Insurance Broker in Lynnfield, MA

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Top Lynnfield, MA Insurance Brokerages

Philbin Insurance
4 out of 5
Location 220 Broadway STE 304, Lynnfield, MA 01940, USA
Phone (781) 596-0033
Directions
Douglas Insurance
5 out of 5
Location 220 Broadway # 301, Lynnfield, MA 01940, USA
Phone (781) 595-0400
Directions
DiVirgilio Financial Group
5 out of 5
Location 932 Lynnfield St, Lynnfield, MA 01940, USA
Phone (781) 592-5220
Directions
Baystate Financial - Peter Petri
Location 301 Edgewater Pl Suite 200, Wakefield, MA 01880, USA
Phone (617) 271-4056
Directions
Insurance Brokers in Lynnfield, MA

Where Lynnfield, MA Auto, Life & Health Insurance Brokers Serve

Lynnfield, Massachusetts is a charming town located in Essex County. It is home to numerous landmarks, including the Lynnfield Center Water District, the Lynnfield Meeting House, and the Lynnfield Historical Society. The town is also known for its top employers, such as Whole Foods Market, Market Basket, and the Lynnfield Public Schools. Major highways that run through Lynnfield include Route 128 and Route 1, making it easily accessible from surrounding areas. The town is divided into several neighborhoods, including South Lynnfield, Lynnfield Center, and Sherwood Forest. Whether you're a resident or a visitor, Lynnfield offers a unique blend of history, commerce, and community that is sure to captivate and inspire.

Lynnfield, MA Insurance Broker Related Services

Banks and Credit Unions

Residents of Lynnfield, MA can benefit from a bank in various ways. For instance, a bank can provide financial support to small businesses in the town, such as the popular Lynnfield Meat & Deli. Additionally, banks can offer mortgage loans to individuals looking to purchase a home in the town's desirable neighborhoods, like the Wildewood subdivision. Furthermore, banks can provide investment opportunities for residents who want to grow their wealth, such as investing in the booming real estate market in Lynnfield. In addition, banks can offer educational resources and financial advice to help residents make informed decisions about their money. Overall, a bank can be a valuable resource for the community of Lynnfield, MA, providing essential financial services and support to its residents.

Retirement Planning

Residents of Lynnfield, MA could benefit from a retirement planner in various ways. For instance, a retirement planner can assist in the creation of a personalized retirement plan that takes into account Lynnfield's high cost of living. This plan could incorporate ways to maximize social security benefits, minimize taxes, and ensure that residents have enough income to maintain their desired lifestyle during retirement. Additionally, a retirement planner can help residents navigate the complex world of healthcare, including Medicare and long-term care insurance. Furthermore, a retirement planner can provide guidance on estate planning, ensuring that residents' assets are distributed according to their wishes and minimizing the tax burden on their heirs. Overall, a retirement planner can help residents of Lynnfield, MA achieve peace of mind and a secure financial future during their golden years.

Wealth Management

Residents of Lynnfield, MA could benefit from the expertise of a wealth manager in various ways. One specific area that stands out is the town's high median household income, which is approximately $130,000. While this is a positive indicator of the town's economic strength, it also means that residents may face unique financial challenges and opportunities. A wealth manager can help individuals and families in Lynnfield navigate these complexities, such as creating a comprehensive financial plan that aligns with their goals and risk tolerance. They can also provide guidance on investment strategies, tax planning, and estate planning. With their knowledge and experience, a wealth manager can help residents of Lynnfield make informed decisions and optimize their financial well-being.

Financial Advisor

Residents of Lynnfield, MA can benefit from the expertise of a financial advisor in a multitude of ways. One specific area where a financial advisor could assist is with retirement planning. Lynnfield has a higher median age than the national average, with many residents approaching retirement age. A financial advisor could help residents navigate the complexities of retirement planning, such as estimating retirement expenses, determining the appropriate retirement age, and creating a retirement income plan. Additionally, a financial advisor could provide guidance on investment strategies to maximize retirement savings and mitigate risk. With the help of a financial advisor, Lynnfield residents can feel confident in their retirement plans and enjoy their golden years with financial security.

Mortgage Loan Officer

Residents of Lynnfield, MA can benefit from the expertise of a mortgage loan officer in a variety of ways. One specific aspect unique to Lynnfield is the town's strong emphasis on education, with highly-rated public schools and several private institutions. A mortgage loan officer can help families navigate the complex process of financing a home purchase while also planning for the future education costs of their children. Additionally, Lynnfield has a vibrant small business community, with many locally-owned shops and restaurants. A mortgage loan officer can assist entrepreneurs in securing loans to start or expand their businesses, contributing to the town's economic growth. Finally, with Lynnfield's proximity to Boston and other major cities, a mortgage loan officer can help residents take advantage of the area's robust job market by securing financing for a new home or investment property.

Tax Services

Residents of Lynnfield, MA can greatly benefit from the services of a tax advisor. With the town's median household income of $134,000, it is important for residents to have a clear understanding of their tax obligations and potential deductions. A tax advisor can assist Lynnfield residents in navigating the complex tax code, ensuring that they are taking advantage of all available tax breaks. Additionally, with the recent boom in the local real estate market, many Lynnfield residents may be considering buying or selling property. A tax advisor can provide valuable guidance on the tax implications of these transactions, helping residents to minimize their tax liability and maximize their financial gain. Overall, a tax advisor can be an invaluable resource for Lynnfield residents looking to make informed financial decisions and maximize their wealth.

Estate Planning Lawyer

Residents of Lynnfield, MA can benefit from the services of an estate planning lawyer in a variety of ways. One specific area of concern for Lynnfield residents is the state's inheritance tax, which can be as high as 16% for certain beneficiaries. An estate planning lawyer can help individuals and families navigate this complex tax system and develop strategies to minimize the impact of taxes on their estate. Additionally, Lynnfield is home to many small business owners who may need assistance with succession planning or transferring ownership of their business to the next generation. An estate planning lawyer can help these entrepreneurs develop a plan that ensures their business continues to thrive after they retire or pass away. Finally, Lynnfield has a large population of retirees who may need help with long-term care planning, including Medicaid eligibility and asset protection. An estate planning lawyer can help these individuals and their families develop a plan that ensures they receive the care they need without depleting their life savings.

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