Mortgage Broker in Matthews, NC

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Top Matthews, NC Mortgage Brokerages

Andre Moser- Nexa Mortgage NMLS ID 99104
Location 624 Matthews-Mint Hill Rd Suite 210, Matthews, NC 28105, USA
Phone (704) 236-8872
Directions
William Lowder | Fairway Independent Mortgage Corporation Loan Officer
Location 3021 Senna Dr suite a, Matthews, NC 28105, USA
Phone (704) 814-7050
Directions
Fairview Home Mortgage
5 out of 5
Location 547 W Charles St Suite 300, Matthews, NC 28105, USA
Phone (704) 941-3650
Directions
Dan Coggins
5 out of 5
Location 110 Matthews Station St, Matthews, NC 28105, USA
Phone (704) 261-1005
Directions
Mortgage Loan Officers in Matthews, NC

Where Mortgage Lenders in Matthews, NC Serve

Matthews, NC is a charming town located in Mecklenburg County, North Carolina, that boasts of a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic downtown to the greenways and parks, Matthews offers something for everyone. The town is home to several landmarks, including the Matthews Heritage Museum, which showcases the history of the town, and the Matthews Community Center, which hosts various events and activities throughout the year. There's also the Four Mile Creek Greenway, which is a popular spot for walking, jogging, and biking. Matthews is also home to several top employers, including Novant Health Matthews Medical Center, Harris Teeter, and Family Dollar. These employers provide ample job opportunities for the residents of Matthews and the surrounding areas. Major highways and streets in Matthews include Interstate 485, U.S. Route 74, and Matthews-Mint Hill Road. These highways and streets provide easy access to other parts of Charlotte and the surrounding areas.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Matthews, NC can benefit from a bank in a number of ways. For instance, a bank can provide them with financial services such as loans, savings accounts, and credit cards. Banks can also help residents in Matthews, NC with their day-to-day banking needs, such as cashing checks, paying bills, and transferring money. Another way that a bank can help residents is by providing financial education and advice on topics such as budgeting, saving, and investing. Additionally, some banks in Matthews, NC offer services specifically tailored to small business owners, such as business loans and merchant services. Overall, a bank can be a valuable resource for residents of Matthews, NC, providing them with the financial tools and guidance they need to achieve their goals and manage their money effectively.

Insurance Broker

Residents in Matthews, NC can benefit greatly from the services of an insurance broker. With the ever-changing insurance landscape, an insurance broker can help residents navigate the complexities of insurance policies and find the best coverage for their needs. In Matthews, NC, where severe weather events such as hurricanes and tornadoes are not uncommon, an insurance broker can help residents understand their options for protecting their homes and property. Additionally, an insurance broker can assist residents in finding affordable health insurance plans that meet their unique needs, which is especially important in a state like North Carolina, where healthcare costs can be high. Overall, an insurance broker can be an invaluable resource for residents of Matthews, NC, helping them to make informed decisions about their insurance coverage and providing peace of mind in the face of life's uncertainties.

Retirement Planning

Residents of Matthews, NC could benefit greatly from the expertise of a retirement planner. With the town's growing population of retirees and aging baby boomers, a retirement planner can provide crucial guidance on how to maximize retirement savings and make informed decisions about Social Security benefits. Additionally, with the town's proximity to Charlotte and its booming economy, a retirement planner can help residents navigate the complexities of estate planning and tax strategies. But what about the unique challenges facing Matthews, NC? How can a retirement planner help residents navigate the town's rapidly changing landscape, with new developments popping up seemingly overnight and traffic patterns constantly shifting? A skilled retirement planner can provide invaluable insight into the town's real estate market, helping residents make informed decisions about downsizing, relocating, or investing in rental properties. With so much uncertainty in today's economy, a retirement planner can be a valuable ally in helping Matthews, NC residents achieve their financial goals and secure a comfortable retirement.

Wealth Management

Residents of Matthews, NC can benefit from the expertise of a wealth manager in several ways. With its rapidly growing population and diverse economy, Matthews presents unique financial challenges that require a tailored approach to wealth management. A skilled wealth manager can help residents navigate the complexities of investment planning, tax optimization, and retirement planning, among other areas. For example, with the town's thriving healthcare sector, a wealth manager can provide specialized guidance on healthcare-related investments. Additionally, with the town's proximity to Charlotte, a wealth manager can help residents take advantage of Charlotte's robust financial services industry and access a wider range of investment opportunities. Overall, a wealth manager can provide Matthews residents with the personalized guidance and expertise needed to achieve their financial goals in this dynamic and rapidly evolving community.

Financial Advisor

Residents of Matthews, NC could benefit from the guidance of a financial advisor in many ways. One specific example is the growing population of retirees in the area. A financial advisor could help retirees navigate the complexities of retirement planning, including managing their investments, maximizing Social Security benefits, and creating a sustainable income stream. Additionally, with the cost of living in Matthews being higher than the national average, a financial advisor could assist residents in creating a budget and finding ways to save money. By working with a financial advisor, residents of Matthews can feel more confident about their financial future and enjoy a better quality of life.

Tax Services

Residents of Matthews, NC can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by receiving guidance on how to minimize their tax liabilities while maximizing their deductions. This is particularly important in Matthews, NC, where the tax laws can be complex and confusing. A tax advisor can help residents navigate the intricacies of local tax codes and regulations, ensuring that they are in compliance with all applicable laws and regulations. Additionally, a tax advisor can help residents plan for the future, providing advice on retirement planning, estate planning, and other financial matters. With their knowledge and expertise, a tax advisor can help residents of Matthews, NC make informed decisions about their finances and ensure that they are on track to achieve their financial goals.

Estate Planning Lawyer

Residents of Matthews, NC can benefit greatly from the services of an estate planning lawyer. One of the most common ways they can be helped 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 Matthews, NC, as it is a rapidly growing suburb with a diverse population, which means that there are many different types of assets and family structures that need to be taken into account. An estate planning lawyer can also help residents with other important tasks, such as creating trusts, establishing powers of attorney, and planning for long-term care. By working with an experienced estate planning lawyer, residents of Matthews, NC can ensure that their loved ones will be taken care of and their wishes will be respected.

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Matthews, NC Home Mortgage Loan FAQs