Insurance Broker in Lake Worth, FL

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Top Lake Worth, FL Insurance Brokerages

Estrella Insurance #173
5 out of 5
Location 2435C 10th Ave N, Lake Worth, FL 33461, USA
Phone (561) 228-6424
Directions
GreatFlorida Insurance - Monica Stolowich
5 out of 5
Location 2311 10th Ave N Suite 7, Palm Springs, FL 33461, USA
Phone (561) 547-0174
Directions
Graham Financial Group
5 out of 5
Location 1528 N Dixie Hwy #1, Lake Worth, FL 33460, USA
Phone (561) 547-7866
Directions
Insurance Leaders
4 out of 5
Location 3273 Lake Worth Rd suite h, Palm Springs, FL 33461, USA
Phone (561) 969-9061
Directions
We Insure: Debra Moze
5 out of 5
Location 302 Lucerne Ave, Lake Worth, FL 33460, USA
Phone (561) 429-9184
Directions
Freeway Insurance of Lake Worth
4 out of 5
Location 932 N Dixie Hwy, Lake Worth, FL 33460, USA
Phone (561) 585-0500
Directions
Best USA | Lake Worth Health Insurance Agency | Obamacare
5 out of 5
Location 4159, 210 S Dixie Hwy #3, Lake Worth, FL 33460, USA
Phone (561) 894-1147
Directions
A & J Insurance Services
5 out of 5
Location 807 Lucerne Ave East Unit, Lake Worth, FL 33460, USA
Phone (561) 586-4955
Directions
JDA Insurance Group
5 out of 5
Location 120 N Federal Hwy #301, Lake Worth, FL 33460, USA
Phone (561) 296-0373
Directions
Estrella Insurance #206
4 out of 5
Location 3939 S Congress Ave #102, Lake Worth, FL 33461, USA
Phone (561) 966-9741
Directions
Estrella Insurance #201
4 out of 5
Location 4651 Lake Worth Rd, Lake Worth, FL 33463, USA
Phone (561) 410-7710
Directions
Insurance Brokers in Lake Worth, FL

Where Lake Worth, FL Auto, Life & Health Insurance Brokers Serve

Lake Worth, FL is a vibrant city with a rich history and a variety of landmarks to explore. From the stunning Lake Worth Beach to the historic Lake Worth Playhouse, there is no shortage of things to see and do in this bustling community. Top employers in the area include the Palm Beach County School District, JFK Medical Center, and the City of Lake Worth itself. These companies provide a wide range of job opportunities for residents and contribute to the city's thriving economy. Major highways and streets in the area include I-95, US-1, and Lake Worth Road, making it easy to get around and explore all that the city has to offer. Whether you're commuting to work or heading out for a day of shopping and entertainment, these thoroughfares provide convenient access to all parts of the city. Neighborhoods in Lake Worth range from historic districts like Mango Groves and Parrot Cove to newer developments like Winston Trails and Valencia Shores.

Lake Worth, FL Insurance Broker Related Services

Banks and Credit Unions

Residents of Lake Worth, FL could benefit from a bank in numerous ways. For instance, a bank could offer financial assistance to those who were affected by the hurricanes that hit the area in the past few years. Additionally, with the city's population of over 37,000 people, a bank could provide much-needed financial education to those who may not have access to it otherwise. With Lake Worth's diverse community, a bank could also offer multilingual services to cater to the needs of all residents. Furthermore, a bank could provide small business loans to support the growth of local businesses, which would in turn benefit the economy of the city. Overall, a bank in Lake Worth, FL could serve as a valuable resource for the community by providing financial assistance, education, and support.

Retirement Planning

Residents of Lake Worth, FL could greatly benefit from the services of a retirement planner in a variety of ways. With its close proximity to the ocean, many retirees in Lake Worth may have invested in beachfront properties and may need guidance on how to best utilize these assets in their retirement planning. Additionally, with the city's vibrant arts scene and numerous cultural events, a retirement planner could help residents navigate the costs of these activities while still maintaining a comfortable retirement lifestyle. Furthermore, with the city's diverse population, a retirement planner could provide specialized advice on how to navigate the unique financial challenges faced by different ethnic and cultural groups. Overall, a retirement planner could offer valuable guidance to Lake Worth residents looking to maximize their retirement savings and achieve their financial goals.

Wealth Management

Residents of Lake Worth, FL can benefit from the expertise of a wealth manager in several ways. One specific area where a wealth manager can help is in navigating the unique tax laws of Florida. For instance, Florida is one of only seven states that do not have a state income tax, which can be a significant advantage for residents. However, the state also has a complex system of property taxes, which can vary widely depending on the property's location and value. A skilled wealth manager can help residents understand these tax laws and develop strategies to minimize their tax burden. Additionally, a wealth manager can help residents with retirement planning, investment management, and estate planning, ensuring that their financial goals are met both now and in the future.

Financial Advisor

Residents of Lake Worth, FL could greatly benefit from the guidance of a financial advisor in several ways. With the city's bustling tourism industry and diverse population, a financial advisor can assist individuals in creating a personalized financial plan that considers their unique circumstances. For instance, a financial advisor can help residents navigate the high cost of living in Lake Worth, which is 9% higher than the national average. They can also provide advice on managing debt, particularly since the city's median household income is $44,000, which is lower than the national average. Additionally, a financial advisor can help residents plan for unexpected expenses, such as hurricane damage, which is a common occurrence in Florida. By working with a financial advisor, Lake Worth residents can gain peace of mind knowing that their financial future is secure.

Mortgage Loan Officer

Residents of Lake Worth, FL could benefit from the expertise of a mortgage loan officer in several ways. With the city's population of over 37,000 people, many individuals may require assistance in navigating the complex process of securing a mortgage loan. A skilled loan officer could provide guidance on the various types of loans available, such as fixed-rate or adjustable-rate mortgages, and help residents determine which option is best suited to their financial needs. Additionally, with Lake Worth's median home value of $255,000, many prospective homebuyers may require assistance in securing financing for their purchase. A loan officer could help these individuals understand the requirements for obtaining a mortgage loan, such as credit score and debt-to-income ratio, and assist them in completing the necessary paperwork. Ultimately, the expertise of a mortgage loan officer could make the process of purchasing a home in Lake Worth, FL more manageable and less daunting for its residents.

Tax Services

Residents of Lake Worth, FL can benefit greatly from the expertise of a tax advisor. With the city's diverse population and booming economy, there are a plethora of tax-related issues that may arise. For example, Lake Worth has a large retiree population, which means that tax planning for retirement income and Social Security benefits is crucial. Additionally, the city has a growing number of small businesses, which can benefit from tax planning and advice on deductions and credits. Furthermore, with the recent changes to the tax code, navigating the complex tax laws can be challenging for residents. A tax advisor can provide guidance on tax planning, preparation, and compliance, as well as help residents maximize their deductions and minimize their tax liability. Overall, a tax advisor can provide invaluable assistance to residents of Lake Worth, FL in managing their finances and achieving their financial goals.

Estate Planning Lawyer

Residents of Lake Worth, FL can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is by creating a comprehensive estate plan that outlines their wishes for their assets and property after they pass away. This is especially important in Lake Worth, FL, where the population is growing rapidly, and the real estate market is highly competitive. An estate planning lawyer can help residents navigate the complexities of local property laws and ensure that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help residents minimize their tax liabilities and protect their assets from creditors and other potential threats. Overall, working with an estate planning lawyer can provide peace of mind and ensure that residents' assets are protected for future generations.

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