Insurance Broker in Whitefish Bay, WI

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Top Whitefish Bay, WI Insurance Brokerages

American Republic Insurance
Location 5150 N Port Washington Rd, Milwaukee, WI 53217, USA
Phone (414) 962-6737
Directions
Milwaukee Brokerage Emp Benefits
Location 4507 N Oakland Ave, Shorewood, WI 53211, USA
Phone (414) 961-4900
Directions
Farmers Insurance - Bernard Van Engel
4 out of 5
Location 5050 N Port Washington Rd, Glendale, WI 53217, USA
Phone (414) 312-4935
Directions
Farmers Insurance - I Edward Salinas
5 out of 5
Location 4421 N Oakland Ave Ste 201-203, Shorewood, WI 53211, USA
Phone (414) 998-0565
Directions
Werner & Associates
5 out of 5
Location 5555 N Port Washington Rd UNIT 303, Milwaukee, WI 53217, USA
Phone (414) 962-7776
Directions
Diana Kostal - State Farm Insurance Agent
4 out of 5
Location 1410 E Capitol Dr, Milwaukee, WI 53211, USA
Phone (414) 964-8680
Directions
Jack Slowey - State Farm Insurance Agent
5 out of 5
Location 5150 N Port Washington Rd Ste S167, Glendale, WI 53217, USA
Phone (414) 296-2851
Directions
Farmers Insurance - Jason Stoviak
1 out of 5
Location 7545 N Port Washington Rd Ste 1, Glendale, WI 53217, USA
Phone (414) 540-9319
Directions
Ben Douglas - State Farm Insurance Agent
5 out of 5
Location 7101 N Green Bay Ave #1, Glendale, WI 53209, USA
Phone (414) 351-1937
Directions
B Martin & Associates LLC American Family Insurance
5 out of 5
Location 5261 N Port Washington Rd, Glendale, WI 53217, USA
Phone (414) 332-1535
Directions
Multiline Insurance Agency
5 out of 5
Location 4014 N Wilson Dr #1, Shorewood, WI 53211, USA
Phone (414) 963-9412
Directions
Kilian Insurance Service
5 out of 5
Location 2526 W Green Tree Rd, Glendale, WI 53209, USA
Phone (414) 352-1200
Directions
Joe Harrings - State Farm Insurance Agent
4 out of 5
Location 7161 N Port Washington Rd, Glendale, WI 53217, USA
Phone (414) 352-0544
Directions
Svetlana Veller Agency Inc American Family Insurance
5 out of 5
Location 5205 N Ironwood Rd, Glendale, WI 53217, USA
Phone (414) 431-0718
Directions
Gramoll & Associates Inc American Family Insurance
5 out of 5
Location 4484 N Oakland Ave, Shorewood, WI 53211, USA
Phone (414) 332-0838
Directions
Andrew J. McCabe: Allstate Insurance
5 out of 5
Location 4010 N Oakland Ave, Milwaukee, WI 53211, USA
Phone (414) 622-7055
Directions
Focus Title
4 out of 5
Location 205 E Silver Spring Dr, Whitefish Bay, WI 53217, USA
Phone (414) 615-9090
Directions
The Beckman Group, LLC
5 out of 5
Location 4617 N Wilshire Rd, Whitefish Bay, WI 53211, USA
Phone (414) 376-2081
Directions
New York Life
5 out of 5
Location 4465 N Oakland Ave, Shorewood, WI 53211, USA
Phone (414) 963-4329
Directions
Schnoll Insurance Services Agency
5 out of 5
Location 5555 N Port Washington Rd UNIT 303, Glendale, WI 53217, USA
Phone (414) 332-3100
Directions
Brian Armstrong - Prudential Financial
Location 5464 N Port Washington Rd suite f, Glendale, WI 53217, USA
Phone (414) 800-7739
Directions
Insurance Brokers in Whitefish Bay, WI

Where Whitefish Bay, WI Auto, Life & Health Insurance Brokers Serve

Whitefish Bay is a charming village located in Milwaukee County, Wisconsin, known for its picturesque tree-lined streets, beautiful homes, and proximity to Lake Michigan. One of the most notable landmarks in the area is Klode Park, which features a stunning beach and scenic walking trails. Other notable landmarks include the Whitefish Bay Public Library and the Whitefish Bay High School. As for top employers, Whitefish Bay is home to a number of businesses, including the Whitefish Bay School District, Sendik's Food Market, and the Village of Whitefish Bay. In terms of major highways and streets, the village is easily accessible via Interstate 43, which runs through the eastern part of the village. Other major roads in the area include Silver Spring Drive, Lake Drive, and Santa Monica Boulevard. Whitefish Bay is divided into several distinct neighborhoods, each with its own unique character and charm.

Whitefish Bay, WI Insurance Broker Related Services

Banks and Credit Unions

Residents of Whitefish Bay, WI would greatly benefit from a bank in several ways. Firstly, they would have access to a variety of financial services that can help them manage their finances more effectively. This is particularly important in Whitefish Bay, where the cost of living is relatively high compared to other parts of the state. Secondly, a bank can provide residents with loans and credit, which can be used to fund important purchases such as homes, cars, and education. This is especially crucial for residents who may not have access to other forms of financing. Lastly, a bank can offer investment opportunities, such as savings accounts and retirement plans, which can help residents build wealth over time. Overall, a bank can play a vital role in helping residents of Whitefish Bay achieve their financial goals and secure their futures.

Retirement Planning

Residents of Whitefish Bay, WI can benefit from a retirement planner in several ways. First and foremost, a retirement planner can help individuals create a customized retirement plan that aligns with their unique financial goals and needs. This is particularly important in Whitefish Bay, WI, where the cost of living is higher than the national average. A retirement planner can help residents navigate the local real estate market, which is known for its high property values and competitive bidding wars. Additionally, a retirement planner can provide guidance on tax-efficient retirement savings strategies, such as contributing to a Roth IRA or utilizing a Health Savings Account. Finally, a retirement planner can help residents plan for unexpected expenses, such as long-term care or medical bills, which can quickly deplete retirement savings. With the help of a retirement planner, residents of Whitefish Bay, WI can feel confident in their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Whitefish Bay, WI can benefit immensely from the services of a wealth manager. These professionals can help individuals and families with a wide range of financial matters, such as retirement planning, tax optimization, and investment management. In a community like Whitefish Bay, where the average household income is higher than the national average, a wealth manager can provide tailored advice and strategies to help residents make the most of their wealth. For example, a wealth manager could help a Whitefish Bay resident navigate the complexities of estate planning, ensuring that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. Additionally, a wealth manager could help a Whitefish Bay family plan for their children's education expenses, which can be particularly high in this community due to the excellent schools and competitive college admissions process. Overall, a wealth manager can provide invaluable guidance and support to residents of Whitefish Bay, helping them achieve their financial goals and secure their financial futures.

Financial Advisor

Residents of Whitefish Bay, WI may seek the guidance of a financial advisor for a variety of reasons. One common way that a financial advisor can help is by creating a personalized investment plan that takes into account the unique circumstances of the individual or family. For example, residents of Whitefish Bay may have a higher-than-average income, but also face higher-than-average living expenses due to the area's high cost of living. A financial advisor can help navigate these challenges and develop a plan that balances short-term needs with long-term goals, such as saving for retirement or college tuition. Additionally, residents of Whitefish Bay may be interested in socially responsible investing, given the community's strong commitment to environmental sustainability and social justice. A financial advisor can help identify investment opportunities that align with these values and provide guidance on the potential risks and rewards of each option. Overall, a financial advisor can provide valuable guidance and support to residents of Whitefish Bay as they navigate the complex world of personal finance.

Mortgage Loan Officer

Residents of Whitefish Bay, WI can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the officer can provide valuable advice on the types of mortgage loans available in the area, such as fixed-rate or adjustable-rate mortgages, and help residents choose the best option for their financial situation. Additionally, the officer can assist residents in navigating the complex process of obtaining a mortgage, including filling out paperwork and meeting strict requirements. With Whitefish Bay, WI being a highly sought-after location for homebuyers due to its proximity to Lake Michigan and top-rated schools, the guidance of a mortgage loan officer can be particularly beneficial in securing a desirable property in a competitive market. Overall, the knowledge and support of a mortgage loan officer can make the home buying process in Whitefish Bay, WI smoother and more successful for residents.

Tax Services

Residents of Whitefish Bay, WI can greatly benefit from the expertise of a tax advisor in a myriad of ways. For instance, the tax laws in Wisconsin are constantly changing, and residents may not be aware of the latest developments. A tax advisor can provide up-to-date information on tax codes, deductions, and credits, helping residents to maximize their tax returns. Additionally, Whitefish Bay is a community with a high median income, and as such, residents may be subject to more complex tax laws and regulations. A tax advisor can help residents navigate these complexities, ensuring they are in compliance with all relevant tax laws. Furthermore, many residents in Whitefish Bay are small business owners or entrepreneurs. A tax advisor can provide invaluable guidance on tax planning and strategy, helping these business owners to minimize their tax liabilities and maximize their profits. In short, a tax advisor can be an indispensable resource for residents of Whitefish Bay, WI, helping them to navigate the complex and ever-changing world of tax law.

Estate Planning Lawyer

Residents of Whitefish Bay, WI would greatly benefit from the guidance of an estate planning lawyer in a multitude of ways. Firstly, due to the affluent nature of the community, many individuals may have complex assets such as multiple properties, investments, and business interests that require specialized attention to ensure proper distribution after death. Additionally, a lawyer can assist with the creation of trusts to protect assets and minimize tax liabilities. Furthermore, the lawyer can help residents navigate the intricacies of Medicaid planning and long-term care, which is especially important as the population ages. With the help of an estate planning lawyer, residents of Whitefish Bay can have peace of mind knowing that their assets will be protected and their wishes will be carried out in the event of incapacitation or death.

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