Insurance Broker in Falmouth, ME

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Top Falmouth, ME Insurance Brokerages

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Baker Benefit Group
Location 170 US-1, Falmouth, ME 04105, USA
Phone (203) 894-1420
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Katuzny Josh
Location 75 Leighton Rd # 3, Falmouth, ME 04105, USA
Phone (207) 797-5169
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Alex Mills: Financial Planner
Location 75 Leighton Rd, Falmouth, ME 04105, USA
Phone (207) 770-2019
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Pride Financial Services
Location 367 US-1, Falmouth, ME 04105, USA
Phone (207) 781-5000
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GEICO Insurance Agent
5 out of 5
Location 91 Auburn St, Portland, ME 04103, USA
Phone (207) 387-6838
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Sarah Curley, Insurance Agent | Comparion Insurance Agency
5 out of 5
Location 600 Sable Oaks Dr Ste 120, South Portland, ME 04106, USA
Phone (207) 482-2167
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Benefit Consulting Group
Location 34 Woodlands Dr, Falmouth, ME 04105, USA
Phone (207) 329-3894
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Group Dynamic Inc
3 out of 5
Location 411 US-1, Falmouth, ME 04105, USA
Phone (207) 781-8800
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Burke Michelle
Location 202 US-1, Falmouth, ME 04105, USA
Phone (207) 781-7301
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Marsh Agency
5 out of 5
Location 560 Brighton Ave, Portland, ME 04102, USA
Phone (207) 772-2818
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James W Giguere - Humana Agent
Location 30 Atlantic Pl, South Portland, ME 04106, USA
Phone (603) 319-4320
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State Farm Insurance
4 out of 5
Location 400 US-1, Falmouth, ME 04105, USA
Phone (207) 808-5800
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Katie Caiazzo - State Farm Insurance Agent
5 out of 5
Location 251 US-1, Falmouth, ME 04105, USA
Phone (207) 781-5113
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Insurance Brokers in Falmouth, ME

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

Falmouth, ME is a quaint coastal town located in Cumberland County, Maine. This idyllic town boasts a plethora of landmarks, including the picturesque Mackworth Island, the scenic Falmouth Town Landing, and the stunning Casco Bay. The town is also home to several top employers, such as Maine Medical Center, L.L. Bean, and Hannaford Supermarkets. Major highways and streets in the area include I-295, Route 1, and Route 100, providing easy access to nearby cities and towns. Falmouth is comprised of several charming neighborhoods, including the historic Falmouth Foreside, the family-friendly Woodlands, and the upscale Highlands. With its natural beauty, vibrant economy, and tight-knit community, Falmouth is a wonderful place to live, work, and play.

Falmouth, ME Insurance Broker Related Services

Banks and Credit Unions

Residents of Falmouth, ME can be helped by a bank in several ways. Firstly, a bank can provide financial services such as savings accounts, checking accounts, and loans to individuals and businesses in the community. This is particularly important in Falmouth, ME, where the median household income is higher than the national average and many residents have investments and assets that require management. Additionally, a bank can help residents in Falmouth, ME by offering financial education and resources to help them make informed decisions about their money. This could include seminars on budgeting, retirement planning, and investing. Finally, a bank can play a role in supporting the local economy by providing loans and other financial services to small businesses in Falmouth, ME, which in turn can create jobs and contribute to the community's overall prosperity.

Retirement Planning

Residents of Falmouth, ME could benefit from a retirement planner in a multitude of ways. One specific example is the planner's ability to assist with estate planning, which is especially important in Falmouth due to the town's high median home value of $504,000. A retirement planner could help residents create a comprehensive plan for passing on their assets to their loved ones, including their valuable real estate. Additionally, Falmouth's proximity to Portland, ME and its thriving arts and culture scene could present unique opportunities for retirees looking to invest in the local community. A retirement planner could help residents navigate these opportunities and make informed decisions about how to allocate their resources. Finally, Falmouth's aging population could benefit from a planner's expertise in healthcare planning, including long-term care insurance and Medicare. Overall, a retirement planner could provide valuable guidance and support to Falmouth residents as they navigate the complexities of retirement planning.

Wealth Management

Residents of Falmouth, ME could benefit from the expertise of a wealth manager in a variety of ways. For instance, a wealth manager could help them navigate the complexities of estate planning, retirement planning, and tax management, ensuring that they are making informed decisions that align with their long-term financial goals. Moreover, given Falmouth's proximity to the coast, a wealth manager could also provide guidance on investment opportunities in the maritime industry, such as investing in local fishing or shipping companies. Additionally, Falmouth is home to a growing population of retirees, and a wealth manager could help them manage their assets and investments in a way that ensures a secure and comfortable retirement. With their knowledge and experience, a wealth manager could provide invaluable support to residents of Falmouth, ME, helping them to achieve financial stability and security.

Financial Advisor

Residents of Falmouth, ME could benefit from the guidance of a financial advisor in several ways. For instance, the town's high median household income of $111,000 may lead to more complex financial situations that require expert advice. A financial advisor could help residents navigate the intricacies of retirement planning, investment strategies, and tax optimization. Additionally, Falmouth's proximity to Portland and its bustling economy could present unique opportunities for entrepreneurs and small business owners. A financial advisor could assist these individuals with business planning, loan procurement, and risk management. Overall, a financial advisor could provide invaluable support to Falmouth residents seeking to maximize their financial potential.

Mortgage Loan Officer

Residents of Falmouth, ME can greatly benefit from the expertise of a mortgage loan officer. With the average home price in Falmouth being significantly higher than the national average, a loan officer can help residents navigate the complexities of securing a mortgage loan. Additionally, with Falmouth's proximity to the ocean, a loan officer can provide guidance on securing a loan for a waterfront property or a property in a flood zone. Furthermore, Falmouth is known for its highly rated schools, and a loan officer can assist families in finding a mortgage that fits their budget while still allowing them to live in a desirable school district. Overall, a mortgage loan officer can provide invaluable assistance to Falmouth residents looking to purchase a home in this beautiful coastal town.

Tax Services

Residents of Falmouth, ME could greatly benefit from the services of a tax advisor in numerous ways. For instance, tax advisors can help individuals and businesses in Falmouth navigate the complex tax laws and regulations that are specific to the state of Maine. With the tax laws in Maine being subject to frequent changes, a tax advisor can help residents stay up-to-date and avoid costly mistakes. Additionally, a tax advisor can assist residents with tax planning and preparation, ensuring that they are taking advantage of all available deductions and credits while minimizing their tax liability. This is particularly important for residents of Falmouth, which is known for its high cost of living and property taxes. Furthermore, a tax advisor can provide guidance on estate planning and wealth management, which is crucial for residents who have accumulated substantial assets over their lifetime. Overall, the expertise and guidance of a tax advisor can prove invaluable to residents of Falmouth, ME, helping them to navigate the complex world of taxes and achieve financial success.

Estate Planning Lawyer

Residents of Falmouth, ME could greatly benefit from the services of an estate planning lawyer. With its picturesque coastal location and affluent population, Falmouth is home to many individuals and families with complex financial situations and unique estate planning needs. An estate planning lawyer can assist residents in creating a comprehensive plan for the transfer of their assets, including real estate, investments, and business interests. Additionally, Falmouth's proximity to Portland and its thriving arts and cultural scene may require specialized planning for art collections, charitable giving, and philanthropic endeavors. An estate planning lawyer can also provide guidance on healthcare directives, guardianship arrangements, and other important legal matters that may arise. By working with an experienced estate planning lawyer, Falmouth residents can ensure that their assets are protected and their wishes are carried out in the event of incapacity or death.

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