Mortgage Broker in Glen Echo, MD

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Top Glen Echo, MD Mortgage Brokerages

Access Capital Mortgage
5 out of 5
Location 4600 East-West Hwy, Bethesda, MD 20814, USA
Phone (301) 951-8242
Directions
TC Tolga Mortgage
Location 1, abc, Bethesda, MD 20817, USA
Phone (202) 656-1010
Directions
Michael Lozupone - Citizens, Home Mortgage
Location 6903 Rockledge Dr, Bethesda, MD 20817, USA
Phone (301) 674-8220
Directions
David Toaff
5 out of 5
Location 7910 Woodmont Ave #1330, Bethesda, MD 20814, USA
Phone (610) 348-3772
Directions
CNC Mortgage
SEC File# 801-111054
CRD# 120139
5 out of 5
Location 4445 Willard Ave, Chevy Chase, MD 20815, USA
Phone (202) 964-0587
Directions
U.S. Bank-Joe Yu-Mortgage Loan Officer
Location 5515 Security Ln Ste 725, Rockville, MD 20852, USA
Phone (240) 341-3178
Directions
U.S. Bank: Jeff Bacigalupo
Location 11810 Grand Park Ave # 500, North Bethesda, MD 20852, USA
Phone (301) 646-0700
Directions
Trent Nichols at First Heritage Mortgage, LLC
5 out of 5
Location 6901 Rockledge Dr #200, Bethesda, MD 20817, USA
Phone (240) 380-2450
Directions
Bruce Meyers First Home Mortgage
SEC File# 801-112855
CRD# 290348
5 out of 5
Location 7910 Woodmont Ave, Bethesda, MD 20814, USA
Phone (301) 346-3905
Directions
Mortgage Loan Officers in Glen Echo, MD

Where Mortgage Lenders in Glen Echo, MD Serve

Glen Echo, MD is a quaint and historic town located in Montgomery County, MD. Its notable landmarks include the Glen Echo Park, a National Park Service site that features a historic amusement park, a carousel, and a variety of cultural events and classes. Another landmark is the Clara Barton National Historic Site, which was once the home of the founder of the American Red Cross. The town's top employers include the National Institutes of Health, which is located nearby, as well as various small businesses and shops that line the streets of the town center. Major highways that run through the area include the Clara Barton Parkway and the Capital Beltway, making it easy to access nearby cities like Bethesda and Washington, DC. Glen Echo is divided into several neighborhoods, each with its own unique character and charm.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Glen Echo, MD would benefit from a bank in many ways. For instance, the bank could provide them with access to a range of financial services, including checking and savings accounts, loans, and credit cards. Additionally, the bank could offer financial advice and guidance, helping residents make informed decisions about their money. This could be particularly helpful for residents of Glen Echo, MD, who may be looking to invest in the local real estate market or start a small business. Furthermore, the bank could provide residents with convenient access to ATMs and other banking services, making it easier for them to manage their finances on the go. Overall, a bank would be a valuable resource for the residents of Glen Echo, MD, helping them to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Glen Echo, MD can benefit greatly from the services of an insurance broker. An insurance broker can provide guidance and assistance in selecting the most appropriate insurance policies for individuals and families. This is particularly important for residents of Glen Echo, MD, who may have unique insurance needs due to the town's small size and proximity to Washington, D.C. An insurance broker can help residents of Glen Echo, MD navigate the complex world of insurance policies and ensure that they are adequately covered in the event of an accident or other unexpected event. With the help of an insurance broker, residents of Glen Echo, MD can have peace of mind knowing that they are protected and that their insurance needs are being met.

Retirement Planning

Residents of Glen Echo, MD could benefit greatly from the expertise of a retirement planner. With its small-town charm and proximity to Washington D.C., Glen Echo presents unique challenges for retirees. A retirement planner could help navigate the complex tax laws and estate planning requirements specific to Maryland. Additionally, with the high cost of living in the area, a planner could assist in creating a realistic budget and investment plan to ensure a comfortable retirement. And what about the residents who work for the government? A retirement planner could provide guidance on maximizing retirement benefits and navigating the complexities of federal retirement plans. With so many intricacies to consider, it's no wonder residents of Glen Echo, MD may feel overwhelmed when it comes to retirement planning. A knowledgeable planner could provide the peace of mind and financial security needed for a happy retirement.

Wealth Management

Residents of Glen Echo, MD may benefit from the services of a wealth manager in several ways. One specific aspect is the high cost of living in the area, which can make it challenging to manage finances effectively. A wealth manager can assist with creating a budget that accommodates the cost of living in Glen Echo, MD, while also helping to identify areas where expenses can be reduced. Additionally, a wealth manager can provide guidance on investment strategies that align with the unique financial goals of residents in the area. With the help of a wealth manager, residents of Glen Echo, MD can feel more confident about their financial future and have a clearer understanding of how to achieve their financial objectives.

Financial Advisor

Residents of Glen Echo, MD could benefit from the expertise of a financial advisor in a variety of ways. For example, many residents of this small town may be self-employed or work in the arts industry, which can present unique financial challenges. A financial advisor could help these individuals with tax planning, retirement savings, and investment strategies that are tailored to their specific needs. Additionally, with the high cost of living in the Washington, D.C. area, many Glen Echo residents may struggle to balance their expenses with their income. A financial advisor could help them create a budget, manage debt, and make smart financial decisions that will set them up for long-term success. Overall, a financial advisor could be a valuable resource for anyone in Glen Echo, MD who wants to take control of their finances and build a secure financial future.

Tax Services

Residents of Glen Echo, MD can benefit from the assistance of a tax advisor in various ways. Firstly, a tax advisor can provide guidance on the tax laws that are specific to the state of Maryland and the town of Glen Echo. This is particularly important as Glen Echo is known for its high property taxes, which can be a complex issue for homeowners. Secondly, a tax advisor can assist residents with tax planning, helping them to minimize their tax liabilities and maximize their deductions. This is especially relevant for residents who are self-employed or own small businesses, as they may be eligible for tax credits that they are not aware of. Lastly, a tax advisor can help residents navigate the complex tax codes and regulations, ensuring that they are in compliance with all tax laws and avoiding any potential penalties or fines. Overall, the expertise of a tax advisor can be invaluable for residents of Glen Echo, MD, helping them to save money and avoid any tax-related issues.

Estate Planning Lawyer

Residents of Glen Echo, MD can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways is through the creation of a comprehensive estate plan that outlines how their assets will be distributed after their passing. This is especially important in Glen Echo, MD, where many residents own valuable real estate and other assets that need to be properly managed and protected. An estate planning lawyer can also help residents minimize their tax liability, establish trusts for their loved ones, and ensure that their wishes are carried out in the event of incapacity. Overall, working with an estate planning lawyer can provide peace of mind and help residents of Glen Echo, MD protect their assets and provide for their loved ones in the future.

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Glen Echo, MD Home Mortgage Loan FAQs