Insurance Broker in Bristol County, MA

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Top Bristol County, MA Insurance Brokerages

Donald J. Medeiros Insurance Agency
4 out of 5
Location 154 Rhode Island Ave, Fall River, MA 02724, USA
Phone (508) 678-1271
Directions
Holman Insurance Agency, Inc.
5 out of 5
Location 3 Mill St Suite 3, Attleboro, MA 02703, USA
Phone (508) 222-0794
Directions
R.S. Gilmore Insurance Agency, A World Company
5 out of 5
Location 27 Elm St, North Attleborough, MA 02761, USA
Phone (508) 699-7511
Directions
Barnicoat Insurance-Acushnet
4 out of 5
Location 167 S Main St, Acushnet, MA 02743, USA
Phone (508) 995-1188
Directions
SouthCoast Insurance Group
5 out of 5
Location 74 State Rd, Dartmouth, MA 02747, USA
Phone (508) 858-0593
Directions
Insurance Brokers in Bristol County, MA

Where Bristol County, MA Auto, Life & Health Insurance Brokers Serve

Bristol County, MA is a vibrant and diverse area with numerous landmarks, top employers, major highways and streets, and neighborhoods. From the historic city of Taunton to the bustling port of Fall River, Bristol County is a hub of activity and culture. The county is home to many iconic landmarks, such as the Battleship Cove, the Lizzie Borden House, and the Taunton Green. These sites attract visitors from all over the world and are a testament to the rich history of the region. In terms of top employers, Bristol County boasts many large companies, including Amazon, Raytheon, and Bristol-Myers Squibb. These companies provide jobs and economic growth to the area, making it an attractive place to live and work. Major highways and streets, such as Route 24 and Interstate 195, connect Bristol County to other parts of Massachusetts and beyond. These thoroughfares make it easy to travel to and from the county, whether for work or leisure.

Bristol County, MA Insurance Broker Related Services

Banks and Credit Unions

Residents of Bristol County, MA can benefit from a bank in various ways. For instance, the bank can provide financial assistance to small businesses in the area, which is crucial to the local economy. Bristol County is home to several small businesses that depend on loans and credit facilities to sustain their operations. Additionally, the bank can offer mortgage loans to residents who want to own homes in the county. Homeownership is essential for families, and it provides stability and security. Furthermore, the bank can provide financial education to residents, especially those who are struggling with debt. Bristol County has a high cost of living, which can lead to financial strain for some residents. Therefore, financial education can help residents manage their finances better and avoid getting into debt. Overall, a bank can play a significant role in improving the financial well-being of residents in Bristol County, MA.

Retirement Planning

Residents of Bristol County, MA can greatly benefit from the services of a retirement planner. With a population of over 560,000, the county is home to a diverse group of individuals with unique retirement goals and financial needs. A retirement planner can help residents navigate the complex world of retirement planning, including maximizing Social Security benefits, creating a comprehensive retirement income plan, and developing a tax-efficient investment strategy. Additionally, the planner can provide guidance on long-term care planning, estate planning, and other important financial considerations. Given the county's proximity to major cities like Boston and Providence, a retirement planner can also help residents prepare for the higher cost of living in these areas and ensure that their retirement savings will last throughout their retirement years.

Wealth Management

Residents of Bristol County, MA could greatly benefit from the expertise of a wealth manager in a variety of ways. With a population of over 560,000 people, Bristol County is a diverse community that encompasses both urban and rural areas. A wealth manager can help residents navigate the complexities of managing their finances, from creating a personalized investment strategy to planning for retirement. Additionally, many residents of Bristol County work in industries such as healthcare, education, and manufacturing, which often come with unique financial challenges. A wealth manager can provide guidance on how to maximize income and benefits in these fields, as well as help with tax planning and estate planning. With its proximity to major cities like Boston and Providence, Bristol County residents also have access to a range of investment opportunities, and a wealth manager can help them make informed decisions about where to invest their money for the best return. Overall, a wealth manager can be an invaluable resource for residents of Bristol County, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Bristol County, MA can greatly benefit from the assistance of a financial advisor in various ways. With a population of over 560,000, Bristol County is one of the largest counties in Massachusetts and has a diverse economy that is heavily reliant on healthcare, education, and manufacturing. A financial advisor can help individuals and families in Bristol County to develop a comprehensive financial plan that takes into account their unique circumstances, goals, and risk tolerance. This might involve creating a budget, developing a savings plan, investing in a diversified portfolio, and planning for retirement. Additionally, a financial advisor can provide guidance on tax planning, estate planning, and insurance. With the high cost of living in Bristol County, particularly in cities like Fall River and New Bedford, a financial advisor can help residents to make the most of their income and assets and achieve financial security.

Mortgage Loan Officer

Residents of Bristol County, MA can benefit from the services of a mortgage loan officer in many ways. Firstly, the county has a diverse population, with a mix of urban and rural areas. As such, a mortgage loan officer can help residents navigate the complexities of the local housing market, which can vary significantly depending on the location. Additionally, Bristol County is known for its high property values, which can make it difficult for first-time buyers to enter the market. A skilled loan officer can help these buyers secure financing options that are tailored to their specific needs and financial circumstances. Furthermore, the county has a large number of retirees who may be looking to downsize or move to a more affordable area. A mortgage loan officer can help these individuals explore their options and find the best financing solutions for their unique situations. Overall, the services of a mortgage loan officer can be invaluable for residents of Bristol County, MA, helping them achieve their homeownership goals and navigate the complexities of the local real estate market.

Tax Services

Residents of Bristol County, MA can benefit from the expertise of a tax advisor in a variety of ways. One specific example is the complex tax laws surrounding the state's fishing industry, which is a significant part of the local economy. A tax advisor can help fishermen navigate the intricacies of tax deductions for equipment and fuel expenses, as well as advise on the tax implications of selling their catch. Additionally, the county has a high number of small business owners who can benefit from a tax advisor's guidance on maximizing deductions and minimizing tax liabilities. With the ever-changing tax laws and regulations, a tax advisor can provide valuable support to residents of Bristol County, MA in navigating the complexities of the tax system and ensuring compliance with all applicable laws.

Estate Planning Lawyer

Residents of Bristol County, MA can benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of a will, which ensures that a person's assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can assist with setting up trusts, which can provide tax benefits and protect assets from creditors. In Bristol County, MA specifically, an estate planning lawyer can also help with planning for long-term care, such as Medicaid planning, which is especially important given the county's aging population. Furthermore, an estate planning lawyer can provide guidance on how to best protect assets from potential nursing home costs, which can be significant in Bristol County, MA due to the high cost of living and limited availability of affordable senior care options.

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