Mortgage Broker in Rumson, NJ

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Top Rumson, NJ Mortgage Brokerages

Deborah Mason - Citizens, Home Mortgage
Location 1030 Broad St, Shrewsbury, NJ 07702, USA
Phone (215) 209-9483
Directions
Joelle Lione at CrossCountry Mortgage, LLC
5 out of 5
Location 102 Apple St Suite 102 - B, Tinton Falls, NJ 07724, USA
Phone (732) 709-2851
Directions
Sea View Mortgage
5 out of 5
Location 27 Beach Rd #5a, Monmouth Beach, NJ 07750, USA
Phone (848) 303-8343
Directions
Joseph Coyne Mortgage Loan Officer
Location 14 Comanche Dr, Oceanport, NJ 07757, USA
Phone (908) 433-6308
Directions
RealFi Home Funding Corp
Location 94 Maple Ave 2nd Floor, Red Bank, NJ 07701, USA
Phone (732) 492-3516
Directions
Primary Residential Mortgage
5 out of 5
Location 12 Christopher Way #200, Eatontown, NJ 07724, USA
Phone (732) 676-1771
Directions
Second Generation Mortgage Group
4 out of 5
Location 788 Shrewsbury Ave, Tinton Falls, NJ 07724, USA
Phone (732) 741-1933
Directions
Mortgage Loan Officers in Rumson, NJ

Where Mortgage Lenders in Rumson, NJ Serve

Nestled in Monmouth County, Rumson, NJ is a picturesque town with a rich history and a vibrant community. From its stunning waterfront homes to its quaint downtown area, Rumson boasts a plethora of landmarks that attract visitors from near and far. The iconic Rumson Country Club, with its lush greens and stunning views of the Navesink River, is a popular destination for golf enthusiasts. Additionally, the historic Forrestdale School, which dates back to the 1920s, is a beloved landmark that has been beautifully preserved. As for top employers, Rumson is home to a number of small businesses that contribute to the town's thriving economy. Some of the biggest employers in the area include the Rumson School District, the Rumson Borough Hall, and the Rumson Police Department. When it comes to major highways and streets, Rumson is conveniently located near several major thoroughfares, including the Garden State Parkway and Route 35.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Rumson, NJ would be helped by a bank in a variety of ways. For instance, a bank could provide them with mortgage loans to help them purchase homes in the area. Rumson is a small, affluent town located on the Jersey Shore, and many of its residents are looking to buy or sell homes in the area. A bank could also help residents manage their finances by providing them with checking and savings accounts, as well as credit cards and other financial products. Additionally, a bank could offer investment services to help residents grow their wealth and plan for their futures. Overall, a bank could be an invaluable resource for residents of Rumson, NJ, helping them to achieve their financial goals and secure their futures.

Insurance Broker

Residents of Rumson, NJ can greatly benefit from the services of an insurance broker. With the town's prime location along the Navesink River and proximity to the Atlantic Ocean, residents may face unique insurance needs related to flood and hurricane damage. An insurance broker can help residents navigate the complexities of these policies and ensure they have adequate coverage to protect their homes and possessions. Additionally, with Rumson's affluent population, insurance brokers can provide guidance on high-value insurance policies, such as fine art or jewelry coverage. Overall, an insurance broker can offer personalized and expert advice to help residents of Rumson, NJ make informed decisions about their insurance needs.

Retirement Planning

Residents of Rumson, NJ could benefit greatly from the services of a retirement planner. With its affluent population and high cost of living, planning for retirement can be a daunting task. A retirement planner can help residents navigate the complexities of retirement planning, including managing investments, creating a budget, and maximizing Social Security benefits. In addition, Rumson is known for its beautiful waterfront properties and proximity to New York City, which can make estate planning and tax strategies particularly important. A retirement planner can help residents create a comprehensive plan that takes into account their unique needs and goals, ensuring a comfortable and secure retirement.

Wealth Management

Residents of Rumson, NJ could benefit greatly from the expertise of a wealth manager. Given the town's affluent population and high cost of living, a wealth manager could provide invaluable guidance on investment strategies, tax planning, and estate planning. For example, with its prime location on the Navesink River and proximity to the Atlantic Ocean, many Rumson residents may have significant assets tied up in waterfront properties. A skilled wealth manager could help these individuals navigate the complexities of property ownership and ensure that their investments are working to their fullest potential. Additionally, with many Rumson residents likely to have complex financial portfolios, a wealth manager could provide tailored advice on risk management, asset allocation, and diversification to help them achieve their long-term financial goals.

Financial Advisor

Residents of Rumson, NJ could benefit from the guidance of a financial advisor in a variety of ways. One specific challenge that many locals face is navigating the high cost of living in the area. With a median home value of over $1 million and a relatively high cost of goods and services, it can be difficult to make ends meet and plan for the future. A financial advisor could help residents create a budget, prioritize their spending, and identify areas where they could save money. Additionally, they could provide guidance on investing and retirement planning, helping residents to build a secure financial future despite the challenges of living in a pricey area like Rumson.

Tax Services

Residents of Rumson, NJ can benefit from the services of a tax advisor in many ways. One specific example is that the advisor can assist them in navigating the complex tax laws related to the state's high property tax rates. With an average property tax bill of over $20,000 per year, Rumson residents need an expert to help them maximize their deductions and minimize their tax liability. Additionally, a tax advisor can help residents plan for their financial future by recommending tax-efficient investment strategies and retirement plans. With the advisor's guidance, residents can make informed decisions about their finances and ensure that they are taking advantage of all available tax benefits. Overall, a tax advisor can provide invaluable assistance to the residents of Rumson, NJ, helping them to manage their taxes and plan for a secure financial future.

Estate Planning Lawyer

Residents of Rumson, NJ would greatly benefit from the services of an estate planning lawyer. One specific way an estate planning lawyer could assist Rumson residents is by helping them navigate the unique property tax laws in the area. Rumson has some of the highest property taxes in the state, and an estate planning lawyer can help residents understand how to minimize their tax burden through proper estate planning. Additionally, an estate planning lawyer can assist with creating wills, trusts, and other documents to ensure that a resident's assets are distributed according to their wishes after they pass away. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Rumson, NJ.

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