Mortgage Broker in Lake Placid, NY

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List of Firms

Top Lake Placid, NY Mortgage Brokerages

Paragon Home Loans
5 out of 5
Location 2276 Saranac Ave Suite 1, Lake Placid, NY 12946, USA
Phone (518) 570-0083
NBT Bank
3 out of 5
Location 2483 Main St, Lake Placid, NY 12946, USA
Phone (518) 523-9544
Adam Crosley at CrossCountry Mortgage, LLC
5 out of 5
Location 12 Booth Dr, Plattsburgh, NY 12901, USA
Phone (518) 324-5080
Community Bank, N.A.
5 out of 5
Location 2166 Saranac Ave, Lake Placid, NY 12946, USA
Phone (518) 523-9535
Mortgage Loan Officers in Lake Placid, NY

Where Mortgage Lenders in Lake Placid, NY Serve

Nestled in the heart of the Adirondack Mountains, Lake Placid, NY is a picturesque town that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods that make it a truly unique destination. From the iconic Olympic Center, home to the 1980 Winter Olympics, to the stunning Mirror Lake, Lake Placid is a haven for outdoor enthusiasts and history buffs alike. If you're looking for top employers, Lake Placid has a thriving tourism industry, with hotels and restaurants providing ample job opportunities. Additionally, the town is home to a number of small businesses and shops that add to its charm. As for major highways and streets, Route 73 and Route 86 are two of the main roads that run through the town, providing easy access to nearby attractions and neighboring towns. And when it comes to neighborhoods, Lake Placid is divided into several distinct areas, each with its own character and charm.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Lake Placid, NY would greatly benefit from a bank in several ways. Firstly, the bank would provide them with a safe and secure place to store their money and valuables. This is especially important for the residents of Lake Placid, NY as the town is a popular tourist destination and attracts a lot of visitors. Secondly, the bank would offer a range of financial services such as loans, mortgages, and credit cards. These services would help residents to manage their finances better and achieve their financial goals. Lastly, the bank would provide convenient access to cash through ATMs and online banking. This is particularly useful for residents who live in remote areas of the town and may not have easy access to physical bank branches. Overall, a bank in Lake Placid, NY would be a valuable resource for residents and would help them to manage their finances more effectively.

Insurance Broker

Residents of Lake Placid, NY can benefit from the services of an insurance broker in a number of ways. For instance, an insurance broker can help them find the best insurance policies that meet their specific needs and budget. They can also assist in filing claims and negotiating with insurance companies on behalf of residents. One specific aspect of Lake Placid that an insurance broker can help with is finding insurance coverage for winter sports and activities. As a popular destination for skiing, snowboarding, and other winter sports, residents of Lake Placid may need specialized insurance coverage to protect themselves and their equipment. An insurance broker can help them navigate the complex world of winter sports insurance and find the right policy for their needs.

Retirement Planning

Residents of Lake Placid, NY could greatly benefit from the expertise of a retirement planner. With its stunning natural beauty and abundance of outdoor recreational activities, Lake Placid is a popular destination for retirees looking to enjoy their golden years in a serene and picturesque setting. However, navigating the complexities of retirement planning can be overwhelming, especially for those who are unfamiliar with the intricacies of the financial world. A retirement planner can help residents of Lake Placid understand the various investment options available to them and create a customized financial plan that takes into account their unique goals and circumstances. Additionally, with the high cost of living in the area, a retirement planner can provide valuable guidance on how to maximize retirement income and minimize expenses, ensuring that retirees can enjoy the best possible quality of life in this idyllic corner of the world.

Wealth Management

Residents of Lake Placid, NY would greatly benefit from the services of a wealth manager due to the unique nature of the town's economy. While the area is known for its picturesque scenery and outdoor recreation opportunities, it is also heavily reliant on tourism. This means that the financial well-being of many residents is tied to the success of local businesses and the overall health of the tourism industry. A skilled wealth manager could help individuals and families navigate the ups and downs of this economy, providing guidance on investment strategies and risk management. Additionally, with Lake Placid's high cost of living and limited job opportunities, a wealth manager could assist in creating a sustainable financial plan for long-term security. From retirement planning to estate management, the expertise of a wealth manager could make a significant difference in the lives of Lake Placid residents.

Financial Advisor

Residents of Lake Placid, NY can benefit from the guidance of a financial advisor in several ways. One of the most common ways is through retirement planning. With the town being a popular retirement destination, a financial advisor can help residents navigate the complexities of retirement planning, including creating a budget, investing in retirement accounts, and managing Social Security benefits. Additionally, a financial advisor can assist residents in creating a plan to save for their children's education, which is especially important in a town with a high cost of living. Overall, a financial advisor can help Lake Placid residents achieve their financial goals and ensure they have a secure financial future.

Tax Services

Residents of Lake Placid, NY can greatly benefit from the services of a tax advisor. With the town being a popular tourist destination, many residents may have rental properties or businesses that require proper tax planning and reporting. Additionally, Lake Placid is known for its winter sports and outdoor recreation, which can lead to unique tax implications for athletes and outdoor enthusiasts. A tax advisor can assist with navigating deductions and credits for expenses related to training, equipment, and travel. Furthermore, Lake Placid is located in Essex County, which has its own set of tax regulations and requirements that a tax advisor can help residents understand and comply with. Overall, a tax advisor can provide invaluable assistance to residents of Lake Placid, ensuring they are maximizing their tax savings and avoiding any potential penalties or audits.

Estate Planning Lawyer

Residents of Lake Placid, NY can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by creating a comprehensive estate plan that outlines how their assets will be distributed after their passing. This is especially important in a town like Lake Placid, which is a popular tourist destination and home to many vacation homes and rental properties. An estate planning lawyer can help residents navigate the complex laws surrounding property ownership and ensure that their assets are protected and passed down to their loved ones according to their wishes. Additionally, an estate planning lawyer can assist with setting up trusts, establishing healthcare directives, and minimizing tax liabilities, all of which can provide peace of mind and financial security for Lake Placid residents and their families.


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