Insurance Broker in Yorktown Heights, NY

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Top Yorktown Heights, NY Insurance Brokerages

Albert J Chapman Insurance
5 out of 5
Location 1852 Commerce St, Yorktown Heights, NY 10598, USA
Phone (914) 962-5778
Directions
George Lucciola - State Farm Insurance Agent
5 out of 5
Location 1885 Commerce St, Yorktown Heights, NY 10598, USA
Phone (914) 962-3030
Directions
Allstate
SEC File# 801-111055
CRD# 158043
Location Yorktown Heights, NY 10598, USA
Directions
Allstate Insurance Agent: David H. Cohen
5 out of 5
Location 251 Underhill Ave, Yorktown Heights, NY 10598, USA
Phone (914) 962-8300
Directions
World Insurance Associates LLC
5 out of 5
Location 135 E Main St, Jefferson Valley, NY 10535, USA
Phone (914) 245-4500
Directions
AAA Yorktown Heights
4 out of 5
Location 3220 Crompond Rd, Yorktown Heights, NY 10598, USA
Phone (914) 302-5423
Directions
Stephan Fantini
Location 2651 Strang Blvd 1st floor, Yorktown Heights, NY 10598, USA
Phone (845) 288-6680
Directions
Alex Rosolovsky
5 out of 5
Location 2651 Strang Blvd Ste 120, Yorktown Heights, NY 10598, USA
Phone (516) 953-5977
Directions
Wendy Pearlroth - Aflac Insurance Agent
Location 3186 Douglas Dr, Yorktown Heights, NY 10598, USA
Phone (914) 391-4363
Directions
Yorktown Heights, NY Insurance Office | Liberty Mutual Insurance
3 out of 5
Location 2651 Strang Blvd Ste 120, Yorktown Heights, NY 10598, USA
Phone (914) 785-0180
Directions
State Farm Insurance
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 1885 Commerce St, Somers, NY 10589, USA
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Michael Adelman
Location 2651 Strang Blvd 1st floor, Yorktown Heights, NY 10598, USA
Phone (845) 288-6676
Directions
Elias Rabadi, Insurance Agent | Liberty Mutual Insurance
5 out of 5
Location 2651 Strang Blvd Ste 120, Yorktown Heights, NY 10598, USA
Phone (914) 606-9165
Directions
Marshall & Sterling Employee Benefits
Location 2651 Strang Blvd, Yorktown Heights, NY 10598, USA
Phone (914) 962-1188
Directions
Benefit Management Inc
Location 2985 Navajo St, Yorktown Heights, NY 10598, USA
Phone (914) 248-1600
Directions
Pujols Insurance Services Corp
5 out of 5
Location 1940 Commerce St Ste 210, Yorktown Heights, NY 10598, USA
Phone (914) 205-2535
Directions
Cobblestone Abstract Title Co
Location 1929 Commerce St # 1, Yorktown Heights, NY 10598, USA
Phone (914) 245-3222
Directions
Yorktown Heights Insurance
5 out of 5
Location 1928 Commerce St Suite C, Yorktown Heights, NY 10598, USA
Phone (914) 962-9442
Directions
National Income Life - Theo Pappas
5 out of 5
Location 345 Kear Street Suites 209 - 210, Yorktown Heights, NY 10598, USA
Phone (718) 888-9428
Directions
Kimberly J Brennan Agency, Inc.
5 out of 5
Location 360 Underhill Ave Fl 2, Yorktown Heights, NY 10598, USA
Phone (914) 302-6330
Directions
Insurance Brokers in Yorktown Heights, NY

Where Yorktown Heights, NY Auto, Life & Health Insurance Brokers Serve

Nestled in the heart of Westchester County, Yorktown Heights, NY is a charming hamlet with a rich history and a vibrant community. From the iconic landmarks like the John C. Hart Memorial Library and the Yorktown Stage to the bustling downtown area along Commerce Street, there's always something to explore in this quaint town. Top employers in the area include IBM, Northern Westchester Hospital, and the Lakeland Central School District, providing ample job opportunities for residents. Major highways like the Taconic State Parkway and Route 202 make commuting a breeze, while local streets like Underhill Avenue and Hanover Street offer easy access to shopping, dining, and entertainment. Yorktown Heights is home to several distinct neighborhoods, each with its own unique character and charm. From the upscale homes of Hunterbrook Estates to the cozy cottages of Jefferson Village, there's a neighborhood to suit every taste and lifestyle.

Yorktown Heights, NY Insurance Broker Related Services

Banks and Credit Unions

Residents of Yorktown Heights, NY would be helped by a bank in several ways. Firstly, a bank could provide financial services such as loans, mortgages, and credit cards to help residents achieve their financial goals. Secondly, the bank could offer investment opportunities to residents looking to grow their wealth. Additionally, the bank could provide a safe and secure place for residents to store their money and valuables. One specific benefit for residents of Yorktown Heights is that the bank could offer specialized services for small businesses, which are prevalent in the area. This could include business loans, merchant services, and cash management solutions. With the bank's support, small business owners in Yorktown Heights could have the resources they need to thrive and contribute to the local economy.

Retirement Planning

Residents of Yorktown Heights, NY would greatly benefit from the services of a retirement planner. With its proximity to New York City, many residents have high-pressure jobs that leave little time for financial planning. A retirement planner can help these individuals navigate the complexities of retirement planning, such as managing investments, creating a budget, and maximizing Social Security benefits. Additionally, Yorktown Heights has a high cost of living, which can make saving for retirement a challenge. A retirement planner can help residents create a personalized plan that takes into account their unique financial situation and goals. Furthermore, Yorktown Heights has a large population of retirees, and a retirement planner can help these individuals make the most of their savings and investments to ensure a comfortable retirement.

Wealth Management

Residents of Yorktown Heights, NY can greatly benefit from the expertise of a wealth manager in a variety of ways. One specific example is the management of their retirement savings. With a median age of 44.5 years old, many residents of Yorktown Heights are likely approaching retirement age and may have questions about how to best allocate their savings. A wealth manager can provide guidance on investment strategies and risk management to ensure that their retirement funds are optimized for their individual goals and needs. Additionally, with the high cost of living in Westchester County, a wealth manager can assist with budgeting and financial planning to help residents achieve their long-term financial objectives. Overall, a wealth manager can provide invaluable support to residents of Yorktown Heights as they navigate the complexities of personal finance and plan for a secure future.

Financial Advisor

Residents of Yorktown Heights, NY can greatly benefit from the guidance of a financial advisor. With the town's median household income of $116,000, it is important for individuals to have a solid financial plan in place. A financial advisor can assist with creating a budget, managing debt, and planning for retirement. Additionally, Yorktown Heights, NY is home to many small business owners who can benefit from the expertise of a financial advisor in areas such as tax planning and business succession planning. With the high cost of living in Westchester County, a financial advisor can also provide guidance on saving for college education and purchasing a home. Overall, a financial advisor can provide invaluable assistance to residents of Yorktown Heights, NY in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Yorktown Heights, NY can benefit from the expertise of a mortgage loan officer in several ways. With the town's median home value of $534,000, a mortgage loan officer can assist residents in securing financing for their dream home or refinancing their current mortgage. Additionally, Yorktown Heights is known for its excellent schools, making it an attractive location for families. A mortgage loan officer can help families navigate the complex process of obtaining a mortgage, ensuring they receive the best possible rates and terms. Moreover, Yorktown Heights is a commuter town, with many residents traveling to New York City for work. A mortgage loan officer can provide guidance on mortgage options that fit the unique needs of commuters, such as adjustable-rate mortgages or jumbo loans. With the help of a mortgage loan officer, residents of Yorktown Heights can achieve their homeownership goals and secure their financial future.

Tax Services

Residents of Yorktown Heights, NY can greatly benefit from the expertise of a tax advisor in a variety of ways. One particular area where a tax advisor can provide assistance is in navigating the complex tax laws and regulations specific to New York state. For example, Yorktown Heights residents may have questions about the state's property tax relief credit, which provides eligible homeowners with a refundable credit based on their property taxes and income. A tax advisor can help residents determine if they qualify for this credit and ensure that they are claiming it correctly on their tax returns. Additionally, a tax advisor can provide guidance on how to maximize deductions for state and local taxes, which can be particularly valuable for residents of high-tax states like New York. With their expertise and knowledge of the tax code, a tax advisor can help Yorktown Heights residents save money and avoid costly mistakes when filing their taxes.

Estate Planning Lawyer

Residents of Yorktown Heights, NY can benefit from the expertise of an estate planning lawyer in several ways. First, an estate planning lawyer can help residents to create a comprehensive plan that outlines how their assets will be distributed after their death. This is particularly important in Yorktown Heights, where many residents own valuable real estate and other high-value assets. Additionally, an estate planning lawyer can help residents to minimize their tax liabilities and ensure that their heirs receive the maximum possible inheritance. Finally, an estate planning lawyer can provide guidance on how to establish trusts, set up power of attorney agreements, and create other legal documents that can protect residents and their families in the event of illness or incapacity. With the help of an experienced estate planning lawyer, residents of Yorktown Heights can have peace of mind knowing that their assets and loved ones are protected.

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