Insurance Broker in The Dalles, OR

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Top The Dalles, OR Insurance Brokerages

Saldivar Insurance
Location 515A E 2nd St, The Dalles, OR 97058, USA
Phone (541) 506-3773
Directions
Insurance by the Woods
5 out of 5
Location 704 E 2nd St, The Dalles, OR 97058, USA
Phone (541) 296-2100
Directions
Strategic Planning and Insurance, Inc.
Location 710 E 2nd St #2, The Dalles, OR 97058, USA
Phone (541) 296-2175
Directions
New York Life
4 out of 5
Location 209 W 3rd St, The Dalles, OR 97058, USA
Phone (541) 296-2277
Directions
Insurance Center
4 out of 5
Location 1015 E 14th St, The Dalles, OR 97058, USA
Phone (541) 769-0114
Directions
Ankeny Insurance
Location 3206 W 6th St #300, The Dalles, OR 97058, USA
Phone (541) 296-1806
Directions
Farmers Insurance - Robin Miles
5 out of 5
Location 102 W 3rd St, The Dalles, OR 97058, USA
Phone (541) 296-3118
Directions
Farmers Insurance - Revell Coy
4 out of 5
Location 706 E 3rd St, The Dalles, OR 97058, USA
Phone (541) 296-1144
Directions
Farmers Insurance - Debra Klaviter
5 out of 5
Location 300 E 4th St, The Dalles, OR 97058, USA
Phone (541) 296-7748
Directions
ISU Insurance Services - The Stratton Agency
Location 318 W 2nd St, The Dalles, OR 97058, USA
Phone (541) 296-2127
Directions
Mid Columbia Insurance, Inc
5 out of 5
Location 903 W 6th St, The Dalles, OR 97058, USA
Phone (800) 827-1287
Directions
Rockwell Insurance Agency
SEC File# 801-111055
CRD# 158043
Location The Dalles, OR 97058, USA
Directions
Wasco Title Inc
5 out of 5
Location 212 E 4th St, The Dalles, OR 97058, USA
Phone (541) 296-2495
Directions
Dalles Insurance Agency
4 out of 5
Location 427 E 7th St, The Dalles, OR 97058, USA
Phone (541) 298-5591
Directions
Davison Insurance Services LLC
Location 1825 E 16th St, The Dalles, OR 97058, USA
Phone (541) 296-4200
Directions
Wheatland Insurance Center, Inc.
5 out of 5
Location 312 E 3rd St, The Dalles, OR 97058, USA
Phone (541) 296-2268
Directions
Insurance Brokers in The Dalles, OR

Where The Dalles, OR Auto, Life & Health Insurance Brokers Serve

The Dalles, OR is a charming city that boasts of several landmarks and top employers. The city is located along the Columbia River and is known for its beautiful scenery. One of the most notable landmarks in The Dalles is the Columbia Gorge Discovery Center and Museum, which showcases the history and culture of the region. The city is also home to the Fort Dalles Museum and the Sunshine Mill Winery, which is housed in a historic flour mill. When it comes to top employers, The Dalles has a diverse economy that includes healthcare, education, and manufacturing. Some of the largest employers in the city include Mid-Columbia Medical Center, Google, and the Northern Wasco County School District. The city is easily accessible via several major highways, including Interstate 84 and US Route 30. The main streets in The Dalles include East 2nd Street, West 6th Street, and Union Street.

The Dalles, OR Insurance Broker Related Services

Banks and Credit Unions

Residents of The Dalles, OR can be helped by a bank in a myriad of ways. For starters, banks can provide financial assistance to those who need it, such as loans for starting a new business or purchasing a home. Furthermore, banks can offer savings accounts and investment opportunities to help individuals grow their wealth. In a town like The Dalles, where the economy relies heavily on agriculture, a bank can also provide specialized services to farmers, such as crop financing and insurance. Additionally, banks can offer financial education and resources to help residents navigate the complexities of managing their money. With the Columbia River running through the town, many residents also rely on recreational activities such as fishing and boating. Therefore, a bank with a strong presence in The Dalles could offer specialized services for outdoor enthusiasts, such as boat loans and fishing gear financing. Overall, the benefits of having a bank in The Dalles are vast and varied, making it an essential resource for the community.

Retirement Planning

Residents of The Dalles, OR could greatly benefit from the services of a retirement planner. With a population of just over 15,000, The Dalles is a small town located in the Columbia River Gorge. Many of its residents rely on industries such as agriculture, forestry, and tourism for their livelihoods. A retirement planner could assist these individuals in creating a comprehensive financial plan that takes into account their unique circumstances. This could include strategies for maximizing retirement savings, minimizing taxes, and managing risk. Additionally, a retirement planner could help residents navigate the complex world of Social Security and Medicare, ensuring they receive the benefits they are entitled to. Given the rural nature of The Dalles, many residents may not have access to the same financial resources as those in larger cities. A retirement planner could provide valuable guidance and support to help these individuals achieve their financial goals and enjoy a comfortable retirement.

Wealth Management

Residents of The Dalles, OR could benefit from the expertise of a wealth manager in a multitude of ways. For example, a wealth manager could help residents navigate the unique financial challenges faced by those living in a rural community. With limited access to certain financial resources, such as investment opportunities and specialized financial services, a wealth manager could provide guidance on how to best allocate and grow their assets. Additionally, The Dalles is a historically significant location, with a rich cultural heritage that residents may wish to honor through their financial planning. A wealth manager could help residents incorporate their values into their financial plans, ensuring that their legacy is preserved for future generations. Overall, a wealth manager can bring a level of sophistication and expertise to financial planning that can be especially valuable in a community like The Dalles.

Financial Advisor

Residents of The Dalles, OR could greatly benefit from the services of a financial advisor. One specific way that a financial advisor could help is by providing guidance on saving for retirement. The Dalles is a small town with a population of around 15,000 people, and many residents may not have access to employer-sponsored retirement plans. A financial advisor could help these individuals create a personalized savings plan, taking into account their unique financial situation and goals. They could also provide advice on investment options that align with their risk tolerance and time horizon. Additionally, a financial advisor could help residents navigate the complex tax laws and regulations that apply to retirement savings. With the help of a financial advisor, residents of The Dalles could feel more confident about their financial future and be better prepared for retirement.

Mortgage Loan Officer

Residents of The Dalles, OR can benefit from the services of a mortgage loan officer in numerous ways. One of the most common ways is by providing them with expert guidance on the various mortgage options available to them. With the unique housing market in The Dalles, OR, which is characterized by a mix of historic and modern homes, it can be challenging for residents to navigate the different types of mortgages available. A mortgage loan officer can help them understand the terms, conditions, and requirements of each mortgage option and help them choose the one that best suits their needs. Additionally, a mortgage loan officer can help residents of The Dalles, OR secure the best interest rates and loan terms, which can save them thousands of dollars over the life of their mortgage. With the help of a mortgage loan officer, residents of The Dalles, OR can achieve their dream of homeownership and build a brighter future for themselves and their families.

Tax Services

Residents of The Dalles, OR can benefit from the expertise of a tax advisor in several ways. For instance, a tax advisor can help residents navigate the complexities of the state and federal tax codes and ensure that they are in compliance with tax laws. Additionally, a tax advisor can assist residents in identifying tax deductions and credits that they may be eligible for, such as the Oregon Cultural Trust tax credit, which allows residents to receive a tax credit for donations made to qualifying cultural organizations in the state. Furthermore, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters that may have tax implications. Given the unique economic and demographic characteristics of The Dalles, such as its status as a hub for agriculture and tourism, residents may have specific tax needs that a tax advisor can help address. Overall, a tax advisor can provide valuable support to residents of The Dalles in navigating the complex and ever-changing landscape of tax laws and regulations.

Estate Planning Lawyer

Residents of The Dalles, OR can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is through the creation of a will or trust, which can provide peace of mind knowing that their assets will be distributed according to their wishes. Additionally, an estate planning lawyer can assist with the establishment of power of attorney and healthcare directives, ensuring that individuals have a plan in place in case of incapacitation. In The Dalles, OR, with its unique mix of urban and rural areas, an estate planning lawyer can also help with the transfer of property and assets, especially for those who own land or farms. Finally, an estate planning lawyer can provide guidance on minimizing taxes and avoiding probate, which can save beneficiaries time and money in the long run.

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