Mortgage Broker in Mamaroneck, NY

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List of Firms

Top Mamaroneck, NY Mortgage Brokerages

Jay Kunstreich - Ameriprise Financial Services
Location 689 Mamaroneck Ave Ste 200, Mamaroneck, NY 10543, USA
Phone (914) 777-7526
Directions
Matt Diaz - Mortgage Loan Officer
Location 250 Boston Post Rd, Port Chester, NY 10573, USA
Phone (914) 879-7757
Directions
Michael Sieja at CrossCountry Mortgage, LLC
5 out of 5
Location 2900 Westchester Ave Suite 202, Purchase, NY 10577, USA
Phone (914) 575-8304
Directions
new york association of mortgage brokers
Location 501 E Boston Post Rd, Mamaroneck, NY 10543, USA
Phone (914) 315-6644
Directions
Mortgage Loan Officers in Mamaroneck, NY

Where Mortgage Lenders in Mamaroneck, NY Serve

Mamaroneck, NY is a charming village located in Westchester County, with a rich history and a vibrant community. The village is home to several landmarks, including the Mamaroneck Harbor, which offers stunning views of the Long Island Sound, and the Emelin Theatre, a cultural hub that showcases a range of performances throughout the year. Top employers in Mamaroneck include the Mamaroneck Union Free School District, which employs over 500 people, and the Town of Mamaroneck, which provides a variety of services to residents. Major highways and streets in Mamaroneck include the Hutchinson River Parkway, which runs through the village and connects it to other parts of Westchester County and New York City, as well as Mamaroneck Avenue, which is home to a variety of shops, restaurants, and businesses. Mamaroneck is divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Mamaroneck, NY would greatly benefit from a bank in a variety of ways. For instance, the bank could provide loans to residents who are looking to start a business or to make home improvements. Additionally, the bank could offer savings accounts and investment opportunities to help residents grow their wealth. Mamaroneck is a coastal town with a bustling downtown area, so a bank could also provide convenient ATM access and online banking services for residents who are always on the go. Overall, a bank in Mamaroneck would be a valuable resource for residents looking to manage their finances and achieve their financial goals.

Insurance Broker

Residents of Mamaroneck, NY could benefit greatly from the services of an insurance broker. With the town's proximity to the Long Island Sound, residents may be at risk for flooding or other weather-related damage. An insurance broker can help residents navigate the complexities of flood insurance and ensure that they have adequate coverage. Additionally, Mamaroneck has a large population of small business owners who may require specialized insurance coverage for their businesses. An insurance broker can assist these entrepreneurs in finding the right policies to protect their assets and ensure the long-term success of their businesses. Overall, an insurance broker can provide valuable guidance and support to residents of Mamaroneck, NY as they navigate the often-confusing world of insurance.

Retirement Planning

Residents of Mamaroneck, NY could greatly benefit from the expertise of a retirement planner. With its affluent population and high cost of living, Mamaroneck presents unique challenges for retirement planning. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits, as well as provide guidance on investment strategies and tax planning. Additionally, the planner can assist with estate planning and ensuring that assets are properly distributed to heirs. Given the fast-paced and competitive nature of life in Mamaroneck, it can be easy to overlook important details when it comes to retirement planning. A retirement planner can provide the burst of clarity and perplexity needed to ensure that residents are fully prepared for their golden years.

Wealth Management

Residents of Mamaroneck, NY would greatly benefit from the expertise of a wealth manager. With the town's proximity to New York City and its affluent population, there are unique financial challenges that require a specialized approach. A wealth manager can help navigate the complexities of estate planning, tax optimization, and investment strategies tailored to the specific needs of Mamaroneck residents. Additionally, they can provide guidance on philanthropic endeavors, such as setting up charitable trusts or foundations, that align with the community's values and priorities. With a wealth manager's guidance, residents can feel confident that their financial goals are being met and their wealth is being managed in a way that maximizes its potential.

Financial Advisor

Residents of Mamaroneck, NY can benefit greatly from the guidance of a financial advisor. With its high cost of living and proximity to New York City, Mamaroneck presents unique financial challenges. A financial advisor can help residents navigate these challenges by creating a personalized financial plan that takes into account their income, expenses, and long-term goals. They can also provide advice on retirement planning, investment strategies, and tax planning. Additionally, a financial advisor can help residents make informed decisions about major purchases, such as buying a home or paying for college tuition. Overall, a financial advisor can provide invaluable support to residents of Mamaroneck as they strive to achieve financial stability and security.

Tax Services

Residents of Mamaroneck, NY can benefit from the expertise of a tax advisor in a multitude of ways. For instance, a tax advisor can help Mamaroneck residents navigate the complex tax laws of New York State, which can be particularly challenging for those who are self-employed or own small businesses. Additionally, a tax advisor can assist Mamaroneck residents in identifying tax deductions and credits that they may be eligible for, such as the New York State School Tax Relief (STAR) program. Furthermore, a tax advisor can provide Mamaroneck residents with guidance on tax planning and preparation, helping them to minimize their tax liability and maximize their savings. Given the high cost of living in Mamaroneck, NY, the expertise of a tax advisor can be invaluable in helping residents to manage their finances and achieve their financial goals.

Estate Planning Lawyer

Residents of Mamaroneck, NY can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Mamaroneck, where the cost of living is high and residents often have significant assets to protect. Additionally, an estate planning lawyer can help residents navigate the complex tax laws in New York and minimize the tax burden on their heirs. By working with an estate planning lawyer, Mamaroneck residents can have peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

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