Insurance Broker in Polk County, IA

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Top Polk County, IA Insurance Brokerages

Steve Curren - State Farm Insurance Agent
5 out of 5
Location 1332 Grand Ave, West Des Moines, IA 50265, USA
Phone (515) 225-2660
Directions
Iowa Insurance Consultants Ltd
4 out of 5
Location 315 SW Maple St, Ankeny, IA 50023, USA
Phone (515) 462-2392
Directions
Ken Nelson - State Farm Insurance Agent
5 out of 5
Location 114 S Ankeny Blvd, Ankeny, IA 50023, USA
Phone (515) 964-4052
Directions
Tony Weisshaar - State Farm Insurance Agent
4 out of 5
Location 1201 Army Post Rd, Des Moines, IA 50315, USA
Phone (515) 285-9952
Directions
Andrew Peschong - State Farm Insurance Agent
5 out of 5
Location 13375-13435, 13435 University Ave #550, Clive, IA 50325, USA
Phone (515) 226-9956
Directions
Cullen & Associates Inc. Insurance Services
5 out of 5
Location 905 W Bridge Rd, Polk City, IA 50226, USA
Phone (515) 963-8500
Directions
Nationwide Insurance Agent
1 out of 5
Location 10546 Justin Dr, Urbandale, IA 50322, USA
Phone (515) 243-4290
Directions
Davis Life Brokerage
5 out of 5
Location 3737 Woodland Ave #600, West Des Moines, IA 50266, USA
Phone (515) 222-0720
Directions
James Walford - State Farm Insurance Agent
5 out of 5
Location 3022 SE 14th St, Des Moines, IA 50320, USA
Phone (515) 287-5404
Directions
Insurance Brokers in Polk County, IA

Where Polk County, IA Auto, Life & Health Insurance Brokers Serve

Polk County, IA is a bustling and vibrant hub of activity, with a plethora of landmarks, top employers, major highways and streets, and unique neighborhoods. From the stunning Pappajohn Sculpture Park to the historic State Capitol Building, there is no shortage of captivating sights to behold in this dynamic county. When it comes to top employers, Polk County boasts an impressive array of businesses, including the likes of Principal Financial Group, Mercy Medical Center, and Wells Fargo. These industry leaders provide countless job opportunities for the county's residents, contributing to its thriving economy. In terms of transportation, Polk County is well-connected to the rest of the state and beyond, with major highways such as I-35 and I-80 running through its borders. Additionally, the county's streets are well-maintained and offer easy access to its many neighborhoods, each with its own unique character and charm.

Polk County, IA Insurance Broker Related Services

Banks and Credit Unions

Residents of Polk County, IA can benefit from a bank in numerous ways. For instance, the bank can provide them with a safe place to keep their money, offer them loans, and help them manage their finances. Specifically, Polk County is home to many small businesses, and a bank can help these businesses thrive by providing them with loans to expand their operations or purchase new equipment. Additionally, the bank can offer financial education to residents, including advice on how to save money and invest wisely. This can be particularly helpful for low-income families in Polk County who may struggle to make ends meet. Overall, a bank can play a vital role in supporting the financial well-being of individuals and businesses in Polk County, IA.

Retirement Planning

Residents of Polk County, IA can benefit from the expertise of a retirement planner in a variety of ways. One specific area where a planner can provide assistance is in navigating the complex tax laws that apply to retirement accounts. With the high cost of living in Polk County, many residents are looking for ways to maximize their retirement savings and minimize their tax burden. A retirement planner can help them to understand the nuances of tax-deferred accounts like 401(k)s and IRAs, as well as the tax implications of different investment strategies. Additionally, a planner can provide guidance on estate planning, long-term care insurance, and other issues that are particularly relevant to retirees in Polk County. By working with a retirement planner, residents can feel confident that they are making informed decisions about their financial future and maximizing their retirement income potential.

Wealth Management

Residents of Polk County, IA can benefit greatly from the services of a wealth manager. With a population of over 490,000 people, Polk County is the most populous county in Iowa and is home to a diverse range of individuals with unique financial needs. A wealth manager can assist residents in managing their assets and investments, creating a comprehensive financial plan, and preparing for retirement. Additionally, Polk County is home to several large corporations and businesses, including insurance companies, financial institutions, and healthcare providers. A wealth manager can help individuals navigate the complexities of stock options, employee benefits, and retirement plans offered by these companies. Furthermore, Polk County has a growing real estate market, and a wealth manager can provide guidance on purchasing and managing properties, as well as creating a plan for estate and inheritance planning. Overall, a wealth manager can provide valuable services to the residents of Polk County, IA, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Polk County, IA can benefit from the guidance and expertise of a financial advisor in many ways. With a population of over 490,000 people, Polk County is one of the most populous counties in Iowa, and its residents face a myriad of financial challenges. For example, many residents in the county work in the agricultural sector, which can be volatile due to factors such as weather and commodity prices. A financial advisor can help these individuals develop a diversified investment portfolio that can withstand market fluctuations. Additionally, Polk County is home to several major employers, including insurance companies and hospitals. A financial advisor can assist employees of these companies with retirement planning, including 401(k) and pension plans. Furthermore, Polk County has a growing population of retirees who may need guidance on how to maximize their retirement income and minimize taxes. A financial advisor can help these individuals with strategies such as Social Security optimization and tax-efficient withdrawals from retirement accounts.

Mortgage Loan Officer

Residents of Polk County, IA can benefit from the services of a mortgage loan officer in several ways. Firstly, the officer can provide guidance on the best mortgage options available in the county, taking into account the unique financial situations of each client. Polk County is home to several cities, including Des Moines, which is known for its vibrant economy. This means that residents may have different mortgage needs depending on their location and profession. Additionally, a mortgage loan officer can help residents navigate the complex mortgage application process, which can be overwhelming for first-time homebuyers. They can also provide advice on how to improve credit scores, which is particularly important in Polk County, where the average credit score is below the national average. Overall, a mortgage loan officer can provide invaluable assistance to residents of Polk County, IA, helping them achieve their dream of homeownership.

Tax Services

Residents of Polk County, IA could greatly benefit from the assistance of a tax advisor in a variety of ways. One specific aspect of Polk County that a tax advisor could help with is navigating the tax laws around agricultural income. Polk County is home to a significant amount of farmland, and many residents rely on income from agriculture. A tax advisor could help these individuals understand the tax implications of their agricultural income, including deductions and credits available to them. Additionally, a tax advisor could help Polk County residents who own small businesses understand the tax laws surrounding their operations, including deductions for expenses such as equipment and supplies. Overall, a tax advisor could provide invaluable assistance to residents of Polk County, helping them save money and avoid potential tax pitfalls.

Estate Planning Lawyer

Residents of Polk County, IA can benefit greatly from the services of an estate planning lawyer. The lawyer can help them create a comprehensive estate plan that includes a will, trust, and power of attorney. This is particularly important in Polk County, IA, where the population is growing rapidly and the real estate market is booming. The lawyer can help residents navigate the complexities of estate planning, including tax laws and probate court procedures. They can also help them protect their assets and ensure that their wishes are carried out after they pass away. Additionally, the lawyer can assist with Medicaid planning and long-term care planning, which is especially important for the aging population in Polk County, IA. With the help of an estate planning lawyer, residents of Polk County, IA can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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