Insurance Broker in Pittsford, NY

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List of Firms

Top Pittsford, NY Insurance Brokerages

Asher Flint - Alliance Advisory Group
Location 69 Monroe Ave, Pittsford, NY 14534, USA
Phone (585) 749-6849
Language https://www.allianceadvisorygroup.com/team/asher-flint
Directions
Tim Jones - State Farm Insurance Agent
5 out of 5
Location 111 Marsh Rd Ste 10, Pittsford, NY 14534, USA
Phone (585) 385-6550
Language http://www.timjonesagency.com/?cmpid=mtvw_blm_0001
Directions
Pullano & Company
5 out of 5
Location 15 Schoen Pl, Pittsford, NY 14534, USA
Phone (585) 385-6010
Language http://www.pullanoco.com/
Directions
Maria Melnik - State Farm Insurance Agent
5 out of 5
Location 10 Grove St Ste 2, Pittsford, NY 14534, USA
Phone (585) 586-3487
Language https://www.mariamelnikinsurance.com/?cmpid=vab7un_blm_0001
Directions
Thomas Flynn - Aflac Insurance Agent
Location 175 Sully's Trail #100, Pittsford, NY 14534, USA
Phone (585) 389-8883
Directions
Bajorek Insurance
4 out of 5
Location 3462 Monroe Ave, Pittsford, NY 14534, USA
Phone (585) 248-3810
Language https://gobajorek.com/
Directions
Jurs Montgomery Brokerage LLC
5 out of 5
Location 1175 Pittsford Victor Rd Suite 110, Pittsford, NY 14534, USA
Phone (585) 203-1206
Language http://www.jursmontgomery.com/
Directions
Insurance Brokers in Pittsford, NY

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

Nestled in the heart of Monroe County, Pittsford, NY is a picturesque town that boasts a rich history and a vibrant community. From the iconic Erie Canal to the breathtaking views of the Genesee River, there's no shortage of landmarks that make this town a must-see destination. The town is home to top employers such as Wegmans, Paychex, and the University of Rochester Medical Center, making it a hub for innovation and economic growth. With major highways like I-490 and I-90 running through the area, Pittsford is easily accessible from all directions. The town is divided into several unique neighborhoods, each with its own distinct character and charm. From the quaint village center to the sprawling estates of Mendon, there's something for everyone in Pittsford. So whether you're a history buff, a foodie, or just looking for a place to call home, Pittsford is the perfect place to be.

Pittsford, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Pittsford, NY would benefit from a bank in a multitude of ways. For instance, a bank could help individuals secure loans to purchase homes in Pittsford, a town known for its high-end real estate market. Additionally, a bank could offer financial planning services to help residents manage their wealth and investments, which is particularly important in a town where the median household income is well above the national average. Furthermore, a bank could provide small business loans to entrepreneurs looking to start or expand their businesses in Pittsford, a town with a thriving local economy. Overall, a bank would be an invaluable resource for the residents of Pittsford, NY, providing them with the financial tools and support they need to succeed and thrive in this vibrant community.

Retirement Planning

Residents of Pittsford, NY can greatly benefit from the services of a retirement planner. Specifically, a retirement planner can help Pittsford residents navigate the complex tax laws that vary from state to state. This is especially important for Pittsford residents, as New York State has some of the highest taxes in the country. A retirement planner can help residents understand how to minimize their tax burden while still maximizing their retirement savings. Additionally, a retirement planner can help Pittsford residents create a comprehensive retirement plan that takes into account their specific financial goals and lifestyle needs. This may include creating a budget, investing in the right retirement accounts, and planning for healthcare costs in retirement. Overall, a retirement planner can provide invaluable guidance and support to Pittsford residents as they navigate the complex world of retirement planning.

Wealth Management

Residents of Pittsford, NY could benefit from the services of a wealth manager in a variety of ways. One specific aspect of Pittsford that a wealth manager could address is the high cost of living in the area. With a median household income of over $120,000, residents may be able to afford a comfortable lifestyle, but managing their wealth effectively can be a challenge. A wealth manager could assist with investment strategies that maximize returns while minimizing risk, as well as provide guidance on estate planning and tax management. Additionally, with the proximity to Rochester and its numerous colleges and universities, a wealth manager could help families navigate the complexities of college savings plans and financial aid. Overall, a skilled wealth manager could provide valuable support to residents of Pittsford, NY in achieving their financial goals and maintaining their standard of living in a high-cost area.

Financial Advisor

Residents of Pittsford, NY can benefit from the expertise of a financial advisor in many ways. One of the most common ways is by helping them plan for retirement. With a median age of 44, Pittsford residents are at a critical point in their lives where they need to start thinking about their financial future. A financial advisor can assist them in creating a retirement plan that takes into account their unique goals and circumstances. Additionally, a financial advisor can help Pittsford residents navigate the complexities of investing in the stock market and other financial instruments. With the median household income in Pittsford being over $130,000, many residents have the means to invest, but may not have the knowledge or experience to do so effectively. A financial advisor can provide valuable guidance and advice to help them make informed investment decisions. Finally, a financial advisor can help Pittsford residents manage their debt and create a budget that allows them to live comfortably while also saving for the future.

Mortgage Loan Officer

Residents of Pittsford, NY can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can assist them in finding the best mortgage rates and programs that suit their financial goals and needs. With the town's median home value of $365,000, it is crucial for residents to secure a mortgage that fits their budget. Secondly, a mortgage loan officer can help residents navigate the complex mortgage application process, ensuring that they provide the necessary documents and meet the requirements. Pittsford, NY is known for its excellent schools, making it a popular choice for families. Thus, a mortgage loan officer can also help families understand the different loan options available for first-time homebuyers, such as FHA loans. Lastly, a mortgage loan officer can provide valuable advice on improving credit scores, which is essential for securing favorable mortgage rates.

Tax Services

Residents of Pittsford, NY can benefit greatly from the expertise of a tax advisor. With its affluent population and high property values, Pittsford residents may face complex tax situations that require professional guidance. A tax advisor can help residents navigate the intricacies of local and state tax laws, including property tax assessments and deductions. Additionally, with its proximity to Rochester and the University of Rochester Medical Center, many Pittsford residents may have unique tax considerations related to healthcare and education expenses. A skilled tax advisor can help residents maximize deductions and credits related to these expenses, potentially saving them thousands of dollars each year. Whether a resident owns a business, has investment income, or simply wants to ensure they are taking advantage of all available tax breaks, a tax advisor can provide invaluable assistance and peace of mind.

Estate Planning Lawyer

Residents of Pittsford, NY can greatly benefit from the services of an estate planning lawyer. With its affluent population and high median household income, Pittsford is home to many individuals with complex financial and estate planning needs. An estate planning lawyer can help these residents navigate the intricacies of tax planning, asset protection, and probate law. They can provide guidance on creating wills and trusts, establishing powers of attorney and healthcare proxies, and minimizing estate taxes. Additionally, an estate planning lawyer can assist with business succession planning and charitable giving strategies. With their expertise and knowledge of New York state laws, an estate planning lawyer can help residents of Pittsford ensure that their assets are protected and their wishes are carried out in the event of incapacity or death.

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs

An insurance broker in Pittsford, NY can offer a variety of insurance brokerage services to clients. These services include but are not limited to risk assessment, policy selection, and claims management. The broker can help clients determine their insurance needs based on their unique circumstances and provide recommendations for coverage options. In addition, the broker can assist clients in selecting policies from a range of insurance providers and negotiate pricing on their behalf. Furthermore, the broker can provide ongoing support to clients by managing claims and ensuring they receive the coverage they are entitled to. It is worth noting that Pittsford, NY is a town located in Monroe County, which is known for its high median household income and affluent population. As a result, insurance brokers in Pittsford, NY may specialize in providing insurance solutions to high-net-worth individuals and families, which can present unique challenges and opportunities.

Pittsford, NY boasts a plethora of insurance brokers, making it the prime destination for those seeking expert advice in the realm of risk management. With its charming village center and affluent community, one might assume that insurance brokers in Pittsford only cater to the wealthy. However, this couldn't be further from the truth. In fact, the diversity of the town's population has led to an equally diverse range of insurance needs, from small business owners to families with young children. The brokers in Pittsford are well-versed in their craft, with a deep understanding of the intricacies of insurance policies and a dedication to finding the best coverage for their clients. Whether you're looking for home, auto, or life insurance, Pittsford has a broker that can guide you through the complex landscape of insurance options. So, if you want to ensure that you're adequately protected, look no further than the insurance brokers of Pittsford, NY.