Mortgage Broker in Keller, TX

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List of Firms

Top Keller, TX Mortgage Brokerages

JLOAN - Union Home Mortgage
Location 8841 Davis Blvd #300, Keller, TX 76248, USA
Phone (817) 601-5456
Directions
The Maverick Team at Neo Home Loans
5 out of 5
Location 8813 N Tarrant Pkwy Ste 202, North Richland Hills, TX 76182, USA
Phone (469) 812-5366
Directions
Mortgage Loan Officers in Keller, TX

Where Mortgage Lenders in Keller, TX Serve

Keller, TX is a bustling city located in Tarrant County, known for its diverse neighborhoods, top employers, and major highways. The city boasts several landmarks, including the Old Town Keller, a historic district that features charming shops and restaurants. Top employers in the area include Keller Independent School District, Verizon, and Sabre Corporation. Major highways such as Interstate 35W and State Highway 114 provide easy access to neighboring cities. The city is home to several neighborhoods, including Hidden Lakes, Marshall Ridge, and The Lakes at Marshall Ridge, each with their unique charm and character. With its rich history and thriving economy, Keller, TX is a must-visit destination for anyone looking for a vibrant community to call home.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Keller, TX would greatly benefit from having a bank in their community. One of the most common ways that a bank can help Keller residents is by providing them with easy access to financial services. For example, a bank could offer checking and savings accounts, loans, and credit cards to help residents manage their finances. Additionally, many banks offer online banking services, which can be especially helpful for busy residents who may not have time to visit a physical branch. Another way that a bank can help Keller residents is by providing them with financial education and resources. This can include workshops on topics like budgeting and saving, as well as access to financial planning tools and resources. Overall, having a bank in Keller can provide residents with the tools and resources they need to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Keller, TX can benefit greatly from the services of an insurance broker. With the city's growing population and increasing number of businesses, an insurance broker can help residents navigate the complex world of insurance and find the best policies to fit their needs. For example, with the city's proximity to Dallas-Fort Worth International Airport, an insurance broker can help residents find the right coverage for travel insurance or liability insurance for their rental properties. Additionally, with the city's high median household income, an insurance broker can assist residents in finding policies that offer comprehensive coverage for their valuable assets, such as their homes, cars, and personal belongings. Overall, an insurance broker can provide invaluable guidance and support to residents of Keller, TX, helping them protect their families, businesses, and futures.

Retirement Planning

Residents of Keller, TX would greatly benefit from the expertise of a retirement planner. With the city's population of over 45,000 people, it's clear that many individuals are in need of guidance when it comes to planning for their golden years. A retirement planner can help residents navigate the confusing world of retirement savings and investment options, ensuring that they are making the most of their money and securing a stable financial future. In particular, with the high cost of living in Keller, TX, many residents may be struggling to save enough for retirement. A retirement planner can assist with creating a personalized savings plan that takes into account the unique financial circumstances of each individual, helping them to achieve their retirement goals and live comfortably in their later years.

Wealth Management

Residents of Keller, TX can greatly benefit from the services of a wealth manager. A wealth manager can provide comprehensive financial planning to help residents achieve their financial goals. For example, Keller, TX is a rapidly growing city with a diverse population. A wealth manager can help residents navigate the complexities of the local real estate market by providing guidance on buying or selling a home, as well as advice on property taxes and other related expenses. Additionally, a wealth manager can help residents plan for their children's education, retirement, and other long-term financial goals. With the help of a wealth manager, residents of Keller, TX can feel confident in their financial future and make informed decisions about their money.

Financial Advisor

Residents of Keller, TX can benefit greatly from the guidance of a financial advisor. With the city's median household income being higher than the national average, many individuals may have more complex financial situations and could benefit from professional advice on how to manage their wealth. A financial advisor can assist residents with creating a personalized budget, setting financial goals, and developing a long-term investment strategy. Additionally, with Keller's proximity to both Dallas and Fort Worth, residents may have unique tax implications that a financial advisor can help navigate. Whether it's planning for retirement, saving for a child's education, or managing debt, a financial advisor can provide valuable insights and support to help residents of Keller achieve their financial goals.

Tax Services

Residents of Keller, TX can benefit from the expertise of a tax advisor in various ways. With its growing economy and a median household income of $131,000, Keller's residents have complex tax situations that require professional guidance. A tax advisor can help residents navigate the complexities of federal and state tax laws, including deductions and credits specific to Texas, such as the homestead exemption and property tax relief programs. Furthermore, a tax advisor can assist small business owners in Keller with tax planning and compliance, ensuring they are maximizing their deductions while avoiding any legal issues. Additionally, with Keller's proximity to Dallas-Fort Worth, a tax advisor can help residents with tax implications related to cross-state employment and investments. Overall, a tax advisor can provide valuable support to Keller's residents, helping them make informed decisions and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Keller, TX can benefit greatly from the services of an estate planning lawyer. With a growing population and a thriving economy, Keller has become a popular place to live and work. An estate planning lawyer can help residents protect their assets and ensure that their wishes are carried out after they pass away. This can include drafting wills, trusts, and other legal documents that outline how property and assets should be distributed. Additionally, an estate planning lawyer can help residents plan for incapacity and make sure that their medical and financial needs are taken care of in the event that they become unable to make decisions for themselves. With the help of an experienced estate planning lawyer, residents of Keller can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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