Insurance Broker in Lebanon, PA

We did the hard work of finding trustworthy partners in Lebanon, PA. Fill out the form to get connected.

Connect With an Insurance Agent

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Lebanon, PA Insurance Brokerages

Kreiser Lorry
Location 702 Cumberland St, Lebanon, PA 17042, USA
Phone (717) 272-2975
Directions
Hoaster Gebhard & Co.
5 out of 5
Location 719 Quentin Rd, Lebanon, PA 17042, USA
Phone (717) 274-3360
Directions
Cedar Abstract Co
Location 411 Chestnut St, Lebanon, PA 17042, USA
Phone (717) 273-0111
Directions
SEC File# 801-57434
CRD# 11025
5 out of 5
Location 919 Russell Dr, Lebanon, PA 17042, USA
Phone (717) 273-8818
Directions
Bowman's Insurance Group
4 out of 5
Location 26 N Railroad St, Palmyra, PA 17078, USA
Phone (717) 838-5464
Directions
Aflac: Karen Steyers
Location 102 Chesterfield Dr, Palmyra, PA 17078, USA
Phone (717) 234-5110
Directions
Dick Morrett - State Farm Insurance Agent
5 out of 5
Location 548 Maple St, Lebanon, PA 17046, USA
Phone (717) 273-8821
Directions
State Farm Insurance
4 out of 5
Location 990 Isabel Dr, Lebanon, PA 17042, USA
Phone (717) 274-0538
Directions
Kelly Glass Insurance
4 out of 5
Location 731 E Cumberland St, Lebanon, PA 17042, USA
Phone (717) 272-2242
Directions
AAA Central Penn
4 out of 5
Location 984 Isabel Dr, Lebanon, PA 17042, USA
Phone (717) 273-8533
Directions
Balsbaugh Insurance Agency, Inc.
4 out of 5
Location POB 323, 311 N Market St, Schaefferstown, PA 17088, USA
Phone (717) 949-6534
Directions
Zinn Insurance Agency
4 out of 5
Location 16 E Main Ave, Myerstown, PA 17067, USA
Phone (717) 272-6693
Directions
New York Life
SEC File# 801-118844
CRD# 309234
Location 1608 Bayberry Ct, Lebanon, PA 17042, USA
Phone (717) 272-6992
Directions
David L. Garver Insurance Associates, LLC
5 out of 5
Location 809 Holly Ln, Lebanon, PA 17042, USA
Phone (717) 274-5810
Directions
Land Transfer Co Inc
Location Lebanon, PA 17042, USA
Phone (717) 273-2300
Directions
Insurance Brokers in Lebanon, PA

Where Lebanon, PA Auto, Life & Health Insurance Brokers Serve

Lebanon, PA is a city full of history and culture, boasting a plethora of landmarks that showcase its rich heritage. From the Lebanon County Historical Society to the Cornwall Iron Furnace, visitors can immerse themselves in the city's past. Top employers in the area include WellSpan Health, Lebanon VA Medical Center, and Lebanon School District, providing ample job opportunities for residents. Major highways such as I-81 and US-422 run through the city, making transportation a breeze. Streets like Cumberland Street and Quentin Road offer access to various neighborhoods, each with their unique charm. Whether you're exploring the charming downtown or enjoying the natural beauty of Coleman Memorial Park, Lebanon, PA is a city worth discovering.

Lebanon, PA Insurance Broker Related Services

Banks and Credit Unions

Residents of Lebanon, PA can benefit from a bank in numerous ways. For instance, the bank can provide financial assistance to individuals and businesses in Lebanon, PA who may require loans for various purposes such as starting a new venture or expanding an existing one. Additionally, the bank can offer savings accounts, checking accounts, and other investment options to help residents of Lebanon, PA save money and build their wealth. Furthermore, the bank can assist residents of Lebanon, PA with their everyday banking needs such as depositing and withdrawing money, paying bills, and transferring funds. Given that Lebanon, PA is a small town with a population of approximately 25,000, having access to a reliable and trustworthy bank is crucial for the local community's economic growth and stability.

Retirement Planning

Residents of Lebanon, PA could benefit from the expertise of a retirement planner in a multitude of ways. One specific area that stands out is the unique tax laws in Pennsylvania. A retirement planner can help navigate the complexities of the Keystone State's tax code, ensuring that retirees are maximizing their income and minimizing their tax burden. Additionally, a retirement planner can help residents of Lebanon, PA plan for their healthcare needs in retirement. With the cost of healthcare rising every year, it's essential to have a plan in place to cover the expenses that Medicare won't. Finally, a retirement planner can help residents of Lebanon, PA plan for their long-term care needs. The cost of long-term care can be astronomical, and without proper planning, it can quickly deplete a retiree's savings. A retirement planner can help individuals and families develop a plan to cover these expenses, ensuring that they can enjoy their retirement years without the fear of running out of money.

Wealth Management

Residents of Lebanon, PA could benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can help them with their retirement planning by creating a customized investment portfolio that aligns with their long-term financial goals. In a town like Lebanon, where the cost of living is relatively high compared to the national average, this kind of financial planning can be particularly beneficial for residents who want to ensure a comfortable retirement. Secondly, a wealth manager can help residents with tax planning by identifying tax-efficient investment strategies and minimizing their tax liabilities. This is especially important in Lebanon, where property taxes are among the highest in the state. Finally, a wealth manager can provide financial education and guidance to residents who may not have a lot of experience managing their finances. This can be particularly helpful for younger residents who are just starting out in their careers and may not have a lot of financial literacy.

Financial Advisor

Residents of Lebanon, PA could benefit greatly from the guidance of a financial advisor. With its diverse economy, ranging from agriculture to healthcare, Lebanon presents unique financial challenges that require expert advice. For example, a financial advisor could help a farmer in Lebanon navigate the complexities of crop insurance and government subsidies, while also providing investment advice to help the farmer grow their wealth. Similarly, a healthcare professional in Lebanon could benefit from a financial advisor's expertise in managing student loan debt and retirement planning. In addition, a financial advisor could help Lebanon residents navigate the local real estate market, which has seen significant growth in recent years. By providing tailored financial advice, a financial advisor can help residents of Lebanon, PA achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Lebanon, PA could benefit greatly from the expertise of a mortgage loan officer. With the city's diverse population and unique housing market, a mortgage loan officer could provide invaluable advice and assistance to those seeking to purchase or refinance a home. Specifically, Lebanon's historic district presents a challenge for homebuyers due to strict zoning regulations and preservation guidelines. A knowledgeable mortgage loan officer could guide potential buyers through the intricacies of navigating these regulations, as well as provide guidance on financing options that best suit their needs. Additionally, with Lebanon's growing economy and increasing demand for housing, a mortgage loan officer could help residents take advantage of favorable interest rates and secure the financing they need to make their dream of homeownership a reality.

Tax Services

Residents of Lebanon, PA can benefit greatly from the guidance of a tax advisor. One specific way that a tax advisor can help is by providing expert advice on the local tax laws and regulations unique to Lebanon, PA. With its diverse economy and thriving agricultural industry, Lebanon, PA has a complex tax system that can be difficult to navigate without professional assistance. A tax advisor can help residents understand their tax obligations, identify deductions and credits they may be eligible for, and develop strategies to minimize their tax liability. Additionally, a tax advisor can help residents with tax planning, ensuring that they are in compliance with all applicable tax laws and regulations and avoiding costly penalties and fines. By working with a tax advisor, residents of Lebanon, PA can ensure that they are maximizing their tax benefits and minimizing their tax burden.

Estate Planning Lawyer

Residents of Lebanon, PA can greatly benefit from the services of an estate planning lawyer. With Lebanon being a city that is home to many small businesses, an estate planning lawyer can help business owners plan for the future by creating a succession plan and ensuring that their assets are protected. Additionally, an estate planning lawyer can help families in Lebanon create a comprehensive estate plan that includes wills, trusts, and powers of attorney. This is especially important in Lebanon, where there is a high concentration of elderly residents who may require long-term care in the future. By working with an estate planning lawyer, families can ensure that their loved ones are taken care of and that their assets are distributed according to their wishes. Furthermore, an estate planning lawyer can help residents of Lebanon navigate the complex tax laws and regulations that come with estate planning, ensuring that they are able to minimize their tax liability and maximize their assets.

Lebanon, PA Financial Resources

Lebanon, PA Chamber of Commerce

https://lvchamber.org/

Lebanon, PA City Hall

https://www.lebanonpa.org/

Lebanon, PA Public Library

https://lclibs.org/

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs