Insurance Broker in Katonah, NY

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Top Katonah, NY Insurance Brokerages

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Seven Valley Associates
Location 36 Oak Rd, Katonah, NY 10536, USA
Phone (914) 232-6259
Directions
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Lloyd Bedford Cox, Inc.
5 out of 5
Location 2 Depot PLZ, Bedford Hills, NY 10507, USA
Phone (914) 666-5121
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Noyes Insurance Agency, Inc.
Location 17 Cortlandt Manor Rd, Katonah, NY 10536, USA
Phone (914) 980-3759
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Forbes Insurance
5 out of 5
Location 135 Bedford Rd, Katonah, NY 10536, USA
Phone (914) 232-7750
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Alysa DiMarco - State Farm Insurance Agent
5 out of 5
Location 17 Depot Plz, Bedford Hills, NY 10507, USA
Phone (914) 864-2888
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Philip Eifert: Allstate Insurance
5 out of 5
Location 200 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 232-0330
Directions
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Kayco Land Services Inc
Location 23 Hampton Pl, Katonah, NY 10536, USA
Phone (914) 232-3329
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The Niles Agency
5 out of 5
Location 41 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 232-7711
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Christopher Butz: Allstate Insurance
5 out of 5
Location 3 Depot Plz, Bedford Hills, NY 10507, USA
Phone (914) 244-0500
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Benco Brokers Corp
5 out of 5
Location 7 Hill St, Bedford Hills, NY 10507, USA
Phone (914) 530-3877
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H & K Prudential
Location 200 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 301-5630
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Insurance Agent- Luis Guerra Agency LLC
5 out of 5
Location 483 Cherry St suite b, Bedford Hills, NY 10507, USA
Phone (914) 214-5999
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Michael Berardino - State Farm Insurance Agent
5 out of 5
Location 20 Woodsbridge Rd, Katonah, NY 10536, USA
Phone (914) 232-7444
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Mike Christastie - State Farm Insurance Agent
5 out of 5
Location 280 N Bedford Rd #207, Mt Kisco, NY 10549, USA
Phone (914) 666-8963
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Farmers Insurance - Aneudis Gonzalez
Location 483 Cherry St, Bedford Hills, NY 10507, USA
Phone (914) 214-5999
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Samantha Politi - State Farm Insurance Agent
5 out of 5
Location 532 N Bedford Rd, Bedford Hills, NY 10507, USA
Phone (914) 241-2990
Directions
Insurance Brokers in Katonah, NY

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

Nestled in northern Westchester County, Katonah, NY is a charming hamlet with a rich history and a vibrant community. From its quaint downtown to its sprawling parks and nature preserves, there's something for everyone in this idyllic town. At the heart of Katonah is its historic train station, which dates back to the 19th century and now serves as a hub for commuters and visitors alike. Nearby, you'll find the Katonah Museum of Art, a renowned institution that showcases contemporary art and culture. When it comes to top employers, Katonah is home to a mix of small businesses and larger organizations, including Northern Westchester Hospital, the Katonah-Lewisboro School District, and the Harvey School. Major highways such as I-684 and the Saw Mill River Parkway provide easy access to neighboring towns and cities, while local streets like Bedford Road and Katonah Avenue offer a variety of shops, restaurants, and other amenities.

Katonah, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Katonah, NY can greatly benefit from the services offered by a bank. For instance, a bank can provide financial assistance to local businesses who are struggling to stay afloat in the competitive market. With the influx of visitors to the town during the annual Katonah Art Stroll, local merchants may require additional funding to stock up on inventory and prepare for the event. Additionally, banks can offer loans to individuals who are looking to purchase a home in the area, which can be quite expensive due to the town's high cost of living. Furthermore, a bank can provide investment opportunities to residents who are looking to grow their wealth, as well as financial planning services to help them achieve their long-term goals. With the town's rich history and cultural significance, a bank can play a vital role in supporting the community and helping its residents thrive.

Retirement Planning

Residents of Katonah, NY would benefit greatly from the services of a retirement planner. With its affluent population and high cost of living, planning for retirement can be a daunting task. A retirement planner can assist residents in creating a comprehensive plan that takes into account their unique financial situation and goals. They can help with investment strategies, tax planning, and estate planning. In addition, a retirement planner can provide guidance on healthcare costs, which can be particularly challenging in a town with a large senior population. With the rising cost of healthcare and the potential for unexpected medical expenses, it is crucial that residents have a solid plan in place. A retirement planner can help ensure that residents of Katonah, NY are prepared for their golden years and can enjoy a comfortable retirement.

Wealth Management

Residents of Katonah, NY could benefit from the expertise of a wealth manager in a variety of ways. For instance, a wealth manager could assist with the management of retirement accounts, such as 401(k)s or IRAs, helping residents to maximize their savings and minimize taxes. Additionally, a wealth manager could provide guidance on investment strategies, taking into account the unique financial goals and risk tolerance of each individual. In a town like Katonah, which boasts a high median household income and a thriving real estate market, a wealth manager could also offer advice on real estate investments and estate planning. With so many financial opportunities available to residents of Katonah, a wealth manager could help to navigate the complexities of the financial landscape and ensure that each individual is on track to meet their long-term financial goals.

Financial Advisor

Residents of Katonah, NY can benefit from the services of a financial advisor in various ways. For instance, a financial advisor can help them to develop a comprehensive financial plan that aligns with their short-term and long-term goals. This plan may include investment strategies, retirement planning, tax planning, and estate planning. Given that Katonah, NY is a high-income community with a median household income of $158,000, a financial advisor can assist residents in managing their wealth and maximizing their returns. Additionally, with the cost of living in Katonah, NY being 85% higher than the national average, a financial advisor can help residents to create a budget and manage their expenses effectively. Furthermore, with the town being located in Westchester County, which has some of the highest property taxes in the United States, a financial advisor can provide guidance on how to minimize property tax liabilities while still enjoying the benefits of homeownership.

Mortgage Loan Officer

Mortgage loan officers can be of great assistance to residents of Katonah, NY who are looking to purchase a home or refinance their existing mortgage. These professionals have a deep understanding of the mortgage industry and can help residents navigate the complex process of securing a loan. They can provide guidance on the various types of mortgages available, help residents understand the different interest rates and fees associated with each option, and assist in determining the appropriate loan amount for their individual financial situation. Mortgage loan officers can also help residents with the application process, ensuring that all necessary documents are in order and that the loan application is submitted correctly and in a timely manner. By working with a mortgage loan officer, Katonah residents can feel confident in their ability to secure the best possible mortgage for their needs.

Tax Services

Residents of Katonah, NY can greatly benefit from the services of a tax advisor. With its high median household income and property values, the town has a complex tax environment that requires a skilled professional to navigate. A tax advisor can help residents minimize their tax liability by identifying deductions and credits that they may be eligible for. In addition, they can provide guidance on how to structure their finances to maximize tax benefits. For example, a tax advisor may recommend setting up a charitable trust to take advantage of the town's philanthropic culture and reduce tax liability. They can also assist with estate planning, ensuring that assets are transferred in a tax-efficient manner. With the help of a tax advisor, residents of Katonah can feel confident that they are making informed decisions that will benefit their financial future.

Estate Planning Lawyer

Residents of Katonah, NY can greatly benefit from the services of an estate planning lawyer. With its picturesque landscape and proximity to New York City, Katonah is a sought-after location for affluent individuals and families. An estate planning lawyer can assist residents in protecting their assets and ensuring that their wishes are carried out after their passing. They can help with drafting wills, trusts, and other estate planning documents, as well as providing guidance on tax planning and asset protection strategies. Additionally, given the high cost of living in the area, an estate planning lawyer can help residents navigate the complexities of Medicaid planning and long-term care planning. Overall, the expertise of an estate planning lawyer can provide peace of mind for residents of Katonah, NY, knowing that their legacy and assets are protected for future generations.

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