Insurance Broker in Westchester County, NY

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Top Westchester County, NY Insurance Brokerages

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Donnelly Insurance
4 out of 5
Location 6 N Lawn Ave, Elmsford, NY 10523, USA
Phone (914) 347-6500
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Wasiczko Agency Inc
5 out of 5
Location 9 Lockwood Ave, Yonkers, NY 10701, USA
Phone (914) 968-1344
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PSP Insurance Brokerage
Location 180 S Broadway Suite 103, White Plains, NY 10605, USA
Phone (914) 400-9555
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National Income Life: Moore-DeFurio Agencies
5 out of 5
Location 465 Columbus Ave Suite 340, Thornwood, NY 10595, USA
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Wm. E. Morrell Insurance
5 out of 5
Location 128 Court St, White Plains, NY 10601, USA
Phone (800) 942-0904
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Tom Lavelle - State Farm Insurance Agent
5 out of 5
Location 650 N Broadway, White Plains, NY 10603, USA
Phone (914) 682-0020
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WB Insurance Solutions Brokerage Corp
5 out of 5
Location 520 White Plains Rd #500, Tarrytown, NY 10591, USA
Phone (914) 418-5569
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Dumont Insurance Broker Inc
Location 31 Fenimore Rd, New Rochelle, NY 10804, USA
Phone (212) 873-5484
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Bespoke Insurance Brokerage Corp
2 out of 5
Location 1133 Westchester Ave Suite N006, White Plains, NY 10604, USA
Phone (914) 738-4421
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Bluestone Brokerage, LLC
3 out of 5
Location 84 Business Park Dr #111, Armonk, NY 10504, USA
Phone (914) 828-0000
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Diversified Brokerage, LTD.
Location 75 S Broadway #400, White Plains, NY 10601, USA
Phone (914) 278-7782
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F Falzone Insurance Services, LLC
5 out of 5
Location 300 Mamaroneck Ave, White Plains, NY 10605, USA
Phone (646) 305-2047
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Insurance Brokers in Westchester County, NY

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

Westchester County, NY is a vibrant and bustling region located just north of New York City. With a rich history and diverse population, this area boasts an array of landmarks, top employers, major highways and streets, and neighborhoods that make it a unique and exciting place to live, work, and visit. From the stunning Hudson River to the iconic landmarks of White Plains and Yonkers, Westchester County is home to some of the most recognizable and beloved sites in the state. Whether you're exploring the historic mansions of Sleepy Hollow or taking in the breathtaking views from the top of the Tappan Zee Bridge, there's always something new and exciting to discover in this dynamic region. When it comes to employment, Westchester County is home to a wide range of top employers, including major corporations like IBM, PepsiCo, and Mastercard.

Westchester County, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Westchester County, NY can benefit from a bank in several ways. Firstly, a bank can provide them with financial assistance to purchase homes in the county, which has a high cost of living. Additionally, a bank can offer residents loans to start businesses, particularly in the tech industry, which is growing rapidly in Westchester. Furthermore, banks can provide residents with investment options, including stocks and bonds, to help them grow their wealth. With the county's proximity to New York City, a bank can also offer residents access to international financial markets. Lastly, a bank can help residents manage their finances through online banking services, which are becoming increasingly popular in Westchester. Overall, a bank can be a valuable resource for residents of Westchester County, NY, providing them with the financial tools they need to succeed in a competitive and expensive region.

Retirement Planning

Residents of Westchester County, NY can greatly benefit from the expertise of a retirement planner. With a population of over 900,000, Westchester County is one of the wealthiest counties in the United States, and many residents have complex financial portfolios. A retirement planner can help residents navigate the intricacies of retirement planning, including investment strategies, tax planning, and estate planning. Additionally, many Westchester County residents have high medical costs due to the area's high cost of living and aging population. A retirement planner can help residents plan for these expenses and ensure they have sufficient funds to cover them. With the average life expectancy in Westchester County being 81 years old, it's crucial for residents to have a solid retirement plan in place to ensure they can live comfortably in their golden years.

Wealth Management

Residents of Westchester County, NY can benefit from the expertise of a wealth manager in various ways. With its affluent population, Westchester County is home to many high-net-worth individuals who require a customized financial plan to manage their wealth. A wealth manager can assist in creating a tailored investment strategy that aligns with their clients' financial goals, risk tolerance, and tax situation. Additionally, residents of Westchester County face unique challenges, such as high property taxes and a high cost of living. A wealth manager can provide guidance on how to mitigate these challenges and maximize their financial resources. Furthermore, with the ongoing COVID-19 pandemic, residents of Westchester County may be experiencing financial uncertainty and volatility. A wealth manager can help navigate these uncertain times by providing a steady hand and a long-term perspective. Overall, a wealth manager can provide invaluable support to residents of Westchester County in achieving their financial objectives and securing their financial future.

Financial Advisor

Residents of Westchester County, NY can greatly benefit from the guidance of a financial advisor. With its high cost of living and affluent population, Westchester County presents unique financial challenges for its residents. A financial advisor can assist with creating a comprehensive financial plan that takes into account the county's high property taxes, expensive real estate market, and competitive job market. Additionally, a financial advisor can help residents navigate the complex world of investment and retirement planning, ensuring that they are making informed decisions that align with their long-term financial goals. With the guidance of a skilled financial advisor, Westchester County residents can feel confident in their financial future and make the most of the opportunities available to them.

Mortgage Loan Officer

Residents of Westchester County, NY can benefit greatly from the services of a mortgage loan officer. With the county's high cost of living and expensive real estate market, many individuals may struggle to secure a mortgage that meets their financial needs. A mortgage loan officer can assist these residents by providing them with the necessary guidance and resources to navigate the complex mortgage application process. Additionally, with Westchester County's diverse population and unique housing market, a mortgage loan officer can offer tailored solutions to each client's specific needs. Whether it's helping first-time homebuyers navigate the market or assisting homeowners with refinancing options, a mortgage loan officer can provide invaluable support to residents of Westchester County, NY.

Tax Services

Residents of Westchester County, NY can benefit from the expertise of a tax advisor in a variety of ways. One specific example is navigating the complex tax laws surrounding property ownership in the county. With some of the highest property values in the country, Westchester County residents face unique challenges when it comes to property taxes. A tax advisor can assist with understanding the various exemptions and deductions available, as well as ensuring compliance with local regulations. Additionally, a tax advisor can provide guidance on investment strategies and retirement planning, helping residents make the most of their assets and plan for the future. In a county known for its affluence and high cost of living, the expertise of a tax advisor can be invaluable in maximizing financial opportunities and minimizing tax liabilities.

Estate Planning Lawyer

Westchester County, NY is a bustling and affluent area with a diverse population. An estate planning lawyer can provide invaluable assistance to residents in this area by helping them navigate the complex legal landscape of wills, trusts, and probate. For example, many residents of Westchester County own high-value real estate, which can make estate planning particularly complex. An estate planning lawyer can help residents ensure that their property is distributed according to their wishes and can provide guidance on minimizing estate taxes. Additionally, residents of Westchester County may have unique family situations, such as blended families or children with special needs, that require special consideration in estate planning. An estate planning lawyer can help residents navigate these complexities and ensure that their loved ones are taken care of after they pass away.

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