Mortgage Broker in Lexington, MA

We did the hard work of finding trustworthy partners in Lexington, MA. Fill out the form to get connected.
Scroll to List of Firms

Get Help With Home Loans

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Lexington, MA Mortgage Brokerages

Jen Pintos at Guaranteed Rate Affinity (NMLS #1596923)
5 out of 5
Location 33 Bedford St Unit 12 Office 3, Lexington, MA 02420, USA
Phone (978) 704-4059
Language https://www.grarate.com/JenPintos?utm_source=google&utm_medium=organic&utm_campaign=yext&utm_content=4132&adtrk=%7Cseo%7Cgoogle%7Cyext%7C4132%7C
Directions
Desirae Day at CrossCountry Mortgage, LLC
Location 81 Hartwell Ave Suite 210, Lexington, MA 02421, USA
Phone (781) 208-0661
Language https://crosscountrymortgage.com/desirae-day/
Directions
Morningtide Financial Group
5 out of 5
Location 331 Marrett Rd, Lexington, MA 02421, USA
Phone (781) 378-9760
Language http://morningtidefg.com/
Directions
Eliana Parada at CrossCountry Mortgage, LLC
Location 81 Hartwell Ave Suite 210, Lexington, MA 02421, USA
Phone (508) 296-5626
Language http://crosscountrymortgage.com/Eliana-Parada
Directions
Mortgage Loan Officers in Lexington, MA

Where Mortgage Lenders in Lexington, MA Serve

Lexington, MA is a charming town located in Middlesex County, Massachusetts. It is known for its rich history, picturesque landscapes, and top-notch schools. The town is home to several landmarks, including the Lexington Battle Green, the Buckman Tavern, and the Lexington Minuteman Statue. These landmarks serve as a reminder of the town's role in the American Revolution. When it comes to top employers, Lexington is home to a diverse mix of companies, ranging from biotech to technology. Some of the top employers in the area include Shire, Raytheon, and IBM. These companies provide job opportunities for residents and contribute to the town's thriving economy. Lexington is easily accessible by major highways, including Route 2 and Interstate 95, making it a convenient location for commuters. The town is also home to several major streets, such as Massachusetts Avenue and Waltham Street, which are lined with local businesses and restaurants.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Lexington, MA would be helped by a bank in several ways. Firstly, a bank can provide them with financial advice and guidance on how to manage their money better. This is especially important for those who are looking to invest in the local real estate market, which has seen a surge in demand in recent years. Secondly, a bank can offer residents a range of financial products and services, such as checking and savings accounts, credit cards, and loans, which can help them to achieve their financial goals. Lastly, a bank can provide residents with access to ATMs and online banking services, which can make it easier for them to manage their finances on the go. Overall, a bank can be a valuable resource for residents of Lexington, MA, helping them to achieve financial stability and security in their lives.

Insurance Broker

Residents of Lexington, MA can benefit greatly from the services of an insurance broker. For example, an insurance broker can help residents navigate the complex world of health insurance, finding the best plan to fit their needs and budget. Additionally, an insurance broker can help homeowners in Lexington find the right coverage for their property, taking into account the unique risks associated with living in a historic town prone to severe weather. Overall, an insurance broker can provide invaluable guidance and support to residents of Lexington, helping them protect their assets and plan for the future.

Retirement Planning

Residents of Lexington, MA could benefit from the expertise of a retirement planner in a variety of ways. For instance, a retirement planner can help individuals develop a comprehensive plan for their retirement, taking into account their income, expenses, and savings goals. One specific aspect of retirement planning that may be particularly relevant to residents of Lexington is the high cost of living in the area. With a retirement planner's guidance, individuals can better understand how much they need to save in order to maintain their desired standard of living in retirement. Additionally, a retirement planner can help residents navigate complex retirement accounts and investment options, ensuring that they are making the best decisions for their financial future. Overall, the guidance of a retirement planner can provide peace of mind and help residents of Lexington achieve their retirement goals.

Wealth Management

Residents of Lexington, MA can benefit from a wealth manager in a variety of ways. Firstly, a wealth manager can help individuals and families in Lexington, MA to develop a comprehensive financial plan that aligns with their long-term goals. This can include retirement planning, investment management, estate planning, and tax planning. Additionally, a wealth manager can provide guidance on managing debt, saving for education expenses, and protecting assets through insurance. One specific aspect of Lexington, MA that a wealth manager can help with is navigating the local real estate market. With a median home value of over $1 million, Lexington's real estate market can be complex and competitive. A wealth manager can provide guidance on buying or selling property, financing options, and tax implications of real estate transactions. Overall, a wealth manager can provide invaluable support and expertise to residents of Lexington, MA as they navigate their financial journey.

Financial Advisor

Residents of Lexington, MA could benefit from the guidance of a financial advisor in a number of ways. For example, many people in this town work in high-paying industries such as technology or finance, which means they may have complex financial situations that require expert advice. Additionally, Lexington is known for its high cost of living, so a financial advisor could help residents make the most of their money and plan for long-term financial stability. Whether someone is looking to invest in the stock market, save for retirement, or pay off debt, a financial advisor can provide personalized advice and support to help them achieve their goals.

Tax Services

Residents of Lexington, MA can benefit from the expertise of a tax advisor in several ways. A tax advisor can help them navigate the complex tax laws and regulations that apply to the town's high-income population. For example, residents who own multiple properties or have significant investments may require specialized tax planning strategies to minimize their tax liability. Additionally, a tax advisor can help Lexington residents take advantage of tax credits and deductions that are unique to the town, such as the historic preservation tax credit for homeowners with historic properties. Furthermore, a tax advisor can assist residents with tax compliance issues, such as filing accurate and timely tax returns, responding to IRS audits, and resolving tax disputes with the state or federal government. Overall, the services of a tax advisor can help Lexington residents optimize their tax situation and achieve their financial goals.

Estate Planning Lawyer

Residents of Lexington, MA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents of Lexington is by creating a comprehensive estate plan that protects their assets and ensures their wishes are carried out after they pass away. This is especially important in Lexington, which is known for its affluent population and high property values. An estate planning lawyer can also assist with drafting wills and trusts, establishing power of attorney, and minimizing taxes on estates. By working with an estate planning lawyer, residents of Lexington can have peace of mind knowing that their assets are protected and their loved ones are taken care of in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Lexington, MA Home Mortgage Loan FAQs

A mortgage broker in Lexington, MA can provide a range of services to help clients navigate the often complicated and confusing world of home financing. From helping clients understand the different types of mortgages available to finding the best rates and terms, a mortgage broker can be an invaluable resource. In Lexington, MA specifically, a mortgage broker can provide unique insights into the local real estate market and help clients understand the nuances of buying a home in this area. With its historic charm, thriving business community, and proximity to Boston, Lexington is a highly desirable place to live, and a mortgage broker can help clients make the most of their investment. Whether you're a first-time homebuyer or looking to refinance your existing mortgage, a mortgage broker in Lexington, MA can provide the expert guidance you need to achieve your goals.

Lexington, MA is an exceptional place to get a mortgage broker due to its rich history and booming economy. The town's historical significance dates back to the American Revolution, where the first shots were fired at the Battle of Lexington. Today, Lexington is known for its top-rated schools, beautiful parks, and thriving business community. The town's economy is anchored by high-tech industries, making it an ideal location for people seeking employment opportunities. With a population of over 30,000 residents, Lexington offers a diverse range of housing options, from single-family homes to luxury apartments. Additionally, the town's proximity to Boston and Cambridge makes it an attractive location for commuters. Overall, Lexington's unique blend of history, economic growth, and diverse housing options make it an excellent place to find a mortgage broker.