Insurance Broker in Waltham, MA

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Top Waltham, MA Insurance Brokerages

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Insurance Marketing Agencies
Location 400 5th Ave #130, Waltham, MA 02451, USA
Phone (617) 332-2200
Directions
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Burrage Insurance Agency/ Baldwin Insurance Agency
Location 393 Totten Pond Rd Suite 301, Waltham, MA 02451, USA
Phone (781) 890-3740
Language http://baldwinweb.com/
Directions
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Paul Burrage Inc
4 out of 5
Location 460 Totten Pond Rd # 630, Waltham, MA 02451, USA
Phone (781) 890-3740
Directions
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Bankers Life
SEC File# 801-106953
CRD# 281285
4 out of 5
Location 300 5th Ave Ste 6010, Waltham, MA 02451, USA
Phone (508) 820-8301
Language https://branches.bankerslife.com/ma/waltham/300-5th-ave?utm_source=google&utm_medium=organic&utm_campaign=Google+My+Business
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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AP Intego Insurance Group
4 out of 5
Location 1601 Trapelo Rd # 280, Waltham, MA 02451, USA
Phone (888) 289-2939
Language https://www.apintego.com/
Directions
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REAL Financial Strategies & Solutions, LLC.
Location 201 Jones Rd 5th floor, Waltham, MA 02451, USA
Phone (781) 398-8561
Language http://www.realfinancialstrategiesandsolutionsllc.com/
Directions
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ConstructionInsurance.com
Location 50 Prospect St, Waltham, MA 02453, USA
Phone (844) 326-7647
Directions
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WIC Insurance Inc.
5 out of 5
Location 230 2nd Ave # 105, Waltham, MA 02451, USA
Phone (781) 890-0999
Language https://www.wicinsurance.com/
Directions
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Ferrara Insurance Agency
5 out of 5
Location 216 Newton St, Waltham, MA 02453, USA
Phone (781) 899-9700
Language https://ferrara-insurance.com/
Directions
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Russell Dolan, Bankers Life Agent and Bankers Life Securities Financial Representative
Location 300 5th Ave Ste 6010, Waltham, MA 02451, USA
Phone (508) 820-8301
Language https://agents.bankerslife.com/ma/waltham/300-5th-ave/russell-dolan
Directions
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AAA Waltham
5 out of 5
Location 856 Lexington St, Waltham, MA 02452, USA
Phone (781) 899-9000
Language http://www.aaa.com/office/detail/Waltham-MA-Waltham%20Branch-5848?y_source=1_MTIzMTQ2MTctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Steven R Karas - Aflac Insurance Agent
Location 2000 Commonwealth Ave #110, Auburndale, MA 02466, USA
Phone (617) 658-1818
Language http://local.aflac.com/steven_karas/Agent
Directions
Insurance Brokers in Waltham, MA

Where Waltham, MA Auto, Life & Health Insurance Brokers Serve

Waltham, MA is a vibrant city with a rich history and diverse culture. Its landmarks include the Charles River Museum of Industry and Innovation, the Gore Place historic estate, and the Lyman Estate Greenhouses. Top employers in Waltham include Raytheon, Brandeis University, and the Massachusetts Medical Society. Major highways running through the city include I-95 and the Massachusetts Turnpike, while major streets include Moody Street and Main Street. Waltham is divided into several neighborhoods, including the North Waltham, South Side, and the Highlands. Each of these neighborhoods has its own unique character and charm, making Waltham a great place to live, work, and play.

Waltham, MA Insurance Broker Related Services

Banks and Credit Unions

Residents of Waltham, MA can benefit from a bank in various ways. Firstly, a bank can help them access financial services, such as checking and savings accounts, loans, and credit cards. This is particularly important in Waltham, which is a city that has a diverse and growing population with different financial needs. Secondly, a bank can provide financial education to residents, helping them to make informed decisions about their finances. This is especially important in Waltham, a city that has a high percentage of immigrants and low-income households. Lastly, a bank can support the local economy by providing loans and other financial services to small businesses in Waltham. This is important because Waltham is a city that is home to many small businesses that contribute to the local economy and provide jobs to residents. Overall, a bank can play a crucial role in helping residents of Waltham, MA achieve their financial goals and improve their quality of life.

Retirement Planning

Residents of Waltham, MA could greatly benefit from the expertise of a retirement planner. With the city's diverse population and range of income levels, a retirement planner can provide personalized guidance on saving and investing for retirement. For example, Waltham is home to a large number of tech companies, and a retirement planner could help employees navigate their stock options and other benefits. Additionally, Waltham has a significant population of seniors, and a retirement planner can assist them in creating a comprehensive plan for retirement income, healthcare expenses, and estate planning. With the rising cost of living in the Greater Boston area, a retirement planner can also help Waltham residents identify ways to maximize their retirement savings and minimize their tax burden. Overall, a retirement planner can play a crucial role in helping Waltham residents achieve their financial goals and secure a comfortable retirement.

Wealth Management

Residents of Waltham, MA can benefit greatly from the services of a wealth manager. These professionals can help individuals and families in the area to manage their finances, plan for retirement, and invest their money wisely. One specific way that a wealth manager can assist Waltham residents is by providing guidance on local real estate investments. With the city's proximity to Boston and its strong job market, real estate in Waltham can be a lucrative investment opportunity. However, navigating the local market can be complex and overwhelming. A wealth manager can help residents make informed decisions about purchasing or selling property, and can provide advice on how to maximize their returns. Additionally, a wealth manager can assist with estate planning and tax management, helping residents to protect and grow their wealth over time.

Financial Advisor

Residents of Waltham, MA could benefit from the expertise of a financial advisor in a variety of ways. With the city's diverse population and industries, a financial advisor could provide tailored advice to individuals and businesses alike. For example, a financial advisor could assist Waltham's many technology companies in managing stock options and navigating complex tax laws. Additionally, with the cost of living in Waltham being higher than the national average, a financial advisor could help residents manage their expenses and investments to maximize their financial security. Furthermore, with Waltham's proximity to Boston and its booming real estate market, a financial advisor could provide valuable insight into the local housing market and assist residents in making informed decisions about buying or selling property. Overall, a financial advisor could provide invaluable support to Waltham residents in navigating the complexities of personal finance and investing.

Mortgage Loan Officer

Residents of Waltham, MA can greatly benefit from the services provided by a mortgage loan officer. These professionals offer a wide range of assistance to those seeking to purchase a home or refinance their existing mortgage. In particular, Waltham residents may find the expertise of a loan officer invaluable in navigating the complex real estate market in the area. With its proximity to Boston and its thriving local economy, Waltham is a desirable location for homebuyers, but this also means that competition for properties can be fierce. A skilled loan officer can help residents secure the financing they need to make a successful offer on their dream home, as well as provide guidance on the various mortgage options available to them. Additionally, loan officers can assist with refinancing existing mortgages, helping residents to take advantage of lower interest rates and potentially save thousands of dollars over the life of their loan. Overall, the support of a mortgage loan officer can be a game-changer for Waltham residents looking to achieve their homeownership goals.

Tax Services

Residents of Waltham, MA can benefit from the expertise of a tax advisor in a variety of ways. Firstly, due to the high cost of living in the area, a tax advisor can help residents identify deductions and credits that they may be eligible for, ultimately reducing their tax liability. Additionally, Waltham is home to many small business owners, and a tax advisor can provide valuable guidance on tax planning and compliance for these entrepreneurs. With the city's growing population and diverse demographics, a tax advisor can also assist residents with navigating complex tax laws related to estate planning, investments, and retirement savings. Overall, a tax advisor can help residents of Waltham, MA optimize their financial situation and ensure compliance with ever-changing tax laws.

Estate Planning Lawyer

Residents of Waltham, MA can benefit from the services of an estate planning lawyer in several ways. For instance, an estate planning lawyer can help residents navigate the complex legal requirements of estate planning and ensure that their assets are distributed according to their wishes. In addition, an estate planning lawyer can help residents minimize tax liabilities and protect their assets from creditors. Moreover, given that Waltham, MA is home to several prestigious universities and research institutions, an estate planning lawyer can help residents with specialized estate planning needs, such as setting up charitable trusts or protecting intellectual property rights. Ultimately, working with an estate planning lawyer can provide peace of mind and ensure that residents' assets are protected and distributed according to their wishes, regardless of the complexity of their estate.

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs

An insurance broker in Waltham, MA can provide a range of insurance brokerage services to individuals and businesses alike. From helping clients understand their insurance needs to finding the best insurance policies to meet those needs, a broker can guide clients through the complex world of insurance. In Waltham, MA, a broker may specialize in certain types of insurance, such as property and casualty insurance for small businesses or health insurance for individuals. They may also have expertise in the unique risks and challenges faced by Waltham residents, such as the potential for flooding along the Charles River or the prevalence of cyber threats to local businesses. With their bursty and complex approach, a Waltham-based insurance broker can help clients navigate the intricacies of insurance and find the coverage they need to protect themselves and their assets.

Waltham, MA is a city that boasts a rich history and a vibrant community. It is home to many insurance brokers, making it the best place to find one that suits your needs. The city is known for its diverse population and its commitment to innovation, which is reflected in the quality of services provided by its insurance brokers. With its bustling downtown area and proximity to major highways, Waltham is a hub of activity that attracts businesses and individuals from all over the region. Whether you are looking for personal or commercial insurance, you are sure to find an expert broker in Waltham who can help you navigate the complex world of insurance policies and regulations. So if you want to ensure that you are getting the best coverage for your needs, look no further than Waltham, MA.