Insurance Broker in New Albany, IN

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Top New Albany, IN Insurance Brokerages

Brett Jewell, Bankers Life Agent
Location 3620 Blackiston Blvd Ste 100, New Albany, IN 47150, USA
Phone (812) 850-7137
Directions
Josh Brown, Bankers Life Agent
Location 3707 Charlestown Rd Ste B, New Albany, IN 47150, USA
Phone (812) 850-7137
Directions
omni insurance partners
3 out of 5
Location 3602 Northgate Ct, New Albany, IN 47150, USA
Phone (812) 989-7361
Directions
Richard McFall, Bankers Life Agent
Location 3620 Blackiston Blvd Ste 100, New Albany, IN 47150, USA
Phone (812) 850-7137
Directions
Shepherd Insurance
5 out of 5
Location 5150 Charlestown Rd #2, New Albany, IN 47150, USA
Phone (812) 949-7444
Directions
Ryan Churchill, Bankers Life Agent and Bankers Life Securities Financial Representative
Location 3620 Blackiston Blvd Ste 100, New Albany, IN 47150, USA
Phone (812) 850-7137
Directions
ISU Insurance & Investment Group
5 out of 5
Location 2684 Charlestown Rd, New Albany, IN 47150, USA
Phone (812) 948-2272
Directions
Ethan Moffett, Bankers Life Agent
Location 3707 Charlestown Rd Ste B, New Albany, IN 47150, USA
Phone (812) 850-7137
Directions
Adam Baker - State Farm Insurance Agent
5 out of 5
Location 2855 Charlestown Rd Ste 200, New Albany, IN 47150, USA
Phone (812) 944-0770
Directions
Nick Fellows - State Farm Insurance Agent
5 out of 5
Location 410 Silver St, New Albany, IN 47150, USA
Phone (812) 941-8010
Directions
Southern Indiana Insurance Inc
4 out of 5
Location 2777 Charlestown Rd, New Albany, IN 47150, USA
Phone (812) 941-8400
Directions
Kochert Insurance
5 out of 5
Location 4206 Charlestown Rd # 120, New Albany, IN 47150, USA
Phone (812) 952-2514
Directions
Insurance Brokers in New Albany, IN

Where New Albany, IN Auto, Life & Health Insurance Brokers Serve

New Albany, IN is a vibrant city located in southern Indiana that boasts a rich history and a thriving economy. The city is home to a number of notable landmarks, including the Culbertson Mansion State Historic Site, the Carnegie Center for Art & History, and the New Albany Riverfront Amphitheater. In terms of employment, New Albany is home to a diverse array of top employers, including Floyd Memorial Hospital, Samtec, and the New Albany-Floyd County Consolidated School Corporation. These companies and organizations provide a wide range of job opportunities for residents of the area, from healthcare and manufacturing to education and government. When it comes to transportation, New Albany is well-connected to the rest of the region via a number of major highways and streets, including I-64, I-265, and US-150. These routes make it easy for residents and visitors alike to get around the city and explore the surrounding area.

New Albany, IN Insurance Broker Related Services

Banks and Credit Unions

Residents of New Albany, IN can benefit from a bank in numerous ways. For instance, a bank can assist in providing loans for individuals who want to start a business in the town. This is particularly important as New Albany is a small town with few job opportunities, and starting a business can be a great way to create employment. Additionally, a bank can help residents save and invest their money wisely. This is crucial as New Albany is located in an area that is prone to natural disasters such as floods, and having savings can help residents recover from such events. Furthermore, a bank can offer financial education to residents, which is important as many people in the town may not have access to financial literacy resources. Overall, a bank can be a valuable resource for residents of New Albany, IN, providing them with financial assistance, education, and security.

Retirement Planning

Residents of New Albany, IN could benefit from the guidance of a retirement planner in several ways. First and foremost, a retirement planner can help individuals in New Albany, IN to identify and prioritize their retirement goals. This is particularly important in a city like New Albany, IN, where the cost of living is relatively high compared to other parts of the state. A retirement planner can also help residents of New Albany, IN to develop a comprehensive retirement plan that takes into account their unique circumstances, such as their current income, debt, and savings. Additionally, a retirement planner can help individuals in New Albany, IN to navigate the complex world of retirement planning, including tax implications, investment strategies, and estate planning. Overall, the guidance of a retirement planner can be invaluable for residents of New Albany, IN who want to ensure a comfortable and secure retirement.

Wealth Management

Residents of New Albany, IN could benefit from the services of a wealth manager in several ways. One of the most common ways is through financial planning and investment management. A wealth manager can help residents create a personalized financial plan that takes into account their specific goals and objectives. This can include retirement planning, tax planning, and estate planning. Additionally, a wealth manager can assist with investment management by helping residents create a diversified portfolio that aligns with their risk tolerance and investment goals. With New Albany being a historic city located on the Ohio River, a wealth manager can also help residents navigate the unique financial challenges that come with living in an area with a rich cultural heritage and a diverse economy.

Financial Advisor

Residents of New Albany, IN can benefit from the guidance of a financial advisor in many ways. One of the most common ways is through retirement planning. With the city's population aging rapidly, many residents are looking to secure their financial future before they retire. A financial advisor can help them create a retirement plan that takes into account their current financial situation, future goals, and any potential risks. Additionally, with the city's economy heavily reliant on manufacturing and healthcare, a financial advisor can assist residents in creating a diversified investment portfolio that can withstand any economic downturns. Furthermore, with the city's proximity to Louisville, KY, a financial advisor can help residents navigate the complex tax laws that apply to those who work or own property in both Indiana and Kentucky. Overall, a financial advisor can provide invaluable assistance to residents of New Albany, IN in achieving their financial goals and securing their future.

Mortgage Loan Officer

Residents of New Albany, IN can benefit from the expertise of a mortgage loan officer in several ways. For starters, these professionals can help first-time homebuyers navigate the complex process of securing a mortgage loan. With their knowledge of the local real estate market and lending options, a loan officer can help residents find the best loan terms and interest rates to fit their specific needs. Additionally, New Albany, IN has a diverse population with varying financial backgrounds, so a loan officer can help tailor loan options to fit each individual's unique financial situation. Furthermore, many residents in New Albany, IN are interested in buying historic homes, which can present unique challenges when it comes to securing a mortgage loan. A skilled loan officer can help guide residents through the process of securing financing for these types of homes, which often require specialized appraisals and inspections. Overall, a mortgage loan officer can be a valuable resource for residents of New Albany, IN looking to purchase a home.

Tax Services

Residents of New Albany, IN could greatly benefit from the assistance of a tax advisor in a multitude of ways. First and foremost, a tax advisor can aid residents in navigating the complex tax laws and regulations specific to the state of Indiana. This is especially important in New Albany, as the city has a unique tax structure that differs from other cities in the state. Additionally, a tax advisor can provide guidance on how to maximize deductions and credits, ensuring that residents are not overpaying on their taxes. For those who own small businesses in New Albany, a tax advisor can offer invaluable advice on how to properly file taxes and keep accurate financial records. Overall, the expertise of a tax advisor can provide peace of mind and potentially save residents money in the long run.

Estate Planning Lawyer

Residents of New Albany, IN can benefit from the services of an estate planning lawyer in several ways. For instance, an estate planning lawyer can assist residents with creating a comprehensive estate plan that takes into account their unique circumstances, including the local tax laws and regulations. Additionally, an estate planning lawyer can help residents with the probate process, which can be complex and time-consuming. This is especially important in New Albany, IN, where the probate court is located in the Floyd County Courthouse and has specific rules and procedures that must be followed. Furthermore, an estate planning lawyer can help residents with asset protection strategies, such as setting up trusts and other legal structures that can help protect their assets from creditors and other potential threats. Overall, working with an estate planning lawyer can provide residents of New Albany, IN with peace of mind and ensure that their assets are protected and distributed according to their wishes.

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