Insurance Broker in Falmouth, MA

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Top Falmouth, MA Insurance Brokerages

Martin R Cowick - Aflac Insurance Agent
Location 6 Peters Pond Dr, Forestdale, MA 02644, USA
Phone (508) 681-8712
Almeida & Carlson Insurance
5 out of 5
Location 79 Davis Straits, Falmouth, MA 02540, USA
Phone (508) 540-6161
Mass Mutual Financial Group
Location 448 N Falmouth Hwy, North Falmouth, MA 02556, USA
Phone (508) 564-5054
Murray & MacDonald Insurance Services, Inc
5 out of 5
Location 550 MacArthur Blvd, Bourne, MA 02532, USA
Phone (508) 540-2400
Kinchla Properties
Location 17 Academy Ln # 1, Falmouth, MA 02540, USA
Phone (508) 548-3838
Arthur D Calfee Insurance Agency, Inc.
5 out of 5
Location 336 Gifford St, Falmouth, MA 02540, USA
Phone (508) 540-2601
Murray & MacDonald Insurance Services Inc
5 out of 5
Location 406 Jones Rd, Falmouth, MA 02540, USA
Phone (508) 540-2400
Robert E Bouchie Jr Insurance Agency Inc.
5 out of 5
Location 1352 MA-28A, Cataumet, MA 02534, USA
Phone (508) 564-5560
Michael J Travers and Associates
Location 8 Pine Tree Dr, Wareham, MA 02532, USA
Phone (800) 437-5155
Rider Risk Specialists Insurance
5 out of 5
Location 50 MA-28A, Pocasset, MA 02559, USA
Phone (508) 564-7200
Schlegel & Schlegel Insurance Brokers
4 out of 5
Location 34 Main, MA-28, West Yarmouth, MA 02673, USA
Phone (508) 771-8381
Insurance Brokers in Falmouth, MA

Where Falmouth, MA Auto, Life & Health Insurance Brokers Serve

Falmouth, MA is a quaint coastal town located in Barnstable County, Massachusetts. This charming town is known for its stunning beaches, lighthouses, and picturesque landscapes. Some of the top landmarks in Falmouth include the Nobska Lighthouse, Woods Hole Oceanographic Institution, and the Highfield Hall and Gardens. Falmouth is home to several top employers, including Woods Hole Oceanographic Institution, Falmouth Hospital, and the Town of Falmouth. These employers provide jobs for many of the town's residents and contribute to the local economy. Major highways and streets in Falmouth include Route 28, Route 151, and Route 28A. These roads connect Falmouth to other towns and cities in the Cape Cod area and beyond. Neighborhoods in Falmouth include Woods Hole, West Falmouth, and North Falmouth, each with its own unique character and charm.

Falmouth, MA Insurance Broker Related Services

Banks and Credit Unions

Residents of Falmouth, MA can benefit from a bank in a myriad of ways. Firstly, a bank can offer financial products such as savings accounts, checking accounts, and loans that can provide residents with the necessary funds to pursue their dreams. Additionally, a bank can provide financial education and advice to help residents make informed decisions about their money. For instance, Falmouth, MA is a popular tourist destination, and a bank can offer guidance on how to invest in local businesses that cater to tourists. Moreover, a bank can help residents manage their finances efficiently by providing online banking services and mobile apps that allow them to access their accounts from anywhere. This is particularly useful for Falmouth residents who may have busy schedules and need to manage their finances on the go. Lastly, a bank can contribute to the local economy by providing jobs, supporting local businesses, and investing in community projects. All in all, a bank can be a valuable resource for residents of Falmouth, MA.

Retirement Planning

Residents of Falmouth, MA could greatly benefit from the services of a retirement planner. With a population of over 31,000 people, many of whom are nearing retirement age, having a solid financial plan in place is crucial. A retirement planner could assist with creating a budget, setting up a retirement savings account, and identifying potential sources of income such as social security or pensions. Additionally, Falmouth is known for its high cost of living, particularly in terms of housing. A retirement planner could help residents navigate the real estate market and make informed decisions about downsizing or relocating to a more affordable area. With the added complexity of healthcare costs and potential long-term care needs, a retirement planner could provide invaluable guidance in ensuring that Falmouth residents are financially prepared for their golden years.

Wealth Management

As a coastal town, residents of Falmouth, MA face unique financial challenges that a wealth manager can help navigate. With rising sea levels and increasing frequency of storms, properties in Falmouth are at a higher risk for damage and loss. A wealth manager can assist residents in creating a comprehensive insurance plan that takes into account these risks. Additionally, Falmouth has a large retirement community, and a wealth manager can help retirees manage their investments and plan for their future. With the town's strong focus on conservation and sustainability, a wealth manager can also provide guidance on socially responsible investing options that align with Falmouth's values. Overall, a wealth manager can provide invaluable support to Falmouth residents as they navigate their financial goals in this unique coastal community.

Financial Advisor

Residents of Falmouth, MA would benefit from the guidance of a financial advisor in several ways. First and foremost, Falmouth's population is primarily made up of retirees, which means that a financial advisor could help them navigate their retirement plans and ensure that their savings are sufficient to sustain them throughout their golden years. Additionally, Falmouth is a coastal town with a thriving tourism industry, which means that many residents may have investments in the local economy. A financial advisor could help them make informed decisions about these investments and ensure that they are diversified enough to weather any economic downturns. Finally, Falmouth is home to several prestigious universities, which means that many residents may have student loans or other educational expenses. A financial advisor could help them create a plan to pay off these debts while still maintaining their other financial goals.

Mortgage Loan Officer

Residents of Falmouth, MA can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can assist them in identifying the most suitable mortgage options that cater to their specific financial circumstances. This is particularly important in Falmouth, MA, where the median home value is higher than the national average. Secondly, the loan officer can guide residents through the mortgage application process, which can be complex and time-consuming. This is especially true in Falmouth, MA, where the real estate market is highly competitive and fast-paced. Additionally, the loan officer can provide valuable advice on how to improve credit scores and financial standing, which can increase the chances of securing a favorable mortgage deal. Ultimately, the assistance of a mortgage loan officer can help residents of Falmouth, MA achieve their dream of owning a home in this beautiful and historic town.

Tax Services

Residents of Falmouth, MA can benefit from the expertise of a tax advisor in a variety of ways. One specific challenge that Falmouth residents face is the complexity of the local tax code. With multiple layers of taxation at the state, county, and municipal levels, it can be difficult for individuals to navigate the system and ensure they are paying the correct amount. A tax advisor can help residents understand the nuances of the tax code and identify potential deductions or credits that they may be eligible for. Additionally, Falmouth is home to many retirees who may have unique tax considerations, such as Social Security benefits or pension income. A tax advisor can provide guidance on how to minimize taxes on retirement income and ensure that retirees are maximizing their financial resources. Overall, a tax advisor can be an invaluable resource for Falmouth residents looking to navigate the complex world of taxation and optimize their financial situation.

Estate Planning Lawyer

Residents of Falmouth, MA can benefit from the expertise of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can help residents create a comprehensive plan for the distribution of their assets after their death. This is especially important in Falmouth, MA, where the median home value is significantly higher than the state average. Secondly, an estate planning lawyer can assist in minimizing taxes and avoiding probate, which can be a lengthy and costly process. Additionally, an estate planning lawyer can help residents establish trusts to protect their assets and ensure that their wishes are carried out. Finally, an estate planning lawyer can provide guidance on healthcare directives and powers of attorney, which are critical components of any comprehensive estate plan. Overall, working with an estate planning lawyer can provide peace of mind and ensure that residents of Falmouth, MA are well-prepared for the future.


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