Insurance Broker in Dutchess County, NY

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Top Dutchess County, NY Insurance Brokerages

Robert Many - State Farm Insurance Agent
5 out of 5
Location 44 Plaza, Poughkeepsie, NY 12603, USA
Phone (845) 224-3930
Directions
Medicare Advisor of the Hudson Valley
Location NY WorkSpaces 1131, State Rte 55, Lagrangeville, NY 12540, USA
Phone (845) 592-2099
Directions
Putnam Insurance Brokerage
Location 7 N Shanks Rd, Millbrook, NY 12545, USA
Phone (845) 266-9800
Directions
Ken Lemenze - State Farm Insurance Agent
5 out of 5
Location 900 NY-82, Hopewell Junction, NY 12533, USA
Phone (845) 226-5005
Directions
Eric Plese - State Farm Insurance Agent
4 out of 5
Location 1145 State Rte 55 Ste 2, Lagrangeville, NY 12540, USA
Phone (845) 485-4200
Directions
NII Brokerage
Location 220 Main St, Poughkeepsie, NY 12601, USA
Phone (845) 452-1431
Directions
Hudson Valley Medicare Group
Location 7 Rita Ln, Lagrangeville, NY 12540, USA
Phone (845) 730-2273
Directions
Ryan & Ryan Insurance Brokers
5 out of 5
Location 400 Stockade Dr, Kingston, NY 12401, USA
Phone (845) 340-0001
Directions
Nationwide Insurance: McLean Ins Agency Inc
5 out of 5
Location 316 Titusville Rd, Poughkeepsie, NY 12603, USA
Phone (845) 471-2660
Directions
Tyler Peschel, Bankers Life Agent
Location 3 Nancy Ct Ste 1 & 2, Wappingers Falls, NY 12590, USA
Phone (845) 447-3441
Directions
Catherine Durland - State Farm Insurance Agent
5 out of 5
Location 39 Eastdale Ave N, Poughkeepsie, NY 12603, USA
Phone (845) 471-3531
Directions
Insurance Brokers in Dutchess County, NY

Where Dutchess County, NY Auto, Life & Health Insurance Brokers Serve

Dutchess County, NY is a picturesque area located in the Hudson Valley region, boasting a plethora of landmarks and attractions that appeal to both locals and tourists. From the historic Walkway Over the Hudson, the longest elevated pedestrian bridge in the world, to the stunning Vanderbilt Mansion National Historic Site, there's no shortage of things to see and do in this charming county. In terms of top employers, Dutchess County is home to a diverse range of businesses, including healthcare providers like Health Quest and Vassar Brothers Medical Center, as well as major manufacturers like IBM and GlobalFoundries. These companies provide ample job opportunities for the county's residents, making it a great place to live and work. When it comes to transportation, Dutchess County is well-connected to major highways and streets, including Interstate 84, the Taconic State Parkway, and Route 9. This makes it easy for commuters to get to and from work, as well as for visitors to explore the area's many attractions.

Dutchess County, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Dutchess County, NY can benefit from a bank in numerous ways. One of the most common ways is through the provision of loans for small businesses. Dutchess County is home to several small businesses, and a bank can provide them with the necessary funding to expand their operations. Additionally, a bank can offer financial advice and investment opportunities to residents looking to grow their wealth. With the county's close proximity to New York City, residents may also need access to international banking services, which a bank can provide. Furthermore, Dutchess County is known for its vibrant arts and culture scene, and a bank can support local artists and organizations through sponsorships and grants. Overall, a bank can play a vital role in the economic growth and development of Dutchess County and its residents.

Retirement Planning

Residents of Dutchess County, NY could benefit greatly from the services of a retirement planner. With its diverse population and mix of urban and rural areas, planning for retirement can be a complex and overwhelming task. A retirement planner can help residents navigate the intricacies of Social Security benefits, pension plans, and investment options. Additionally, the high cost of living in Dutchess County can make it difficult for retirees to maintain their standard of living. A skilled retirement planner can help residents develop a comprehensive plan that takes into account their unique financial situation and goals. From creating a budget to managing investments, a retirement planner can provide valuable guidance and support to residents of Dutchess County as they prepare for their golden years.

Wealth Management

Residents of Dutchess County, NY can benefit from the expertise of a wealth manager in various ways. With the county's proximity to New York City, many residents are employed in high-paying industries such as finance and technology. A wealth manager can assist these individuals in managing their finances and investments, helping them to maximize their earning potential and plan for retirement. Additionally, Dutchess County is home to a number of small businesses and entrepreneurs. A wealth manager can provide guidance on business planning and financial management, helping these individuals to grow their businesses and achieve long-term success. With the county's diverse population and unique economic landscape, a skilled wealth manager can provide tailored solutions to meet the specific needs of Dutchess County residents.

Financial Advisor

Residents of Dutchess County, NY can benefit from the expertise of a financial advisor in various ways. One specific area where a financial advisor could be of great help is in navigating the unique tax environment of Dutchess County, NY. With a property tax rate that is significantly higher than the national average, residents may be looking for ways to minimize their tax burden while still maintaining their standard of living. A financial advisor can help residents identify tax-efficient investment strategies, such as municipal bonds or tax-deferred retirement accounts, that can help them achieve their financial goals while minimizing their tax liability. Additionally, a financial advisor can provide guidance on estate planning and charitable giving, which can also have significant tax implications. Overall, the expertise of a financial advisor can be invaluable in helping residents of Dutchess County, NY navigate the complex financial landscape and achieve their financial goals.

Mortgage Loan Officer

Residents of Dutchess County, NY can benefit from the services of a mortgage loan officer in numerous ways. Firstly, the loan officer can assist in securing a mortgage loan for the purchase of a home, which is particularly important in Dutchess County, where the median home value is $287,000. Secondly, the loan officer can help residents refinance their mortgage to obtain lower interest rates or better loan terms, a particularly important consideration given the high cost of living in the area. Additionally, the loan officer can provide guidance and advice on the various types of mortgage loans available, such as conventional, FHA, and VA loans, to help residents make informed decisions about their financial future. Finally, the loan officer can help residents navigate the complex and often confusing process of obtaining a mortgage loan, providing support and guidance throughout the application and approval process.

Tax Services

Residents of Dutchess County, NY can benefit greatly from the expertise of a tax advisor. With the county's diverse population and varying income levels, a tax advisor can provide tailored advice on tax planning and preparation. For instance, Dutchess County has a high number of small business owners who may need guidance on business tax deductions and credits. Additionally, the county has a large number of retirees who may need assistance with tax planning for their retirement income. A tax advisor can also help residents navigate the complex tax laws surrounding property ownership in Dutchess County, which has some of the highest property values in the state. Overall, a tax advisor can provide invaluable assistance to residents of Dutchess County, helping them save money and avoid costly mistakes on their tax returns.

Estate Planning Lawyer

Residents of Dutchess County, NY can benefit from the expertise of an estate planning lawyer in various ways. One of the most common ways is by creating a comprehensive estate plan that includes a will, trust, power of attorney, and healthcare directive. This is especially important in Dutchess County, NY, where the median home value is $272,700, significantly higher than the national average. An estate planning lawyer can help residents protect their assets and ensure that their loved ones receive their inheritance without going through a lengthy and costly probate process. Additionally, an estate planning lawyer can assist with Medicaid planning, which is crucial for seniors in Dutchess County, NY, where the population aged 65 and over is projected to increase by 41% by 2040. By creating an estate plan with the help of a lawyer, residents of Dutchess County, NY can have peace of mind knowing that their wishes will be carried out and their loved ones will be taken care of.

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