Mortgage Broker in Delray Beach, FL

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List of Firms

Top Delray Beach, FL Mortgage Brokerages

U.S. Bank-Robert Kline-Mortgage Loan Officer
5 out of 5
Location 1615 S Congress Ave, Delray Beach, FL 33445, USA
Phone (561) 653-3368
Directions
The Mortgage Firm Delray Beach
5 out of 5
Location 2605 W Atlantic Ave STE D201, Delray Beach, FL 33445, USA
Phone (561) 266-3880
Directions
Stuart Shanefield at CrossCountry Mortgage, LLC
5 out of 5
Location 900 NW 17th Ave Unit 202, Delray Beach, FL 33445, USA
Phone (561) 245-1313
Directions
Mortgage Loan Officers in Delray Beach, FL

Where Mortgage Lenders in Delray Beach, FL Serve

Delray Beach, FL is a vibrant and diverse city located in Palm Beach County. It boasts an array of landmarks, including the historic Delray Beach Playhouse, the beautiful Morikami Museum and Japanese Gardens, and the lively Atlantic Avenue, which is home to a plethora of shops, restaurants, and nightlife. Top employers in Delray Beach include the healthcare provider Bethesda Health, the technology company Office Depot, and the hospitality group Marriott International. Major highways and streets in Delray Beach include I-95, which runs through the city, and Atlantic Avenue, which is the main thoroughfare. Delray Beach is divided into several neighborhoods, each with its own distinct character. These include the historic Old School Square district, the upscale Pineapple Grove Arts District, and the beachside community of Delray Beach Shores.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Delray Beach, FL would be helped by a bank in several ways. One of the most common ways is through providing access to financial services such as checking and savings accounts, loans, and credit cards. With the city's thriving tourism industry, many residents may need assistance in managing their finances and planning for their future. In addition, a bank can also provide guidance on local real estate investment opportunities, as Delray Beach is known for its attractive properties and growing housing market. Overall, a bank can serve as a valuable resource for residents of Delray Beach, FL in achieving their financial goals and improving their quality of life.

Insurance Broker

As a coastal city in Florida, Delray Beach is no stranger to natural disasters such as hurricanes and flooding. An insurance broker can help residents of Delray Beach navigate the complex and often confusing world of insurance policies, ensuring that they have the coverage they need to protect their homes and belongings from these potential hazards. In addition, an insurance broker can also assist with finding affordable health insurance options, which is especially important for retirees who make up a significant portion of Delray Beach's population. With the help of an insurance broker, residents of Delray Beach can have peace of mind knowing that they are adequately protected against the unexpected.

Retirement Planning

Residents of Delray Beach, FL could benefit greatly from the services of a retirement planner. With its sunny climate and beautiful beaches, Delray Beach is a popular destination for retirees. However, many residents may not be fully prepared for the financial challenges that come with retirement. A retirement planner can help these individuals navigate the complexities of retirement planning, from assessing their current financial situation to developing a comprehensive plan for retirement. Additionally, a retirement planner can provide guidance on how to maximize Social Security benefits, manage investments, and plan for long-term care. With so many options and variables to consider, it's no wonder that residents of Delray Beach might feel overwhelmed when it comes to retirement planning. A retirement planner can help alleviate these concerns and provide peace of mind for those looking to enjoy their golden years in this beautiful Florida city.

Wealth Management

Residents of Delray Beach, FL could benefit from a wealth manager in several ways. One specific example is the high cost of living in Delray Beach. A wealth manager could assist residents in managing their finances and investments to ensure they are able to maintain their lifestyle without overspending. Additionally, Delray Beach is a popular retirement destination, and a wealth manager could help retirees navigate the complexities of retirement planning, such as managing Social Security benefits and ensuring their savings last throughout their retirement years. Furthermore, with the tourism industry being a major part of Delray Beach's economy, a wealth manager could help residents take advantage of investment opportunities in the hospitality and tourism sectors. Overall, a wealth manager could provide valuable guidance and expertise to Delray Beach residents looking to secure their financial future and make the most of their assets.

Financial Advisor

Residents of Delray Beach, FL can greatly benefit from the services of a financial advisor. One of the most common ways that a financial advisor can help is by providing guidance on retirement planning. With a large population of retirees in Delray Beach, it's important for residents to have a solid plan in place to ensure they can maintain their lifestyle and cover their expenses. A financial advisor can help with everything from creating a budget to selecting the right investment vehicles to maximize returns. Additionally, with the high cost of living in Delray Beach, a financial advisor can assist residents with managing debt, saving for a down payment on a home, and creating a plan to pay for their children's education. By working with a financial advisor, residents of Delray Beach can feel more confident about their financial future and enjoy the many benefits of living in this beautiful coastal community.

Tax Services

Residents of Delray Beach, FL can benefit greatly from the expertise of a tax advisor. With the city's thriving tourism industry, many residents may have rental properties that require specialized tax planning. Additionally, Delray Beach has a large retiree population, which may require assistance with retirement account withdrawals and estate planning. A tax advisor can also help residents navigate Florida's unique tax laws, such as the lack of state income tax and the homestead exemption. Furthermore, with the recent changes to the federal tax code, a tax advisor can provide valuable insight into how these changes may affect Delray Beach residents specifically. Overall, a tax advisor can provide tailored advice to help Delray Beach residents maximize their tax savings and minimize their liabilities.

Estate Planning Lawyer

Residents of Delray Beach, FL can greatly benefit from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a personalized estate plan that ensures their assets are distributed according to their wishes. This is especially important in Delray Beach, where many residents are retirees with substantial assets and may have complex family dynamics. An estate planning lawyer can also provide guidance on tax planning, healthcare directives, and guardianship for minor children. With the help of a lawyer, residents of Delray Beach can have peace of mind knowing that their legacy and loved ones are protected.

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