Insurance Broker in Plymouth, MA

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Top Plymouth, MA Insurance Brokerages

Rebecca S. Emerson
Location 57 Shoals Ave, Plymouth, MA 02360, USA
Phone (508) 420-1382
Directions
O'Grady Insurance Agency, LLC
5 out of 5
Location 117 Court St, Plymouth, MA 02360, USA
Phone (508) 746-3200
Directions
Insurance Master
5 out of 5
Location 14 Union St # 8, Plymouth, MA 02360, USA
Phone (508) 591-0885
Directions
Standish Insurance Group, Inc.
Location 303 Court St, Plymouth, MA 02360, USA
Phone (774) 283-4425
Directions
Hollis Ins. Agency, Inc./RAIS
5 out of 5
Location 1 Village Green N # 121, Plymouth, MA 02360, USA
Phone (508) 209-0400
Directions
Court Street Insurance Agency
5 out of 5
Location 120 Court St, Plymouth, MA 02360, USA
Phone (508) 747-7670
Directions
MTS Insurance, Inc. / WeTego Insurance
3 out of 5
Location 34 Main St Suite 202, Plymouth, MA 02360, USA
Phone (508) 927-1976
Directions
Insurance Brokers in Plymouth, MA

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

Plymouth, MA is a charming town full of history and character. The town is famous for being the landing spot of the Pilgrims in 1620, making it a significant landmark in American history. One of the most notable landmarks in Plymouth is the Plymouth Rock, which is believed to be the spot where the Pilgrims first set foot in America. In terms of top employers, Plymouth is home to a variety of industries, including healthcare, education, and manufacturing. Some of the top employers in the area include Beth Israel Deaconess Hospital-Plymouth, Plymouth Public Schools, and Entergy Corporation. Major highways and streets in Plymouth include Route 3, which connects the town to Boston and Cape Cod, and Route 44, which runs east-west through the town. Some of the notable neighborhoods in Plymouth include Chiltonville, which is known for its historic homes, and Manomet, which is located on the coast and offers stunning views of the ocean.

Plymouth, MA Insurance Broker Related Services

Banks and Credit Unions

Residents of Plymouth, MA can benefit from a bank in various ways. For example, a bank can provide financial services such as savings accounts, checking accounts, and loans to help residents manage their finances. Additionally, a bank can offer investment opportunities to help residents grow their wealth. Specifically, with Plymouth being a coastal town, a bank could offer specialized services such as boat loans, waterfront property financing, and marine insurance. Furthermore, a bank can provide financial education to residents, helping them understand how to manage their money effectively. This can include workshops on budgeting, retirement planning, and investment strategies. Overall, a bank can be an essential resource for residents of Plymouth, MA, helping them achieve their financial goals and secure their future.

Retirement Planning

Residents of Plymouth, MA can benefit significantly from the expertise of a retirement planner. With a population of over 60,000, Plymouth is a bustling coastal town that offers a unique blend of historical charm and modern amenities. A retirement planner can help residents of Plymouth navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. For example, a retirement planner can help residents of Plymouth understand the tax implications of living in a state with high property taxes, like Massachusetts. Additionally, a retirement planner can provide guidance on how to maximize retirement income while minimizing taxes, which can be particularly important for residents of Plymouth who may be relying on retirement savings to fund their golden years. Overall, a retirement planner can help residents of Plymouth achieve financial security and peace of mind in retirement.

Wealth Management

Residents of Plymouth, MA can benefit from the services of a wealth manager in numerous ways. One of the most common ways is through retirement planning. With the median age of Plymouth residents being 44.5 years old, retirement planning is a crucial aspect of financial management. A wealth manager can assist in creating a personalized retirement plan that takes into account the unique needs and goals of each individual. Additionally, Plymouth is a coastal town that is prone to natural disasters such as hurricanes and flooding. A wealth manager can help residents prepare for these events by creating an emergency fund and ensuring that their insurance policies provide adequate coverage. Furthermore, with the town's thriving tourism industry, many residents may have income streams from short-term rentals or seasonal businesses. A wealth manager can help these individuals manage their cash flow and invest their earnings in a way that maximizes their long-term financial goals. Overall, a wealth manager can provide invaluable guidance and support to the residents of Plymouth, MA in navigating the complexities of financial planning.

Financial Advisor

Residents of Plymouth, MA can greatly benefit from the guidance of a financial advisor. With the town's rich history and tourist industry, a financial advisor can help individuals navigate the complexities of investing and managing their finances. For instance, a financial advisor can assist with retirement planning, college savings plans, and investment strategies that are tailored to the unique needs of Plymouth residents. Additionally, a financial advisor can help individuals understand the tax implications of living in Plymouth, given its status as a historic town with several tax credits and exemptions available. With the guidance of a financial advisor, residents of Plymouth can make informed decisions about their finances and secure a stable financial future for themselves and their families.

Mortgage Loan Officer

Residents of Plymouth, MA can benefit from the assistance of a mortgage loan officer in various ways. Firstly, the loan officer can help them navigate the complex process of applying for a mortgage loan. Given that Plymouth, MA is a coastal town, the loan officer can provide guidance on the different types of mortgage loans available, such as those that cater to second homes or beachfront properties. Additionally, the loan officer can assist residents in finding the best mortgage rates and terms that suit their unique financial situation. They can also provide advice on the different homebuyer programs available in Plymouth, MA, such as the First Time Homebuyer Program, which offers down payment assistance to eligible residents. Overall, the expertise of a mortgage loan officer can help residents of Plymouth, MA achieve their dream of homeownership.

Tax Services

Residents of Plymouth, MA can benefit greatly from the services of a tax advisor. With the town's rich history and thriving tourism industry, there are many unique tax considerations that residents must navigate. For example, those who own rental properties or operate businesses in the town may need assistance with understanding local tax codes and regulations. Additionally, many residents may be eligible for tax credits or deductions related to the town's commitment to renewable energy and historic preservation. A skilled tax advisor can help residents take advantage of these opportunities and ensure that they are in compliance with all applicable laws and regulations. Overall, the guidance of a tax advisor can help residents of Plymouth, MA make informed decisions about their finances and achieve their long-term goals.

Estate Planning Lawyer

Residents of Plymouth, MA can benefit greatly from the expertise of an estate planning lawyer. With a population of over 60,000 people, Plymouth is a bustling community that has unique needs when it comes to estate planning. An experienced lawyer can help residents navigate the complex world of wills, trusts, and probate, ensuring that their assets are protected and distributed according to their wishes. Additionally, a lawyer can provide guidance on tax planning and asset protection strategies, which can be especially important for residents who own businesses or have significant assets. With the help of an estate planning lawyer, residents of Plymouth can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of after they are gone.

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