Insurance Broker in Westerly, RI

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Top Westerly, RI Insurance Brokerages

C A Morgan Inc
Location 16 Broad St, Westerly, RI 02891, USA
Phone (401) 596-5212
Farmers Insurance - Michael Urgo
5 out of 5
Location 240 Norwich-Westerly Rd, North Stonington, CT 06359, USA
Phone (860) 415-6240
Tricia Fiore CPA
5 out of 5
Location 56 Sherwood Dr, Westerly, RI 02891, USA
Phone (401) 596-1455
Northwestern Mutual Financial
Location 14 Masons Island Rd, Mystic, CT 06355, USA
Phone (860) 536-4448
humint advisors
Location 5 High St, Westerly, RI 02891, USA
Phone (619) 405-5214
Lathrop Insurance
5 out of 5
Location 33 Crestview Dr, Westerly, RI 02891, USA
Phone (401) 596-2525
Starkweather & Shepley Insurance Brokerage Inc.
5 out of 5
Location 99 Mechanic St, Pawcatuck, CT 06379, USA
Phone (401) 596-2212
Insurance Brokers in Westerly, RI

Where Westerly, RI Auto, Life & Health Insurance Brokers Serve

Westerly, Rhode Island is a picturesque coastal town located in the southwestern corner of the state, boasting a rich history and diverse community. The town is home to several notable landmarks, including the historic Watch Hill Lighthouse, the Ocean House Resort, and the Napatree Point Conservation Area, which offers stunning views of the Atlantic Ocean. Westerly is also home to several top employers, including the Westerly Hospital, Electric Boat, and the Foxwoods Resort Casino, which is located just over the Connecticut border. The town is easily accessible via several major highways, including Interstate 95 and Route 1, and is served by several major streets, including High Street, Main Street, and Granite Street. Westerly is comprised of several distinct neighborhoods, each with its own unique character and charm. These neighborhoods include Watch Hill, Avondale, and Bradford, among others.

Westerly, RI Insurance Broker Related Services

Banks and Credit Unions

Residents of Westerly, RI can be helped by a bank in numerous ways. One of the most common ways is through providing mortgages for homes in the area. Westerly, RI is a coastal town that is known for its beautiful beaches and stunning views of the Atlantic Ocean. The demand for housing in this area is high, and a bank can help residents secure the financing they need to purchase a home. Additionally, banks in Westerly can provide personal loans to residents who need funds for home repairs or renovations. As a town that experiences harsh winter weather, these loans can be crucial for residents who need to make repairs to their homes to ensure their safety and comfort during the colder months. Banks can also offer business loans to entrepreneurs who are looking to start or expand their businesses in Westerly, contributing to the local economy and creating job opportunities for residents.

Retirement Planning

Residents of Westerly, RI could greatly benefit from the expertise of a retirement planner. With its scenic coastline, Westerly attracts many retirees who are looking for a peaceful and relaxing lifestyle. However, retirement planning can be a complex and confusing process, especially for those who are not familiar with the financial industry. A retirement planner can provide guidance on a variety of topics such as investment strategies, tax planning, and estate planning. Additionally, they can help residents of Westerly navigate the unique challenges of retiring in a small town, such as finding affordable healthcare options and ensuring that their retirement savings will last throughout their lifetime. Overall, a retirement planner can help residents of Westerly achieve their financial goals and enjoy a comfortable retirement in this charming coastal community.

Wealth Management

Residents of Westerly, RI can benefit from the expertise of a wealth manager in a multitude of ways. With its proximity to the coast and its thriving tourism industry, residents of Westerly may have unique financial needs that a wealth manager can address. For example, a wealth manager can help residents navigate the complexities of investing in the tourism industry, including understanding the risks and potential rewards of investing in hotels, restaurants, and other tourist attractions. Additionally, a wealth manager can provide guidance on estate planning, tax strategies, and retirement planning, all of which are crucial for residents of Westerly who want to ensure their financial security for the long term. By working with a wealth manager, residents of Westerly can gain peace of mind knowing that their financial future is in capable hands.

Financial Advisor

Residents of Westerly, RI would greatly benefit from the guidance and expertise of a financial advisor. With its picturesque beaches and quaint downtown area, Westerly is a popular vacation destination, attracting a significant number of seasonal residents. A financial advisor can assist these seasonal residents in managing their finances, including budgeting for their time in Westerly and investing in local real estate. Additionally, Westerly is home to a number of small businesses, many of which are family-owned. A financial advisor can work with these businesses to create financial plans that ensure long-term success and sustainability. With its unique blend of vacationers and small business owners, Westerly presents a complex financial landscape that requires the knowledge and skill of a seasoned financial advisor.

Mortgage Loan Officer

Residents of Westerly, RI can benefit from the expertise of a mortgage loan officer in several ways. For instance, the town of Westerly is known for its picturesque beaches and historic architecture, which make it a desirable location for homebuyers. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage to purchase their dream home in this beautiful town. Additionally, Westerly has a diverse population, including retirees, young families, and professionals. A mortgage loan officer can provide tailored solutions to meet the unique needs of each group. For example, retirees may require a reverse mortgage, while young families may need a first-time homebuyer program. Furthermore, Westerly has a mix of single-family homes, condos, and multi-family properties. A mortgage loan officer can help residents choose the right mortgage product for their specific property type.

Tax Services

Residents of Westerly, RI can greatly benefit from the services of a tax advisor. With the town's close proximity to the Connecticut border, many residents work in Connecticut and may need guidance on how to navigate the tax laws of both states. Additionally, Westerly is a popular summer destination, attracting many seasonal residents who may have questions about their tax obligations. A tax advisor can also assist with maximizing deductions and credits, as well as ensuring compliance with state and federal tax laws. Furthermore, with the recent changes to the tax code, it is important for residents to stay up-to-date on any potential tax savings opportunities. A tax advisor can provide valuable insight and expertise in navigating these changes and optimizing tax strategies for individuals and businesses alike.

Estate Planning Lawyer

Residents of Westerly, RI can benefit greatly from the services of an estate planning lawyer. These professionals specialize in creating legal documents that outline how a person's assets and property will be distributed after their death. In Westerly, RI, one specific way that an estate planning lawyer can be helpful is by assisting with the creation of a trust. Trusts are a popular estate planning tool that can help individuals protect their assets and minimize tax liability. A lawyer can help residents of Westerly, RI create a trust that is tailored to their specific needs and goals. Additionally, an estate planning lawyer can provide guidance on other important matters, such as naming beneficiaries, creating a will, and establishing healthcare directives. By working with a skilled attorney, residents of Westerly, RI can ensure that their wishes are carried out and their loved ones are provided for after their passing.


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