Mortgage Broker in Lee's Summit, MO

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Top Lee's Summit, MO Mortgage Brokerages

Jeff S Bresette | Fairway Independent Mortgage Corporation Loan Officer
Location 450 NE 291 Hwy, Lee's Summit, MO 64086, USA
Phone (816) 251-6508
Directions
Loans With Lee - Lee Smith Fairway Independent Mortgage Corporation
5 out of 5
Location 450 NE 291 Hwy, Lee's Summit, MO 64086, USA
Phone (816) 830-7937
Directions
Guild Mortgage - Nathan Carlile
Location 255 NW Blue Pkwy Suite 202, Lee's Summit, MO 64063, USA
Phone (816) 217-6258
Directions
A1 Mortgage Group LLC
5 out of 5
Location 200 NW Executive Way, Lee's Summit, MO 64063, USA
Phone (816) 822-8888
Directions
Fairway Independent Mortgage Corporation
3 out of 5
Location 3540 NE Ralph Powell Rd, Lee's Summit, MO 64064, USA
Phone (816) 251-6500
Directions
Academy Mortgage
5 out of 5
Location 821 NE Columbus St #200, Lee's Summit, MO 64063, USA
Phone (816) 944-2570
Directions
Jill Underwood, Mortgage Queen KC
5 out of 5
Location 4967 NE Goodview Cir, Lee's Summit, MO 64064, USA
Phone (913) 915-0150
Directions
Pat F Gormly | Fairway Independent Mortgage Corporation Loan Officer
Location 450 NE 291 Hwy, Lee's Summit, MO 64086, USA
Phone (816) 251-6556
Directions
Tyler Ryser with A1 Mortgage
Location 200 NW Executive Way, Lee's Summit, MO 64063, USA
Phone (816) 875-2527
Directions
Mortgage Loan Officers in Lee's Summit, MO

Where Mortgage Lenders in Lee's Summit, MO Serve

Lee's Summit, MO is a vibrant city located in Jackson County, Missouri, known for its rich history and culture. The city is home to several landmarks, including the historic downtown district, which features a variety of unique shops, restaurants, and entertainment venues. In addition, Lee's Summit is home to the beautiful Longview Lake and Park, providing residents and visitors with ample opportunities for outdoor recreation. Top employers in Lee's Summit include the Lee's Summit R-7 School District, Saint Luke's East Hospital, and the City of Lee's Summit. These organizations provide a significant number of jobs to the local community and contribute to the overall economic growth of the city. Major highways and streets in Lee's Summit include Interstate 470, Highway 50, and Highway 291. These thoroughfares connect the city to nearby communities and provide easy access to the greater Kansas City metropolitan area. Lee's Summit is divided into several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Lee's Summit, MO would be helped by a bank in a variety of ways. One of the most common ways is through providing access to financial services like checking and savings accounts, loans, and credit cards. Banks can also offer financial education and advice to help residents plan for their future and make informed decisions about their money. In addition, banks can provide convenient access to ATMs and online banking services, making it easier for residents to manage their finances on-the-go. Specifically, Lee's Summit has a growing population of small business owners, and banks can provide specialized services and support to help these entrepreneurs succeed. Overall, a bank can be a valuable resource for residents of Lee's Summit, MO, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Lee's Summit, MO can benefit from the expertise of an insurance broker in a variety of ways. With the city's growing population and diverse economy, it can be challenging to navigate the complex world of insurance on your own. An insurance broker can help residents find the right coverage for their needs, whether it's for their home, car, or business. They can also provide guidance on how to save money on premiums and help residents understand the intricacies of their policies. With severe weather being a common occurrence in Lee's Summit, an insurance broker can also help residents prepare for potential damages caused by storms and natural disasters. Overall, an insurance broker can be a valuable resource for Lee's Summit residents looking to protect themselves and their assets.

Retirement Planning

Residents of Lee's Summit, MO can greatly benefit from the services of a retirement planner. With an aging population and a median age of 39 years old, many individuals in the community are approaching retirement and may need guidance in planning for their future. A retirement planner can assist in creating a personalized financial plan that takes into account factors unique to Lee's Summit, such as the cost of living and the local job market. Additionally, the planner can help navigate the complex world of retirement accounts and investments, ensuring that residents are making the most of their resources. It's perplexing to think about the many unknowns that come with retirement, but a retirement planner can help alleviate some of that uncertainty and provide peace of mind for Lee's Summit residents.

Wealth Management

Residents of Lee's Summit, MO can benefit from the expertise of a wealth manager in a multitude of ways. One specific area where a wealth manager can be particularly helpful is in navigating the complex tax laws of Missouri. With a wealth manager's guidance, residents can ensure that they are taking advantage of all available tax breaks and deductions, while also avoiding costly mistakes that could lead to penalties or audits. Additionally, a wealth manager can assist with retirement planning and investment strategies, helping residents to build a secure financial future. By working with a wealth manager, residents of Lee's Summit can gain peace of mind knowing that their finances are being managed by a trusted professional, allowing them to focus on enjoying all that this vibrant community has to offer.

Financial Advisor

Residents of Lee's Summit, MO could benefit greatly from the guidance of a financial advisor. One specific way they could be helped is by navigating the unique tax laws in Missouri. For example, Missouri is one of only a few states that has an inheritance tax, which can be confusing for many people. A financial advisor could help residents understand how this tax works and how to plan accordingly. Additionally, with Lee's Summit being a growing city with a strong housing market, a financial advisor could assist residents in making smart investments in real estate. Whether it's planning for retirement, managing debt, or investing wisely, a financial advisor can provide valuable expertise and peace of mind for residents of Lee's Summit.

Tax Services

Residents of Lee's Summit, MO could greatly benefit from the expertise of a tax advisor in various ways. For instance, Lee's Summit is known for its thriving small businesses and entrepreneurial community. A tax advisor could assist these business owners in navigating the complex tax laws and regulations, maximizing deductions, and minimizing tax liabilities. Additionally, with Lee's Summit being a rapidly growing city, many residents may have recently moved to the area and may not be familiar with the local tax laws. A tax advisor could provide guidance on state and local tax requirements, ensuring residents are in compliance and avoiding penalties. Furthermore, with the recent changes to the tax code, a tax advisor could help residents understand the new tax laws and how they may impact their financial situation. Overall, a tax advisor can provide invaluable assistance to residents of Lee's Summit, MO, helping them navigate the complex world of taxes and maximize their financial well-being.

Estate Planning Lawyer

Residents of Lee's Summit, MO can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by guiding individuals through the process of creating a will or trust. In Lee's Summit, where there is a large retiree population, having a solid estate plan is crucial to ensure that assets are distributed according to the individual's wishes and that loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can assist with setting up powers of attorney and healthcare directives, which are important documents to have in the event of incapacitation or illness. Overall, an estate planning lawyer can provide peace of mind and ensure that an individual's wishes are carried out in the most efficient and effective way possible.

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Lee's Summit, MO Home Mortgage Loan FAQs