Mortgage Broker in Santa Clara County, CA

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List of Firms

Top Santa Clara County, CA Mortgage Brokerages

Maria G Guardado - Mortgage Broker
5 out of 5
Location 2975 Bowers Ave Suite 315, Santa Clara, CA 95051, USA
Phone (408) 406-0285
Directions
Trish Thuy Do - Loan Officer
Location 1694 Tully Rd, San Jose, CA 95122, USA
Phone (408) 506-4041
Directions
U.S. Bank-Sylvia Fields-Mortgage Loan Officer
Location 1395 Foxworthy Ave, San Jose, CA 95118, USA
Phone (408) 626-2169
Directions
Foley Mortgage Direct Hard Money Lender
5 out of 5
Location 1660 Hamilton Ave, San Jose, CA 95125, USA
Phone (408) 264-9000
Directions
Aadit Mortgage Inc
5 out of 5
Location 1444 Lujoso Ct, San Jose, CA 95128, USA
Phone (408) 887-6503
Directions
U.S. Bank-Tom Hua-Mortgage Loan Officer
Location U.S. Bank Area Served, San Jose, CA 95129, USA
Phone (415) 677-3740
Directions
Stephen Wong - Bayone Reic
5 out of 5
Location 1754 Technology Dr STE 108, San Jose, CA 95110, USA
Phone (408) 780-8228
Directions
First Stop Mortgage Corporation
5 out of 5
Location 2114 Senter Rd STE 11, San Jose, CA 95112, USA
Phone (408) 900-6789
Directions
U.S. Bank-Joanna S Yu-Mortgage Loan Officer
5 out of 5
Location 1919 S Bascom Ave Ste 200, Campbell, CA 95008, USA
Phone (408) 626-6612
Directions
U.S. Bank-Steve Marchana-Mortgage Loan Officer
Location 100 N Milpitas Blvd STE 100, Milpitas, CA 95035, USA
Phone (408) 273-9243
Directions
Mortgage Loan Officers in Santa Clara County, CA

Where Mortgage Lenders in Santa Clara County, CA Serve

Santa Clara County, located in the heart of Silicon Valley, is a bustling hub of innovation and diversity. Home to iconic landmarks such as the Winchester Mystery House and the Tech Museum of Innovation, this county is a must-see destination for tourists and residents alike. Top employers in the area include tech giants such as Apple, Google, and Facebook, as well as healthcare providers like Kaiser Permanente and Stanford Health Care. With such a strong job market, it's no wonder that Santa Clara County is one of the wealthiest counties in the United States. Major highways and streets that run through the county include the 101, 280, and 880 freeways, as well as El Camino Real and Stevens Creek Boulevard. These thoroughfares connect residents to neighboring counties and beyond, making it easy to commute to work or explore the surrounding areas. Santa Clara County is made up of a variety of neighborhoods, each with its own unique character and charm.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Santa Clara County, CA can benefit from a bank in a number of ways. For instance, a bank can help them with their financial needs by providing them with a range of services such as checking and savings accounts, personal loans, credit cards, and mortgages. Additionally, banks can help residents of Santa Clara County, CA to manage their money more efficiently by offering them online and mobile banking services. This is particularly important in a county that is home to some of the world's largest technology companies, where people are always on the go and need to be able to access their accounts from anywhere at any time. Furthermore, banks can provide residents of Santa Clara County, CA with financial education and advice, helping them to make informed decisions about their money and achieve their financial goals.

Insurance Broker

Residents of Santa Clara County, CA can benefit greatly from the services of an insurance broker. With the high cost of living in the area, finding affordable insurance options can be a challenge. An insurance broker can help residents navigate the complex world of insurance and find policies that fit their specific needs and budget. Additionally, Santa Clara County is home to many tech companies, which means many residents have unique insurance needs related to their jobs in the tech industry. An insurance broker can help these individuals find policies that cover their specialized equipment and liability risks. Overall, an insurance broker can provide valuable guidance and support to Santa Clara County residents as they navigate the insurance market.

Retirement Planning

Residents of Santa Clara County, CA could benefit from a retirement planner in a variety of ways. One of the most common ways is by creating a personalized retirement plan that takes into account their unique financial situation, goals, and needs. This is especially important in Santa Clara County, where the cost of living is notoriously high and many residents may struggle to save enough for retirement. A retirement planner can help residents navigate the complex financial landscape of the area and make informed decisions about saving and investing for the future. Additionally, a retirement planner can provide guidance on tax planning, estate planning, and other important financial matters that can impact a person's retirement. With the help of a retirement planner, residents of Santa Clara County can feel more confident about their financial future and enjoy a more secure retirement.

Wealth Management

Residents of Santa Clara County, CA can benefit from the services of a wealth manager in various ways. One of the most common ways is through investment planning and management. A wealth manager can help residents create a personalized investment strategy that aligns with their financial goals and risk tolerance. This is especially important in Santa Clara County, which is known for its thriving tech industry and high cost of living. The complexity of the local economy and the fast-paced nature of the industry can make it difficult for residents to navigate investment options on their own. Additionally, a wealth manager can provide guidance on tax planning, retirement planning, and estate planning, which are all crucial components of long-term financial success. With the help of a skilled wealth manager, residents of Santa Clara County can feel confident in their financial future and focus on achieving their goals.

Financial Advisor

Residents of Santa Clara County, CA can benefit greatly from the services of a financial advisor. With the county being home to Silicon Valley and many high-paying tech jobs, there is a significant amount of wealth in the area. A financial advisor can help individuals and families navigate this wealth and make smart decisions about investing, saving, and planning for the future. Additionally, with the high cost of living in the area, a financial advisor can help residents create a budget and manage their expenses to ensure they are making the most of their income. Overall, a financial advisor can provide valuable guidance and support to residents of Santa Clara County as they work towards their financial goals.

Tax Services

Residents of Santa Clara County, CA can benefit from the expertise of a tax advisor in a multitude of ways. For instance, the county is home to some of the largest tech companies in the world, and as such, many residents are likely to have stock options or other forms of equity compensation. A tax advisor can help these individuals navigate the complexities of tax laws related to equity compensation, such as the alternative minimum tax and capital gains taxes. Additionally, Santa Clara County has a high cost of living, and many residents may be eligible for deductions or credits related to expenses like mortgage interest or property taxes. A tax advisor can help ensure that residents are taking advantage of all available deductions and credits, potentially saving them thousands of dollars each year. Finally, with the recent changes to the tax code, it is more important than ever for residents to have a trusted advisor who can help them understand how the changes will impact their tax liability and plan accordingly.

Estate Planning Lawyer

Residents of Santa Clara County, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their clients' assets are distributed according to their wishes. This is especially important in Santa Clara County, where the cost of living is high and many residents have significant assets such as homes, businesses, and investments. An experienced estate planning lawyer can also help residents minimize their tax liabilities, protect their assets from creditors, and provide for their loved ones in the event of their death. Overall, working with an estate planning lawyer can provide peace of mind and ensure that residents of Santa Clara County have a plan in place for the future.

FREQUENTLY ASKED QUESTIONS

Santa Clara County, CA Home Mortgage Loan FAQs