Mortgage Broker in Lake Forest, IL

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List of Firms

Top Lake Forest, IL Mortgage Brokerages

Fifth Third Mortgage - Michelle Garibay
Location 990 S Waukegan Rd, Lake Forest, IL 60045, USA
Phone (847) 810-5543
Steve Hill - Chase Home Lending Advisor - NMLS ID 406330
Location 300 E Illinois Rd, Lake Forest, IL 60045, USA
Phone (847) 899-3373
Mortgage Loan Officers in Lake Forest, IL

Where Mortgage Lenders in Lake Forest, IL Serve

Lake Forest, IL is a charming city located in Lake County, Illinois. It is known for its beautiful parks, stunning architecture, and top-notch schools. The city is home to several landmarks, including the Market Square Historic District, which features a variety of shops and restaurants. Additionally, the city is home to the Lake Forest College, which is a nationally renowned liberal arts institution. As for top employers, Lake Forest is home to several major corporations, including AbbVie, Grainger, and Trustmark Companies. These companies provide a significant number of jobs for residents and contribute to the city's thriving economy. In terms of transportation, Lake Forest is conveniently located near several major highways, including I-94 and US Route 41. Additionally, the city is served by several major streets, including Waukegan Road, Deerpath Road, and Sheridan Road. Lake Forest is divided into several distinct neighborhoods, each with its unique charm and character.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Lake Forest, IL would be helped by a bank in many ways. For instance, a bank can assist residents in managing their finances by offering savings and checking accounts, as well as providing loans for big purchases like homes and cars. In Lake Forest, where the median home value is over $1 million, having access to loans and mortgages is crucial for many residents. Additionally, banks can offer investment opportunities to help residents grow their wealth. With a median household income of over $200,000, residents of Lake Forest have the potential to invest and save for their future. Overall, a bank can provide valuable financial services to help residents of Lake Forest achieve their financial goals.

Insurance Broker

Residents of Lake Forest, IL can benefit from the services of an insurance broker in several ways. One of the most common ways is by helping them find the right insurance coverage for their needs. With the many insurance options available, it can be overwhelming to choose the right one. An insurance broker can help residents of Lake Forest, IL navigate the insurance market and find policies that are tailored to their specific needs. For example, many residents of Lake Forest, IL own high-value homes, and an insurance broker can help them find coverage that protects their investment. Additionally, an insurance broker can help residents of Lake Forest, IL understand the complex insurance regulations and requirements in the state, ensuring that they are fully protected.

Retirement Planning

Residents of Lake Forest, IL would greatly benefit from the assistance of a retirement planner. With its affluent population and high cost of living, many individuals in Lake Forest may struggle to adequately plan for their retirement. A retirement planner can provide guidance on investment strategies and help clients create a personalized financial plan that takes into account their unique circumstances. Additionally, Lake Forest has a large population of retirees, many of whom may be looking for ways to maximize their retirement income and ensure they have enough money to last throughout their retirement years. A retirement planner can assist with budgeting, tax planning, and other financial matters that can help retirees maintain their standard of living and achieve their retirement goals. Overall, a retirement planner can provide invaluable assistance to residents of Lake Forest, helping them navigate the complexities of retirement planning with confidence and clarity.

Wealth Management

Residents of Lake Forest, IL can benefit from the guidance and expertise of a wealth manager in a multitude of ways. A wealth manager can help them navigate the complex financial landscape and make informed decisions about investments, retirement planning, and estate planning. In Lake Forest, IL, where the median household income is significantly higher than the national average, a wealth manager can provide tailored advice to high-net-worth individuals and families. They can help them manage their wealth, minimize taxes, and protect their assets. Additionally, a wealth manager can assist Lake Forest residents in philanthropic endeavors, such as setting up charitable trusts or foundations, to support causes they care about. With the help of a wealth manager, residents of Lake Forest can achieve their financial goals and secure their financial futures.

Financial Advisor

Residents of Lake Forest, IL can greatly benefit from the guidance of a financial advisor. With its affluent community, Lake Forest residents often have complex financial situations that require expert advice. A financial advisor can help with retirement planning, investment management, and tax planning, among other services. Additionally, with the high cost of living in Lake Forest, it can be challenging to balance expenses with saving for the future. A financial advisor can provide personalized advice on how to manage finances and reach financial goals. Overall, a financial advisor can be a valuable resource for residents of Lake Forest, IL looking to secure their financial future.

Tax Services

Residents of Lake Forest, IL can benefit from the expertise of a tax advisor in a multitude of ways. For instance, with the high cost of living in Lake Forest, many residents may require assistance in managing their finances and minimizing their tax burden. A tax advisor can help them navigate complex tax laws and identify deductions and credits that can reduce their tax liability. Moreover, Lake Forest has a thriving business community, and entrepreneurs may need guidance on tax planning, compliance, and structuring their businesses to minimize taxes. Additionally, Lake Forest is home to many retirees who may require assistance in tax planning for their retirement income, including Social Security benefits, pensions, and investment income. In short, a tax advisor can provide invaluable assistance to Lake Forest residents in managing their finances, minimizing their tax liability, and achieving their financial goals.

Estate Planning Lawyer

Residents of Lake Forest, IL can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create comprehensive plans for their assets and property, ensuring that their wishes are carried out after they pass away. In Lake Forest, IL, where the median home value is over $1 million, estate planning is especially important for those who want to protect their valuable assets and ensure that they are passed down to their loved ones. An estate planning lawyer can also help with other important tasks, such as creating living wills, establishing trusts, and minimizing tax liabilities. With the help of a skilled estate planning lawyer, residents of Lake Forest, IL can have peace of mind knowing that their assets and property will be handled according to their wishes.


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