Mortgage Broker in Ashland, OH

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List of Firms

Top Ashland, OH Mortgage Brokerages

CrossCountry Mortgage, LLC
3 out of 5
Location 107 E Main St Suite #1, Ashland, OH 44805, USA
Phone (419) 289-9500
Mortgage Loan Officers in Ashland, OH

Where Mortgage Lenders in Ashland, OH Serve

Nestled in the heart of Ohio lies the charming town of Ashland, known for its rich history and natural beauty. The city boasts several iconic landmarks, including the Ashland County Courthouse and the Ashland University campus, both of which are must-see destinations for visitors. Ashland is also home to a variety of top employers, including Samaritan Hospital, Ashland University, and Ashland City Schools, providing ample opportunities for career growth and economic stability. Major highways and streets such as I-71, US-250, and State Route 42 make getting around town a breeze, while neighborhoods like Brookside Park and College Hills offer a range of housing options to suit any lifestyle. Whether you're a first-time visitor or a long-time resident, Ashland is a city that is sure to capture your heart and leave you wanting more.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Ashland, OH can benefit from a bank in many ways. One of the most common ways is by providing access to financial services such as checking and savings accounts, loans, and credit cards. A bank can also offer financial advice and planning services to help individuals and families manage their money more effectively. Additionally, banks can help residents of Ashland, OH with specific needs such as home mortgages, car loans, and business loans. For example, with the growing number of small businesses in Ashland, OH, a bank can provide the necessary financing to help these businesses grow and succeed. Overall, a bank can be a valuable resource for residents of Ashland, OH to help them achieve their financial goals and improve their financial well-being.

Insurance Broker

Residents of Ashland, OH can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, an insurance broker can help homeowners find the right coverage for their properties. Additionally, with the high number of small businesses in Ashland, an insurance broker can assist business owners in finding the right coverage for their operations. Furthermore, an insurance broker can help residents navigate the complexities of healthcare insurance and find the best plan to fit their needs and budget. With the personalized attention and expertise of an insurance broker, residents of Ashland, OH can feel confident in their insurance decisions and have peace of mind knowing they are properly protected.

Retirement Planning

Residents of Ashland, OH could benefit greatly from the services of a retirement planner. With the town's population aging rapidly, many individuals are wondering how they will be able to afford their retirement years. A retirement planner can help them navigate the confusing world of retirement planning, from setting goals to creating a budget to choosing the right investment vehicles. They can also provide guidance on Social Security and Medicare, two important government programs that can be difficult to understand. For those who are perplexed by the complex financial landscape of Ashland, a retirement planner can provide much-needed burstiness and clarity.

Wealth Management

Residents of Ashland, OH could benefit from the expertise of a wealth manager in a variety of ways. For instance, a wealth manager could help with retirement planning, investment strategies, and estate planning. In Ashland, OH, where the median household income is $43,000, retirement planning is especially important. A wealth manager could help residents determine how much money they need to save in order to retire comfortably and provide guidance on the best investment vehicles to reach their goals. Additionally, with a population of over 20,000 people, estate planning is another area where a wealth manager could be helpful. Complex family structures, business ownership, and unique assets such as farmland or mineral rights can make estate planning a challenge. A wealth manager could provide guidance on how to structure an estate plan that meets the unique needs of Ashland residents. Overall, a wealth manager could provide valuable guidance and support to residents in Ashland, OH as they plan for their financial futures.

Financial Advisor

Residents of Ashland, OH can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help the people of Ashland is by providing advice on retirement planning. With a median age of 38.6 years, many Ashland residents are likely thinking about their future and how they will support themselves in retirement. A financial advisor can help them set achievable goals and develop a plan to save and invest for their future. Additionally, with a thriving manufacturing industry in Ashland, many residents may have employee stock options or other investment opportunities unique to their field. A financial advisor can help them navigate these options and make informed decisions to maximize their earnings. Overall, a financial advisor can provide valuable insights and strategies to help Ashland residents achieve their financial goals and secure their financial future.

Tax Services

Residents of Ashland, OH can benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations in Ashland, OH. Due to the unique economic and demographic characteristics of Ashland, OH, residents may be eligible for certain tax credits or deductions that they may not be aware of. Additionally, a tax advisor can help residents with tax planning, ensuring that they are optimizing their tax savings and minimizing their tax liabilities. Furthermore, a tax advisor can provide guidance on tax implications for major life events such as buying a home, getting married, or starting a business. In a town like Ashland, OH where small businesses are a significant contributor to the local economy, a tax advisor can be particularly helpful in ensuring that business owners are in compliance with tax laws and regulations.

Estate Planning Lawyer

Residents of Ashland, OH can benefit from the services of an estate planning lawyer in a variety of ways. For example, an estate planning lawyer can help individuals create a will or trust that outlines how their assets will be distributed after their death. This is especially important in Ashland, where many residents own property and businesses that they want to pass down to their loved ones. Additionally, an estate planning lawyer can help individuals plan for incapacity by creating a power of attorney or healthcare directive. This is important in Ashland, where residents may face health challenges as they age and need someone to make decisions on their behalf. Overall, an estate planning lawyer can provide peace of mind for residents of Ashland by ensuring that their wishes are carried out and their loved ones are taken care of after they pass away.


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