Insurance Broker in Lake Success, NY

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List of Firms

Top Lake Success, NY Insurance Brokerages

Insurance Plus Services Inc
Location 1981 Marcus Ave #C108, New Hyde Park, NY 11042, USA
Phone (516) 488-8900
Directions
New York Life Insurance: Efraim Schnitzer
3 out of 5
Location 1983 Marcus Ave, New Hyde Park, NY 11042, USA
Phone (516) 354-5741
Language http://www.newyorklife.com/agent/eschnitzer
Directions
Genatt Specialty Insurance
Location 3333 New Hyde Park Rd, New Hyde Park, NY 11042, USA
Phone (516) 817-3106
Language http://www.genattspecialty.com/Insurance-Wholesaler-Contact-New-Hyde-Park-NY.html
Directions
Brightway Insurance, The Michael Dolin Agency
Location 175 Community Dr Suite 128, Great Neck, NY 11030, USA
Phone (646) 593-8100
Language http://www.brightwaydolin.com/
Directions
SCS Agency Inc
4 out of 5
Location 1981 Marcus Ave #125, North New Hyde Park, NY 11042, USA
Phone (516) 466-6007
Language http://www.scsai.com/
Directions
Insurance Brokers in Lake Success, NY

Where Lake Success, NY Auto, Life & Health Insurance Brokers Serve

Lake Success, NY is a vibrant and bustling community located in the heart of Nassau County. The area is home to a number of iconic landmarks, including the stunning North Shore Towers, which offer breathtaking views of the surrounding landscape. Additionally, the bustling Lake Success Business Park is home to a number of top employers, including the prestigious law firm, Abrams, Fensterman, Fensterman, Eisman, Greenberg, Formato & Einiger, LLP, and the innovative technology company, Broadridge Financial Solutions. The area is also conveniently located near major highways and streets, including the Long Island Expressway and Northern Boulevard, making it easy to travel to and from the city. Finally, the area is home to a number of diverse and vibrant neighborhoods, including the charming Lake Success Estates and the bustling Great Neck Plaza. Whether you're looking for a quiet retreat or a bustling urban center, Lake Success has something to offer everyone.

Lake Success, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Lake Success, NY would benefit greatly from the services offered by a bank. One specific way a bank could help the community is by providing loans to small businesses in the area. Lake Success is home to many small businesses that may struggle to secure funding from other sources. A bank could offer loans with competitive interest rates and flexible repayment terms, allowing these businesses to grow and thrive. Additionally, a bank could provide financial education and resources to residents who may be unfamiliar with managing their finances. This would help ensure that people in the community are making informed decisions about their money and are able to achieve their financial goals. Overall, a bank would be a valuable asset to the residents of Lake Success, NY.

Retirement Planning

Residents of Lake Success, NY could greatly benefit from the expertise of a retirement planner. With a population of just over 3,000, this affluent Long Island community is known for its high cost of living and high property values. A retirement planner could assist residents in navigating the complexities of retirement planning, including developing a comprehensive financial plan, maximizing social security benefits, and managing investments. Additionally, given the high cost of living in Lake Success, a retirement planner could help residents identify strategies for managing expenses in retirement, such as downsizing or relocating to a more affordable area. With their knowledge and experience, a retirement planner could provide invaluable guidance to help ensure that residents of Lake Success are able to enjoy a comfortable and secure retirement.

Wealth Management

Residents of Lake Success, NY can benefit from the expertise of a wealth manager in many ways. One of the most common ways is through the creation of a comprehensive financial plan that takes into account their unique needs and goals. This could include advice on retirement planning, investment strategies, tax planning, and estate planning. Given that Lake Success, NY is a wealthy community with a high concentration of professionals, a wealth manager can help residents navigate the complex financial landscape and make informed decisions about their money. Additionally, a wealth manager can provide ongoing support and guidance, helping residents to stay on track and adjust their plan as needed. With the help of a skilled wealth manager, residents of Lake Success, NY can feel confident in their financial future and achieve their long-term goals.

Financial Advisor

Residents of Lake Success, NY could greatly benefit from the services of a financial advisor. With many residents working in high-paying jobs in the nearby financial district, there is a great need for expert advice on managing their wealth. A financial advisor can help residents create a comprehensive financial plan, including investment strategies and retirement planning. Additionally, with the high cost of living in the area, a financial advisor can provide guidance on budgeting and saving for big-ticket expenses like college tuition or a down payment on a home. Lake Success is also home to a large number of small business owners, who may need help with managing cash flow, setting financial goals, and planning for the future of their business. A financial advisor can provide valuable insight and guidance to help these entrepreneurs succeed. Overall, a financial advisor can help residents of Lake Success, NY navigate the complex world of finance and make informed decisions about their money.

Mortgage Loan Officer

Residents of Lake Success, NY can benefit from the services of a mortgage loan officer in numerous ways. Firstly, a mortgage loan officer can help them secure a loan to purchase a home in Lake Success, which is known for its affluent neighborhoods and high property values. The officer can also assist in refinancing an existing mortgage, which can result in lower monthly payments or a shorter loan term. Additionally, Lake Success is home to many small business owners who may need assistance in securing a commercial loan to expand their operations. A mortgage loan officer can provide guidance on the application process and help them secure funding. Furthermore, the officer can advise residents on the best loan options available to them based on their credit score and financial situation, which can save them money in the long run. Overall, a mortgage loan officer can be a valuable resource for residents of Lake Success, NY looking to purchase a home or grow their business.

Tax Services

Residents of Lake Success, NY can benefit from the expertise of a tax advisor in a variety of ways. One specific aspect of the town that can be addressed by a tax advisor is the high cost of living. With the median home value in Lake Success exceeding $1 million, residents may be looking for ways to maximize their tax deductions and minimize their tax liabilities. A tax advisor can provide guidance on deductions for mortgage interest, property taxes, and other expenses related to owning a home in Lake Success. Additionally, residents who own businesses or work as independent contractors may benefit from the advice of a tax advisor on how to structure their finances and take advantage of tax breaks specific to their industry. Overall, a tax advisor can help residents of Lake Success navigate the complex tax code and make informed decisions that can save them money in the long run.

Estate Planning Lawyer

Residents of Lake Success, NY could greatly benefit from the expertise of an estate planning lawyer in a number of ways. One specific example is the high cost of living in the area, which can make it difficult for families to maintain their financial stability. An estate planning lawyer can help families by creating a comprehensive plan that includes strategies for managing their assets, minimizing taxes, and protecting their wealth. They can also help families navigate the complex legal system in New York, ensuring that their wishes are carried out in the event of their incapacity or death. By working with an estate planning lawyer, residents of Lake Success can rest assured that their loved ones will be taken care of and their legacy will be protected for generations to come.

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs

An insurance broker in Lake Success, NY can provide a wide range of insurance brokerage services to individuals and businesses alike. From property and casualty insurance to life and health insurance, an insurance broker in Lake Success can help clients navigate the complex world of insurance and find the right coverage for their specific needs. What sets Lake Success apart from other cities in New York is its unique blend of suburban tranquility and urban convenience. This means that an insurance broker in Lake Success must be well-versed in both the needs of suburban homeowners and the demands of urban businesses. With a deep understanding of the local market and a commitment to personalized service, an insurance broker in Lake Success can help clients find the right insurance coverage at the right price, no matter what their needs may be.

Lake Success, NY is the ultimate destination for anyone seeking an insurance broker. The town boasts a diverse range of brokers, each with a unique set of skills and expertise. What sets Lake Success apart is its location, situated in the heart of Nassau County, it offers access to some of the most reputable insurance companies in the country. With its bustling economy and thriving business community, the town is a hub for insurance brokers who specialize in commercial insurance. From liability insurance to workers' compensation, the brokers in Lake Success have got you covered. The town's proximity to New York City also allows brokers to tap into a vast network of clients, making it an ideal location for those looking to expand their business. In short, Lake Success is the perfect place to find an insurance broker that meets all your needs.