Insurance Broker in Chatham, NY

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Top Chatham, NY Insurance Brokerages

Amtech Insurance Brokers Inc
Location 43 German Church Rd, Ghent, NY 12075, USA
Phone (518) 392-4944
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Apollo Partners
Location 8 Church St, Chatham, NY 12037, USA
Phone (518) 392-0577
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Farmers Insurance - Paul Calcagno
Location 5 Hudson St Bldg 1, Kinderhook, NY 12106, USA
Phone (518) 992-4257
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David H Rivenburgh Agency Inc
4 out of 5
Location 1870 NY-9H, Hudson, NY 12534, USA
Phone (518) 828-5700
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Axelrod Agency
Location 55 Main St, Chatham, NY 12037, USA
Phone (518) 392-2100
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Wallace & Feldman Insurance Brokerage
5 out of 5
Location 113 John Joy Rd, Woodstock, NY 12498, USA
Phone (516) 690-7029
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Insurance Brokers in Chatham, NY

Where Chatham, NY Auto, Life & Health Insurance Brokers Serve

Chatham, NY is a quaint town nestled in Columbia County, home to a variety of landmarks and attractions. The town is situated along the Taconic Mountains and is known for its picturesque views and charming village center. The top employers in the area include the Chatham Central School District, Blass Communications, and the Chatham Brewing Company. Major highways and streets that run through the town include Route 295, Route 203, and Main Street. The neighborhoods of Chatham are diverse, ranging from historic homes in the village center to sprawling estates in the surrounding countryside. Notable landmarks include the Crandell Theatre, the Chatham Bookstore, and the Ooms Conservation Area. With its rich history and natural beauty, Chatham is a hidden gem in upstate New York.

Chatham, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Chatham, NY can benefit from the services provided by a bank in many ways. For instance, they can open a savings account to set aside funds for future expenses such as college tuition or retirement. Additionally, banks can offer loans to help residents purchase a home or start a business. In a town like Chatham, where the median home value is $238,000, these types of loans can be particularly helpful. Furthermore, banks can provide financial advice to help residents make informed decisions about their money. This can be especially valuable in a town like Chatham, where the cost of living is higher than the national average. Finally, banks can offer convenient online banking services, allowing residents to manage their finances from the comfort of their own homes. Overall, the services provided by a bank can greatly benefit residents of Chatham, NY.

Retirement Planning

Residents of Chatham, NY could benefit from the expertise of a retirement planner in a variety of ways. For example, the planner could help them navigate the complexities of Social Security and Medicare, ensuring that they receive all the benefits they are entitled to. Additionally, the planner could assist with investment strategies, helping residents to maximize their savings and minimize their tax burden. Given the unique demographics of Chatham, NY - which has a higher percentage of retirees than the national average - a retirement planner could also provide guidance on healthcare costs, long-term care options, and estate planning. With their burstiness and complexity, these services could prove invaluable to Chatham residents looking to secure their financial futures and enjoy a comfortable retirement.

Wealth Management

Residents of Chatham, NY could greatly benefit from the expertise of a wealth manager. With its small-town charm and proximity to the Hudson River, Chatham is a unique community that requires a tailored approach to financial planning. A wealth manager can provide guidance on everything from retirement planning to estate planning, ensuring that residents are able to secure their financial future. Additionally, a wealth manager can assist with investment strategies, taking into account the specific needs and goals of each individual. With access to a wide range of financial products and services, a wealth manager can help residents of Chatham, NY navigate the complex world of finance with ease and confidence.

Financial Advisor

Residents of Chatham, NY could greatly benefit from the guidance of a financial advisor in several ways. Firstly, the town has a high cost of living, which can be challenging for many families. A financial advisor can assist in creating a budget that is tailored to the individual's needs and help them prioritize their expenses. Additionally, Chatham has a large retirement community, and a financial advisor can help seniors plan for their future and ensure they have enough savings to maintain their lifestyle. Furthermore, the town is home to many small businesses, and a financial advisor can provide guidance on managing cash flow, securing loans, and creating a financial plan for growth. With the ever-changing economic landscape, it is essential for residents of Chatham to have a trusted financial advisor to help them navigate their financial goals and ensure their financial stability.

Mortgage Loan Officer

Residents of Chatham, NY can benefit greatly from the services of a mortgage loan officer. These professionals can assist individuals in securing the financing they need to purchase a home, refinance an existing mortgage, or obtain a home equity loan. In Chatham, NY, where the real estate market is highly competitive, having a skilled mortgage loan officer on your side can make all the difference. They can help navigate the complex and often confusing world of mortgages, providing expert advice on the different types of loans available, interest rates, and repayment terms. With their guidance, residents of Chatham, NY can make informed decisions about their financial future and achieve their dreams of homeownership.

Tax Services

Residents of Chatham, NY can benefit from the expertise of a tax advisor in a variety of ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation. They can provide guidance on how to maximize deductions and credits, minimize tax liability, and avoid costly mistakes. Additionally, a tax advisor can assist residents in planning for the future by helping them create a tax-efficient estate plan or develop a retirement strategy. One specific aspect of Chatham, NY that a tax advisor can help with is the town's unique property tax system, which is based on a combination of assessed value and equalization rates. Understanding and navigating this system can be challenging for residents, but a tax advisor can provide valuable insights and advice to help them make informed decisions.

Estate Planning Lawyer

Residents of Chatham, NY can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents create a comprehensive estate plan that ensures their assets are distributed according to their wishes after their demise. This is particularly important in Chatham, NY, where the median age of residents is 46.8 years, indicating that many residents may be approaching retirement age and need to plan for their future. Secondly, an estate planning lawyer can assist residents in minimizing their estate tax liability, which can be a significant burden in a state like New York, where the estate tax exemption is relatively low. Additionally, an estate planning lawyer can help residents create trusts to protect their assets from creditors and ensure that their loved ones are provided for in the event of their incapacity or death. Overall, an estate planning lawyer can provide invaluable assistance to Chatham, NY residents in protecting their assets and securing their legacy for future generations.

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