Insurance Broker in Bronxville, NY

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List of Firms

Top Bronxville, NY Insurance Brokerages

Family Brokerage Group
Location 51 Pondfield Rd, Bronxville, NY 10708, USA
Phone (914) 259-8870
Directions
State Farm
SEC File# 801-111055
CRD# 158043
4 out of 5
Location 493 New Rochelle Rd, Bronxville, NY 10708, USA
Directions
Ken Martin: Allstate Insurance
5 out of 5
Location 240 Main St, Eastchester, NY 10709, USA
Phone (914) 337-0100
Directions
Allstate Insurance Agent: Dennis Rollins
4 out of 5
Location 667 E Lincoln Ave, Mt Vernon, NY 10552, USA
Phone (914) 664-1700
Directions
Bob Weber - State Farm Insurance Agent
5 out of 5
Location 626 North Ave, New Rochelle, NY 10801, USA
Phone (914) 712-3000
Directions
John DeVine: Allstate Insurance
5 out of 5
Location 495 New Rochelle Rd, Bronxville, NY 10708, USA
Phone (914) 663-6700
Directions
Paul Ficalora, Restaurant Business Broker
Location 141 Parkway Rd, Bronxville, NY 10708, USA
Phone (917) 715-4346
Directions
Al Buglione: Allstate Insurance
5 out of 5
Location 35 1/2 W Grand St, Mt Vernon, NY 10552, USA
Phone (914) 667-0570
Directions
Marc Lenci: Allstate Insurance
5 out of 5
Location 667 E Lincoln Ave, Mt Vernon, NY 10552, USA
Phone (914) 664-1700
Directions
Catherine Villano: Allstate Insurance
5 out of 5
Location 14 Mill Rd, Eastchester, NY 10709, USA
Phone (914) 375-2500
Directions
Corey Anthony - State Farm Insurance Agent
4 out of 5
Location 579 Gramatan Ave, Mt Vernon, NY 10552, USA
Phone (914) 665-9433
Directions
Insurance Broker
Location 77 Lime Kiln Rd # 2E, Tuckahoe, NY 10707, USA
Phone (914) 372-1756
Directions
Ed Lombardi Agency Ltd
3 out of 5
Location 557 N MacQuesten Pkwy, Mt Vernon, NY 10552, USA
Phone (914) 668-5007
Directions
Hilda Ortega - State Farm Insurance Agent
5 out of 5
Location 491 New Rochelle Rd, Bronxville, NY 10708, USA
Phone (914) 840-4600
Directions
Allstate Personal Financial Representative: Emil Albanese
Location 35 1/2 W Grand St, Mt Vernon, NY 10552, USA
Phone (203) 253-2591
Directions
Aragona Financial Strategies
Location 81 Pondfield Rd, Bronxville, NY 10708, USA
Phone (914) 337-5494
Directions
D.C. Ranieri Insurance Agency
5 out of 5
Location 457 Palmer Rd, Yonkers, NY 10701, USA
Phone (914) 376-2560
Directions
Marco Marsella: Allstate Insurance
4 out of 5
Location 475 Tuckahoe Rd Fl 2, Yonkers, NY 10710, USA
Phone (914) 779-2300
Directions
Dumont Insurance Broker Inc
Location 31 Fenimore Rd, New Rochelle, NY 10804, USA
Phone (212) 873-5484
Directions
Lisa Vitiello - State Farm Insurance Agent
5 out of 5
Location 282 White Plains Rd, Eastchester, NY 10709, USA
Phone (914) 337-4810
Directions
Gorman Enterprises Inc
Location 81 Pondfield Rd #1, Bronxville, NY 10708, USA
Phone (914) 793-0013
Directions
Debbie Stockton: Allstate Insurance
4 out of 5
Location 108 Kraft Ave, Bronxville, NY 10708, USA
Phone (914) 961-7200
Directions
Maestro Specialty
Location 68 Cedar Ln, Bronxville, NY 10708, USA
Phone (917) 846-5946
Directions
Aabsolute brokerage Inc
5 out of 5
Location 24 W Sandford Blvd, Mt Vernon, NY 10550, USA
Phone (914) 667-6601
Directions
Insurance Brokers in Bronxville, NY

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

Bronxville, NY is a charming village located in Westchester County, known for its picturesque streets and historic landmarks. One of its most notable landmarks is the Bronxville School, which has been recognized as one of the top public schools in the nation. The village is also home to the Bronx River Parkway Reservation, a scenic park that offers hiking trails and picnic areas. Top employers in Bronxville include NewYork-Presbyterian Lawrence Hospital, which provides healthcare services to the community, and Concordia College, a private liberal arts college. The village is also home to a variety of small businesses, including boutique shops and restaurants. Major highways that run through Bronxville include the Bronx River Parkway and the Cross County Parkway, providing easy access to nearby cities such as New York City and Yonkers. The village is also served by the Metro-North Railroad, with a station located in the heart of the village.

Bronxville, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Bronxville, NY could benefit from a bank in various ways. With its affluent population, the bank could offer personalized wealth management services to help residents grow and protect their assets. Additionally, the bank could provide loans and lines of credit to small businesses in the area, which would stimulate economic growth and job creation. Furthermore, the bank could offer financial education programs to the community, addressing topics such as budgeting, saving, and investing. Bronxville, NY is known for its historic architecture, and the bank could offer financing options for home renovations and restorations. Overall, a bank in Bronxville, NY could provide a wide range of financial services to help residents achieve their goals and improve their quality of life.

Retirement Planning

Residents of Bronxville, NY could greatly benefit from the assistance of a retirement planner, especially considering the high cost of living in this affluent village. With a median home value of over $1 million and a cost of living index that is 62% higher than the national average, many Bronxville residents may struggle to save enough for retirement. A retirement planner could help residents navigate the complexities of retirement planning, including identifying the best investment strategies, creating a budget, and maximizing Social Security benefits. Additionally, a retirement planner could provide guidance on how to balance current expenses with long-term savings goals, especially for those who may be supporting aging parents or paying for their children's college education. In short, a retirement planner could help Bronxville residents achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Bronxville, NY can benefit from the services of a wealth manager in a multitude of ways. One specific example is the management of their retirement accounts. With Bronxville being a predominantly affluent community, many residents have amassed significant wealth over the course of their careers, and as such, have complex retirement plans. A wealth manager can help residents navigate the intricacies of their retirement accounts, ensuring that they are maximizing their savings potential and minimizing tax liabilities. This may include creating a diversified investment portfolio, advising on the most tax-efficient withdrawal strategies, and providing guidance on how to optimize Social Security benefits. Additionally, a wealth manager can offer estate planning services to ensure that residents' assets are distributed according to their wishes and in the most tax-efficient manner. Overall, a wealth manager can provide valuable financial guidance to residents of Bronxville, NY to help them achieve their long-term financial goals.

Financial Advisor

Residents of Bronxville, NY could benefit from the expertise of a financial advisor in a number of ways. One of the most common areas where a financial advisor could be of assistance is in retirement planning. With a median age of 41, many Bronxville residents are likely thinking about their financial future and how they can ensure a comfortable retirement. A financial advisor could help them navigate the complexities of retirement planning, including determining how much they need to save, what types of investments are appropriate for their goals, and how to minimize taxes. Additionally, many Bronxville residents may have complex financial situations, such as owning multiple properties or running their own business. A financial advisor could help them manage these complexities and ensure they are making the most of their resources. Overall, a financial advisor could be an invaluable resource for residents of Bronxville looking to secure their financial future.

Mortgage Loan Officer

Residents of Bronxville, NY can benefit from the expertise of a mortgage loan officer in several ways. For instance, the loan officer can guide them through the complex process of securing a mortgage to purchase a home in the village. Bronxville is known for its affluent community with a median household income of $202,500 and a high cost of living, so obtaining a mortgage can be challenging for some residents. The loan officer can provide residents with valuable information about the various mortgage options available to them, including conventional loans, FHA loans, and VA loans. Additionally, the loan officer can assist residents in finding the best interest rates and terms for their unique financial situation. They can also help residents navigate the paperwork and documentation required for the mortgage application process, which can be confusing and overwhelming. Overall, a mortgage loan officer can be an invaluable resource for Bronxville residents looking to purchase a home in this exclusive community.

Tax Services

Residents of Bronxville, NY can greatly benefit from the services of a tax advisor in various ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations in the state of New York and ensure that they are fully compliant with all tax requirements. Additionally, a tax advisor can assist residents in identifying tax deductions and credits that they may be eligible for, thereby reducing their tax liabilities. Moreover, given the high cost of living in Bronxville, NY, a tax advisor can help residents optimize their tax strategies and maximize their savings. For example, they can advise on the best investment options that offer tax advantages and help residents plan for retirement. In short, a tax advisor can be a valuable asset to Bronxville residents, helping them navigate the complex tax landscape and achieve their financial goals.

Estate Planning Lawyer

Residents of Bronxville, NY can benefit from the services of an estate planning lawyer in a multitude of ways. One specific need in Bronxville is the high cost of living, which can make it difficult for families to maintain their current lifestyle in the event of a sudden loss of income or unexpected expenses. An estate planning lawyer can help families create a comprehensive plan to protect their assets and ensure that their loved ones are taken care of in the event of incapacity or death. This may include creating a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can assist with Medicaid planning, which is particularly important for seniors in Bronxville who may require long-term care. By working with an experienced attorney, residents of Bronxville can have peace of mind knowing that their affairs are in order and their loved ones are protected.

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