Insurance Broker in Bay Shore, NY

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Top Bay Shore, NY Insurance Brokerages

Anthony Machiano: Allstate Insurance
4 out of 5
Location 67 E Main St, Bay Shore, NY 11706, USA
Phone (631) 440-9226
Directions
Health Insurance Plan-Greater
Location 300 Bay Shore Rd, North Babylon, NY 11703, USA
Phone (631) 491-8600
Directions
Acme Insurance Bkrge of Ba
5 out of 5
Location 1716 Sunrise Hwy, Bay Shore, NY 11706, USA
Phone (631) 665-6464
Directions
Briana Ray: Allstate Insurance
5 out of 5
Location 1401 Brentwood Rd, Bay Shore, NY 11706, USA
Phone (631) 666-6600
Directions
Lighthouse Specialty Brokers
Location 6 1st Ave, Bay Shore, NY 11706, USA
Phone (631) 319-6353
Directions
Insurance Brokers in Bay Shore, NY

Where Bay Shore, NY Auto, Life & Health Insurance Brokers Serve

Bay Shore, NY is a bustling town on Long Island with a rich history and diverse community. The town boasts several landmarks, including the historic Bay Shore-Brightwaters Public Library, the Fire Island Lighthouse, and the Bay Shore Marina. Top employers in the area include the Southside Hospital, St. Catherine of Siena Medical Center, and the Bay Shore School District. Major highways and streets in the town include Sunrise Highway, Montauk Highway, and Main Street. Bay Shore is also home to several unique neighborhoods, including the beachside community of Brightwaters and the charming downtown area with its many shops and restaurants. With its mix of history, culture, and natural beauty, Bay Shore is a vibrant and exciting place to call home.

Bay Shore, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Bay Shore, NY can benefit from a bank in various ways. Firstly, a bank can offer financial services such as personal loans, mortgages, and credit cards that can help individuals in Bay Shore achieve their financial goals. Additionally, a bank can provide investment advice and services to those who wish to grow their wealth. Another way that residents of Bay Shore can benefit from a bank is through its digital banking services, which allows them to access their accounts and conduct transactions from the comfort of their homes. Furthermore, with Bay Shore being a coastal community, a bank can provide specialized services such as boat loans and marine insurance to cater to the needs of its residents who own boats. In conclusion, a bank can provide a range of financial services to residents of Bay Shore, NY, helping them to achieve their financial goals and cater to their unique needs.

Retirement Planning

Residents of Bay Shore, NY could greatly benefit from the assistance of a retirement planner. With its close proximity to New York City, Bay Shore is a popular location for commuters, which can make planning for retirement even more complex. A retirement planner can help residents navigate the intricacies of retirement planning, including creating a comprehensive plan for saving and investing, determining the best time to retire, and identifying potential sources of income during retirement. Additionally, a retirement planner can help residents in Bay Shore, NY navigate the complexities of Social Security and Medicare, which can be particularly challenging for those who are not familiar with the system. With the help of a retirement planner, residents of Bay Shore can feel confident that they are on track to achieve their retirement goals and can enjoy their golden years with peace of mind.

Wealth Management

Residents of Bay Shore, NY could benefit from the expertise of a wealth manager in a multitude of ways. With its proximity to the Great South Bay, many Bay Shore residents have invested in waterfront properties, which require specialized knowledge and management. A wealth manager could assist in navigating the complex regulations and tax implications of owning such properties. Additionally, Bay Shore is home to a diverse population, including many small business owners. A wealth manager could provide guidance on business succession planning, retirement planning, and investment strategies to help these entrepreneurs achieve their financial goals. Overall, a wealth manager could provide invaluable assistance to Bay Shore residents in managing their wealth and securing their financial future.

Financial Advisor

Residents of Bay Shore, NY can benefit from the guidance of a financial advisor in a number of ways. With its proximity to the Great South Bay, many residents of Bay Shore may own boats or other watercraft and may require specialized insurance coverage or investment strategies to protect their assets. Additionally, with a median household income of $88,000, many Bay Shore residents may be looking to invest in retirement accounts or other long-term savings plans to secure their financial futures. A financial advisor can help residents navigate the complexities of these investments and ensure they are making informed decisions that align with their financial goals. Furthermore, with a population of over 26,000 people, there may be a wide range of financial needs and goals among Bay Shore residents, and a financial advisor can provide personalized advice and support to help each individual achieve their unique financial objectives.

Mortgage Loan Officer

Residents of Bay Shore, NY can greatly benefit from the expertise of a mortgage loan officer. With the town's close proximity to the water, many residents may be interested in purchasing a waterfront property. A mortgage loan officer can assist in finding the best loan options and rates for these types of properties. Additionally, Bay Shore has a diverse population with varying income levels and credit histories. A mortgage loan officer can work with individuals to find loan options that fit their unique financial situation. Furthermore, Bay Shore is home to many small businesses and entrepreneurs. A mortgage loan officer can provide guidance and support for those looking to purchase commercial properties or start their own businesses. Overall, a mortgage loan officer can provide invaluable assistance to residents of Bay Shore, NY in achieving their homeownership and financial goals.

Tax Services

Residents of Bay Shore, NY can benefit greatly from the assistance of a tax advisor. With its proximity to the Great South Bay, many residents in Bay Shore own boats and may not be aware of the tax implications of owning a watercraft. A tax advisor can provide guidance on how to properly report income and expenses related to boat ownership, as well as any deductions that may be available. Additionally, Bay Shore is home to many small businesses, and a tax advisor can help these business owners navigate the complex tax laws and regulations that apply to their industry. Whether it's understanding sales tax requirements or maximizing deductions for business expenses, a tax advisor can provide invaluable support to Bay Shore residents and business owners alike.

Estate Planning Lawyer

Residents of Bay Shore, NY can benefit from the services of an estate planning lawyer in several ways. For instance, an estate planning lawyer can help Bay Shore residents create a comprehensive estate plan that takes into account their unique needs and goals. This may include drafting a will, setting up trusts, and designating beneficiaries. Additionally, an estate planning lawyer can assist Bay Shore residents with probate and estate administration, ensuring that the wishes of the deceased are carried out in accordance with the law. With Bay Shore being a diverse community with a rich history, an estate planning lawyer can also help residents navigate complex legal issues related to their cultural and familial traditions. Overall, the services of an estate planning lawyer can provide peace of mind and ensure that Bay Shore residents' assets are protected and distributed according to their wishes.

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