Insurance Broker in Pelham, NY

We did the hard work of finding trustworthy partners in Pelham, NY. 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 Pelham, NY Insurance Brokerages

Professional Brokerage Services Co
Location 3203 Westchester Ave, The Bronx, NY 10461, USA
Phone (718) 828-1860
Directions
Harry H Foster & Co Inc
Location 342 Fifth Ave, Village of Pelham, NY 10803, USA
Phone (914) 738-4030
Directions
Eifert French & Ketchum
5 out of 5
Location 330 Fifth Ave, Pelham, NY 10803, USA
Phone (914) 738-4011
Directions
Tri-State Adjustment Service, Inc.
Location 604 Fifth Ave, Village of Pelham, NY 10803, USA
Phone (914) 266-0597
Directions
Rao Insurance
Location 201 Wolfs Ln, Pelham, NY 10803, USA
Phone (914) 738-1820
Directions
Scovotti Insurance
Location 330 Fifth Ave, New Rochelle, NY 10803, USA
Phone (718) 824-1700
Directions
Meridian Risk Management, Inc.
5 out of 5
Location 1 Wolfs Ln, Village of Pelham, NY 10803, USA
Phone (914) 738-5678
Directions
Carry-All Insurance
5 out of 5
Location 302 Fifth Ave, Pelham, NY 10803, USA
Phone (914) 738-5454
Directions
Arnold K Davis Insurance
Location 330 Fifth Ave, Pelham, NY 10803, USA
Phone (914) 701-5200
Directions
Executive Adjustment Bureau
Location 333 Fifth Ave, Village of Pelham, NY 10803, USA
Phone (914) 776-1224
Directions
Avanti Associates, Ltd.
Location 201 Wolfs Ln, Village of Pelham, NY 10803, USA
Phone (914) 738-1900
Directions
Jrp Insurance
Location 652 Boulevard W, Village of Pelham, NY 10803, USA
Phone (914) 738-2463
Directions
Marc Lenci: Allstate Insurance
5 out of 5
Location 667 E Lincoln Ave, Mt Vernon, NY 10552, USA
Phone (914) 664-1700
Directions
S Martin Johnson & Associates Ltd
5 out of 5
Location 11 Fifth Ave, Village of Pelham, NY 10803, USA
Phone (914) 738-1182
Directions
Nationwide Insurance: Sal Monteagudo Insurance Agency Inc.
4 out of 5
Location 209 Fifth Ave, Village of Pelham, NY 10803, USA
Phone (914) 738-2345
Directions
Scovotti Insurance Agency
4 out of 5
Location 2882 Buhre Ave, The Bronx, NY 10461, USA
Phone (718) 824-1700
Directions
Charles Brown III - State Farm Insurance Agent
5 out of 5
Location 304 Huguenot St, New Rochelle, NY 10801, USA
Phone (914) 576-2886
Directions
Insurance Brokers in Pelham, NY

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

Pelham, NY is a charming village situated in Westchester County, New York. The village is home to numerous landmarks, including the Pelham Art Center, Pelham Memorial High School, and the Pelham Country Club. These landmarks are a testament to the village's rich history and culture. In terms of top employers, Pelham is home to a diverse range of businesses, including healthcare providers, financial institutions, and retail stores. Some of the leading employers in the village include Montefiore New Rochelle Hospital, Chase Bank, and CVS Health. Pelham is conveniently located near several major highways and streets, including the Hutchinson River Parkway, the New England Thruway, and Boston Post Road. These thoroughfares provide easy access to nearby cities and towns, making Pelham an ideal location for commuters. Pelham is divided into several distinct neighborhoods, each with its own unique character and charm.

Pelham, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Pelham, NY can benefit from the services of a bank in numerous ways. For instance, a bank can provide financial advice to small business owners in Pelham, NY, particularly those in the hospitality industry. Due to the town's proximity to New York City, Pelham has a thriving restaurant scene, with numerous eateries and cafes. A bank can help these businesses with loans and lines of credit to help them expand and grow. Additionally, a bank can offer personal banking services to Pelham residents, such as checking and savings accounts, mortgages, and credit cards. This can help residents manage their finances more efficiently and plan for their future. Furthermore, a bank can provide investment services to Pelham residents, helping them to grow their wealth and achieve their long-term financial goals. With a bank's guidance and support, Pelham residents can achieve financial stability and success.

Retirement Planning

Residents of Pelham, NY can benefit greatly from the services of a retirement planner. One specific way that a retirement planner can assist Pelham residents is by helping them navigate the complex tax laws in New York state. With high property taxes and income taxes, it can be challenging for Pelham residents to plan for their retirement while also minimizing their tax burden. A retirement planner can provide guidance on tax-efficient investment strategies and help residents take advantage of tax breaks and deductions. Additionally, a retirement planner can help Pelham residents plan for the high cost of living in the area, including healthcare expenses and long-term care costs. By developing a comprehensive retirement plan, Pelham residents can feel more secure about their financial future and enjoy their retirement years without worrying about money.

Wealth Management

Residents of Pelham, NY could benefit from the services of a wealth manager in a variety of ways. One specific example is the unique tax situation in the town. Pelham is split between two counties, Westchester and Bronx, which have different tax rates. A wealth manager could help residents navigate this complex tax situation and potentially save them money. Additionally, Pelham is known for its high cost of living, particularly in terms of housing. A wealth manager could assist residents in developing a financial plan to save for a down payment on a home or to invest in real estate. Furthermore, with the proximity to New York City, many Pelham residents may have complex investment portfolios or retirement plans. A wealth manager could provide guidance and expertise in managing these assets and ensuring long-term financial stability. Overall, a wealth manager could provide invaluable assistance to residents of Pelham, NY in navigating their unique financial landscape.

Financial Advisor

Residents of Pelham, NY could benefit greatly from the expertise of a financial advisor. With its high cost of living and affluent population, Pelham presents unique financial challenges that require careful planning and management. A financial advisor can help residents navigate the complex world of investment opportunities and retirement planning, ensuring that they are making the most of their assets. Additionally, with Pelham's proximity to New York City, many residents may have complex tax situations that require expert guidance. A financial advisor can help residents navigate the intricacies of tax law, minimizing their tax liability and maximizing their financial well-being. Overall, the services of a financial advisor can be invaluable for Pelham residents looking to secure their financial future in a complex and ever-changing economic landscape.

Mortgage Loan Officer

Residents of Pelham, NY can benefit from the expertise of a mortgage loan officer in several ways. For instance, a mortgage loan officer can assist residents in Pelham, NY with the pre-approval process for a mortgage loan. This can be especially helpful for first-time homebuyers who may not be familiar with the process. Additionally, a mortgage loan officer can help residents in Pelham, NY find the best mortgage rates and terms that fit their unique financial situation. This can be particularly important in a town like Pelham, NY, where the cost of living is relatively high compared to other areas in the state. Finally, a mortgage loan officer can provide guidance on the different types of mortgage loans available, such as fixed-rate and adjustable-rate mortgages, to help residents make informed decisions about their home financing options.

Tax Services

Residents of Pelham, NY can benefit greatly from the services of a tax advisor. With the town's close proximity to New York City, many residents may have complex tax situations that require expert guidance. A tax advisor can assist with tax planning, helping residents to minimize their tax liabilities and maximize their deductions. Additionally, residents who own businesses or rental properties may need assistance with tax compliance, such as filing quarterly estimated taxes or preparing Schedule E forms. Pelham, NY is also home to a number of high-income earners who may be subject to the alternative minimum tax, which can be particularly complex. A tax advisor can help these individuals navigate the intricacies of the tax code and ensure that they are in compliance with all applicable laws and regulations. Overall, a tax advisor can provide invaluable assistance to Pelham residents who want to ensure that they are making the most of their financial resources and avoiding unnecessary tax liabilities.

Estate Planning Lawyer

Residents of Pelham, NY can benefit from the services of an estate planning lawyer in a multitude of ways. One of the most common ways is by creating a comprehensive estate plan that outlines how their assets will be distributed after they pass away. This is particularly important in Pelham, NY, where the median home value is $838,200, making it one of the most expensive places to live in the state. An estate planning lawyer can help residents ensure that their homes, investments, and other assets are protected and passed on to their loved ones in a tax-efficient manner. Additionally, an estate planning lawyer can assist with setting up trusts, drafting wills, and establishing powers of attorney, which can all help residents protect their assets and ensure that their wishes are carried out in the event of incapacity or death. Overall, working with an estate planning lawyer can provide peace of mind and help residents of Pelham, NY protect their assets and loved ones for generations to come.

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs