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TOP 30 Financial advisor for life insurance in Montgomery, NJ
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Kevin Baez - State Farm Insurance Agent
Kevin Baez - State Farm Insurance Agent is a reputable insurance agency located at 1325 U.S. 206 in Montgomery, New Jersey. Situated to the right of Shoprite in the Montgomery Shopping Center in Skillman, NJ, this agency is led by Kevin Baez, a proud Puerto Rican heritage individual who is the first in his family to graduate college. An esteemed alumni of New York University, Kevin has been in the insurance industry since 1995 and realized his dream of opening his own State Farm Agency in 2014. As a bilingual agency, Kevin Baez - State Farm Insurance Agent caters to the diverse needs of the community, with licenses in multiple states including New Jersey, Pennsylvania, and New York. The agency has received numerous accolades, including recognition as one of the Top 5% of Agents nationwide, Honor Club Bronze, membership in the Senior Vice President Club, and Level 3 Ambassador Club for excellence in financial services.
Legacy Care Wealth
Legacy Care Wealth is a finance institution located at 201 Montgomery Street in Jersey City, New Jersey, United States. Are you feeling overwhelmed with balancing your daily responsibilities with planning for your future? Do you have questions about life insurance, buying a home, saving for college, or estate planning? Legacy Care Wealth is here to help change your perception of financial planning and make it easy to implement changes that will help you achieve your life goals. We are a family-focused financial planning practice that works with clients in-person and virtually across the country. Our goal-based financial plans capture both your current and future financial circumstances to help you make informed decisions. Whether you are facing career changes, marriage, starting a family, or planning for retirement, we provide comprehensive financial planning, tax efficiency planning, and savings and budgeting models to align with your life goals.
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