Insurance Broker in Medford, NY

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Top Medford, NY Insurance Brokerages

Specialized Insurance
5 out of 5
Location 204 Medford Ave, Patchogue, NY 11772, USA
Phone (631) 758-6780
Directions
Elena Kolesnikova - State Farm Insurance Agent
5 out of 5
Location 3249 NY-112 Bldg 4, Ste 1A, Medford, NY 11763, USA
Phone (631) 721-4997
Directions
New York Life
SEC File# 801-118844
CRD# 309234
4 out of 5
Location 570 Express Dr S, Medford, NY 11763, USA
Phone (631) 391-2900
Directions
vandvinsurance
Location 179 Country Rd, Medford, NY 11763, USA
Phone (631) 775-7917
Directions
Mintz Insurance
5 out of 5
Location 2620 NY-112, Medford, NY 11763, USA
Phone (631) 654-2900
Directions
Mary Rose Smith: Allstate Insurance
4 out of 5
Location 2096 NY-112, Medford, NY 11763, USA
Phone (631) 307-9010
Directions
DE Capital Mortgage
Location 2222 NY-112, Medford, NY 11763, USA
Phone (631) 758-2552
Directions
Insurance Brokers in Medford, NY

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

Medford, NY is a vibrant and bustling community located in the heart of Long Island. The town boasts a plethora of landmarks and attractions, including the stunning Bald Hill Cultural Center, the sprawling Brookhaven Amphitheater, and the picturesque Country Fair Entertainment Park. Additionally, Medford is home to a number of top employers, such as the renowned Brookhaven National Laboratory, the esteemed Suffolk County Community College, and the innovative Stony Brook University. The town is easily accessible via major highways and thoroughfares, including the Long Island Expressway, the Sunrise Highway, and the William Floyd Parkway. And with a wide variety of neighborhoods to choose from, including the charming and historic Old Medford district, the bustling and trendy North Patchogue area, and the serene and peaceful Yaphank community, Medford truly has something for everyone.

Medford, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Medford, NY could benefit from a bank in numerous ways. Firstly, a bank could provide financial assistance to small business owners in the area who are struggling to keep their businesses afloat. This is particularly important in Medford, which is home to a growing number of small businesses that are struggling to compete with larger corporations. Additionally, a bank could offer loans to families who are struggling to pay for their children's education, which is a common concern in Medford where the cost of living is high. Furthermore, a bank could provide financial education to residents, helping them to better understand how to manage their money and invest for the future. This is particularly important in Medford, which is home to a diverse population with varying levels of financial literacy. Overall, a bank could play a vital role in supporting the financial health of the Medford community.

Retirement Planning

Residents of Medford, NY could greatly benefit from the services of a retirement planner. With its proximity to Long Island, Medford is home to many retirees who are looking to optimize their financial future. A retirement planner can help navigate the complexities of social security, Medicare, and pension plans. Additionally, they can provide guidance on investment strategies, tax planning, and estate planning. For example, a retirement planner could assist Medford residents in creating a plan to ensure their assets are protected from the high cost of long-term care, which is a particular concern in this area due to the high cost of living. By working with a retirement planner, residents of Medford can gain peace of mind knowing that they have a comprehensive plan in place to secure their financial future.

Wealth Management

Residents of Medford, NY can benefit from the expertise of a wealth manager in several ways. Firstly, Medford is a town with a diverse mix of demographics, including both young families and retirees. A wealth manager can help these individuals plan for their financial goals, whether it be saving for college tuition or retirement. Additionally, Medford is located in Suffolk County, which has one of the highest property tax rates in the country. A wealth manager can assist residents in navigating the complex tax laws and developing strategies to minimize their tax burden. Furthermore, with the recent economic uncertainty caused by the COVID-19 pandemic, a wealth manager can provide guidance on investment opportunities and risk management to help residents protect their assets and achieve financial stability. Overall, the services of a wealth manager can greatly benefit the residents of Medford, NY in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Medford, NY can benefit from the assistance of a financial advisor in various ways. One of the most common ways is by creating a customized financial plan that aligns with their specific needs and goals. With the rising cost of living in Medford, NY, a financial advisor can help residents manage their finances and investments to ensure they are adequately prepared for retirement and other long-term financial goals. Additionally, a financial advisor can provide advice on tax planning, estate planning, and risk management to help residents protect their assets and minimize their financial liabilities. With the complexity of financial markets and investment options, a financial advisor can help residents navigate these complexities and make informed decisions to achieve their financial objectives. Overall, the guidance of a financial advisor can provide residents of Medford, NY with peace of mind and a sense of financial security.

Mortgage Loan Officer

Residents of Medford, NY could benefit greatly from the services of a mortgage loan officer. With the town's population of over 25,000 people, there is a high demand for affordable housing options. A mortgage loan officer can help residents navigate the complex process of securing a mortgage, ensuring they are able to find a home that meets their needs and budget. Additionally, with Medford's proximity to major cities like New York City, many residents may be interested in purchasing a second home or investment property. A mortgage loan officer can provide guidance on the best financing options for these types of purchases. Furthermore, with the ongoing COVID-19 pandemic, many people may be struggling financially and in need of assistance with refinancing their current mortgages. A mortgage loan officer can help Medford residents explore their options for refinancing, potentially lowering their monthly payments and providing much-needed financial relief.

Tax Services

Residents of Medford, NY would greatly benefit from the expertise of a tax advisor in various ways. For instance, the tax advisor can help residents navigate the complexities of local tax laws, including the unique property tax system in Medford, NY. They can also assist in maximizing deductions and credits to minimize tax liabilities. Additionally, a tax advisor can provide valuable insights into retirement planning, estate planning, and investment strategies that are tailored to the specific needs of Medford residents. Furthermore, with the recent changes to tax laws, a tax advisor can help residents stay up-to-date with new regulations and ensure compliance with all tax requirements. Overall, a tax advisor can provide invaluable assistance to residents of Medford, NY in managing their finances and planning for the future.

Estate Planning Lawyer

Residents of Medford, NY can greatly benefit from the services of an estate planning lawyer. These professionals can help individuals and families create comprehensive plans for the distribution of their assets, minimizing taxes and ensuring that their wishes are carried out after their passing. For example, many Medford residents may own property in the area that has appreciated significantly in value over the years. An estate planning lawyer can help them navigate the complex tax laws surrounding the transfer of these assets to their heirs, ensuring that they are able to pass on as much of their wealth as possible without incurring unnecessary taxes or fees. Additionally, estate planning lawyers can help families with young children create guardianship arrangements that will ensure their children are cared for in the event of their untimely passing. Overall, an estate planning lawyer can provide invaluable guidance and support to Medford residents as they plan for the future and work to protect their loved ones.

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