Insurance Broker in Suffolk County, NY

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Top Suffolk County, NY Insurance Brokerages

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Jennifer Rivera - State Farm Insurance Agent
4 out of 5
Location 1044 Suffolk Ave, Brentwood, NY 11717, USA
Phone (631) 245-6118
Directions
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All Suffolk Brokerage
Location 357 W Montauk Hwy # 1, Lindenhurst, NY 11757, USA
Phone (631) 991-3890
Directions
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Rich File - State Farm Insurance Agent
4 out of 5
Location 660 Montauk Hwy Suite 1, Islip, NY 11751, USA
Phone (631) 581-7613
Directions
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Peak Advisors, Inc
5 out of 5
Location 162 Long Island Ave #2, Holtsville, NY 11742, USA
Phone (631) 207-1800
Directions
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HOPE INSURANCE BROKERAGE INC.
5 out of 5
Location 208 NY-109 #105b, Farmingdale, NY 11735, USA
Phone (917) 251-7614
Directions
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Brightway Insurance, The Orellana Agency
Location 157 Medford Ave Suite A, Patchogue, NY 11772, USA
Phone (631) 935-9030
Directions
Insurance Brokers in Suffolk County, NY

Where Suffolk County, NY Auto, Life & Health Insurance Brokers Serve

Suffolk County, located on the eastern end of Long Island, is a vibrant and diverse region with a rich history and an array of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning beaches of the Hamptons to the charming villages of the North Fork, Suffolk County is a place of unparalleled beauty and opportunity. Some of the most notable landmarks in Suffolk County include the Montauk Lighthouse, the Fire Island Lighthouse, and the Vanderbilt Mansion. These iconic structures are not only breathtakingly beautiful, but they also serve as important historical and cultural touchstones for the region. When it comes to top employers, Suffolk County is home to a wide range of businesses and industries, including healthcare, education, and technology. Some of the largest employers in the area include Stony Brook University, Northwell Health, and the Suffolk County Government. As for major highways and streets, Suffolk County boasts an extensive network of roads and thoroughfares that make it easy to get around.

Suffolk County, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Suffolk County, NY are often in need of financial assistance, and banks can provide a variety of services to help them. One specific way that banks can help is by providing loans for home repairs and renovations. This is especially important in Suffolk County, where many homes are older and may require extensive repairs or upgrades. In addition to home improvement loans, banks can also offer personal loans, credit cards, and other financial products to help residents manage their finances and achieve their goals. With the help of a bank, residents of Suffolk County can access the resources they need to improve their homes, grow their businesses, and build a secure financial future.

Retirement Planning

Residents of Suffolk County, NY could greatly benefit from the expertise of a retirement planner. With a population of over 1.4 million people, Suffolk County is the fourth most populous county in New York State. The county is also home to a large number of retirees, who may face unique challenges when planning for their future. A retirement planner can help these individuals navigate the complexities of retirement, including managing their finances, understanding their social security benefits, and planning for healthcare costs. Additionally, a retirement planner can help Suffolk County residents take advantage of the many resources available to them, such as the county's extensive network of parks and beaches, as well as its rich cultural offerings. By working with a retirement planner, residents of Suffolk County can ensure that they are well-prepared for the challenges and opportunities of retirement.

Wealth Management

Residents of Suffolk County, NY can benefit from the services of a wealth manager in numerous ways. One of the most common ways is through investment planning and portfolio management. With the county's location on Long Island, it is home to many affluent individuals who require guidance in managing their wealth. A wealth manager can help these individuals create a diversified investment portfolio that aligns with their financial goals and risk tolerance. Additionally, wealth managers can provide tax planning and estate planning services to ensure that their clients' assets are protected and distributed according to their wishes. With the complexity of the financial world, it is crucial for residents of Suffolk County to have a knowledgeable and experienced wealth manager to guide them through their financial journey.

Financial Advisor

Residents of Suffolk County, NY can greatly benefit from the guidance of a financial advisor. With a population of over 1.4 million people, Suffolk County is the fourth most populous county in New York State. This means that there are a plethora of financial challenges that residents face, such as managing debt, saving for retirement, and navigating the complex tax system. Additionally, Suffolk County is home to a diverse range of industries, including healthcare, education, and tourism. A financial advisor can provide tailored advice to individuals in these industries, helping them to maximize their earning potential and make informed investment decisions. With the ever-changing economic landscape, it is more important than ever for residents of Suffolk County to seek the expertise of a financial advisor to secure their financial futures.

Mortgage Loan Officer

Suffolk County, NY is a diverse region with a population of over 1.4 million people, and a mortgage loan officer can help residents in numerous ways. Firstly, they can assist with refinancing existing mortgages, which can help homeowners save money on monthly payments and reduce their interest rates. Additionally, mortgage loan officers can also help first-time homebuyers navigate the complex process of purchasing a home, which can be especially daunting in a populous county like Suffolk. They can also help residents with credit issues or low-income find suitable housing options and provide guidance on how to improve their credit scores. Furthermore, mortgage loan officers can help residents with investment properties, which is a popular option in Suffolk County, given its proximity to New York City and its thriving real estate market. Overall, a mortgage loan officer can be an invaluable resource for residents of Suffolk County, NY, helping them achieve their financial goals and secure their dream homes.

Tax Services

Residents of Suffolk County, NY can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by helping them navigate the complex tax laws of the state. In particular, Suffolk County has a unique tax structure that includes a 4% sales tax and a 1% hotel/motel occupancy tax. Additionally, the county imposes a 0.25% real estate transfer tax on all property sales, which can add up to a significant amount for homeowners. A tax advisor can help residents understand these taxes and ensure that they are paying the correct amount. Furthermore, a tax advisor can assist residents in maximizing their deductions and credits, such as the STAR program, which provides property tax relief to eligible homeowners. By working with a tax advisor, residents of Suffolk County can save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Suffolk County, NY would greatly benefit from the services of an estate planning lawyer. Specifically, the lawyer can assist with the complex process of estate planning, which is especially important in Suffolk County given its high property values and the prevalence of second homes and vacation properties. The lawyer can help residents create wills, trusts, and other legal documents to ensure that their assets are distributed according to their wishes after they pass away. Additionally, the lawyer can advise on tax planning strategies to minimize the tax burden on the estate and its beneficiaries. Furthermore, the lawyer can help residents navigate the probate process, which can be particularly challenging in Suffolk County due to its large population and the volume of probate cases handled by the courts. Overall, an estate planning lawyer can provide invaluable assistance to residents of Suffolk County, NY in protecting their assets and ensuring that their wishes are carried out after their passing.

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