Insurance Broker in Irvington, NY

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Top Irvington, NY Insurance Brokerages

William Fitzgerald: Allstate Insurance
5 out of 5
Location 130 Main St, Irvington, NY 10533, USA
Phone (914) 591-4700
Directions
Julia B. Fee Sotheby's International Realty - Irvington Brokerage
5 out of 5
Location 46 Main St, Irvington, NY 10533, USA
Phone (914) 295-3500
Directions
Stephen Breen - State Farm Insurance Agent
4 out of 5
Location 12 W Main St Fl 2, Elmsford, NY 10523, USA
Phone (914) 372-7770
Directions
Pres White Agency Inc
Location 76 N Broadway, Irvington, NY 10533, USA
Phone (914) 591-5252
Directions
PSP Insurance Brokerage
Location 180 S Broadway Suite 103, White Plains, NY 10605, USA
Phone (914) 400-9555
Directions
Insurance-On-Hudson Agency
5 out of 5
Location 108 Main St, Irvington, NY 10533, USA
Phone (914) 372-6765
Directions
Douglas Royce Advisory Group, LLC
Location 90 N Broadway, Irvington, NY 10533, USA
Phone (914) 396-4157
Directions
GSH Insurance Agency Inc
Location 65 Court St STE 5, White Plains, NY 10601, USA
Phone (914) 421-7732
Directions
F Falzone Insurance Services, LLC
5 out of 5
Location 300 Mamaroneck Ave, White Plains, NY 10605, USA
Phone (646) 305-2047
Directions
Insurance Brokers in Irvington, NY

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

Irvington, NY is a picturesque village nestled along the Hudson River, boasting a rich history and a vibrant community. Its charming streets are lined with historic homes, quaint shops, and delicious restaurants. One of its most iconic landmarks is the Gothic Revival-style Irvington Town Hall Theater, which hosts a variety of cultural events and performances throughout the year. The village is also home to the sprawling grounds of the Old Croton Aqueduct, a popular spot for hiking, biking, and picnicking. Top employers in the area include the Irvington Union Free School District, the Village of Irvington, and the Phelps Hospital Northwell Health. Major highways that run through Irvington include the Saw Mill River Parkway and the New York State Thruway, providing easy access to neighboring towns and the city. The village is divided into several distinct neighborhoods, each with its own character and charm. The Main Street district is the heart of the village, with its bustling shops and restaurants.

Irvington, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Irvington, NY can benefit from a bank in numerous ways. For instance, a bank can provide financial assistance to small businesses that are prevalent in the town. This could include providing loans to help them expand or invest in new equipment. Additionally, banks can offer a range of financial products, such as savings accounts and investment opportunities, to help residents grow their wealth. Furthermore, a bank can assist with mortgage and home equity loans to help residents purchase or renovate homes in Irvington's historic district. With its proximity to New York City, many residents of Irvington are also likely to travel frequently and may benefit from a bank's travel services, such as foreign currency exchange and international wire transfers. Overall, a bank can offer vital financial support to the diverse community of Irvington, NY.

Retirement Planning

Residents of Irvington, NY could greatly benefit from the services of a retirement planner. With the town's high cost of living and affluent population, a retirement planner could assist in creating a personalized plan for saving and investing for retirement. Additionally, with the town's proximity to New York City, a retirement planner could help navigate the complexities of Social Security and Medicare. Furthermore, a retirement planner could provide guidance on estate planning and ensuring that assets are properly distributed to heirs. With the town's picturesque location along the Hudson River and abundance of historic homes, a retirement planner could also assist in creating a plan for downsizing or relocating in retirement. Overall, a retirement planner could provide invaluable assistance to residents of Irvington, NY in achieving their retirement goals and maintaining financial security.

Wealth Management

Residents of Irvington, NY can benefit from the expertise of a wealth manager in a variety of ways. With its affluent population, many residents have complex financial situations that require careful planning and management. A wealth manager can help these individuals navigate the intricacies of estate planning, tax strategies, and investment management. Additionally, Irvington is a community that values philanthropy, and a wealth manager can assist residents in creating charitable giving plans that align with their values and goals. The town also has a significant number of small business owners, and a wealth manager can help these entrepreneurs with business succession planning and retirement planning. Overall, a wealth manager can provide invaluable guidance and support to residents of Irvington as they strive to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Irvington, NY can benefit from the guidance of a financial advisor in a multitude of ways. Firstly, given the town's high median household income, a financial advisor can assist in creating a long-term investment plan to maximize returns and build wealth. Additionally, with a significant portion of Irvington's population being retirees, a financial advisor can help manage retirement funds and ensure a comfortable future. Furthermore, with the town's close proximity to New York City, a financial advisor can provide advice on navigating the complex tax laws and investment opportunities in the area. Overall, a financial advisor can provide invaluable assistance to the residents of Irvington, NY in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Irvington, NY can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can assist in finding the best mortgage rates and terms available. Irvington, NY is a small village located in Westchester County, and as such, residents may not have access to the same variety of mortgage options as those in larger cities. A mortgage loan officer can help residents navigate the complex world of mortgages and find the best deal for their unique financial situation. Additionally, a loan officer can provide guidance on the home buying process, including pre-approval, submitting an offer, and closing. This can be especially helpful for first-time homebuyers in Irvington, NY who may not be familiar with the process. Lastly, a mortgage loan officer can provide ongoing support and advice throughout the life of the mortgage, ensuring that residents are always making informed decisions about their finances.

Tax Services

Residents of Irvington, NY can benefit from the services of a tax advisor in several ways. Firstly, a tax advisor can help residents navigate the complex tax laws of the state of New York, which can be particularly challenging for those who are not familiar with them. Additionally, residents of Irvington may be able to take advantage of certain tax incentives and credits that are specific to the area, such as the New York State Historic Homeowner Tax Credit, which can provide significant savings to homeowners who own historic properties. A tax advisor can also help residents with tax planning and preparation, ensuring that they are taking advantage of all available deductions and minimizing their tax liability. Finally, a tax advisor can provide valuable advice and guidance on estate planning and wealth management, which can be particularly important for residents of Irvington, which is known for its high property values and affluent population.

Estate Planning Lawyer

Residents of Irvington, NY can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by creating a comprehensive estate plan that outlines how their assets will be distributed after their death. This can include setting up trusts for their children or grandchildren, creating a will that specifies who will inherit their property, and establishing a power of attorney to ensure that their financial and medical affairs are handled appropriately in the event of incapacity. Additionally, an estate planning lawyer can assist with minimizing estate taxes and protecting assets from creditors. Given the high cost of living in Irvington, NY, it is especially important for residents to take steps to protect their assets and ensure that their loved ones are provided for after they are gone.

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