Mortgage Broker in Lenox, MA

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List of Firms

Top Lenox, MA Mortgage Brokerages

Kimberly Placzek at Guaranteed Rate Affinity (NMLS #39076)
Location 1421 Granby Rd, Chicopee, MA 01020, USA
Phone (413) 504-1499
Berkshire Bank
2 out of 5
Location 25 Main St, Lenox, MA 01240, USA
Phone (413) 445-3439
Nick Palermo
5 out of 5
Location 1492 Main St, Agawam, MA 01001, USA
Phone (203) 942-5240
Homestead Mortgage, LLC
4 out of 5
Location 540 Meadow St Suite #203, Agawam, MA 01001, USA
Phone (413) 439-0574
Berkshire Financial Services Inc
1 out of 5
Location 75 Park St, Lee, MA 01238, USA
Phone (413) 243-0117
Adams Community Bank
2 out of 5
Location 7 Main St, Lenox, MA 01240, USA
Phone (413) 637-0017
Katie Rose, Loan Officer
Location 1333 Boston Rd, Springfield, MA 01119, USA
Phone (413) 426-8325
Right Key Mortgage
Location 37 Harkness Ave Suite 5, East Longmeadow, MA 01028, USA
Phone (413) 627-6999
Chris Kuhlman - TD Bank Mortgage Loan Officer
5 out of 5
Location 96 Gleneida Ave, Carmel Hamlet, NY 10512, USA
Phone (888) 751-9000
Mortgage Loan Officers in Lenox, MA

Where Mortgage Lenders in Lenox, MA Serve

Lenox, MA is a charming town nestled in the heart of the Berkshires, boasting a rich history and a plethora of landmarks. From the grandeur of The Mount, the former home of author Edith Wharton, to the stunning beauty of Tanglewood, the summer home of the Boston Symphony Orchestra, Lenox is a cultural hub that attracts visitors from around the world. In addition to its cultural offerings, Lenox is home to a variety of top employers, including the Cranwell Spa & Golf Resort, Canyon Ranch, and Kripalu Center for Yoga & Health. These businesses not only provide employment opportunities for residents, but also contribute to the town's economy and overall vibrancy. When it comes to transportation, Lenox is conveniently located near major highways such as the Massachusetts Turnpike and Route 7. The town's main streets, including Main Street and Church Street, are lined with quaint shops and restaurants, making them popular destinations for both locals and tourists alike.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Lenox, MA would benefit greatly from a bank in various ways. Firstly, a bank would provide them with a safe and secure place to store their money. This is especially important for retirees who rely on their savings to sustain their livelihood. Secondly, a bank would offer residents access to loans and credit facilities, which they can use to purchase homes, cars, or invest in their businesses. Additionally, a bank would provide Lenox residents with financial advice and guidance, helping them make informed decisions about their money. Specifically, with its rich cultural heritage and thriving tourism industry, Lenox residents could benefit from a bank that caters to their unique needs, such as providing loans for small businesses or offering specialized investment advice for those in the arts and entertainment industry. Overall, a bank would be a valuable resource for Lenox residents, providing them with the financial tools they need to succeed and thrive.

Insurance Broker

Residents of Lenox, MA can benefit greatly from the services of an insurance broker. With the town being a popular tourist destination, many residents may own vacation homes or rental properties that require specialized insurance coverage. An insurance broker can help residents navigate the complexities of these policies and ensure they have adequate protection. Additionally, with Lenox being located in a region prone to severe weather events, such as winter storms and flooding, an insurance broker can help residents understand their options for coverage and make sure they are prepared for any potential damages. Overall, an insurance broker can provide valuable expertise and guidance to Lenox residents as they navigate the often confusing world of insurance.

Retirement Planning

Residents of Lenox, MA would greatly benefit from the services of a retirement planner. Lenox is a small town with a population of just over 5,000 people, and many of its residents are retirees or approaching retirement age. A retirement planner can help these individuals navigate the complexities of retirement planning, such as determining how much money they will need to retire comfortably and creating a plan to achieve their financial goals. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and estate planning. With so many options and variables to consider, it's no wonder that many Lenox residents are perplexed when it comes to retirement planning. A retirement planner can provide the burst of clarity and expertise needed to help them make informed decisions and achieve their retirement dreams.

Wealth Management

Residents of Lenox, MA could benefit from the expertise of a wealth manager in a variety of ways. With its reputation as a cultural hub and tourist destination, Lenox is home to many individuals with diverse financial needs and goals. A skilled wealth manager could assist these residents in creating personalized investment portfolios, managing their assets, and providing guidance on tax planning and estate planning. Additionally, given the town's location in the Berkshire Mountains, a wealth manager could provide specialized advice on investments in the local real estate market, which has seen significant growth in recent years. With their knowledge and experience, a wealth manager could help Lenox residents navigate the complexities of the financial world and achieve their long-term financial objectives.

Financial Advisor

Residents of Lenox, MA could greatly benefit from the services of a financial advisor in a variety of ways. For example, with the town being a popular tourist destination, many residents may own or operate businesses in the hospitality industry. A financial advisor could help them manage their finances and plan for the seasonal fluctuations in revenue that come with tourism. Additionally, with the cost of living in Lenox being higher than the national average, a financial advisor could assist residents in creating a budget and finding ways to save money. Furthermore, with the town's proximity to cultural attractions such as Tanglewood and the Norman Rockwell Museum, residents may have unique investment opportunities that a financial advisor could help them navigate. Overall, a financial advisor could be a valuable resource for Lenox residents looking to secure their financial future.

Tax Services

Residents of Lenox, MA can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by providing guidance on tax planning and preparation. With the complex and ever-changing tax laws, a tax advisor can help residents navigate the system and ensure that they are taking advantage of all available deductions and credits. Specifically, Lenox, MA residents may benefit from a tax advisor's knowledge of the state's tax laws, which can vary from other states. Additionally, a tax advisor can provide advice on retirement planning, estate planning, and investment strategies to minimize tax liabilities. By working with a tax advisor, residents of Lenox, MA can feel confident that they are making informed decisions and maximizing their financial opportunities.

Estate Planning Lawyer

Residents of Lenox, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that a lawyer can help is by creating a comprehensive estate plan that ensures that one's assets are distributed according to their wishes after they pass away. This is particularly important in Lenox, a town known for its affluent residents and historic homes. An estate planning lawyer can also assist with setting up trusts, minimizing taxes, and protecting assets from creditors. Additionally, they can help with healthcare directives and powers of attorney, which are essential in the event of incapacitation. By working with an estate planning lawyer, Lenox residents can have peace of mind knowing that their assets and loved ones will be taken care of in the future.


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