Insurance Broker in Commack, NY

We did the hard work of finding trustworthy partners in Commack, NY. Fill out the form to get connected.

Connect With an Insurance Agent

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Commack, NY Insurance Brokerages

MJ Kim - State Farm Insurance Agent
4 out of 5
Location 2102 Jericho Turnpike, Commack, NY 11725, USA
Phone (631) 543-0400
Directions
Insurance Brokers in Commack, NY

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

Commack, NY is a vibrant and bustling community located on Long Island. This town is home to a variety of landmarks that are sure to impress visitors and locals alike. The Commack Motor Inn is a popular destination for travelers and the Commack Arena is a great place to catch a game or concert. Top employers in the area include the Commack School District, which employs hundreds of teachers and staff members, as well as the Commack Fire Department and the Commack Ambulance Corps. Major highways and streets in Commack include the Long Island Expressway, the Northern State Parkway, and Jericho Turnpike. These roads provide easy access to neighboring towns and cities, making Commack a great place to live for commuters. Commack is divided into several distinct neighborhoods, each with its own unique character and charm. Some of the most popular areas include the Country Woods, Indian Fields, and Burrwood Estates.

Commack, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Commack, NY can benefit from a bank in numerous ways, ranging from basic checking and savings accounts to more complex financial services. For instance, Commack is a thriving business community with several small and medium-sized enterprises. A bank can provide these businesses with loans, credit lines, and other financial instruments to help them grow and expand. Additionally, with its close proximity to New York City, many residents of Commack work in the city and need access to banking services that can help them manage their finances, such as online banking, mobile banking, and ATM services. Moreover, a bank can offer investment and retirement planning services, which can be beneficial for residents who are looking to secure their financial future. Overall, a bank can help residents of Commack, NY in a variety of ways, and it can be an essential partner in their financial success.

Retirement Planning

Residents of Commack, NY can benefit from a retirement planner in a multitude of ways. One specific area where a retirement planner can be of great assistance is in navigating the complex tax laws in New York State. Commack, NY residents face high state and local taxes, and a retirement planner can help them understand the tax implications of their retirement savings and investments. Additionally, a retirement planner can assist with creating a comprehensive retirement plan that takes into account the specific needs and goals of each individual. This may include strategies for managing healthcare costs, maximizing Social Security benefits, and creating a sustainable income stream in retirement. With the help of a retirement planner, residents of Commack, NY can feel confident that they are on track to achieve their financial goals and enjoy a comfortable retirement.

Wealth Management

Residents of Commack, NY can benefit from the services of a wealth manager in several ways. Firstly, a wealth manager can help them create a comprehensive financial plan that takes into account their unique goals and circumstances. This includes retirement planning, investment management, tax planning, and estate planning. Secondly, residents of Commack, NY can benefit from the expertise of a wealth manager in navigating the complex financial landscape. They can provide guidance on investment opportunities, risk management, and asset allocation. Additionally, a wealth manager can help residents of Commack, NY stay up-to-date on changes in the financial industry and adjust their financial plan accordingly. One specific aspect of Commack, NY that a wealth manager can address is the high cost of living. With the median home price in Commack exceeding $500,000, a wealth manager can help residents navigate the real estate market and make informed decisions about buying and selling property.

Financial Advisor

Residents of Commack, NY can benefit from the guidance of a financial advisor in several ways. Firstly, with its proximity to New York City, Commack is home to many high-income earners, making it essential for residents to have a comprehensive financial plan that includes investment strategies, tax planning, and retirement planning. Secondly, Commack is known for its strong community spirit, with many residents actively involved in local charities and organizations. A financial advisor can help individuals and families navigate the complex world of philanthropy, ensuring that their charitable giving is aligned with their values and financial goals. Lastly, Commack is located in Suffolk County, which has a high cost of living. A financial advisor can help residents manage their expenses, create a budget, and make informed decisions about major purchases, such as a home or car. Overall, a financial advisor can provide valuable support to residents of Commack, NY, helping them achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

As a resident of Commack, NY, there are numerous ways in which a mortgage loan officer can be of assistance. Commack is a densely populated area with a high demand for housing, making the home buying process both complex and competitive. A mortgage loan officer can help navigate the intricate process of obtaining a mortgage and provide expert guidance on the best loan options available. Additionally, the officer can assist with securing the necessary documentation and ensuring that all requirements are met for a successful loan application. With the high cost of living in Commack, a mortgage loan officer can help potential home buyers find the most affordable and suitable mortgage options, ultimately allowing them to purchase the home of their dreams.

Tax Services

Residents of Commack, NY can benefit from the expertise of a tax advisor in numerous ways. Firstly, they can assist in navigating the complex tax laws and regulations that apply to the area. Commack, NY has a high cost of living, which means that residents may be subject to higher tax rates than other areas. A tax advisor can help residents to understand their tax obligations and identify ways to minimize their tax liability. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning, estate planning, and charitable giving. They can also help residents to prepare and file their tax returns accurately and on time, avoiding costly penalties and interest charges. Overall, a tax advisor can provide invaluable assistance to residents of Commack, NY in managing their tax affairs and achieving their financial goals.

Estate Planning Lawyer

Residents of Commack, NY can benefit from the services of an estate planning lawyer in many ways. Specifically, Commack is a town with a high population of retirees and elderly individuals, making estate planning crucial for many of its residents. An estate planning lawyer can assist in creating wills, trusts, and other legal documents that ensure an individual's assets are distributed according to their wishes after they pass away. Additionally, estate planning lawyers can help with Medicaid planning, which is especially important for those who may require long-term care in the future. The complexity of estate planning can be overwhelming for many, but a skilled lawyer can guide residents of Commack through the process, ensuring that their loved ones are taken care of and their assets are protected.

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs