Insurance Broker in Pleasantville, NY

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Top Pleasantville, NY Insurance Brokerages

Bradhurst Associates Inc
Location 555 Pleasantville Rd # 230N, Briarcliff Manor, NY 10510, USA
Phone (914) 747-7273
Directions
George A Bell & Son
5 out of 5
Location 325 Manville Rd, Pleasantville, NY 10570, USA
Phone (914) 769-1700
Directions
Masato Tani - State Farm Insurance Agent
5 out of 5
Location 1199 Pleasantville Rd, Briarcliff Manor, NY 10510, USA
Phone (914) 762-8880
Directions
Kt Insurance Agency
SEC File# 801-111055
CRD# 158043
Location Pleasantville, NY 10570, USA
Directions
Clement Insurance
Location 33 Grandview Ave, Pleasantville, NY 10570, USA
Phone (914) 769-8279
Directions
Charles Goodman & Co Ltd
5 out of 5
Location 1210 Pleasantville Rd, Briarcliff Manor, NY 10510, USA
Phone (914) 762-5800
Directions
Mt Pleasant Agency Ltd
5 out of 5
Location 586 Commerce St, Thornwood, NY 10594, USA
Phone (914) 769-6964
Directions
Kirkwood Insurance
5 out of 5
Location 91 Washington Ave, Pleasantville, NY 10570, USA
Phone (914) 769-9070
Directions
Four Anchors Worldwide LLC
Location 444 Bedford Rd # 305, Pleasantville, NY 10570, USA
Phone (914) 630-4992
Directions
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 444 Bedford Rd Ste 308, Pleasantville, NY 10570, USA
Phone (914) 533-4050
Directions
Insurance Brokers in Pleasantville, NY

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

Pleasantville, NY is a charming village located in Westchester County, boasting a rich history and vibrant community. The village is home to several landmarks, including the Jacob Burns Film Center, a nonprofit cultural center that offers film screenings, educational programs, and community events. In addition, the Pleasantville Farmers Market is a popular destination for locally sourced produce and artisanal goods. The village is also home to several top employers, including Pace University, which has a campus in Pleasantville, as well as several healthcare facilities and financial firms. Major highways in the area include the Taconic State Parkway and the Saw Mill River Parkway, providing easy access to neighboring towns and cities. Pleasantville is divided into several distinct neighborhoods, each with its own unique character and charm. The downtown area is the heart of the village, featuring a variety of shops, restaurants, and entertainment options.

Pleasantville, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Pleasantville, NY would be helped by a bank in several ways. Firstly, banks in Pleasantville provide financial services such as savings accounts, checking accounts, and loans that residents can utilize. Secondly, banks offer investment services that can help residents grow their wealth. Specifically, with Pleasantville being a small, affluent town, residents may benefit from investment options that cater to their unique financial needs. Additionally, banks in Pleasantville offer credit cards that can be used for purchases and help residents build their credit scores. Lastly, banks provide financial advice and education to residents, which can help them make informed decisions about their money. Overall, the presence of banks in Pleasantville, NY provides residents with a range of financial services that can help them achieve their financial goals and improve their overall financial well-being.

Retirement Planning

Residents of Pleasantville, NY can benefit from the services of a retirement planner in various ways. Firstly, a retirement planner can help them navigate the complex world of retirement planning and provide them with customized financial plans to ensure a comfortable retirement. In Pleasantville, where the cost of living is higher than the national average, a retirement planner can help residents save and invest their money wisely to meet their future financial goals. Additionally, Pleasantville is a diverse community with people from different backgrounds and professions. A retirement planner can tailor their services to meet the unique needs of each individual, taking into account their specific circumstances, such as their profession, age, and family situation. Furthermore, a retirement planner can provide guidance on estate planning, tax planning, and other financial matters that can impact retirement. Overall, the expertise of a retirement planner can help residents of Pleasantville, NY achieve financial security and peace of mind in their golden years.

Wealth Management

Residents of Pleasantville, NY can benefit from the expertise of a wealth manager in several ways. With the town's median household income being above the national average, many individuals may require assistance in managing their wealth and investments. A wealth manager can provide personalized financial advice to help residents achieve their financial goals, whether it be saving for retirement, buying a home, or funding their children's education. Additionally, with Pleasantville's proximity to New York City, residents may have unique investment opportunities that a wealth manager can help them navigate. Furthermore, with many residents working in high-stress careers, a wealth manager can alleviate some of the burden of financial planning and provide peace of mind. Overall, a wealth manager can provide tailored financial guidance to help residents of Pleasantville, NY make informed decisions and secure their financial future.

Financial Advisor

Residents of Pleasantville, NY can benefit greatly from the expertise of a financial advisor. With its proximity to New York City, many residents of Pleasantville work in the finance industry and may require assistance with managing their investments and retirement planning. Additionally, Pleasantville is known for its high cost of living, which can make it difficult for individuals and families to save for long-term financial goals. A financial advisor can provide guidance on budgeting, debt management, and investment strategies to help residents of Pleasantville achieve their financial objectives. Furthermore, the town has a strong sense of community and a commitment to sustainability, which may be reflected in the investment priorities of its residents. A financial advisor can help clients align their investments with their values and support local businesses and initiatives that promote environmental responsibility.

Mortgage Loan Officer

Residents of Pleasantville, NY can greatly benefit from the services of a mortgage loan officer. These professionals can provide assistance in a variety of ways, such as helping residents secure a mortgage for their dream home or refinancing an existing mortgage. With the high cost of living in Pleasantville, NY, it is essential to have a mortgage loan officer who can help residents navigate the complex and often confusing world of home financing. Additionally, these professionals can provide guidance on the various loan options available, including fixed-rate mortgages, adjustable-rate mortgages, and FHA loans. With their expertise and knowledge, mortgage loan officers can help residents find the best mortgage solution to meet their unique needs and financial goals. Whether residents are looking to buy a home or refinance an existing mortgage, a skilled mortgage loan officer can provide the guidance and support needed to make the process as smooth and stress-free as possible.

Tax Services

Residents of Pleasantville, NY could benefit from the expertise of a tax advisor in a variety of ways. For instance, a tax advisor could assist a resident in navigating the intricacies of the New York state tax code, which can be particularly complex. Additionally, a tax advisor could help a Pleasantville resident take advantage of any tax credits or deductions that they may be eligible for, such as the New York State School Tax Relief (STAR) program. Furthermore, a tax advisor could provide guidance on tax planning strategies, including retirement planning and estate planning, to help ensure that a Pleasantville resident's financial future is secure. Overall, the services of a tax advisor could be invaluable to residents of Pleasantville, NY looking to optimize their tax situation and plan for the future.

Estate Planning Lawyer

Residents of Pleasantville, NY can benefit from the expertise of an estate planning lawyer in a number of ways. One of the most common ways an estate planning lawyer can help is by assisting with the creation of a will or trust. This is particularly important for residents of Pleasantville, NY, a town with a high median household income and a high cost of living. An estate planning lawyer can help ensure that assets are distributed according to the wishes of the deceased, and can also help minimize tax liabilities for beneficiaries. Additionally, an estate planning lawyer can help with the creation of advanced directives, such as a living will or healthcare proxy, which can ensure that an individual's wishes regarding medical treatment are followed in the event of incapacity. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Pleasantville, NY as they navigate the complexities of planning for their future and the future of their loved ones.

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