Insurance Broker in Rocky Point, NY

We did the hard work of finding trustworthy partners in Rocky Point, NY. Fill out the form to get connected.
Scroll to List of Firms

Connect With an Insurance Agent

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Rocky Point, NY Insurance Brokerages

Coastal Homeowners Insurance Solutions
5 out of 5
Location 333 NY-25A, Rocky Point, NY 11778, USA
Phone (631) 527-6971
Language https://www.coastalinsurancesolution.com/
Directions
Goosehead Insurance - Glen Ponzini
Location 27 N Country Rd, Shoreham, NY 11786, USA
Phone (631) 538-0881
Language https://agents.goosehead.com/ny/shoreham/27-north-country-road?utm_source=google&utm_medium=Yext&y_source=1_MTQxMjEwNjctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
The Clausen Agency, Inc
5 out of 5
Location 333 NY-25A #150, Rocky Point, NY 11778, USA
Phone (631) 744-1393
Language https://www.clausenagency.com/
Directions
CM SR22 Insurance Group
Location 217 NY-25A, Rocky Point, NY 11778, USA
Phone (855) 698-0461
Language https://cmsr22insurancegroup.com/locations/rocky-point-ny/
Directions
Insurance Brokers in Rocky Point, NY

Where Rocky Point, NY Auto, Life & Health Insurance Brokers Serve

Rocky Point, NY is a charming hamlet located on the North Shore of Long Island. It boasts a variety of landmarks, including the beautiful beaches of Rocky Point and Mount Sinai Harbor, which offer stunning views of the Long Island Sound. The area is also home to the Rocky Point State Pine Barrens Preserve, a protected natural area that is perfect for hiking and exploring. When it comes to top employers, Rocky Point is home to a number of small businesses and local shops, as well as larger companies like Brookhaven Memorial Hospital Medical Center and the Rocky Point School District. Major highways and streets in the area include Route 25A, which runs through the heart of Rocky Point and connects it to neighboring towns like Shoreham and Wading River. Additionally, Route 347 provides easy access to the Long Island Expressway and other major highways in the region. As for neighborhoods, Rocky Point is a tight-knit community that is known for its friendly residents and strong sense of community.

Rocky Point, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Rocky Point, NY would greatly benefit from a bank in several ways. Firstly, a bank would provide them with a safe and secure place to keep their money. This is especially important in Rocky Point, which is a small, tight-knit community where people value trust and reliability. Secondly, a bank would offer residents access to a wide range of financial services, such as loans, credit cards, and investment opportunities. This would enable them to achieve their financial goals and improve their quality of life. Lastly, a bank would also serve as a hub for community events and activities, bringing people together and fostering a sense of belonging. Overall, a bank would be an invaluable resource for the residents of Rocky Point, NY, helping them to build a brighter future for themselves and their families.

Retirement Planning

Residents of Rocky Point, NY can benefit significantly from the services of a retirement planner. With the town's population consisting of mostly middle-aged and older adults, a retirement planner can provide guidance on how to save and invest for retirement, create a budget, and manage debt. Additionally, a retirement planner can assist with estate planning, including wills and trusts, to ensure that assets are distributed according to the individual's wishes. With Rocky Point's proximity to the Long Island Sound, a retirement planner can also advise on how to plan for the potential costs of boating or other water-related activities in retirement. Furthermore, with the town's mix of suburban and rural areas, a retirement planner can help navigate the complexities of property ownership, including taxes and insurance. Overall, a retirement planner can provide invaluable assistance to residents of Rocky Point, NY in planning for a secure and comfortable retirement.

Wealth Management

Residents of Rocky Point, NY can benefit greatly from the expertise of a wealth manager. With the town's proximity to the Long Island Sound and the Peconic Bay, many residents have invested in waterfront properties, making real estate a significant part of their financial portfolio. A wealth manager can assist in managing these assets by providing guidance on property values, rental income, and tax implications. Additionally, with the town's strong ties to the military, many residents have unique financial considerations related to military benefits and retirement plans. A wealth manager can navigate these complexities and help residents make informed decisions about their financial future. Overall, a wealth manager can provide invaluable support to Rocky Point residents looking to maximize their investments and secure their financial stability.

Financial Advisor

Residents of Rocky Point, NY can benefit from the guidance of a financial advisor in several ways. One of the most common ways is through retirement planning. With the cost of living in Rocky Point being higher than the national average, many residents struggle to save enough for retirement. A financial advisor can help them create a personalized plan that takes into account their unique financial situation and goals. Additionally, with the high property taxes in Rocky Point, a financial advisor can assist homeowners in managing their finances to ensure they can afford to keep their homes. Furthermore, a financial advisor can help residents navigate the complex world of investments and make informed decisions about their portfolios. With the volatile nature of the stock market, it is crucial for residents to have a professional to guide them through the ups and downs. Overall, a financial advisor can provide invaluable assistance to the residents of Rocky Point, NY in securing their financial future.

Mortgage Loan Officer

Residents of Rocky Point, NY can benefit greatly from the services of a mortgage loan officer. These professionals can assist individuals with securing financing for a new home or refinancing an existing mortgage. With the high cost of living in Rocky Point, NY, many residents may struggle to afford a home without the help of a mortgage loan officer. These officers can provide guidance on the best loan options available, help with the application process, and ensure that all necessary documentation is submitted. Additionally, they can help residents understand the complexities of the mortgage process and provide advice on how to improve credit scores and increase the chances of approval. With the help of a mortgage loan officer, residents of Rocky Point, NY can achieve their dream of homeownership and secure a stable future for themselves and their families.

Tax Services

Residents of Rocky Point, NY can benefit from a tax advisor in numerous ways. One of the most common ways is by receiving expert advice on how to minimize tax liabilities while maximizing deductions. With the high cost of living in Rocky Point, NY, residents can benefit greatly from reducing their tax burden. A tax advisor can also provide guidance on tax planning, estate planning, and retirement planning. Additionally, Rocky Point, NY has a diverse population, including many small business owners and self-employed individuals. A tax advisor can assist these individuals with tax compliance, bookkeeping, and financial planning. With the complex tax laws and regulations, having a tax advisor can help residents of Rocky Point, NY navigate the system and make informed decisions about their finances.

Estate Planning Lawyer

Residents of Rocky Point, NY would benefit from the assistance of an estate planning lawyer in a variety of ways. Firstly, an estate planning lawyer can help individuals in Rocky Point to create a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is particularly important in Rocky Point, where many residents own property and businesses. Additionally, an estate planning lawyer can help residents to minimize the tax burden on their estate, which is especially important given the high property values in Rocky Point. Furthermore, an estate planning lawyer can assist with the creation of a living will or healthcare proxy, which ensures that an individual's medical wishes are respected in the event that they become incapacitated. Overall, an estate planning lawyer can provide invaluable assistance to residents of Rocky Point, helping them to protect their assets and ensure that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs

An insurance broker in Rocky Point, NY can provide a wide range of insurance brokerage services to individuals and businesses alike. From helping clients assess their insurance needs to finding the best policies and negotiating rates on their behalf, insurance brokers have a wealth of knowledge and expertise to offer. In Rocky Point, NY, insurance brokers can also provide specialized services tailored to the unique needs of the community. For example, they can help homeowners in Rocky Point navigate the complexities of flood insurance, given the area's proximity to the Long Island Sound. Additionally, insurance brokers in Rocky Point can assist small business owners with finding the right liability coverage to protect them against potential lawsuits. With their bursty and complex approach to insurance brokerage, insurance brokers in Rocky Point, NY can help clients make informed decisions and secure the coverage they need to protect their assets and futures.

Rocky Point, NY is undoubtedly the best place to get an insurance broker. With its serene environment and friendly community, it is the perfect place to settle down and get all your insurance needs sorted out. The town's proximity to the Long Island Sound and its abundance of parks and nature preserves make it an ideal location for those who value outdoor activities. Moreover, Rocky Point has a rich history, which is evident in its charming architecture and cultural landmarks. The town's insurance brokers are well-versed in the local regulations and can provide tailored insurance policies that cater to the unique needs of the residents. Whether you are looking for auto, home, or business insurance, you can trust that the brokers in Rocky Point will provide you with the best coverage. So, if you are looking for an insurance broker, look no further than Rocky Point, NY.