Insurance Broker in Matthews, NC

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Top Matthews, NC Insurance Brokerages

NC Farm Bureau Insurance
5 out of 5
Location 534 W John St #110, Matthews, NC 28105, USA
Phone (704) 841-8700
Directions
Kevin Godfrey: Allstate Insurance
5 out of 5
Location 300 E John St STE 122, Matthews, NC 28105, USA
Phone (704) 846-0488
Directions
JC Demo Insurance Group Inc
4 out of 5
Location 2217 Matthews Township Pkwy Suite D-312, Matthews, NC 28105, USA
Phone (704) 541-5155
Directions
Community One Insurance
5 out of 5
Location 119 S Trade St Ste 105, Matthews, NC 28105, USA
Phone (336) 250-5794
Directions
Insurance Brokers in Matthews, NC

Where Matthews, NC Auto, Life & Health Insurance Brokers Serve

Matthews, NC is a charming town located in Mecklenburg County, known for its rich history and vibrant community. The town is home to several notable landmarks, including the Matthews Heritage Museum, Stumptown Park, and the Matthews Community Farmers' Market. These attractions provide a glimpse into the town's past and present, showcasing its unique character and charm. In terms of employment opportunities, Matthews is home to several top employers, including Novant Health Matthews Medical Center, Harris Teeter, and Family Dollar. These companies provide a range of job opportunities for residents, from healthcare and retail to finance and technology. Major highways and streets in Matthews include Interstate 485, Highway 74, and Matthews-Mint Hill Road. These thoroughfares connect the town to nearby cities and towns, making it easy for residents to commute and travel throughout the region. Matthews is also home to several distinct neighborhoods, each with its own unique character and charm.

Matthews, NC Insurance Broker Related Services

Banks and Credit Unions

As a thriving suburb of Charlotte, Matthews, NC is home to a diverse population of residents who could benefit from the services offered by a bank. For instance, a bank could help residents secure financing for a new home or car, or assist them in opening a savings account to save for the future. Additionally, a bank could provide financial education and resources to help residents manage their money effectively. Given the town's proximity to Charlotte and its growing economy, many residents may also need assistance with investment opportunities or retirement planning. With its bustling downtown area and numerous small businesses, Matthews, NC could also benefit from a bank that offers business loans and support for entrepreneurs looking to start or grow their ventures. Overall, a bank could play a vital role in helping Matthews, NC residents achieve their financial goals and secure a stable future for themselves and their families.

Retirement Planning

Residents of Matthews, NC can benefit greatly from the expertise of a retirement planner. With its growing population of over 32,000 people, Matthews is a bustling suburb that attracts many retirees who seek a peaceful and comfortable lifestyle. A retirement planner can help residents navigate the complexities of retirement planning, such as creating a comprehensive financial plan, managing investments, and minimizing taxes. Specifically, in Matthews, NC, a retirement planner can help residents take advantage of the state's tax-friendly environment for retirees. North Carolina does not tax Social Security benefits, and residents over the age of 65 can claim a sizable deduction on their state income tax returns. A retirement planner can help residents maximize these benefits and ensure they are making the most of their retirement savings. With the help of a retirement planner, residents of Matthews, NC can enjoy their golden years with peace of mind and financial security.

Wealth Management

Residents of Matthews, NC can benefit from the expertise of a wealth manager in several ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique needs and goals of each individual or family. This plan can help residents navigate the complexities of the financial world and make informed decisions about their investments, savings, and retirement. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and risk management, which are all crucial aspects of financial planning. For residents of Matthews, NC, in particular, a wealth manager can also offer insights into the local economy and real estate market, helping them make informed decisions about buying or selling property in the area. Overall, the services of a wealth manager can provide residents with peace of mind and help them achieve their long-term financial goals.

Financial Advisor

Residents of Matthews, NC could benefit from the guidance of a financial advisor in several ways. For instance, the advisor could help them navigate the complexities of retirement planning and investment management. Given that Matthews is a rapidly growing town in the Charlotte metropolitan area, with a population of over 33,000 people, many residents may be looking to secure their financial future in a competitive market. Additionally, with a median household income of $86,000, Matthews residents may have unique financial needs that require tailored solutions. A financial advisor could help them create a comprehensive financial plan that takes into account their income, expenses, debt, and long-term goals. Moreover, with the rising cost of living in Matthews, residents may need assistance in managing their debt, including student loans, mortgages, and credit card debt. Overall, a financial advisor could provide valuable guidance to Matthews residents in achieving their financial objectives and securing their financial future.

Mortgage Loan Officer

Mortgage loan officers can be a valuable resource for Matthews, NC residents who are looking to buy a home or refinance their current mortgage. These professionals have expertise in the mortgage industry and can help guide residents through the complex process of obtaining a mortgage. They can provide advice on the different types of mortgages available, help residents understand the requirements and qualifications for each, and assist with the application process. Additionally, mortgage loan officers can help residents find the best mortgage rates and terms that meet their financial needs. By working with a mortgage loan officer, Matthews, NC residents can feel confident that they are making informed decisions about their mortgage and are getting the best possible deal.

Tax Services

Residents of Matthews, NC can benefit from the expertise of a tax advisor in various ways. Firstly, a tax advisor can help them navigate the complex tax laws and regulations that govern the town. Matthews, NC has a unique tax structure that includes property taxes, sales taxes, and income taxes, which can be overwhelming for residents to understand on their own. A tax advisor can provide valuable insights and guidance on how to minimize taxes and maximize deductions. Additionally, a tax advisor can help residents file their taxes accurately and on time, avoiding costly penalties and fines. They can also assist with tax planning, helping residents to make strategic financial decisions that can save them money in the long run. Overall, a tax advisor can provide invaluable assistance to residents of Matthews, NC, helping them to navigate the complex tax landscape and make informed financial decisions.

Estate Planning Lawyer

Residents of Matthews, NC can benefit from the services of an estate planning lawyer in several ways. Firstly, the lawyer can assist in creating a comprehensive estate plan that reflects the individual's unique needs and circumstances. This can include drafting a will, setting up trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, the lawyer can help with Medicaid planning and long-term care planning, which is particularly important in Matthews, NC, where the population is aging rapidly. The lawyer can also provide guidance on minimizing estate taxes and protecting assets from creditors. Overall, an estate planning lawyer can help residents of Matthews, NC ensure that their wishes are carried out and their loved ones are provided for after they pass away.

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