Insurance Broker in Rochester, NY

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Top Rochester, NY Insurance Brokerages

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InsuranceTrak Services
5 out of 5
Location 4515 Culver Rd # 206, Rochester, NY 14622, USA
Phone (585) 282-0934
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Consolidated Agency, Inc.
5 out of 5
Location 1819 East Ridge Road, Rochester, NY 14622, USA
Phone (585) 467-4110
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NII Brokerage LLC
Location 1086 Lyell Ave, Rochester, NY 14606, USA
Phone (585) 458-8762
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Insurance Brokerage Agencies
Location 36 W Main St #700, Rochester, NY 14614, USA
Phone (585) 263-4680
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P Kay Thompson
4 out of 5
Location 438 North St, Rochester, NY 14605, USA
Phone (585) 423-9479
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FLANAGAN MILLS INSURANCE AGENCY
5 out of 5
Location 448 Titus Ave, Rochester, NY 14617, USA
Phone (585) 678-8008
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Mc Gee & Noto Agency
Location 1819 Ridge Rd, Rochester, NY 14622, USA
Phone (585) 342-4920
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Insurance Brokers in Rochester, NY

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

Rochester, NY is a city bursting with history and culture. The city is home to several landmarks, including the iconic Kodak Tower, the George Eastman Museum, and the Susan B. Anthony House. These landmarks serve as a testament to the city's rich past and its role in shaping American history. In terms of employment, Rochester is a hub for several major industries, including healthcare, education, and technology. Top employers in the city include the University of Rochester, Rochester Regional Health, and Xerox. These companies have helped shape the city's economy and contributed to its growth and success. When it comes to transportation, Rochester is well-connected to the rest of the state and beyond. Major highways and streets in the city include Interstate 490, Route 390, and Monroe Avenue. These routes provide easy access to nearby cities and towns, as well as popular tourist destinations. Finally, Rochester is home to several unique neighborhoods, each with its own distinct character and charm.

Rochester, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Rochester, NY can benefit from a bank in various ways. For instance, a bank can provide them with financial assistance to purchase a home in one of the city's historic neighborhoods, such as the Park Avenue or East End districts. These neighborhoods are known for their beautiful architecture, diverse community, and vibrant culture. Additionally, banks can offer loans to small business owners to support their entrepreneurial ventures in the city. Rochester is home to many innovative startups and established businesses, and having access to capital can help them grow and create more job opportunities. Furthermore, banks can provide financial education and resources to help residents improve their financial literacy and make informed decisions about their money. With its rich history and thriving economy, Rochester, NY is a city with endless possibilities, and banks can play a crucial role in helping its residents achieve their goals and dreams.

Retirement Planning

Residents of Rochester, NY can benefit greatly from the services of a retirement planner. With its diverse population and thriving economy, Rochester is a city that demands a nuanced approach to retirement planning. A skilled planner can help navigate the complexities of Social Security, Medicare, and other government programs, while also providing guidance on investments, tax strategies, and estate planning. In a city where the cost of living is relatively low compared to other metropolitan areas, a retirement planner can help residents maximize their savings and ensure a comfortable retirement. Furthermore, with Rochester's strong healthcare industry, a planner can help residents navigate the complexities of healthcare costs and insurance options, ensuring that they have access to quality care in their golden years. Overall, a retirement planner can provide invaluable support to Rochester residents as they plan for their future and enjoy their retirement years.

Wealth Management

Residents of Rochester, NY can benefit greatly from the expertise of a wealth manager. With a population of over 200,000 people, many individuals in Rochester are looking for ways to grow and manage their wealth effectively. Specifically, a wealth manager can assist residents in navigating the unique financial landscape of Rochester, which is heavily influenced by the city's history as a hub for manufacturing and technology. Wealth managers can help residents make informed investment decisions that take into account the local economy, as well as provide guidance on tax planning, estate planning, and retirement planning. Additionally, a wealth manager can help Rochester residents navigate the complexities of managing their wealth during times of economic uncertainty, such as the current COVID-19 pandemic. By working with a wealth manager, Rochester residents can feel confident that their financial future is in good hands.

Financial Advisor

Residents of Rochester, NY could greatly benefit from the expertise of a financial advisor in a multitude of ways. Given the city's diverse population and economic landscape, a financial advisor could provide tailored advice on topics such as retirement planning, investment strategies, and debt management. Additionally, with Rochester being home to several major corporations and educational institutions, a financial advisor could assist individuals in navigating complex employee benefit packages and maximizing their financial well-being. Furthermore, given the city's proximity to Lake Ontario and unpredictable weather patterns, a financial advisor could advise on insurance policies for natural disasters and unforeseen events. Overall, a financial advisor could provide invaluable guidance to Rochester residents in achieving their financial goals and securing their financial futures.

Mortgage Loan Officer

Mortgage loan officers can play a crucial role in helping Rochester, NY residents achieve their dreams of homeownership. They can guide them through the complex process of obtaining a mortgage loan, providing valuable insights and advice along the way. By assessing the financial situation of the borrower, loan officers can help them determine how much they can afford to borrow and what type of loan would be best for their needs. They can also help them navigate the various mortgage products available, such as fixed-rate or adjustable-rate mortgages, and assist them in finding the best interest rates and terms. Ultimately, mortgage loan officers can help Rochester, NY residents secure the financing they need to purchase their dream home and achieve financial stability.

Tax Services

Residents of Rochester, NY can benefit from tax advisors in various ways. For instance, tax advisors can help them maximize their tax returns by identifying all the possible deductions and credits they are eligible for. Moreover, tax advisors can provide guidance on tax planning, such as retirement savings and investment strategies. Rochester, NY residents may also need tax advisors to navigate the state's complex tax laws, such as the New York State estate tax. Additionally, tax advisors can assist Rochester residents who are self-employed or own small businesses in complying with tax laws and regulations. In a city with a diverse economy like Rochester, NY, tax advisors can help individuals and businesses alike take advantage of tax incentives specific to their industries, such as the state's film and television production tax credit.

Estate Planning Lawyer

Residents of Rochester, NY can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by creating a comprehensive estate plan that outlines how their assets will be distributed upon their death. This is especially important for residents of Rochester, NY because the city has a high population of retirees who have accumulated significant wealth over the years. An estate planning lawyer can also help residents of Rochester, NY minimize their tax liabilities by utilizing various estate planning tools such as trusts and charitable donations. Additionally, an estate planning lawyer can assist residents of Rochester, NY in creating a healthcare directive and power of attorney, which will ensure that their healthcare and financial decisions are made according to their wishes if they become incapacitated. Overall, an estate planning lawyer can provide residents of Rochester, NY with peace of mind knowing that their assets and healthcare decisions are protected.

Rochester, NY Financial Resources

Rochester, NY Chamber of Commerce

https://www.greaterrochesterchamber.com/

Rochester, NY City Hall

https://www.cityofrochester.gov/

Rochester, NY Public Library

https://roccitylibrary.org/

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