Insurance Broker in Locust Valley, NY

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Top Locust Valley, NY Insurance Brokerages

Brooks Insurance Group
Location 9 Oyster Bay Road, Locust Valley, NY 11560, USA
Phone (516) 762-0255
Empire General Abstract
Location 177 Forest Ave, Locust Valley, NY 11560, USA
Phone (516) 759-5100
Allstate Insurance Agent: Jordan Kravitz
Location 135 Birch Hill Rd, Locust Valley, NY 11560, USA
Phone (516) 671-6044
Marisa Schaefer - State Farm Insurance Agent
5 out of 5
Location 83 Birch Hill Rd, Locust Valley, NY 11560, USA
Phone (516) 801-8223
Bullen Insurance Group
SEC File# 801-111055
CRD# 158043
Location 61 Forest Ave, Locust Valley, NY 11560, USA
Insurance Brokers in Locust Valley, NY

Where Locust Valley, NY Auto, Life & Health Insurance Brokers Serve

Locust Valley,NY is a small town located on Long Island. It is known for its rich history and beautiful homes. Some of the most famous landmarks in Locust Valley are the Whippoorwill Club, the Bayville Bridge, and the Locust Valley Golf Club. The top employers in the area are mostly small businesses, but there are a few larger companies that are based in Locust Valley. Major highways and streets in the area include Route 25A and the Long Island Expressway. The neighborhoods in Locust Valley are mostly wealthy and include Bayville, Glen Cove, and Oyster Bay.), NY Route 93 (Grand Island Boulevard), NY Route 324 (Lake Avenue), and more. Finally, Lockport is home to several neighborhoods. These include Upper Lockport, Lower Lockport, North Lockport, South Lockport, and more.

Locust Valley, NY Insurance Broker Related Services

Banks and Credit Unions

There are many ways banks can provide financial services to Locust Valley, NY residents. One way is by providing loans. Banks can offer a variety of loans, such as personal loans, home equity loans, and car loans. They can also offer business loans and student loans. Another way banks can help residents is by providing checking and savings accounts. These accounts allow people to easily access their money and use it for everyday expenses. Banks can also offer certificates of deposit (CDs) and money market accounts, which offer higher interest rates than regular checking or savings accounts. Banks can also provide investment services to residents. They can help people invest in stocks, bonds, and mutual funds. They can also help people save for retirement or college tuition. Overall, banks provide a variety of financial services that can help residents save money and make money grow.

Estate Planning Lawyer

Estate planning lawyers in Locust Valley, NY provide a wide range of services to their clients. This includes helping them create wills and trusts, as well as handling more complex estate planning needs. They can also help clients with probate and estate administration. In addition, many estate planning lawyers offer additional services such as elder law and disability planning.

Retirement Planning

Residents in Locust Valley, NY can benefit from retirement planning by setting money aside each month to ensure they have a comfortable retirement. Residents should also consult with a financial planner to create a plan that will best suit their needs. Retirement planning is important for everyone, regardless of age or income level.

Wealth Management

Residents of Locust Valley, NY can benefit from wealth management services in a number of ways. Wealth management services can help individuals and families protect their assets, grow their investments, and plan for the future. By working with a qualified wealth manager, residents of Locust Valley can rest assured that their finances are in good hands.

Financial Advisor

Residents of Locust Valley, NY have a number of financial concerns that they need help addressing. Financial advisors can provide much-needed assistance in a number of areas, from helping to create a budget and plan for the future, to investing money wisely and reducing debt. By working with a qualified advisor, residents can feel more confident about their financial security and make sound decisions about their money.

Mortgage Loan Officer

Mortgage loan officers provide a wide range of services to Locust Valley, NY residents. They help people find the best mortgage rates, guide them through the application process, and work with them to get the loan they need. Loan officers also offer advice on home buying and refinancing, and can help people who are struggling to make their mortgage payments.

Tax Services

Tax accountants in Locust Valley, NY provide a variety of services to residents in the area. These services can include preparing and filing tax returns, providing advice on how to reduce taxes, and helping to resolve any tax-related issues. Many of these accountants are also certified public accountants (CPAs), which means they have met specific requirements regarding education and experience. This allows them to provide additional services such as bookkeeping, financial planning, and estate planning.


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