Insurance Broker in Marblehead, MA

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Top Marblehead, MA Insurance Brokerages

Beverly Insurance Brokerage
5 out of 5
Location 100 Cummings Center Suite 106N, Beverly, MA 01915, USA
Phone (978) 524-8501
Directions
Soucy Insurance Agency, Inc.
5 out of 5
Location 85 Lafayette St, Salem, MA 01970, USA
Phone (800) 464-7077
Directions
KD Consulting Group
Location 6 Park Ln, Marblehead, MA 01945, USA
Phone (508) 612-3948
Language http://kdcg.biz/
Directions
Joe Greene Insurance
5 out of 5
Location 122 Washington St, Marblehead, MA 01945, USA
Phone (781) 631-5000
Directions
Coastal Wealth Partners
Location 88B Lafayette St, Salem, MA 01970, USA
Phone (978) 744-0514
Directions
Caggiano Michael
5 out of 5
Location 16 Front St UNIT 209, Salem, MA 01970, USA
Phone (978) 740-1080
Directions
Janice Young - Aflac Insurance Agent
Location 12 Lincoln Park, Marblehead, MA 01945, USA
Phone (978) 810-0592
Directions
Rose Insurance
4 out of 5
Location 66 Loring Ave, Salem, MA 01970, USA
Phone (978) 745-6464
Directions
Sterling Insurance Agency Inc
5 out of 5
Location 306 Cabot St, Beverly, MA 01915, USA
Phone (978) 922-6600
Directions
Lauranzano Insurance Agency, Inc
5 out of 5
Location 186 Cabot St, Beverly, MA 01915, USA
Phone (978) 927-8420
Directions
A J George Insurance Agency Inc.
4 out of 5
Location 49 Margin St, Peabody, MA 01960, USA
Phone (978) 531-2179
Directions
Thomas Gregory Associates Insurance Brokers, Inc.
3 out of 5
Location 201 Edgewater Dr Suite 293, Wakefield, MA 01880, USA
Phone (781) 435-6080
Directions
Willard D Martin Insurance Inc
5 out of 5
Location 122 Washington St, Marblehead, MA 01945, USA
Phone (781) 631-5050
Directions
Mary Harper at Guaranteed Rate Affinity (NMLS #376183)
Location 2 Atlantic Ave, Marblehead, MA 01945, USA
Phone (781) 476-0775
Directions
Insurance Brokers in Marblehead, MA

Where Marblehead, MA Auto, Life & Health Insurance Brokers Serve

Marblehead, MA is a quaint coastal town located in Essex County. Its picturesque harbor is a popular destination for boaters and tourists alike. One of the town's most notable landmarks is the Marblehead Light, a historic lighthouse that has been in operation since 1835. Another popular attraction is the Abbot Hall, which houses a museum and art gallery showcasing the town's rich history. In terms of top employers, Marblehead is home to a variety of small businesses, including restaurants, boutiques, and specialty shops. The town also has a strong tourism industry, with many visitors flocking to the area during the summer months. Major highways and streets in Marblehead include Route 114, which runs through the center of town, and Atlantic Avenue, which offers stunning ocean views. The town is also easily accessible from nearby cities like Salem and Boston via Route 1A. Marblehead is divided into several distinct neighborhoods, each with its own unique character.

Marblehead, MA Insurance Broker Related Services

Banks and Credit Unions

Residents of Marblehead, MA would be helped by a bank in several ways. Firstly, the bank can provide them with financial advice and help them manage their finances effectively. This is especially important for the residents of Marblehead, as the town is known for its high cost of living and affluent population. Additionally, the bank can offer loans and mortgages to help residents purchase homes and start businesses. Furthermore, the bank can provide residents with access to online banking services, making it easier for them to manage their accounts and make transactions. Lastly, the bank can offer investment opportunities to residents, allowing them to grow their wealth and secure their financial future. Overall, a bank can play a crucial role in helping residents of Marblehead, MA achieve their financial goals and improve their quality of life.

Retirement Planning

Marblehead, MA is a beautiful coastal town with a rich history and a strong sense of community. As residents age and approach retirement, they may benefit greatly from the guidance of a retirement planner. A retirement planner can help individuals assess their financial situation, create a retirement savings plan, and determine the best ways to invest their money. Additionally, a retirement planner can assist with estate planning, including creating a will and setting up trusts. With its high cost of living and expensive real estate market, Marblehead residents may also need help navigating the complexities of downsizing or selling a home in retirement. A retirement planner can provide valuable advice on these topics and more, helping residents of Marblehead enjoy a secure and comfortable retirement.

Wealth Management

Residents of Marblehead, MA can benefit from the services of a wealth manager in numerous ways. Firstly, Marblehead is a coastal town with a rich history and a high cost of living. A wealth manager can help residents navigate the complexities of managing their finances in such an environment, including managing investments, creating a long-term financial plan, and minimizing tax liabilities. Additionally, Marblehead has a strong tradition of philanthropy, with many residents actively supporting local charities and organizations. A wealth manager can help residents maximize the impact of their charitable giving by providing guidance on tax-efficient giving strategies, setting up charitable trusts, and identifying worthy causes to support. Finally, Marblehead is home to many successful entrepreneurs and business owners who may need assistance with succession planning, business valuation, and other complex financial matters. A wealth manager can provide tailored advice and support to help these individuals manage their wealth and plan for the future.

Financial Advisor

Residents of Marblehead, MA can greatly benefit from the services of a financial advisor. Marblehead is a coastal town with a high cost of living, and many residents have considerable wealth tied up in real estate. A financial advisor can help these individuals navigate the complexities of property investment and management, ensuring that they make sound financial decisions that will benefit them in the long term. Additionally, Marblehead is home to many small business owners who could benefit from the expertise of a financial advisor in managing their finances, reducing costs, and improving profitability. A financial advisor can also help residents of Marblehead plan for retirement, manage their investments, and navigate the tax code to minimize their tax burden. With the help of a skilled financial advisor, residents of Marblehead can achieve financial stability and security, allowing them to enjoy all that this beautiful town has to offer.

Mortgage Loan Officer

Residents of Marblehead, MA could greatly benefit from the expertise of a mortgage loan officer. With a population of just over 20,000, Marblehead is a quaint coastal town with a rich history dating back to the 1600s. However, with its proximity to Boston and bustling economy, the cost of living in Marblehead can be quite high. A mortgage loan officer can assist residents in navigating the complex world of home buying and refinancing, helping them secure the best possible rates and terms. They can also provide valuable insights into the local real estate market, including trends and opportunities for investment. With their knowledge and experience, a mortgage loan officer can help residents of Marblehead achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Marblehead, MA can benefit from the expertise of a tax advisor in a multitude of ways. With the town's high property values and affluent population, tax planning and preparation can be complex and time-consuming. A tax advisor can help residents navigate the intricacies of the state and federal tax codes, ensuring that they are taking advantage of all available deductions and credits. Additionally, Marblehead's robust small business community can benefit from the services of a tax advisor, who can provide guidance on tax planning, bookkeeping, and payroll management. With the recent changes to the tax laws, including the introduction of the Tax Cuts and Jobs Act, a tax advisor can help residents stay informed and make informed decisions about their finances. Overall, the expertise of a tax advisor can provide valuable peace of mind to residents of Marblehead, MA, allowing them to focus on enjoying the town's rich history, beautiful beaches, and vibrant community.

Estate Planning Lawyer

Residents of Marblehead, MA can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create wills and trusts that ensure their assets are distributed according to their wishes. In a town like Marblehead, where many homes have been in families for generations, it is especially important to have a plan in place for passing on property and possessions. Additionally, an estate planning lawyer can assist with healthcare directives and powers of attorney, which are crucial in the event of an unexpected illness or injury. With the help of an experienced lawyer, residents of Marblehead can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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