Insurance Broker in Charlotte County, FL

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List of Firms

Top Charlotte County, FL Insurance Brokerages

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Tonya Blair - Humana Agent
Location 18700 Veterans Blvd, Port Charlotte, FL 33954, USA
Phone (941) 226-8546
Language https://medicareagent.humana.com/fl/port-charlotte/tonya-blair-humana-agent
Directions
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John Joiner Agency
5 out of 5
Location 701 JC Center Ct UNIT 11, Port Charlotte, FL 33954, USA
Phone (941) 613-1566
Language https://johnjoineragency.com/
Directions
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Edwin Pickett: Allstate Insurance
4 out of 5
Location 2605 Tamiami Trail Ste 2, Port Charlotte, FL 33952, USA
Phone (941) 627-5180
Language https://agents.allstate.com/edwin-pickett-port-charlotte-fl.html?utm_source=GMB&utm_medium=Website
Directions
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Allphase Insurance Services, Inc.-Dawn Cash
5 out of 5
Location 3280 Tamiami Trail unit #32, Port Charlotte, FL 33952, USA
Phone (941) 235-2474
Language http://www.allphaseinsurancefl.com/
Directions
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AmeriLife of Charlotte County, LLC
Location 1988 Kings Hwy, Port Charlotte, FL 33980, USA
Phone (941) 743-2522
Language http://www.amerilife.com/charlotte
Directions
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Goosehead Insurance - Shane Lindsay
5 out of 5
Location 1777 Tamiami Trail Suite 304-1, Port Charlotte, FL 33948, USA
Phone (941) 548-6228
Language https://www.goosehead.com/agents/fl/port-charlotte/1777-tamiami-trail?utm_source=google&utm_medium=Yext&y_source=1_MTQ3NjAwNTQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
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Hill Insurance
Location 1720 El Jobean Rd # 202, Port Charlotte, FL 33948, USA
Phone (941) 625-4151
Directions
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GreatFlorida Insurance - Darlene Antinori
4 out of 5
Location 2762 Tamiami Trail unit a, Port Charlotte, FL 33952, USA
Phone (941) 764-7991
Language https://portcharlotte.greatflorida.com/
Directions
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Coastal Premier Insurance Group, Inc.
5 out of 5
Location 866 Tamiami Trail Suite 8, Port Charlotte, FL 33953, USA
Phone (941) 235-7776
Language http://www.cpigsolutions.com/
Directions
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Arnold Insurance
5 out of 5
Location 1357 S McCall Rd, Port Charlotte, FL 33981, USA
Phone (941) 214-8668
Language http://www.arnoldinsuresme.com/
Directions
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Jabin Niles - State Farm Insurance Agent
5 out of 5
Location 2040 Tamiami Trail Ste B, Port Charlotte, FL 33948, USA
Phone (941) 206-0000
Language http://www.jabinniles.com/?cmpid=mdgu_blm_0001
Directions
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Atlas Insurance
Location 18245 Paulson Dr #123, Port Charlotte, FL 33954, USA
Phone (941) 366-8424
Language http://www.atlasinsuranceagency.com/
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Insurance Brokers in Charlotte County, FL

Where Charlotte County, FL Auto, Life & Health Insurance Brokers Serve

Charlotte County, located in southwest Florida, is a vibrant and diverse community with a rich history and a plethora of landmarks. From the historic Punta Gorda downtown district to the stunning Boca Grande beach, there is something for everyone in Charlotte County. The top employers in the area include Fawcett Memorial Hospital, Charlotte County Public Schools, and Tervis Tumbler Company, providing a variety of job opportunities for residents. In terms of transportation, Charlotte County is well-connected with major highways such as I-75 and US-41, making it easy to travel to nearby cities like Fort Myers and Sarasota. Additionally, the county has a network of streets and roads that make it easy to navigate and explore the area. Neighborhoods in Charlotte County range from peaceful waterfront communities like Punta Gorda Isles to bustling commercial areas like Port Charlotte. Each neighborhood has its own unique charm and character, making it easy to find a place that feels like home.

Charlotte County, FL Insurance Broker Related Services

Banks and Credit Unions

Residents of Charlotte County, FL would greatly benefit from a bank in several ways. Firstly, given that Charlotte County is a retirement destination, banks can help residents manage their finances and plan for their future. This includes offering investment advice, wealth management services, and retirement planning. Secondly, Charlotte County is home to several small businesses that rely on banks for loans and financing. A bank can help these businesses grow and thrive by providing them with the necessary funds to expand and invest in their operations. Additionally, banks can also offer financial education and resources to help residents better understand their finances and make informed decisions about their money. Overall, a bank can serve as a valuable resource for the residents of Charlotte County, FL, helping them to achieve their financial goals and improve their quality of life.

Retirement Planning

Residents of Charlotte County, FL can greatly benefit from the services of a retirement planner. With its rapidly growing population of retirees, the county is home to a diverse group of individuals with unique financial needs. A retirement planner can assist with everything from creating a personalized investment plan to navigating the complex world of social security and Medicare. Additionally, the planner can help residents take advantage of the many tax benefits available to retirees in Florida, including homestead exemptions and property tax discounts. With its proximity to the Gulf of Mexico, Charlotte County also offers a variety of unique retirement options such as waterfront properties and golf course communities. A retirement planner can help residents navigate these options and choose the best fit for their lifestyle and budget. Overall, a retirement planner can provide invaluable guidance and support to the residents of Charlotte County as they navigate the complexities of retirement planning.

Wealth Management

Residents of Charlotte County, FL could benefit from the services of a wealth manager in a variety of ways. For instance, a wealth manager could assist with retirement planning, investment management, and tax planning. With a wealth manager's help, residents could develop a comprehensive financial plan that takes into account their unique circumstances and goals. This is particularly important in Charlotte County, FL, where the population is aging rapidly. With a median age of 58 years old, many residents are likely approaching retirement or already retired. A wealth manager could help them navigate the complex world of retirement planning and ensure that they have enough income to support themselves in their golden years. Additionally, a wealth manager could help residents manage their investments and minimize their tax liability, which could be especially valuable in a state like Florida, where there is no state income tax but property taxes can be high. Overall, a wealth manager could provide residents of Charlotte County, FL with the guidance they need to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Charlotte County, FL could benefit greatly from the expertise of a financial advisor. With a population of over 180,000 and a median household income of $54,000, many individuals in the county may struggle with managing their finances. A financial advisor can provide guidance on a variety of topics, such as retirement planning, investment strategies, and debt management. Specifically, with Charlotte County being a popular retirement destination, a financial advisor can assist retirees with creating a comprehensive plan to ensure they have enough money saved to support their lifestyle throughout their golden years. Additionally, with the county being prone to natural disasters such as hurricanes, a financial advisor can help residents prepare financially for potential emergencies and unexpected expenses. By working with a financial advisor, residents of Charlotte County can gain peace of mind and feel more confident in their financial future.

Mortgage Loan Officer

Residents of Charlotte County, FL can benefit from the services of a mortgage loan officer in several ways. Firstly, the loan officer can help them navigate the complex mortgage application process and find the best mortgage product that suits their needs. This is particularly important in Charlotte County, FL, where the real estate market is highly competitive and constantly evolving. Additionally, the loan officer can provide guidance on credit scores and how to improve them, which is crucial in a county where the median credit score is lower than the national average. Furthermore, a mortgage loan officer can help residents of Charlotte County, FL to understand the various types of mortgage loans available, including government-backed loans, conventional loans, and jumbo loans. This can be especially helpful for first-time homebuyers who may not have a lot of experience with the mortgage process. Overall, the services of a mortgage loan officer can be invaluable for residents of Charlotte County, FL who are looking to buy a home or refinance their existing mortgage.

Tax Services

Residents of Charlotte County, FL can benefit from the expertise of a tax advisor in a variety of ways. One specific area where a tax advisor can provide assistance is in navigating the complex tax laws and regulations that are unique to Florida. For example, Charlotte County has a Homestead Exemption program that can provide significant tax savings for homeowners, but the rules and requirements can be confusing. A tax advisor can help residents understand the eligibility criteria and ensure that they are taking full advantage of all available tax breaks. Additionally, a tax advisor can provide guidance on tax planning strategies that can help residents minimize their tax liability and maximize their financial resources. This might include advice on retirement planning, investment strategies, or charitable giving. Overall, a tax advisor can be an invaluable resource for residents of Charlotte County who want to ensure that they are making informed decisions when it comes to their finances and taxes.

Estate Planning Lawyer

Residents of Charlotte County, FL can benefit from the expertise of an estate planning lawyer in a variety of ways. For instance, the lawyer can help them create a comprehensive estate plan that addresses their unique needs and goals. This may include drafting a will, establishing trusts, designating beneficiaries, and planning for incapacity. Additionally, the lawyer can assist with probate and estate administration, ensuring that the deceased's assets are distributed in accordance with their wishes and in compliance with state laws. Given the diverse demographics of Charlotte County, FL, which includes a significant senior population, an estate planning lawyer can also help with long-term care planning, Medicaid planning, and guardianship issues. Overall, the complexity of estate planning in Charlotte County, FL underscores the importance of seeking the guidance of a knowledgeable and experienced attorney.

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs

Insurance brokerage services offered by an insurance broker in Charlotte County, FL are comprehensive and tailored to the unique needs of each client. The broker can assist individuals and businesses in finding the right insurance policies that provide adequate coverage for their assets, liabilities, and risks. For instance, Charlotte County, FL experiences frequent hurricanes, floods, and other natural disasters, and the insurance broker can help clients obtain insurance policies that cover these risks. The broker can also advise clients on the latest insurance trends and regulations in Charlotte County, FL, and help them navigate the complex insurance market. Additionally, the broker can provide ongoing support and advocacy to clients in case of claims or disputes with insurance companies. Overall, an insurance broker in Charlotte County, FL can be a valuable partner for anyone seeking reliable and cost-effective insurance solutions.

Charlotte County, FL is the ultimate destination to find an insurance broker that can cater to your needs. The county boasts of a diverse and dynamic insurance industry that is constantly evolving to keep up with the ever-changing market trends. With its strategic location, Charlotte County is home to some of the best insurance brokers who have vast knowledge and experience in the industry. These brokers are well-versed in different types of insurance policies, including health, auto, home, and life insurance. Additionally, Charlotte County is known for its exceptional customer service, which is evident in the way insurance brokers handle their clients. They take the time to understand their clients' needs and offer personalized solutions that meet their unique requirements. Whether you are a business owner or an individual looking for insurance coverage, Charlotte County has got you covered. With its burstiness and complexity, it is no wonder that Charlotte County is the best place to get an insurance broker.