Insurance Broker in Lake County, FL

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Top Lake County, FL Insurance Brokerages

HomeTown Village Insurance-Jaime Schack Insurance Agent
1 out of 5
Location 27, Lady Lake, FL 32159, USA
Phone (352) 751-5454
Amber Word - State Farm Insurance Agent
5 out of 5
Location 407 E Alfred St, Tavares, FL 32778, USA
Phone (352) 508-1292
Roberts Insurance Agency of Florida
5 out of 5
Location 2001 W Old US Hwy 441, Mt Dora, FL 32757, USA
Phone (352) 735-1410
Mike Richards - State Farm Insurance Agent
4 out of 5
Location 1381 Citrus Tower Blvd #4, Clermont, FL 34711, USA
Phone (352) 243-9400
3 out of 5
Location 15430 County Rd 565A suite o, Groveland, FL 34736, USA
Phone (352) 429-3531
Insurance Brokers in Lake County, FL

Where Lake County, FL Auto, Life & Health Insurance Brokers Serve

Lake County, Florida is a beautiful place located in the central part of the state. It is home to a number of famous landmarks, including the Disney World Resort and Universal Studios. The top employers in the area include Walt Disney World Resort, Universal Orlando Resort, and Publix Super Markets. Some of the major highways and streets in Lake County include Interstate 4, State Road 535, and U.S. Highway 27. The neighborhoods in Lake County are diverse and include areas like Clermont, Mount Dora, and Eustis.

Lake County, FL Insurance Broker Related Services

Banks and Credit Unions

Banks can provide a variety of financial services to Lake County, FL residents. These services can include anything from checking and savings accounts to home mortgages and car loans. In addition, banks can offer a wide variety of investment products, such as mutual funds, stocks, and bonds.

Estate Planning Lawyer

Lake County, FL residents who are looking to create a will, trust, or other estate planning documents can benefit from working with an estate planning lawyer. Estate planning lawyers can help residents of Lake County create documents that will protect their assets and provide for their loved ones after they die. Lake County residents who are interested in learning more about the services that estate planning lawyers provide should contact an attorney in their area today.

Retirement Planning

Lake County, FL residents can benefit from retirement planning in a number of ways. First and foremost, retirement planning can help individuals save for retirement. This is important because many retirees do not have enough savings to cover their costs. In Lake County, FL, the average retirement savings account balance is just $68,000. This is well below the recommended amount of $1 million. Second, retirement planning can help individuals avoid debt in their golden years. A recent study found that retirees who carry debt into retirement are four times more likely to declare bankruptcy than those who don't have any debt. Finally, retirement planning can help protect individuals from outliving their money. According to a study by the Employee Benefit Research Institute (EBRI), about half of all retirees will run out of money before they die.

Wealth Management

Lake County, FL residents can benefit from wealth management services in a number of ways. First and foremost, by working with a wealth manager, you can develop a clear and achievable plan for growing your wealth. This plan will be tailored to your specific goals and needs, and will take into account your current financial situation as well as your long-term plans. Second, a wealth manager can help you stay on track with your investment strategy. He or she will provide guidance and support as you make decisions about what investments to make and when to buy and sell them. Third, a wealth manager can help protect your assets from market volatility. By investing in a variety of asset classes, he or she can help reduce the risk that any one investment will lose value at any given time. Fourth, if you are looking to pass on your wealth to future generations, a wealth manager can help you do so in the most tax-efficient way possible. He or she will work with you to create an estate plan that meets all of your needs and complies with all applicable laws. Finally, by working with a wealth manager, you gain access to the expertise of someone who has years of experience in the financial industry.

Financial Advisor

Lake County, Florida is a great place to live, with plenty of opportunities for its residents. However, one thing that Lake County lacks is a strong financial advising community. This leaves many residents without access to the quality financial advice they need in order to make sound financial decisions.Fortunately, there are a number of excellent financial advisors who can provide services to Lake County residents. These advisors can help residents save money, plan for retirement, and invest for the future. In addition, these advisors can work with residents to create budgets and debt management plans that will help them stay on track financially.

Mortgage Loan Officer

Mortgage loan officers provide a variety of services to Lake County, FL residents. These services include helping people find the best mortgage rates, working with them to secure loans, and helping them through the entire loan process. They also offer advice on home buying, refinancing, and other financial matters related to owning a home.

Tax Services

Residents of Lake County, FL can rely on tax accountants to help them with their annual tax filings. These professionals can help residents understand what taxes they are liable for, and can work with the relevant authorities to ensure that residents pay the correct amount of taxes. Additionally, tax accountants can advise residents on how best to reduce their taxable income, thereby saving them money.


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