Insurance Broker in Worcester County, MA

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List of Firms

Top Worcester County, MA Insurance Brokerages

Zemaitis/Baker Insurance
5 out of 5
Location 108 Shrewsbury St, Worcester, MA 01604, USA
Phone (508) 752-7777
Marshall & Diggins Insurance
3 out of 5
Location 10 Institute Rd # 1, Worcester, MA 01609, USA
Phone (508) 831-9200
Bullock Agency
5 out of 5
Location 76 Mountain St W, Worcester, MA 01606, USA
Phone (508) 854-8100
Mainstream Insurance Agency, Inc.
5 out of 5
Location 704 Southbridge St, Worcester, MA 01610, USA
Phone (508) 797-4500
Buckley Insurance Agency, Inc
4 out of 5
Location 398 Belmont St, Worcester, MA 01604, USA
Phone (508) 791-2572
Evanowski-North American Insurance
4 out of 5
Location 414 Main St #2, Worcester, MA 01608, USA
Phone (508) 757-0950
Quaker Agency Inc
Location 120 Front St Suite 510, Worcester, MA 01608, USA
Phone (508) 755-6210
Insurance Brokers in Worcester County, MA

Where Worcester County, MA Auto, Life & Health Insurance Brokers Serve

Worcester County, located in central Massachusetts, is a bustling area with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the rolling hills of the Blackstone Valley to the bustling city of Worcester, this county has something for everyone. One of the most notable landmarks in Worcester County is the Worcester Art Museum, which houses an impressive collection of artwork from around the world. Other notable landmarks include the Hanover Theatre for the Performing Arts, the Worcester Historical Museum, and the EcoTarium, a science and nature museum. Top employers in Worcester County include the University of Massachusetts Medical School, Hanover Insurance Group, and Saint-Gobain. These companies provide a range of job opportunities in fields such as healthcare, insurance, and manufacturing. Major highways in Worcester County include I-90, I-290, and I-395, which provide easy access to Boston and other major cities in the region.

Worcester County, MA Insurance Broker Related Services

Banks and Credit Unions

Residents of Worcester County, MA can benefit from a bank in several ways. For instance, banks can provide financial assistance to small businesses in the area, which can help boost the local economy. Additionally, banks can offer loans to residents who want to purchase a home in Worcester County, MA, which can be helpful for those who are struggling to save up for a down payment. Furthermore, banks can provide educational resources to residents who want to learn more about financial planning and budgeting, which can be particularly useful for those who are new to the area. Overall, banks can play an important role in supporting the financial well-being of residents in Worcester County, MA, and can help ensure that the community continues to thrive.

Retirement Planning

Residents of Worcester County, MA can benefit greatly from the services of a retirement planner. With its diverse population and mix of urban and suburban areas, Worcester County presents unique challenges and opportunities for retirement planning. A retirement planner can help residents navigate the complex world of retirement savings and investments, providing guidance on everything from 401(k) plans to individual retirement accounts (IRAs). Additionally, a retirement planner can help residents assess their current financial situation and develop a personalized retirement plan that takes into account their unique needs and goals. Whether it's planning for long-term care or maximizing Social Security benefits, a retirement planner can provide the expertise and support needed to ensure a comfortable and secure retirement for residents of Worcester County.

Wealth Management

Residents of Worcester County, MA could benefit greatly from the services of a wealth manager. With a population of over 830,000 people, Worcester County is the second most populous county in Massachusetts and is home to a diverse range of individuals with varying financial needs. A wealth manager could assist residents in creating a personalized financial plan that takes into account their unique circumstances and goals. This could include investment advice, tax planning, retirement planning, and estate planning. Worcester County is also home to several prestigious universities, including Worcester Polytechnic Institute and Clark University, which means that many residents may have complex financial situations, such as student loans and multiple income streams. A wealth manager could help navigate these complexities and provide guidance on how to manage and grow their wealth effectively. Additionally, Worcester County has a thriving healthcare industry, with several major hospitals and medical centers. A wealth manager could provide specialized financial advice to healthcare professionals, such as physicians and nurses, who may have unique financial needs and challenges.

Financial Advisor

Residents of Worcester County, MA can benefit from the guidance of a financial advisor in a multitude of ways. One specific area where a financial advisor can be particularly helpful in this region is in navigating the complexities of estate planning. Worcester County is home to a large number of older adults, many of whom have accumulated significant assets over their lifetimes. A financial advisor can help these individuals and their families develop comprehensive estate plans that take into account factors such as tax implications, charitable giving, and the transfer of assets to future generations. Additionally, a financial advisor can assist with retirement planning, investment management, and other financial issues that are critical to the long-term financial health of individuals and families in Worcester County.

Mortgage Loan Officer

Residents of Worcester County, MA can benefit from the expertise of a mortgage loan officer in many ways. The county is home to a diverse population, with varying financial backgrounds and credit scores. A mortgage loan officer can assist residents in finding the best loan options for their unique situations, whether they are first-time homebuyers or looking to refinance their current mortgages. The loan officer can provide guidance on the different types of loans available, such as conventional, FHA, and VA loans, and help residents navigate the complex application process. Additionally, Worcester County is known for its competitive housing market, and a mortgage loan officer can help residents secure financing quickly and efficiently, giving them an edge in the bidding process. With the help of a knowledgeable loan officer, residents of Worcester County can achieve their dreams of homeownership and build a strong financial future.

Tax Services

Residents of Worcester County, MA can benefit greatly from the services of a tax advisor. One specific way in which they can be helped is by receiving guidance on local tax laws and regulations that are unique to Worcester County. With its diverse economy and population, Worcester County has a complex tax landscape that can be difficult to navigate without professional assistance. A tax advisor can help residents optimize their tax strategies, minimize their tax liabilities, and ensure compliance with all applicable laws and regulations. Additionally, a tax advisor can provide valuable advice on tax planning and preparation, estate planning, and retirement planning, helping residents achieve their financial goals and secure their financial future. By engaging the services of a tax advisor, residents of Worcester County can benefit from expert guidance and support in navigating the complex and ever-changing world of taxation.

Estate Planning Lawyer

Residents of Worcester County, MA can benefit from the expertise of an estate planning lawyer in a multitude of ways. With the county's diverse population and unique economic landscape, an estate planning lawyer can provide tailored advice on creating wills, trusts, and powers of attorney that reflect the specific needs and goals of each client. For example, residents of Worcester County who own small businesses may require specialized estate planning strategies to protect their assets and ensure business continuity after their passing. Additionally, an estate planning lawyer can help families navigate the complexities of probate court and minimize the tax burden associated with transferring assets to heirs. With the guidance of an experienced estate planning lawyer, residents of Worcester County can achieve peace of mind knowing that their wishes will be carried out and their loved ones will be protected.


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