Insurance Broker in Greenwich, CT

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Top Greenwich, CT Insurance Brokerages

Osprey Underwriters
1 out of 5
Location 777 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 489-3400
Sklenar Insurance Services, LLC
Location 500 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 542-7250
RiskMatch, LLC
5 out of 5
Location 4 Greenwich Office Park, Greenwich, CT 06831, USA
Phone (203) 542-0592
Pearson Consulting Group Inc
Location 15 E Putnam Ave #3170, Greenwich, CT 06830, USA
Phone (203) 259-0560
Tri State Insurance Brokerage
Location 263 Tresser Blvd 9th floor, Stamford, CT 06901, USA
Phone (718) 618-7666
Kerney Insurance Agency, LLC
Location 500 West Putnam Avenue Suite 400, Greenwich, CT 06830, USA
Phone (203) 542-7275
Greenwich Independent Insurance
4 out of 5
Location 87 Greenwich Ave, Greenwich, CT 06830, USA
Phone (203) 869-0302
howard & gay insurance
Location 79 E Putnam Ave, Greenwich, CT 06830, USA
Phone (203) 340-9540
Griffith E. Harris Insurance of Greenwich
4 out of 5
Location 137 E Putnam Ave, Cos Cob, CT 06807, USA
Phone (203) 869-9200
Tradian Corporation
Location 270 Greenwich Ave, Greenwich, CT 06830, USA
Phone (203) 625-6222
Location 125 Greenwich Ave #3, Greenwich, CT 06830, USA
Phone (800) 735-6602
Premium Insurance
Location 1 Morgan Ave, Greenwich, CT 06831, USA
Phone (203) 626-2580
Northwestern Mutual Life Insurance
Location 411 West Putnam Avenue, Greenwich, CT 06830, USA
William Raveis Real Estate - Greenwich
5 out of 5
Location 45 Field Point Rd, Greenwich, CT 06830, USA
Phone (203) 869-9263
Lampe-Batkin Associates, LLC
5 out of 5
Location 2 Greenwich Office Park #300, Greenwich, CT 06831, USA
Phone (203) 302-3880
Berkley Insurance Co
5 out of 5
Location 475 Steamboat Rd # 1, Greenwich, CT 06830, USA
Phone (203) 542-3200
Gunther Insurance
Location 2900 Westchester Ave suite 106, Purchase, NY 10577, USA
Phone (914) 582-0929
Insurance Brokers in Greenwich, CT

Where Greenwich, CT Auto, Life & Health Insurance Brokers Serve

Greenwich, CT is a picturesque town nestled in Fairfield County, Connecticut. With its rolling hills, stunning beaches, and world-class amenities, Greenwich is a destination for anyone seeking the perfect blend of suburban charm and urban sophistication. The town is home to several landmarks, including the Greenwich Point Park, the Bruce Museum, and the Greenwich Avenue shopping district. Greenwich is also a hub for several top employers, including hedge funds, private equity firms, and financial institutions. Some of the major employers in the town include Bridgewater Associates, AQR Capital Management, and Tudor Investment Corporation. The town is easily accessible via several major highways, including I-95 and the Merritt Parkway. Greenwich is also home to several major streets, including Greenwich Avenue, which is lined with high-end boutiques, restaurants, and cafes. Greenwich is divided into several neighborhoods, each with its unique character and charm. Some of the most popular neighborhoods in the town include Old Greenwich, Riverside, and Cos Cob.

Greenwich, CT Insurance Broker Related Services

Banks and Credit Unions

Residents of Greenwich, CT can benefit from a bank in several ways. Firstly, banks can help residents with their financial needs, such as opening accounts, managing their money, and obtaining loans. Secondly, banks can provide investment services to residents who are looking to grow their wealth. Additionally, banks can offer financial advice and education to residents to help them make informed decisions about their money. Greenwich, CT is known for its affluent population, and banks can provide specialized services to cater to their needs, such as private banking and wealth management. With the help of a bank, residents of Greenwich, CT can achieve their financial goals and secure their financial future.

Retirement Planning

Residents of Greenwich, CT can benefit greatly from the services of a retirement planner. With its affluent population and high cost of living, Greenwich presents unique challenges for retirement planning. A retirement planner can help residents navigate the complexities of tax laws and investment strategies to ensure their retirement savings last throughout their lifetime. Additionally, the planner can provide guidance on healthcare costs, which can be exorbitant in the area. With access to world-class medical facilities, residents of Greenwich may have higher healthcare expenses than those in other areas. A retirement planner can help residents determine the best insurance options and plan for potential long-term care needs. Overall, a retirement planner can provide invaluable assistance to residents of Greenwich, CT in securing a comfortable and financially stable retirement.

Wealth Management

Residents of Greenwich, CT are known for their affluence and high net worth. A wealth manager can help them navigate the complexities of managing their wealth and achieving their financial goals. Specifically, a wealth manager can assist Greenwich residents with tax planning and optimization, estate planning, and investment management. With the state of Connecticut having one of the highest income tax rates in the country, tax planning is crucial for Greenwich residents to minimize their tax liabilities. Additionally, with the town being home to many multi-generational families, estate planning is essential to ensure the smooth transfer of wealth from one generation to the next. Finally, investment management is critical for Greenwich residents to preserve and grow their wealth, given the town's high cost of living and the need to maintain a certain standard of living. A wealth manager can provide expertise in these areas and help Greenwich residents achieve financial security and peace of mind.

Financial Advisor

Residents of Greenwich, CT are often seeking the assistance of a financial advisor to help them navigate the complexities of managing their wealth. With its reputation as a wealthy and affluent community, Greenwich residents face unique financial challenges that require specialized expertise. A financial advisor can help these individuals with a range of services, including investment management, tax planning, retirement planning, and estate planning. Additionally, given the high cost of living in Greenwich, residents may need guidance on budgeting and debt management. With the added complexity of managing multiple assets and investments, a financial advisor can help residents make informed decisions that align with their long-term financial goals. Overall, a financial advisor can provide invaluable support to Greenwich residents looking to build and preserve their wealth in a highly competitive and dynamic financial landscape.

Mortgage Loan Officer

Residents of Greenwich, CT can benefit from the expertise of a mortgage loan officer in numerous ways. These professionals can assist in securing financing for a new home purchase or refinancing an existing mortgage. One specific aspect of Greenwich that a loan officer can help with is navigating the high-end luxury real estate market. With a median home value of $2.1 million, the town's real estate market can be complex and competitive. A loan officer can provide guidance on loan options and help potential buyers navigate the intricate financial requirements of purchasing a high-end property. Additionally, loan officers can aid in negotiating loan terms and interest rates, ensuring that residents secure the best possible deal. With their knowledge of the mortgage industry and local market, loan officers can be a valuable resource for residents of Greenwich, CT.

Tax Services

Residents of Greenwich, CT would greatly benefit from the expertise of a tax advisor in navigating the complexities of the town's tax code. With its affluent population and high property values, Greenwich presents unique challenges when it comes to tax planning and compliance. A tax advisor can help residents take advantage of the town's generous tax deductions and exemptions, such as the property tax credit for seniors and disabled individuals. They can also provide guidance on how to minimize tax liabilities when buying or selling property in Greenwich, which can involve complex calculations and negotiations. Additionally, a tax advisor can assist with estate planning, ensuring that residents' assets are protected and their heirs receive the maximum tax benefits. In short, a tax advisor can be an invaluable resource for Greenwich residents looking to navigate the town's tax landscape with confidence and ease.

Estate Planning Lawyer

Residents of Greenwich, CT can benefit from the guidance of an estate planning lawyer in a multitude of ways. Firstly, due to the high net worth of many Greenwich residents, an estate planning lawyer can assist in creating a comprehensive plan to protect and transfer assets to future generations. This may include drafting wills, trusts, and other legal documents to ensure that assets are distributed according to the individual's wishes. Additionally, an estate planning lawyer can provide guidance on minimizing tax liabilities and avoiding probate court. With its proximity to New York City, Greenwich residents may also have unique considerations when it comes to estate planning, such as owning property in multiple states. An experienced estate planning lawyer can navigate these complexities and provide customized solutions to meet the needs of each individual client.


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