Insurance Broker in South Burlington, VT

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Top South Burlington, VT Insurance Brokerages

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Acadia Insurance Company
Location 118 Tilley Dr # 201, South Burlington, VT 05403, USA
Phone (800) 224-8847
Directions
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AssuredPartners
SEC File# 801-117771
CRD# 309550
Location 38 Eastwood Dr, Burlington, VT 05402, USA
Phone (860) 426-6200
Directions
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Turnbaugh Insurance Agency, Inc
5 out of 5
Location 110 Main St Ste 300, Burlington, VT 05401, USA
Phone (802) 862-1600
Directions
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Gallagher Insurance, Risk Management & Consulting
2 out of 5
Location 140 Kennedy Dr, South Burlington, VT 05403, USA
Phone (802) 922-9450
Directions
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Bankers Life
5 out of 5
Location 30 Kimball Ave Ste 200, South Burlington, VT 05403, USA
Phone (802) 879-5788
Directions
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Northeast Insurance Broker Services
Location 620 Hinesburg Rd #120, South Burlington, VT 05403, USA
Phone (802) 862-4865
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The Citro Agency: Allstate Insurance
5 out of 5
Location 20 Kimball Ave, South Burlington, VT 05403, USA
Phone (802) 863-3434
Directions
Insurance Brokers in South Burlington, VT

Where South Burlington, VT Auto, Life & Health Insurance Brokers Serve

South Burlington, VT is a bustling city in Chittenden County, Vermont. It is home to several landmarks, including the University of Vermont Medical Center, the Burlington International Airport, and the Vermont National Guard. The city is also known for its top employers, such as Ben & Jerry's, GlobalFoundries, and Dealer.com. Major highways and streets in the area include Interstate 89, Route 7, and Shelburne Road. South Burlington is divided into several unique neighborhoods, including Dorset Park, South Village, and Red Rocks Park. With its blend of urban amenities and natural beauty, South Burlington is a vibrant and exciting place to live, work, and explore.

South Burlington, VT Insurance Broker Related Services

Banks and Credit Unions

Residents of South Burlington, VT can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance to individuals who are looking to purchase a home in the area. South Burlington, VT is known for its high cost of living, which can make it difficult for some residents to afford a home on their own. A bank can help by providing mortgage loans, which can be customized to fit the specific needs of the borrower. Additionally, a bank can offer various financial products and services, such as checking and savings accounts, credit cards, and personal loans. These products can help residents manage their finances more effectively and achieve their financial goals. Furthermore, a bank can provide financial education and resources to help residents make informed decisions about their money. This can be especially helpful for those who are new to the area or are looking to improve their financial literacy.

Retirement Planning

Residents of South Burlington, VT could benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner could help them navigate the complex tax laws of the state, which can be particularly challenging in Vermont due to the state's high property taxes. Additionally, a retirement planner could help residents of South Burlington to make informed decisions about their retirement savings, including how much to save, where to invest, and how to manage their assets. Another specific way that a retirement planner could help residents of South Burlington is by providing guidance on how to plan for long-term care, which can be especially important in this area due to the high cost of healthcare services. Overall, a retirement planner can provide invaluable assistance to residents of South Burlington, helping them to achieve their financial goals and secure their future.

Wealth Management

Residents of South Burlington, VT could benefit from the expertise of a wealth manager in several ways. For instance, a wealth manager can provide guidance on investment strategies that align with the residents' financial goals and risk tolerance. Additionally, they can help residents navigate complex tax laws and regulations, ensuring they pay the appropriate amount of taxes while minimizing their tax liability. Furthermore, a wealth manager can assist residents in developing a comprehensive estate plan that outlines how their assets will be distributed after their passing. In South Burlington, VT, a wealth manager can also help residents navigate the unique financial challenges of living in a state with high property taxes. By working with a wealth manager, residents can make informed financial decisions that support their long-term financial goals and provide peace of mind.

Financial Advisor

Residents of South Burlington, VT could benefit from the expertise of a financial advisor in a multitude of ways. With its thriving economy and growing population, South Burlington presents a unique set of financial challenges and opportunities. For example, the city is home to several major employers, including the University of Vermont Medical Center and Vermont National Guard, which can provide stable employment for many residents. However, the cost of living in the area is also high, which can make it difficult for individuals and families to save for the future. A financial advisor can help residents navigate these challenges by providing guidance on retirement planning, investment strategies, and debt management. They can also assist with tax planning and estate planning, ensuring that residents are prepared for whatever the future may bring. Overall, a financial advisor can be an invaluable resource for anyone looking to build a secure financial future in South Burlington, VT.

Mortgage Loan Officer

Residents of South Burlington, VT can benefit from the services of a mortgage loan officer in several ways. Firstly, the loan officer can assist with securing a mortgage for a new home or refinancing an existing one. This is particularly important in South Burlington, where the median home value is significantly higher than the national average. Additionally, the loan officer can provide guidance on the various mortgage options available, such as fixed-rate, adjustable-rate, or government-backed loans. They can also help residents navigate the complex process of obtaining a mortgage, including preparing financial documents and negotiating with lenders. Furthermore, a mortgage loan officer can advise residents on how to improve their credit score, which is crucial for obtaining favorable mortgage terms. Overall, residents of South Burlington can benefit greatly from the expertise and support of a mortgage loan officer.

Tax Services

Residents of South Burlington, VT can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help residents to minimize their tax liabilities by taking advantage of the various tax incentives and credits available in South Burlington, VT. Moreover, a tax advisor can assist residents in navigating the complex tax laws and regulations in the state. Specifically, residents of South Burlington, VT may face unique tax challenges due to the city's high cost of living and high property taxes. A tax advisor can provide guidance on how to manage these expenses and optimize tax deductions. Additionally, a tax advisor can help residents with tax planning, such as retirement planning, estate planning, and charitable giving, to ensure that they can achieve their financial goals while minimizing their tax burdens. Overall, a tax advisor can be an invaluable resource for residents of South Burlington, VT, helping them to make informed decisions and achieve financial stability.

Estate Planning Lawyer

Residents of South Burlington, VT can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive plan for their assets and property in the event of their death. This is particularly important in South Burlington, which has a rapidly growing population of retirees and elderly residents. Secondly, an estate planning lawyer can assist residents with setting up trusts and other financial instruments to ensure their assets are protected and distributed according to their wishes. Additionally, an estate planning lawyer can help residents navigate the complex tax laws in Vermont and minimize the tax burden on their estates. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of South Burlington as they plan for their future and the future of their loved ones.

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