Insurance Broker in Manhasset, NY

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Top Manhasset, NY Insurance Brokerages

Goosehead Insurance - Rich Heumann
Location 1129 Northern Blvd Suite 404, Manhasset, NY 11030, USA
Phone (516) 738-4425
Directions
Nancy Morris - State Farm Insurance Agent
5 out of 5
Location 22 Bayview Ave, Manhasset, NY 11030, USA
Phone (516) 365-2525
Directions
Mucci Agency
Location 1295 Northern Blvd #25, Manhasset, NY 11030, USA
Phone (516) 627-8899
Directions
Insurance Brokers in Manhasset, NY

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

Manhasset, NY is a charming hamlet located on the North Shore of Long Island. It is known for its affluent neighborhoods, top-rated schools, and stunning waterfront views. One of the most notable landmarks in Manhasset is the Americana Manhasset, a high-end shopping destination that draws visitors from all over the tri-state area. Other landmarks include the historic Mary Jane Davies Green and the beautiful Manhasset Bay Yacht Club. The top employers in Manhasset include the North Shore-LIJ Health System, which operates several hospitals in the area, and the Manhasset School District, which employs hundreds of teachers and staff members. Major highways that run through Manhasset include the Long Island Expressway and the Northern State Parkway, providing easy access to New York City and other parts of Long Island. Some of the most popular streets in Manhasset include Plandome Road, Northern Boulevard, and Shore Road.

Manhasset, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Manhasset, NY can benefit from a bank in several ways. Firstly, with its affluent population, banks can provide personalized financial services to cater to the specific needs of each resident. Secondly, given Manhasset's prime location on Long Island, banks can offer various mortgage options to help residents purchase their dream homes in the area. Additionally, banks can assist residents in investing their money in the stock market or other financial instruments to maximize their returns. Furthermore, with Manhasset being a hub for small businesses, banks can offer loans and lines of credit to help entrepreneurs start or expand their businesses. Finally, with the ongoing COVID-19 pandemic, banks can provide financial assistance and support to help residents and businesses navigate these uncertain times.

Retirement Planning

Residents of Manhasset, NY could greatly benefit from the services of a retirement planner. With its high cost of living and affluent population, Manhasset presents unique challenges for those planning for retirement. A retirement planner can help residents navigate the complexities of Social Security, pensions, and other retirement benefits. Additionally, they can provide guidance on investment strategies, tax planning, and estate planning. As Manhasset is home to many successful business owners and executives, a retirement planner can also offer specialized advice on business succession planning and asset protection. With the expertise and guidance of a retirement planner, residents of Manhasset can ensure they are on track to meet their retirement goals and maintain their standard of living in their golden years.

Wealth Management

Residents of Manhasset, NY can benefit greatly from the services of a wealth manager. These professionals can help individuals and families in the area to manage their finances, plan for retirement, and make smart investment decisions. One specific way that a wealth manager can assist residents of Manhasset is by providing guidance on estate planning. This can be a complex and confusing process, but a wealth manager can help to ensure that assets are distributed according to the client's wishes and that taxes are minimized. Additionally, many residents of Manhasset are high-net-worth individuals, and a wealth manager can help to protect and grow their wealth through a variety of investment strategies. With the help of a skilled wealth manager, residents of Manhasset can achieve financial security and peace of mind for themselves and their families.

Financial Advisor

Residents of Manhasset, NY can benefit greatly from the services of a financial advisor. With its high median household income and expensive cost of living, Manhasset presents unique financial challenges to its residents. A financial advisor can help navigate these challenges by providing guidance on investment strategies, retirement planning, and tax planning. Additionally, Manhasset is located in Nassau County, which has some of the highest property taxes in the country. A financial advisor can assist residents in creating a plan to manage these taxes and potentially reduce their burden. Furthermore, with Manhasset being a commuter town, many residents may have stock options or other forms of compensation tied to their employment. A financial advisor can help individuals understand the tax implications of these benefits and make informed decisions about when to exercise them. Overall, a financial advisor can provide invaluable support to residents of Manhasset in achieving their financial goals and navigating the unique challenges of living in this affluent Long Island community.

Mortgage Loan Officer

Residents of Manhasset, NY can benefit from the services of a mortgage loan officer in various ways. One of the most common ways is by helping them secure a mortgage to purchase a home in this affluent community. Manhasset is known for its high-end real estate market, with properties ranging from luxurious mansions to stylish apartments. A mortgage loan officer can assist residents in navigating this market and finding the best financing options available to them. They can also help residents refinance their existing mortgages, potentially saving them thousands of dollars in interest payments over the life of their loan. Additionally, mortgage loan officers can provide guidance on the home buying process, including tips on how to improve credit scores, save for a down payment, and negotiate with sellers. With the help of a mortgage loan officer, residents of Manhasset can achieve their dream of owning a home in this exclusive community.

Tax Services

Residents of Manhasset, NY could benefit from a tax advisor in a multitude of ways. With the median home value in Manhasset being $1.5 million, a tax advisor could assist homeowners in maximizing their deductions and minimizing their tax liability. Additionally, with the average household income being over $200,000, a tax advisor could provide guidance on tax-efficient investment strategies and retirement planning. Manhasset is also home to many small business owners, who could benefit from a tax advisor's expertise in navigating the complex tax laws and regulations that come with owning a business. With all of these factors in play, a tax advisor could provide invaluable assistance to residents of Manhasset in achieving their financial goals and securing their financial futures.

Estate Planning Lawyer

Residents of Manhasset, NY can benefit from the expertise of an estate planning lawyer in various ways. One of the most common ways is by creating a comprehensive estate plan that reflects their unique financial and personal circumstances. This includes drafting wills, trusts, and powers of attorney that protect their assets, minimize taxes, and ensure their wishes are carried out after they pass away. Moreover, given that Manhasset is a wealthy and affluent community, residents may need guidance on how to transfer their wealth to future generations without incurring unnecessary taxes or legal disputes. An estate planning lawyer can also assist in setting up charitable trusts, gifting strategies, and other philanthropic endeavors that align with their clients' values and goals. In summary, an estate planning lawyer can provide invaluable assistance to Manhasset residents in safeguarding their legacy and securing their financial future.

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