Insurance Broker in Lake Wylie, SC

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Top Lake Wylie, SC Insurance Brokerages

Bobby Lipscomb: Allstate Insurance
5 out of 5
Location 5 Executive Ct Ste 103, Lake Wylie, SC 29710, USA
Phone (803) 746-4675
Directions
Seth Neely - State Farm Insurance Agent
5 out of 5
Location 4052 Charlotte Hwy Suite 104, Lake Wylie, SC 29710, USA
Phone (803) 810-6152
Directions
Senior Benefits Choice, LLC
5 out of 5
Location 168 Highway 274 #346, Lake Wylie, SC 29710, USA
Phone (980) 533-1943
Directions
John Lovsin Insurance Agency
5 out of 5
Location 108 Bethel St, Clover, SC 29710, USA
Phone (803) 222-9710
Directions
Bobby Lipscomb: Allstate Insurance
Location 4937 Charlotte Hwy Ste 104, Lake Wylie, SC 29710, USA
Phone (803) 831-8958
Directions
Aetna Authorized Agent
Location 614 Old Hollow Ct, Clover, SC 29710, USA
Phone (803) 810-9940
Directions
Scherer Agency
Location 12825 Winter Hazel Rd Apt 302, Charlotte, NC 28278, USA
Phone (336) 426-9264
Directions
Jay Killen - State Farm Insurance Agent
4 out of 5
Location 1400 Village Harbor Dr, Lake Wylie, SC 29710, USA
Phone (803) 831-7393
Directions
Bobby Lipscomb : Allstate Insurance
5 out of 5
Location 110 Kings Mountain St, Clover, SC 29710, USA
Phone (803) 746-4300
Directions
Johnson-Hinson & Associates: Allstate Insurance
Location 230 Rockmont Dr, Tega Cay, SC 29708, USA
Phone (803) 548-7700
Directions
State Farm
4 out of 5
Location 1400 Village Harbor Dr, Lake Wylie, SC 29710, USA
Phone (803) 831-7393
Directions
James Young - Prudential Financial
Location 4609 Charlotte Hwy Suite 2, Lake Wylie, SC 29710, USA
Phone (803) 831-9181
Directions
Sherry Rickard Insurance
Location 2764 Pleasant Rd, Fort Mill, SC 29708, USA
Phone (704) 502-4312
Directions
Kyle Fadeley - State Farm Insurance Agency - Charlotte
5 out of 5
Location 13735 Steele Creek Rd Ste 120, Charlotte, NC 28273, USA
Phone (704) 588-5585
Directions
Clover Insurance
Location 713 Bethel St, Clover, SC 29710, USA
Phone (803) 222-6707
Directions
Nick Brigham - State Farm Insurance Agent
5 out of 5
Location 422 S Main St, Clover, SC 29710, USA
Phone (803) 675-5899
Directions
Allstate Personal Financial Representative: Gentry Eddings
Location 110 Kings Mountain St, Clover, SC 29710, USA
Phone (704) 301-7600
Directions
Brian Freeze Health Insurance
5 out of 5
Location 3043 Catnap Ter, Lake Wylie, SC 29710, USA
Phone (980) 253-9952
Directions
Nationwide Insurance: Michael Scott Segars
4 out of 5
Location 125 Evergreen Rd Ste 104, Lake Wylie, SC 29710, USA
Phone (803) 831-2008
Directions
Allied Insurance Mark Coe Agency
5 out of 5
Location 608 S Main St, Clover, SC 29710, USA
Phone (803) 222-9808
Directions
Watson Insurance Agency
5 out of 5
Location 4569 Charlotte Hwy, Lake Wylie, SC 29710, USA
Phone (803) 831-2058
Directions
Insurance Brokers in Lake Wylie, SC

Where Lake Wylie, SC Auto, Life & Health Insurance Brokers Serve

Lake Wylie, SC is a charming town in York County, South Carolina, with a population of over 12,000 people. The town is home to several landmarks, such as the Buster Boyd Bridge, which connects the town to Charlotte, North Carolina. Lake Wylie is also home to the Lake Wylie Dam, which was built in 1904 and is now a popular spot for fishing and boating enthusiasts. When it comes to top employers, Lake Wylie is home to several large companies, including the Charlotte-Mecklenburg School District, Bank of America, and Duke Energy. These companies provide a significant number of jobs to the area and contribute to the town's growing economy. Major highways and streets in Lake Wylie include Highway 49, which runs through the town and connects it to nearby cities like Charlotte and Gastonia. Other major roads in Lake Wylie include Highway 274 and Highway 557, both of which provide easy access to other parts of York County.

Lake Wylie, SC Insurance Broker Related Services

Banks and Credit Unions

Residents of Lake Wylie, SC can benefit from the services of a bank in numerous ways. For instance, a bank can help residents in Lake Wylie to access financial products and services that can help them achieve their financial goals. This includes opening a savings account to save for a rainy day or a mortgage to buy a home. Additionally, a bank can provide loans to help residents fund their businesses or education. With the rise of digital banking, residents can also access online banking services to manage their finances from anywhere. Furthermore, a bank can offer financial education to residents to help them make informed financial decisions. Being a rapidly growing area, Lake Wylie residents can benefit from a bank that understands the unique financial needs of the community and provides personalized services to meet those needs.

Retirement Planning

Residents of Lake Wylie, SC can benefit greatly from the services of a retirement planner. The planner can help them navigate the complexities of retirement, including managing their finances, creating a budget, and planning for long-term care. One specific way a retirement planner can help the residents of Lake Wylie is by assisting them with estate planning. Given that Lake Wylie is a popular retirement destination, many residents may have significant assets that they want to pass on to their loved ones. A retirement planner can help them create a comprehensive estate plan that ensures their assets are distributed according to their wishes and that their loved ones are protected. Additionally, the planner can provide guidance on tax-efficient strategies for transferring wealth, helping residents maximize their assets and minimize their tax burden. Overall, a retirement planner can be an invaluable resource for residents of Lake Wylie, helping them achieve their retirement goals and enjoy a secure and comfortable future.

Wealth Management

Residents of Lake Wylie, SC could greatly benefit from the services of a wealth manager. With its growing population and proximity to Charlotte, NC, Lake Wylie is becoming a desirable location for families and retirees alike. A wealth manager can assist residents in navigating the complex financial landscape of retirement planning, investment management, and estate planning. Additionally, with Lake Wylie's strong ties to the boating and fishing industries, a wealth manager can provide specialized knowledge on how to manage and grow wealth in these unique markets. Furthermore, as a border town between North and South Carolina, a wealth manager can help residents navigate the tax implications of living in a bi-state area. Overall, a wealth manager can provide invaluable guidance and support to residents of Lake Wylie as they strive to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Lake Wylie, SC can benefit greatly from the expertise of a financial advisor. With the town's proximity to Charlotte, many residents work in the financial sector and have complex financial needs. A financial advisor can help with retirement planning, tax strategies, and investment management. Additionally, Lake Wylie is a popular destination for retirees, and a financial advisor can assist with estate planning and ensuring that their retirement savings last throughout their lifetime. Furthermore, with Lake Wylie's strong boating and fishing culture, a financial advisor can help residents protect their assets and ensure they have the proper insurance coverage for watercraft and other recreational vehicles. Overall, a financial advisor can provide tailored advice and guidance to help residents of Lake Wylie achieve their financial goals and protect their wealth.

Mortgage Loan Officer

Residents of Lake Wylie, SC can benefit greatly from the services of a mortgage loan officer. One of the most common ways a mortgage loan officer can help is by assisting residents in obtaining a mortgage to purchase a home in the area. With its close proximity to Charlotte, NC and its beautiful waterfront properties, Lake Wylie is a highly desirable location for homebuyers. However, navigating the complex mortgage process can be daunting. A mortgage loan officer can help residents understand their options, review their credit history, and find the best loan products to meet their needs. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, potentially saving them thousands of dollars over the life of their loan. With the expertise of a mortgage loan officer, residents of Lake Wylie can confidently navigate the home buying or refinancing process and achieve their homeownership goals.

Tax Services

Residents of Lake Wylie, SC could greatly benefit from the assistance of a tax advisor. With the area's unique blend of rural and suburban living, there are a multitude of tax implications that may not be immediately obvious to the average resident. For example, those who own waterfront property may be subject to different tax rates and regulations than those who do not. Additionally, many residents of Lake Wylie work in nearby Charlotte, NC, which can lead to further complications when it comes to state taxes. A tax advisor can help navigate these complexities and ensure that residents are taking advantage of all available deductions and credits, while also avoiding any potential penalties or fines. Furthermore, with the recent changes to the tax code, it is more important than ever to seek professional guidance in order to maximize your financial well-being.

Estate Planning Lawyer

Residents of Lake Wylie, SC can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help them create a comprehensive plan for the distribution of their assets after they pass away. This is particularly important for Lake Wylie residents, as the town has a high population of retirees who may have accumulated significant assets over their lifetime. Additionally, an estate planning lawyer can help residents minimize their tax liability and ensure that their wishes are carried out in the event of their incapacity. Furthermore, given that Lake Wylie is located in South Carolina, which has unique laws governing estate planning, an estate planning lawyer can provide residents with invaluable guidance on navigating these laws and regulations. Overall, the services of an estate planning lawyer can help Lake Wylie residents achieve peace of mind and ensure that their loved ones are taken care of after their passing.

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