Mortgage Broker in Lakeville, NY

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List of Firms

Top Lakeville, NY Mortgage Brokerages

Anthony Urciuoli - Citizens, Home Mortgage
Location 32 Vassar Rd, Poughkeepsie, NY 12603, USA
Phone (845) 489-8470
Embrace Home Loans - Melville, NY
Location 425 Broadhollow Rd Suite 400, Melville, NY 11747, USA
Phone (800) 333-3004
Premium Mortgage Corporation
5 out of 5
Location 2541 Monroe Ave, Rochester, NY 14618, USA
Phone (585) 241-0000
Mortgage Loan Officers in Lakeville, NY

Where Mortgage Lenders in Lakeville, NY Serve

Lakeville, NY is a quaint town nestled in the heart of Livingston County. It's home to several notable landmarks, including the picturesque Conesus Lake and the historic Wadsworth Homestead. The town boasts a diverse range of top employers, from the innovative tech company, Harris Corporation, to the world-renowned Rochester Institute of Technology. Major highways like I-390 and Route 20 run through the town, making it easily accessible to travelers from all over. The streets of Lakeville are lined with charming homes and businesses, each with their own unique character. Neighborhoods like Lakeville Estates and Conesus Inlet offer a sense of community and belonging to their residents. Overall, Lakeville is a hidden gem in upstate New York, full of charm and opportunity.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Lakeville, NY would greatly benefit from a bank in their community. One of the most common ways a bank can help is by providing access to financial services and products, such as checking and savings accounts, loans, and credit cards. This is particularly important for Lakeville, NY residents who may not have easy access to larger cities or financial institutions. Additionally, a bank can offer financial education and resources to help residents make informed decisions about their money, including budgeting and saving strategies. Overall, having a bank in Lakeville, NY can provide essential financial support and resources for the community.

Insurance Broker

Residents of Lakeville, NY can benefit greatly from the services of an insurance broker. With the town's proximity to the Genesee River, flooding is a common concern for homeowners. An insurance broker can help residents find the right coverage to protect their homes and belongings in the event of a flood. Additionally, with the town's growing population and increasing number of small businesses, an insurance broker can assist in finding affordable and comprehensive coverage for business owners. Overall, an insurance broker can provide peace of mind and financial security for the residents of Lakeville, NY.

Retirement Planning

Residents of Lakeville, NY could greatly benefit from the services of a retirement planner. With a population of just over 2,000 people, many of whom are nearing retirement age, it's crucial that they have a solid plan in place for their golden years. A retirement planner can help them navigate the confusing world of retirement accounts, social security benefits, and healthcare options. They can also provide guidance on how to maximize their savings and investments to ensure a comfortable retirement. In a town where the nearest major city is over an hour away, it can be difficult for residents to access the resources and information they need to make informed decisions about their retirement. A retirement planner can bridge that gap and provide the personalized assistance necessary to help Lakeville residents achieve their retirement goals.

Wealth Management

Residents of Lakeville, NY could benefit from the services of a wealth manager in numerous ways. One specific example is that a wealth manager could help them navigate the complexities of the local tax laws. Lakeville, NY is located in Livingston County, which has its own unique tax codes and regulations. A wealth manager could assist residents in understanding these laws and how they impact their financial planning. Additionally, a wealth manager could provide guidance on investment strategies that are tailored to the specific needs and goals of Lakeville residents. This could include advice on retirement planning, estate planning, and risk management. Overall, a wealth manager could provide invaluable support to residents of Lakeville, NY in achieving their financial objectives and securing their financial future.

Financial Advisor

Residents of Lakeville, NY could benefit from the guidance of a financial advisor in many ways. One of the most common ways a financial advisor could help is by developing a personalized financial plan that takes into account the unique economic landscape of the area. Lakeville is a small town with a population of just over 4,000 people, and many residents work in agriculture or small businesses. A financial advisor could help these individuals plan for retirement, save for their children's education, and navigate the local real estate market. Additionally, a financial advisor could provide guidance on how to manage debt, create a budget, and invest in the stock market. By working with a financial advisor, residents of Lakeville, NY can gain peace of mind knowing that their financial future is secure.

Tax Services

Residents of Lakeville, NY can benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation. This is particularly important for Lakeville residents who own businesses or have investments that require specialized tax knowledge. Additionally, a tax advisor can assist residents in identifying tax deductions and credits that they may have overlooked, potentially saving them significant amounts of money. Furthermore, residents of Lakeville may need a tax advisor to help them with estate planning and to ensure that their beneficiaries receive their assets in the most tax-efficient manner possible. Overall, a tax advisor can provide invaluable assistance to Lakeville residents in managing their tax obligations and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Lakeville, NY can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can help is by creating a will to ensure that assets are distributed according to the client's wishes after their passing. This is especially important in Lakeville, a small town where many families have deep roots and close relationships with one another. An estate planning lawyer can also help residents set up trusts to protect assets and minimize tax liabilities, as well as create powers of attorney and advance directives to ensure that their healthcare and financial decisions are handled according to their wishes if they become unable to make those decisions for themselves.


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