Mortgage Broker in Mecklenburg County, NC

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List of Firms

Top Mecklenburg County, NC Mortgage Brokerages

Marcus Butler, Mortgage Loan Originator at Bridgeview Bank Mortgage Co
SEC File# 801-111055
CRD# 158043
Location 13850 Ballantyne Corporate Pl #500, Charlotte, NC 28277, USA
Jan Davidson - Mortgage Loan Officer
Location 6000 Fairview Rd Ste 125, Charlotte, NC 28210, USA
Phone (704) 746-6009
David Borenstein, Mortgage Loan Originator
Location 3701 Arco Corporate Dr Suite 475, Charlotte, NC 28273, USA
Phone (980) 353-3859
Nick Risser - Loan Officer, NMLS# 2050379
Location 4108 Colony Rd, Charlotte, NC 28211, USA
Phone (704) 802-9218
Mecklenburg Mortgage
5 out of 5
Location 828 East Blvd #301, Charlotte, NC 28203, USA
Phone (704) 412-9131
On Point Home Loans, Inc.
5 out of 5
Location 1200 The Plaza suite G2, Charlotte, NC 28205, USA
Phone (704) 941-3030
Darius Bryant - NextMortgage Loan Officer NMLS# 1805265
5 out of 5
Location 6000 Fairview Rd Suite 1200, Charlotte, NC 28210, USA
Phone (732) 977-8167
Mortgage Loan Officers in Mecklenburg County, NC

Where Mortgage Lenders in Mecklenburg County, NC Serve

Mecklenburg County, located in North Carolina, is a bustling area filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Charlotte-Mecklenburg Government Center to the impressive Bank of America Stadium, there is no shortage of iconic landmarks in this county. As for top employers, the likes of Bank of America, Wells Fargo, and Duke Energy are just a few of the major players in the area. Meanwhile, major highways such as I-77 and I-85, as well as bustling streets like Tryon Street and Independence Boulevard, keep the county connected and moving. And with neighborhoods like Dilworth, Myers Park, and Plaza Midwood, there is something for everyone in Mecklenburg County.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Mecklenburg County, NC would be helped by a bank in a variety of ways. For instance, a bank can provide personal loans to help residents finance big purchases like homes or cars. Moreover, residents can open checking and savings accounts to manage their finances more effectively. Banks can also offer credit cards with rewards programs that can help residents save money on everyday purchases. Additionally, in Mecklenburg County, NC, where there are many small businesses, a bank can provide business loans to help entrepreneurs start or grow their businesses. Overall, a bank can be a valuable resource for residents of Mecklenburg County, NC, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Mecklenburg County, NC can benefit greatly from the services of an insurance broker. With a diverse population of over 1 million people, Mecklenburg County is home to a variety of industries and lifestyles, each with their own unique insurance needs. An insurance broker can help residents navigate the complex world of insurance, finding the best policies and coverage options to fit their specific needs and budget. For example, with Charlotte being a major banking hub, many residents may require specialized insurance for their financial institutions. Additionally, with the county being home to a large number of small businesses, an insurance broker can help entrepreneurs find affordable and comprehensive coverage for their companies. Overall, an insurance broker can provide invaluable assistance to residents of Mecklenburg County, helping them protect their assets and secure their financial futures.

Retirement Planning

Residents of Mecklenburg County, NC could benefit greatly from the assistance of a retirement planner. With an estimated population of over 1 million people, many individuals in this county may be unsure about how to plan for their retirement. A retirement planner can provide guidance on topics such as Social Security benefits, 401(k) plans, and IRA contributions. Additionally, residents of Mecklenburg County may face unique challenges when it comes to retirement planning due to the high cost of living in the area. This may include navigating the complexities of saving for retirement while also paying for housing, healthcare, and other expenses. Overall, a retirement planner can help residents of Mecklenburg County develop a personalized plan for their retirement that takes into account their specific needs and circumstances.

Wealth Management

Residents of Mecklenburg County, NC can greatly benefit from the services of a wealth manager. With the county being home to a significant number of high net worth individuals, a wealth manager can provide tailored financial advice and investment strategies to help these individuals grow and protect their wealth. Additionally, with the county being a hub for various industries such as finance, healthcare, and technology, a wealth manager can help individuals navigate the complexities of their specific industry and provide guidance on how to maximize their financial potential. Furthermore, with the county's diverse population, a wealth manager can also provide culturally sensitive financial advice to ensure that all individuals have access to the tools and resources needed to achieve their financial goals. Overall, a wealth manager can play a crucial role in helping residents of Mecklenburg County, NC achieve financial success and security.

Financial Advisor

Residents of Mecklenburg County, NC can benefit from the expertise of a financial advisor in a number of ways. One of the most common ways is through retirement planning. With the county's population growing rapidly and the median age being 35 years old, many residents need help planning for their future and ensuring that they have enough saved for retirement. A financial advisor can help residents navigate the complexities of retirement planning, including determining how much they need to save, choosing the right investment vehicles, and managing their assets over time. Additionally, with the county being home to many large corporations and small businesses, a financial advisor can also help residents with business planning, tax planning, and estate planning, ensuring that they are well-prepared for the future and can achieve their financial goals.

Tax Services

Residents of Mecklenburg County, NC can benefit from the services of a tax advisor in numerous ways. One specific way is by receiving guidance on property tax assessments, which can be complex and vary greatly depending on the location and type of property. A tax advisor can help residents navigate the intricacies of the assessment process, ensuring that they are not overpaying on their property taxes. Additionally, a tax advisor can provide advice on tax planning strategies, such as maximizing deductions and credits, which can help residents save money on their taxes and increase their overall financial well-being. With the constantly changing tax laws and regulations, having a knowledgeable tax advisor can also help residents stay up-to-date and compliant with the latest requirements. Overall, the services of a tax advisor can provide invaluable assistance to residents of Mecklenburg County, NC in managing their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Mecklenburg County, NC can benefit greatly from the services of an estate planning lawyer. These professionals can assist with creating wills, trusts, and other legal documents that ensure assets are distributed according to a person's wishes after they pass away. In Mecklenburg County, which includes the city of Charlotte, many residents have significant assets and complex family structures that require careful planning. An estate planning lawyer can help navigate these complexities and provide peace of mind that their loved ones will be taken care of after they are gone. Additionally, with Mecklenburg County's growing population and diverse demographics, estate planning lawyers can help ensure that all cultural and religious customs are taken into consideration when creating these legal documents.


Mecklenburg County, NC Home Mortgage Loan FAQs