Mortgage Broker in Cary, NC

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List of Firms

Top Cary, NC Mortgage Brokerages

Fairway Independent Mortgage Corporation
5 out of 5
Location 121 Edinburgh S Dr Suite 100, Cary, NC 27511, USA
Phone (919) 461-8151
Kerry Thompson | Fairway Independent Mortgage Corporation Loan Officer
4 out of 5
Location 1513 Walnut Street, Suites 100 & 130, Cary, NC 27511, USA
Phone (919) 265-5078
Mortgage Loan Officers in Cary, NC

Where Mortgage Lenders in Cary, NC Serve

Cary, NC is a bustling city located in Wake County, North Carolina. With its rich history and diverse culture, Cary is home to numerous landmarks that are worth visiting. From the Koka Booth Amphitheatre to the Page-Walker Hotel, there is something for everyone to enjoy. Cary is also known for its top employers, including SAS Institute, Fidelity Investments, and Verizon. These companies have helped to make Cary a hub for technology and innovation. When it comes to transportation, Cary is conveniently located near several major highways and streets, including I-40, US-1, and NC-55. This makes it easy for residents and visitors to get around the city and explore all that it has to offer. Finally, Cary is home to numerous neighborhoods, each with its own unique charm and character. From the historic district to the modern developments, there is a neighborhood for everyone. Some of the most popular neighborhoods include Lochmere, Preston, and MacGregor Downs.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Cary, NC can benefit from a bank in several ways. One of the most common ways is by offering various financial services such as checking and savings accounts, loans, and credit cards. This can help residents manage their finances better and plan for their future. Additionally, banks may offer investment options such as stocks and mutual funds, which can help residents grow their wealth over time. Another way a bank can help residents of Cary, NC is by providing convenient access to their funds through ATMs and online banking services. This is especially important for those who are always on the go and need to access their funds quickly. With Cary being a growing and bustling city, having access to a reliable bank can make a big difference in the lives of its residents.

Insurance Broker

Residents of Cary, NC can benefit from the services of an insurance broker in numerous ways. Firstly, an insurance broker can help residents navigate the complex world of insurance policies and find the coverage that best suits their needs. This is particularly important in Cary, NC, where the population is growing rapidly and there are many different insurance providers to choose from. Additionally, an insurance broker can help residents save money by finding policies with lower premiums or identifying discounts that they may be eligible for. This is especially important in Cary, NC, where the cost of living is higher than the national average. Finally, an insurance broker can provide personalized advice and support to residents, helping them to understand their policies and make informed decisions about their insurance coverage.

Retirement Planning

Residents of Cary, NC can greatly benefit from the services of a retirement planner. With a population that has been steadily increasing over the years, it can be difficult for individuals to navigate the complex world of retirement planning. A retirement planner can help residents of Cary, NC with a variety of tasks, such as creating a personalized retirement plan, managing investments, and providing guidance on Social Security and Medicare. Additionally, with the high cost of living in Cary, NC, a retirement planner can provide valuable insight on how to save for retirement while still maintaining a comfortable lifestyle. It's no wonder that residents of Cary, NC are turning to retirement planners for help in securing their financial future.

Wealth Management

Residents of Cary, NC can benefit from the expertise of a wealth manager in numerous ways. One specific example is the management of retirement accounts. With the town's median age being 39.9 years, many residents are likely to be approaching retirement age or already retired. A wealth manager can help them navigate the complexities of retirement planning, including maximizing Social Security benefits, creating a sustainable withdrawal strategy, and ensuring that their investments are appropriately diversified to minimize risk. Additionally, given Cary's reputation as a tech hub, many residents may have stock options or other equity-based compensation that a wealth manager can help them manage. With the help of a wealth manager, residents of Cary can feel confident that their financial future is secure and that they are making the most of their hard-earned money.

Financial Advisor

Residents of Cary, NC can benefit greatly from the guidance of a financial advisor. With its high standard of living and thriving economy, Cary is a great place to live, work, and invest. However, navigating the complex world of finance can be challenging, especially for those who are not well-versed in the intricacies of investing, retirement planning, and tax management. A financial advisor can help residents of Cary make informed decisions about their money, whether they are saving for a child's education, planning for retirement, or managing their estate. Additionally, a financial advisor can help residents take advantage of the unique opportunities and challenges presented by living in Cary, such as the area's strong real estate market and the tax implications of living in a high-income area.

Tax Services

Residents of Cary, NC can greatly benefit from the guidance of a tax advisor in various ways. One specific aspect that stands out is the town's growing population of tech professionals. With the Research Triangle Park nearby, Cary has become a hub for tech companies and their employees. A tax advisor can assist these individuals in navigating the complexities of stock options, bonuses, and other forms of compensation that are common in the tech industry. Additionally, the town's diverse population, including many international residents, may require specialized knowledge of tax laws and regulations. A tax advisor can provide valuable insights on how to maximize deductions and credits while ensuring compliance with all applicable laws. Overall, the expertise of a tax advisor can help residents of Cary, NC make informed decisions and optimize their financial situation.

Estate Planning Lawyer

Residents of Cary, NC can benefit greatly from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Cary, where the population has been steadily increasing in recent years. With more people moving to the area, it's important to have a plan in place to protect your assets and provide for your loved ones. Additionally, an estate planning lawyer can help with other important tasks such as drafting a will, setting up trusts, and establishing powers of attorney. These services can provide peace of mind and help residents of Cary plan for the future.


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