Mortgage Broker in Elm Grove, WI

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List of Firms

Top Elm Grove, WI Mortgage Brokerages

US Bank Mortgage
Location 945 Elm Grove Rd, Elm Grove, WI 53122, USA
Directions
Wintrust Mortgage
Location 13150 Watertown Plank Rd, Elm Grove, WI 53122, USA
Phone (262) 789-8696
Directions
U.S. Bank-Michael Nigbur-Mortgage Loan Officer
Location 205 N Moorland Rd, Brookfield, WI 53005, USA
Phone (262) 780-5051
Directions
Cherry Creek Mortgage, LLC, Perry Miller, NMLS# 400447
5 out of 5
Location 15850 W Bluemound Rd Ste 60, Brookfield, WI 53005, USA
Phone (414) 377-4358
Directions
Mortgage Loan Officers in Elm Grove, WI

Where Mortgage Lenders in Elm Grove, WI Serve

Elm Grove, WI is a charming village located in Waukesha County, nestled between the bustling cities of Milwaukee and Waukesha. Home to several landmarks, including the historic Elm Grove Women's Club, the village boasts a rich history and a strong sense of community. Top employers in Elm Grove include the local school district, the village government, and several small businesses and restaurants. Major highways that run through the village include Interstate 94 and Highway 18, providing easy access to nearby cities and attractions. Elm Grove is divided into several distinct neighborhoods, each with its own unique character and charm. From the upscale homes of Indian Hills to the quaint streets of the Village Center, there is something for everyone in this idyllic community. Whether you're looking for a quiet place to raise a family or a vibrant community to call home, Elm Grove has it all.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Elm Grove, WI can benefit from a bank in several ways. Firstly, a bank can provide them with financial assistance and advice on how to manage their money. Elm Grove is a small village with a population of around 6,000 people, and many of its residents may not have access to the same financial resources as those living in larger cities. A bank can offer loans, mortgages, and other financial products that can help people achieve their goals, such as buying a house or starting a business. Additionally, a bank can provide residents with a safe place to store their money and protect it from theft or loss. In a tight-knit community like Elm Grove, having a trustworthy and reliable bank can make a big difference in people's lives.

Insurance Broker

Residents of Elm Grove, WI can benefit greatly from the services of an insurance broker. The broker can help them navigate the complex world of insurance policies and find the best coverage for their needs. Specifically, Elm Grove is a small village with a population of around 6,000 people, and many of its residents are retirees or elderly individuals. An insurance broker can help these residents find affordable health insurance plans that cover their medical needs, as well as provide guidance on long-term care insurance and life insurance options. Additionally, with Elm Grove being located in a flood-prone area, an insurance broker can help residents find adequate coverage for their homes and belongings in case of a natural disaster. Overall, an insurance broker can be a valuable resource for residents of Elm Grove, WI, helping them protect their assets and plan for the future.

Retirement Planning

Residents of Elm Grove, WI could greatly benefit from the services of a retirement planner. With a population of just over 6,000, this small village is home to many retirees who may be unsure of how to manage their finances during their golden years. A retirement planner can help Elm Grove residents with everything from creating a budget to choosing the right investments. They can also provide guidance on Social Security benefits and Medicare coverage. One specific challenge that Elm Grove residents face is the high cost of living in the area. A retirement planner can help them navigate this by developing a personalized financial plan that takes into account their unique circumstances and goals. With the help of a retirement planner, residents of Elm Grove can feel confident that they are on the right track to a secure and comfortable retirement.

Wealth Management

Residents of Elm Grove, WI could greatly benefit from the services of a wealth manager. With its affluent community, Elm Grove is home to many families and individuals who have accumulated substantial wealth. However, managing wealth can be a complex and overwhelming task, especially for those who are not well-versed in financial matters. A wealth manager can provide guidance and support in various areas, such as investment planning, tax planning, retirement planning, and estate planning. They can also help clients navigate the ever-changing financial landscape and make informed decisions that align with their goals and values. Moreover, a wealth manager can provide peace of mind by taking care of the financial details and ensuring that clients' assets are protected and optimized. In short, a wealth manager can be a valuable ally for residents of Elm Grove, WI who want to secure their financial future and enjoy the fruits of their labor.

Financial Advisor

Residents of Elm Grove, WI can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help individuals in this community is by providing guidance on retirement planning. With a median age of 49.8 years, many residents of Elm Grove are likely starting to think about their retirement years. A financial advisor can help them create a plan to save for retirement, invest their money wisely, and ensure that they have enough money to support their lifestyle when they retire. Additionally, a financial advisor can help residents of Elm Grove navigate the complex world of taxes, estate planning, and insurance, providing them with peace of mind and financial security for the future.

Tax Services

Residents of Elm Grove, WI can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations specific to the state of Wisconsin. Elm Grove, WI is known for its high property taxes, and a tax advisor can help residents understand how to minimize their tax liability and take advantage of any available tax credits or deductions. Additionally, a tax advisor can assist residents with tax planning, helping them make informed decisions about investments, retirement planning, and other financial matters. Finally, a tax advisor can provide peace of mind by ensuring that residents are in compliance with all tax laws and regulations, avoiding any potential penalties or fines. Overall, the expertise of a tax advisor can be invaluable for residents of Elm Grove, WI looking to optimize their finances and minimize their tax burden.

Estate Planning Lawyer

Residents of Elm Grove, WI can benefit from the guidance of an estate planning lawyer in many ways. For example, an estate planning lawyer can help residents create a comprehensive plan to manage their assets and ensure that their wishes are carried out after they pass away. This can include drafting wills, trusts, and other legal documents that can help protect their assets and provide for their loved ones. Additionally, an estate planning lawyer can help residents navigate complex tax laws and minimize the tax burden on their estate. Given that Elm Grove is a small, close-knit community where many families have lived for generations, residents may also benefit from an estate planning lawyer's expertise in navigating the unique legal and financial challenges that come with passing down wealth and property to future generations.

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Elm Grove, WI Home Mortgage Loan FAQs