Insurance Broker in Lakeville, NY

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List of Firms

Top Lakeville, NY Insurance Brokerages

James S. Sullivan Insurance
5 out of 5
Location 27 Main St, Livonia, NY 14487, USA
Phone (585) 310-2727
Language https://www.insureone.com/locations/livonia-insurance/?utm_source=google&utm_medium=yext&utm_content=SLIV
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Mark Welch - Aflac Insurance Agent
5 out of 5
Location 303 E Main St, Avon, NY 14414, USA
Phone (585) 226-2740
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Eagle Insurance - Medicare & Life Advisors
Location 3011 Rochester Rd # 3, Lakeville, NY 14480, USA
Phone (585) 245-0400
Language http://www.myeaglegroup.com/
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Grimsley Agency of NY - Lakeville
4 out of 5
Location 5820 Big Tree Rd, Lakeville, NY 14480, USA
Phone (585) 346-7401
Language http://www.grimsleyagencyofny.com/
Directions
Livingston Insurance Agency, Inc.
5 out of 5
Location 4638 Genesee St, Geneseo, NY 14454, USA
Phone (585) 243-0260
Language http://www.livingstoninsurance.com/
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Jurs Montgomery Brokerage LLC
5 out of 5
Location 1175 Pittsford Victor Rd Suite 110, Pittsford, NY 14534, USA
Phone (585) 203-1206
Language http://www.jursmontgomery.com/
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AZ Insurance Agency
5 out of 5
Location 16 Candleford Heights, West Henrietta, NY 14586, USA
Phone (585) 490-3508
Language http://www.atozcoverage.com/
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Craig Bauer: Allstate Insurance
5 out of 5
Location 1 Grove St Ste 118, Pittsford, NY 14534, USA
Phone (585) 385-6545
Language https://agents.allstate.com/craig-bauer-pittsford-ny.html?utm_source=GMB&utm_medium=Website
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Insurance Brokers in Lakeville, NY

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

Lakeville, NY is a small but vibrant community located in Livingston County, nestled in the heart of Western New York. The town boasts a number of landmarks, including the picturesque Conesus Lake, which offers stunning views and a variety of recreational activities. Other notable landmarks include the historic St. Matthew's Episcopal Church and the Lakeville Fire Department, which serves as a hub for community events and activities. In terms of top employers, Lakeville is home to a diverse range of businesses and industries, including healthcare, manufacturing, and education. Major employers in the area include the Livingston County Center for Nursing and Rehabilitation, the Genesee Valley Central School District, and the Alpina Foods manufacturing plant. When it comes to transportation, Lakeville is conveniently located near several major highways and streets, including Interstate 390, State Route 15, and County Road 20.

Lakeville, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Lakeville, NY can benefit from a bank in numerous ways. Firstly, the bank can provide them with easy access to financial services such as checking and savings accounts, loans, and credit cards. This is particularly important for the residents of Lakeville, NY who may not have access to online banking due to the lack of internet connectivity in some areas. Additionally, the bank can help the residents of Lakeville, NY to save money by offering them competitive interest rates on their deposits. For example, residents can take advantage of high-yield savings accounts that earn them interest on their money. Furthermore, the bank can help the residents of Lakeville, NY to manage their finances by providing them with financial advice and counseling. This can be especially useful for those who may be struggling to make ends meet or are looking to invest their money in a smart way.

Retirement Planning

Residents of Lakeville, NY could benefit greatly from the services of a retirement planner. With a population of just over 4,000, the town is primarily made up of older adults, many of whom are approaching retirement age. A retirement planner could assist these individuals in a variety of ways, including developing a personalized retirement plan, creating a budget, and identifying potential sources of income. Additionally, a retirement planner could help residents navigate the complex world of Social Security and Medicare, ensuring that they receive the benefits they're entitled to. With their expertise and guidance, a retirement planner could help the residents of Lakeville, NY achieve financial security and peace of mind as they enter their golden years.

Wealth Management

Residents of Lakeville, NY would benefit from the services of a wealth manager in a multitude of ways. Firstly, a wealth manager can help them navigate the complex financial landscape and make informed decisions about investments, retirement planning, and tax optimization. Additionally, a wealth manager can assist with estate planning, ensuring that their assets are distributed according to their wishes. Specifically, Lakeville, NY residents may face unique challenges related to the local economy, which is heavily reliant on agriculture. A skilled wealth manager can help them diversify their investments and protect their wealth against fluctuations in the agricultural market. Furthermore, a wealth manager can provide guidance on philanthropic giving, helping residents support local causes and organizations that are important to them. Overall, a wealth manager can be an invaluable resource for Lakeville, NY residents looking to secure their financial futures and achieve their long-term goals.

Financial Advisor

Residents of Lakeville, NY could greatly benefit from the services of a financial advisor. With a population of just over 2,000 people, Lakeville is a small town that is heavily reliant on its local businesses. A financial advisor could help these businesses navigate the complexities of tax laws and financial planning, allowing them to operate more efficiently and profitably. Additionally, many residents of Lakeville are nearing retirement age and may need guidance on how to manage their savings and investments in order to ensure a comfortable retirement. A financial advisor could provide valuable advice on topics such as social security benefits, 401(k) plans, and investment strategies. Furthermore, Lakeville is located in a region that is prone to severe weather events, such as hurricanes and blizzards. A financial advisor could help residents prepare for these events by creating emergency funds and reviewing insurance policies to ensure they have adequate coverage.

Mortgage Loan Officer

Residents of Lakeville, NY would greatly benefit from the expertise of a mortgage loan officer. With the town's proximity to the Finger Lakes, many residents are looking to purchase vacation homes or investment properties. A knowledgeable loan officer can help guide them through the process of securing financing and navigating the unique challenges of purchasing a second property. Additionally, Lakeville is a rural community with a mix of older and newer homes, so a loan officer can assist homeowners with refinancing options to lower their monthly payments or tap into their home's equity for renovations or other expenses. With the current low interest rates, a loan officer can also help first-time homebuyers in Lakeville secure a mortgage and achieve their dream of homeownership. Overall, the guidance of a mortgage loan officer can make a significant impact on the financial well-being of Lakeville residents.

Tax Services

Residents of Lakeville, NY could greatly benefit from the services of a tax advisor in a variety of ways. For instance, a tax advisor could help residents navigate the complex tax laws and regulations that apply to the state of New York. This would be particularly helpful for Lakeville residents who are self-employed or own small businesses, as they may be eligible for certain tax breaks or deductions that they are not aware of. Additionally, a tax advisor could help residents with tax planning and preparation, ensuring that they are taking advantage of all available tax credits and deductions. This could be especially valuable for residents who are approaching retirement age and need to maximize their retirement savings. Overall, a tax advisor could provide invaluable support to Lakeville residents, helping them to navigate the complex world of taxes and ensure that they are taking advantage of all available opportunities to save money and reduce their tax burden.

Estate Planning Lawyer

Residents of Lakeville, NY could benefit from the services of an estate planning lawyer in a variety of ways. One particular issue that may arise in this small town is the passing down of family-owned farms from one generation to the next. An estate planning lawyer could help farmers in Lakeville navigate the complex legalities of transferring ownership and ensuring that the land remains in the family for years to come. Additionally, with a population of just over 2,000 people, many individuals in Lakeville may have unique family dynamics that require careful consideration in their estate planning. An experienced lawyer can help them create a plan that takes into account any blended families, stepchildren, or other complicated relationships. Finally, an estate planning lawyer can assist Lakeville residents in minimizing tax liabilities and ensuring that their assets are distributed according to their wishes after they pass away.

FREQUENTLY ASKED QUESTIONS

Insurance Agency FAQs

An insurance broker in Lakeville, NY can provide a range of insurance brokerage services to individuals and businesses. These services include identifying insurance needs, sourcing the best insurance policies, negotiating premiums, and managing claims. Lakeville, NY is a small hamlet located in Livingston County, known for its picturesque landscapes and serene environment. Despite its small size, Lakeville, NY has a thriving business community, and insurance brokers play a vital role in ensuring their success. With their expertise, insurance brokers in Lakeville, NY can help businesses navigate the complexities of insurance and find policies that provide comprehensive coverage for their unique needs. Whether it's liability insurance for a small business or health insurance for employees, an insurance broker in Lakeville, NY can provide tailored solutions that meet the needs of any business.

Located in Livingston County, Lakeville, NY is the ideal destination to find an insurance broker. With its picturesque landscape and serene environment, Lakeville offers a unique and tranquil atmosphere for insurance brokers to operate. The town is home to a diverse population, which means that insurance brokers in Lakeville have a wealth of experience in dealing with different insurance needs. What sets Lakeville apart from other towns is its proximity to major cities like Rochester and Buffalo, which means that residents have access to a wide range of insurance services. The town's rich history and culture also make it an attractive destination for insurance brokers looking to establish a long-term relationship with clients. With its welcoming community and top-notch insurance services, Lakeville, NY is undoubtedly the best place to get an insurance broker.