Insurance Broker in Wappingers Falls, NY

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Top Wappingers Falls, NY Insurance Brokerages

Lifetime Financial Consultants, LLC
Location 13 Alpine Dr, Wappingers Falls, NY 12590, USA
Phone (914) 227-0991
Directions
Kaplan Insurance Agency
5 out of 5
Location 12 Barrister's Row, Wappingers Falls, NY 12590, USA
Phone (845) 297-3266
Directions
Farmers Insurance - Frank Daniberg
4 out of 5
Location 946 NY-376 Ste 6a, Wappingers Falls, NY 12590, USA
Phone (845) 218-8208
Directions
Ricardo King, Bankers Life Agent
Location 3 Nancy Ct Ste 1 & 2, Wappingers Falls, NY 12590, USA
Phone (845) 226-6126
Directions
Todd Snead: Allstate Insurance
4 out of 5
Location 1136 US-9 Ste L4, Wappingers Falls, NY 12590, USA
Phone (845) 298-3600
Directions
Bradley & Barnett Agency
5 out of 5
Location 2068 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 803-8377
Directions
Matt Lotspeich: Allstate Insurance
5 out of 5
Location 985 NY-376 Ste 8, Wappingers Falls, NY 12590, USA
Phone (845) 632-3900
Directions
Katz & Unterreiner Insurance
5 out of 5
Location 29 Marshall Rd, Wappingers Falls, NY 12590, USA
Phone (845) 297-0111
Directions
GEICO Insurance Agent
5 out of 5
Location 1955 South Rd, Poughkeepsie, NY 12601, USA
Phone (845) 298-0451
Directions
Joseph Agovino - State Farm Insurance Agent
5 out of 5
Location 228 Myers Corners Rd Ste 3, Wappingers Falls, NY 12590, USA
Phone (845) 298-7000
Directions
Reece Bijou, Bankers Life Agent
Location 3 Nancy Ct Ste 1 & 2, Wappingers Falls, NY 12590, USA
Phone (845) 226-6126
Directions
New Hackensack Agency Inc
1 out of 5
Location 1207 US-9, Wappingers Falls, NY 12590, USA
Phone (845) 297-0277
Directions
Jeff Spillane - State Farm Insurance Agent
5 out of 5
Location 982 Main St Ste 11, Fishkill, NY 12524, USA
Phone (845) 896-6661
Directions
Fox Insurance Inc
Location Wappingers Falls, NY 12590, USA
Phone (845) 297-6867
Directions
Michael Corrado Agency: Christine Tresaloni
Location 2350 NY-9D Floor 2, Wappingers Falls, NY 12590, USA
Phone (845) 765-8200
Directions
Nancy Schneider-Viglotti: Allstate Insurance
5 out of 5
Location 2591 South Ave Wappingers Fl, Wappingers Falls, NY 12590, USA
Phone (845) 297-8803
Directions
Bill Favaro - State Farm Insurance Agent
5 out of 5
Location 1383 US-9 Ste 3, Wappingers Falls, NY 12590, USA
Phone (845) 223-9911
Directions
Insurance Brokers in Wappingers Falls, NY

Where Wappingers Falls, NY Auto, Life & Health Insurance Brokers Serve

Nestled in the Hudson River Valley, Wappingers Falls, NY is a quaint town bursting with history and charm. From the iconic Mesier Homestead to the towering Wappingers Creek Bridge, this town is brimming with landmarks that showcase its rich past. As for top employers, Wappingers Falls boasts a diverse range of businesses, from the renowned IBM to the beloved Adams Fairacre Farms. Major highways and streets such as Route 9 and East Main Street make commuting a breeze, while the picturesque neighborhoods of Chelsea Ridge and Hudson Pointe offer a serene escape from the hustle and bustle of city life. In Wappingers Falls, there's something for everyone - whether it's exploring the town's storied past, indulging in local cuisine, or simply taking in the breathtaking views of the Hudson River.

Wappingers Falls, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Wappingers Falls, NY can be helped by a bank in a multitude of ways. Firstly, a bank can provide financial assistance for individuals looking to purchase a home in the area. With the median home value in Wappingers Falls being $259,200, many residents may require a mortgage to afford a home. Additionally, a bank can offer small business loans to entrepreneurs looking to start a business in the town. Wappingers Falls has a thriving small business community and a bank can help support the growth of these businesses. Furthermore, a bank can provide financial education and resources to residents who may not have access to this information. With a poverty rate of 10.4%, financial education can help residents better manage their finances and improve their quality of life. Overall, a bank can be a valuable resource for residents of Wappingers Falls, NY by providing financial assistance, supporting small businesses, and offering financial education.

Retirement Planning

Residents of Wappingers Falls, NY could benefit greatly from the expertise of a retirement planner. With a population of over 5,000, this small town is home to many hardworking individuals who are looking to secure their financial future. A retirement planner can help them navigate the complexities of retirement planning by providing tailored advice on investment strategies, tax planning, and estate planning. For example, with the median home value in Wappingers Falls being $257,000, a retirement planner can help residents make informed decisions about downsizing or renting out their homes to supplement their retirement income. Additionally, with the cost of living in Wappingers Falls being slightly higher than the national average, a retirement planner can help residents create a budget that takes into account their unique financial circumstances. Overall, a retirement planner can provide valuable guidance to residents of Wappingers Falls as they plan for their golden years.

Wealth Management

Residents of Wappingers Falls, NY can benefit from the services of a wealth manager in a variety of ways. With the town's proximity to New York City, many residents may have high net worth and complex financial situations. A wealth manager can provide personalized financial planning, investment management, and tax planning services to help these individuals achieve their financial goals. Additionally, with the town's location along the Hudson River, residents may have unique estate planning needs, such as protecting waterfront property or passing down a family business. A wealth manager can help navigate these complexities and ensure that assets are protected and passed down to future generations in a tax-efficient manner. Overall, a wealth manager can provide invaluable guidance to residents of Wappingers Falls, NY as they navigate the complexities of their financial lives.

Financial Advisor

Residents of Wappingers Falls, NY could benefit greatly from the expertise of a financial advisor. With a population of over 5,000 people, many individuals in this community may be seeking guidance on how to manage their finances and plan for their future. A financial advisor could help residents with a variety of tasks, such as creating a budget, investing in stocks and bonds, and planning for retirement. Additionally, Wappingers Falls is located in Dutchess County, which has a higher cost of living compared to other areas in New York State. This means that residents may need to be more strategic with their finances in order to make ends meet. A financial advisor could provide valuable insights into how to save money and make smart financial decisions in this challenging economic climate. Overall, a financial advisor could be a valuable resource for residents of Wappingers Falls who are looking to improve their financial well-being and achieve their long-term goals.

Mortgage Loan Officer

Residents of Wappingers Falls, NY can benefit from the expertise of a mortgage loan officer in several ways. For instance, a mortgage loan officer can help residents navigate the complexities of the local housing market, which has seen a surge in demand due to the town's proximity to New York City. They can also assist residents in securing a mortgage that fits their unique financial situation, whether they are first-time homebuyers or looking to refinance an existing mortgage. Additionally, mortgage loan officers can provide guidance on the various loan programs available to residents, including those offered by state and federal agencies. With their knowledge of the local real estate market and lending practices, mortgage loan officers can help residents make informed decisions about one of the most significant investments of their lives.

Tax Services

Residents of Wappingers Falls, NY can benefit from the services of a tax advisor in various ways. With its diverse population, Wappingers Falls residents may have unique tax situations that require professional guidance. For example, the town is home to a significant number of small businesses, and a tax advisor can assist these business owners with tax planning and compliance. Additionally, Wappingers Falls is located in Dutchess County, which has some of the highest property taxes in the state. A tax advisor can help residents navigate these taxes, including property tax exemptions and deductions. Furthermore, with the recent changes in federal tax laws, a tax advisor can help residents understand how these changes affect their specific tax situation and identify potential tax-saving opportunities. Overall, a tax advisor can provide valuable assistance to Wappingers Falls residents in navigating the complex and ever-changing tax landscape.

Estate Planning Lawyer

Residents of Wappingers Falls, NY can benefit greatly from the services of an estate planning lawyer. One specific way that an estate planning lawyer can help is by ensuring that residents have a comprehensive plan in place for the transfer of their assets upon their death. This is especially important in Wappingers Falls, NY, where many residents own property and have significant assets. An estate planning lawyer can help residents create a will, establish trusts, and develop a plan for the distribution of their assets that takes into account state and federal tax laws. Additionally, an estate planning lawyer can help residents plan for the possibility of incapacity, by creating documents such as powers of attorney and healthcare directives. With the help of an estate planning lawyer, residents of Wappingers Falls, NY can have peace of mind knowing that their assets will be distributed according to their wishes and that they have a plan in place for their care in the event of incapacity.

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