Insurance Broker in Brewster, NY

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Top Brewster, NY Insurance Brokerages

Valhalla Agency Inc.
5 out of 5
Location 29 Dahlia Dr, Mahopac, NY 10541, USA
Phone (914) 449-4000
Directions
Victor Calderon, Insurance Agent | Comparion Insurance Agency
5 out of 5
Location 2651 Strang Blvd Ste 120, Yorktown Heights, NY 10598, USA
Phone (845) 288-6684
Directions
Tyrone Taylor: Allstate Insurance
5 out of 5
Location 175 Main St, Brewster, NY 10509, USA
Phone (845) 363-6883
Directions
Bryan Zaremba - State Farm Insurance Agent
5 out of 5
Location 1961 US-6 Ste 2A, Carmel Hamlet, NY 10512, USA
Phone (845) 803-8658
Directions
Aardvark Insurance Centers
5 out of 5
Location 600 US-6, Mahopac, NY 10541, USA
Phone (845) 208-3707
Directions
Able Auto Insurance Brokerage
5 out of 5
Location 52 Main St, Brewster, NY 10509, USA
Phone (845) 278-1810
Directions
Marshall & Sterling Insurance - Brewster
5 out of 5
Location 2241 US-6 B, Brewster, NY 10509, USA
Phone (845) 878-4590
Directions
Shari Zimmerman: Allstate Insurance
5 out of 5
Location 957 US-6, Mahopac, NY 10541, USA
Phone (845) 621-2557
Directions
Greenbaum Insurance Services
Location Mahopac, NY 10541, USA
Phone (845) 628-9773
Directions
Arkon Special Risk
Location 622 Clock Tower Commons Dr, Brewster, NY 10509, USA
Phone (845) 302-2147
Directions
Brewster Hill Insurance Brokerage
5 out of 5
Location 3 Starr Ridge Rd Suite 100, Brewster, NY 10509, USA
Phone (845) 661-7346
Directions
Cowles & Connell Inc
Location 324 Clock Tower Commons Dr, Brewster, NY 10509, USA
Phone (845) 279-4844
Directions
John Grana - State Farm Insurance Agent
5 out of 5
Location 17 Fair St, Carmel Hamlet, NY 10512, USA
Phone (845) 225-5508
Directions
James Beddows, Bankers Life Agent
Location 100 Reserve Rd Executive Ste 4196, Danbury, CT 06810, USA
Phone (203) 546-9334
Directions
Insurance Brokers in Brewster, NY

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

Brewster, NY, nestled in the heart of Putnam County, boasts a variety of landmarks that attract visitors from near and far. From the historic Southeast Museum to the scenic Great Swamp, there's no shortage of things to see and do. But it's not just a tourist destination; Brewster is also a hub of commerce, with top employers like Guidepost Solutions, Health Quest, and the Brewster Central School District. Major highways like I-84 and Route 22 make it easy to get around, while streets like Main Street and Fairfield Drive offer plenty of shopping and dining options. As for neighborhoods, there's something for everyone, from the quaint homes of the Village of Brewster to the spacious estates of Southeast.

Brewster, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Brewster, NY would be helped by a bank in a variety of ways. For starters, a bank can provide financial assistance to those who are looking to purchase a home in the area. Brewster, NY is known for its beautiful scenery and small-town charm, which makes it a desirable place to live. However, the cost of living in the area can be quite high, which is why many residents may need to take out a mortgage to purchase a home. Additionally, a bank can help residents with their daily banking needs, such as opening a checking or savings account, obtaining a credit card, or taking out a personal loan. With so many different financial products and services available, a bank can truly be a one-stop-shop for all of a resident's banking needs. Furthermore, many banks offer financial education resources, which can be particularly helpful for first-time homebuyers or those who are looking to improve their credit score.

Retirement Planning

Residents of Brewster, NY would greatly benefit from the services of a retirement planner. With its proximity to New York City, many residents may have worked in the fast-paced, high-stress environment of the city and may need guidance in transitioning to retirement. Additionally, Brewster has a diverse population, including many immigrants who may not be familiar with the intricacies of the US retirement system. A retirement planner can help these individuals navigate the system and make informed decisions about their financial future. Furthermore, with the high cost of living in the area, residents may need help in creating a retirement plan that accounts for their specific financial situation and goals. A retirement planner can provide personalized advice and strategies to help residents of Brewster, NY achieve a comfortable and secure retirement.

Wealth Management

Residents of Brewster, NY can benefit from the assistance of a wealth manager in a variety of ways. One of the most common ways is through retirement planning, particularly for those who work in the healthcare industry, which is a significant employer in the area. A wealth manager can help individuals navigate the complexities of retirement planning, including investment strategies and tax implications, to ensure they are on track to meet their financial goals. Additionally, with the high cost of living in the area, a wealth manager can provide guidance on budgeting and saving to help residents make the most of their income. Furthermore, with the recent economic uncertainty caused by the COVID-19 pandemic, a wealth manager can provide valuable insights and advice on how to protect and grow wealth during these challenging times. Overall, residents of Brewster, NY can benefit greatly from the expertise and guidance of a skilled wealth manager.

Financial Advisor

Residents of Brewster, NY can benefit in numerous ways from the guidance of a financial advisor. With a population of approximately 2,500, Brewster is a small and tight-knit community that relies heavily on local businesses for employment and economic stability. A financial advisor can help residents navigate the complexities of investing in the local economy, such as purchasing shares in small businesses or investing in real estate. Additionally, a financial advisor can assist residents in creating a comprehensive financial plan that takes into account their unique circumstances, such as the high cost of living in the Hudson Valley region. With the guidance of a financial advisor, residents of Brewster can make informed decisions about their finances and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Brewster, NY can benefit from the expertise of a mortgage loan officer in a variety of ways. One specific issue that residents of Brewster may face is the high cost of living in the area. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, which can help them purchase a home in the area and reduce their housing costs over time. Additionally, a mortgage loan officer can provide guidance on the various types of mortgages available and help residents choose the best option for their unique financial situation. They can also assist with the pre-approval process, which can help residents get a better idea of their budget and avoid wasting time looking at homes that are out of their price range. Overall, a mortgage loan officer can be an invaluable resource for residents of Brewster, NY who are looking to purchase a home and reduce their housing costs.

Tax Services

Residents of Brewster, NY could benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor could be particularly helpful is in navigating the complex tax laws surrounding the numerous small businesses that operate in the area. With a bustling downtown and a growing population, Brewster is home to many entrepreneurs and small business owners who need guidance on everything from filing taxes to understanding deductions and credits. A tax advisor can help ensure that these businesses are in compliance with all relevant tax laws and regulations while also maximizing their savings and minimizing their tax liabilities. Additionally, a tax advisor can provide valuable advice on estate planning, retirement planning, and other financial matters that are essential for long-term stability and prosperity. Overall, the expertise of a tax advisor can be a valuable asset for residents of Brewster, NY who want to ensure that they are making the most of their financial resources and avoiding costly mistakes.

Estate Planning Lawyer

Brewster, NY residents can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in creating a comprehensive estate plan that includes wills, trusts, and powers of attorney. This is particularly important in Brewster, NY, where the median age is 41 years, and many residents may be considering retirement or have elderly family members who require care. Secondly, an estate planning lawyer can help residents minimize estate taxes and ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can assist in setting up charitable trusts or foundations that benefit Brewster, NY's local community. Finally, an estate planning lawyer can provide legal guidance during probate proceedings, which can be complex and time-consuming. By working with an estate planning lawyer, Brewster, NY residents can ensure that their affairs are in order and their loved ones are provided for in the future.

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