What can we help you with today?

15 Results

• Additional Insurance

  From our subsidiary Broadview Insurance Agency: Additional coverage options include jewelry, valuables, service line equipment, umbrella, wedding, and student tuition reimbursement.

• Debt Protection

  Debt Protection may cancel your outstanding loan balance or cancel your monthly payment in the event of an unexpected life event without penalty or added interest. 

• Life Insurance vs. Annuities: Which is a Better Fit for You?

  Life insurance and annuities are essential financial planning tools for providing future independence.

• 8 Hot Tips for Homebuyers

  When it comes to buying a home, a lack of knowledge and experience can lead to costly mistakes. Even if you are not a first-time homebuyer, these tips will help you prepare for one of the largest purchases you’ll make in your life.

• 529 Plans and Alternatives: Making an Educated Decision about Education Savings Options

  Here are some key details about 529 plans and other education savings options to help you decide which plan is appropriate for you and your loved ones.

• Financial Independence for the Sandwich Generation

  The “Sandwich Generation” faces a lot of struggles. If you’re unfamiliar with this term, it describes a demographic where usually middle-aged individuals must support aging parents at the same time they’re raising children. This situation can create an emotional and financial strain.

• 5 Milestones That Mean It's Time for a Life Insurance Review

  Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in adulthood.

• Social Security Isn’t Enough: How Social Security Fits into a Well-Rounded Retirement Plan

  If you're nearing retirement age, you know the Social Security process and how much you will likely receive.

• Top 10 Tips to Make Homebuying Process Less Stressful

  These steps will help you prepare for one of the largest purchases you’ll ever make.

• Why Wealthy Individuals Would Consider Not Converting to a Roth IRA

  While a Roth IRA conversion may suit some, wealthy individuals may not consider this investment strategy under certain circumstances.

• The Unexpected Limitations of Personal Tax Deductions

  The world of personal taxation and tax deductions can often be puzzling. While these elements aid in reducing one's tax burden, they may also come with unexpected limitations. These limitations can take taxpayers by surprise, reducing the potential tax reduction they envisioned when filing taxes.

• Special Olympics New York Vaulted By Broadview Donation Based on Paris 2024 Team USA Medal Count

  Broadview will make a financial contribution to Special Olympics NY for every medal Team USA wins during this year’s Olympic competition.

• Ten Ways to Tidy Up Your Finances This Fall: A Comprehensive Checklist

  As the leaves begin to fall and the year winds down, autumn offers more than pumpkin spice and cozy sweaters. It’s also a good time to clean up your finances.

• Fraud Defense Center

  Broadview protects personal and business accounts through many security and fraud measures.

• A Financial Checklist for Life-Changing Events

  When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.