtaining a home equity loan. With its diverse community and thriving economy, Rochester Hills offers a unique blend of urban and suburban living, making it an attractive location for families, young professionals, and retirees alike. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including evaluating their financial situation, determining the best loan options, and guiding them through the application and approval process. Additionally, the loan officer can provide valuable advice and support throughout the life of the loan, helping residents manage their finances and achieve their long-term goals. Whether residents are looking to buy their first home or refinance their current mortgage, a mortgage loan officer can be a valuable resource in helping them achieve their dreams and build a brighter future for themselves and their families.

Tax Services

Residents of Rochester Hills, MI can benefit greatly from the expertise of a tax advisor. With the city's median household income being higher than the state average, tax planning and preparation can be complex and require a deep understanding of the tax code. A tax advisor can help residents navigate deductions and credits specific to Michigan, such as the Homestead Property Tax Credit and the Michigan Education Savings Program. Additionally, with the city's proximity to major metropolitan areas like Detroit and Ann Arbor, residents may have income from multiple sources, including investments and rental properties. A tax advisor can provide guidance on how to maximize deductions and minimize tax liability in these situations. Furthermore, with the recent changes to the tax code, including the Tax Cuts and Jobs Act of 2017, a tax advisor can help residents stay up-to-date on the latest tax laws and regulations and ensure compliance with both federal and state tax laws.

Estate Planning Lawyer

Residents of Rochester Hills, MI can benefit from the services of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can assist in drafting a will, which is essential to ensure that an individual's assets are distributed in accordance with their wishes after their passing. Additionally, estate planning lawyers can provide advice on trusts, which can be useful in protecting assets and minimizing tax liabilities. Moreover, residents of Rochester Hills, MI can benefit from an estate planning lawyer's expertise in navigating the complex probate process, which can be particularly challenging in Michigan due to its unique probate laws. With an estate planning lawyer's guidance, residents of Rochester Hills, MI can ensure that their loved ones are protected and their assets are distributed in accordance with their wishes.

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