Mortgage Broker in Mount Pleasant, WI

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List of Firms

Top Mount Pleasant, WI Mortgage Brokerages

Gateway Mortgage Group
Location 6021 Durand Ave Ste. 100, Mt Pleasant, WI 53406, USA
Phone (262) 977-4967
U.S. Bank-Jacob Hakalir-Mortgage Branch Manager
Location 4701 Washington Ave, Racine, WI 53406, USA
Phone (414) 214-3255
Mariner Finance
4 out of 5
Location 7115 Durand Ave Ste. E, Sturtevant, WI 53177, USA
Phone (262) 456-3368
U.S. Bank-Peter Cannon-Mortgage Loan Officer
Location 4701 Washington Ave, Racine, WI 53406, USA
Phone (262) 246-7713
U.S. Bank-Albert Wilson-Mortgage Loan Officer
Location 4701 Washington Ave, Racine, WI 53406, USA
Phone (262) 942-3608
Mortgage Loan Officers in Mount Pleasant, WI

Where Mortgage Lenders in Mount Pleasant, WI Serve

Mount Pleasant, WI is a vibrant community with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunningly beautiful Racine County Courthouse to the bustling Foxconn Technology Group, the town is a hub of activity and innovation. Major highways such as Interstate 94 and State Highway 20 run through the town, making it easy to get around. Neighborhoods like Meadowbrook Farm and Fox Creek Estates offer a variety of housing options for families and individuals. The town's top employers include SC Johnson, CNH Industrial, and Case New Holland Industrial. With so much to see and do, Mount Pleasant, WI is a fantastic place to live, work, and play.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Mount Pleasant, WI can benefit from a bank in a variety of ways. One of the most common ways is through access to financial resources such as loans and mortgages. This is especially important in a growing community like Mount Pleasant, which has seen an influx of new residents and businesses in recent years. Additionally, a bank can provide convenient and secure options for managing money, such as online banking and mobile apps. For example, residents can easily transfer funds, pay bills, and monitor their accounts from the comfort of their own homes. Overall, a bank can help residents of Mount Pleasant, WI achieve their financial goals and manage their finances more effectively.

Insurance Broker

Residents of Mount Pleasant, WI can benefit greatly from the services of an insurance broker. With the town's close proximity to Lake Michigan, many residents may require specialized insurance coverage for flood or water damage. An insurance broker can help residents navigate the complexities of these policies and ensure they have adequate coverage in the event of a natural disaster. Additionally, with the town's growing population and increasing number of businesses, an insurance broker can assist residents with finding the best insurance options for their homes, cars, and businesses. By working with an insurance broker, residents can have peace of mind knowing they are properly protected and have access to the best insurance options available.

Retirement Planning

Residents of Mount Pleasant, WI would greatly benefit from the expertise of a retirement planner in navigating the complex world of retirement planning. With so many options and decisions to make, it can be overwhelming for individuals to plan for their future. Specifically, with the recent influx of new businesses and development in the area, it can be difficult for residents to determine the best way to allocate their retirement funds and ensure they are on track to meet their financial goals. A retirement planner can provide guidance on investment strategies, tax planning, and estate planning, allowing residents to feel confident in their financial future and enjoy all that Mount Pleasant has to offer without worrying about their retirement.

Wealth Management

Residents of Mount Pleasant, WI can benefit greatly from the expertise of a wealth manager. With the area's growing economy and diverse population, a wealth manager can assist individuals in creating a personalized financial plan that aligns with their unique goals and needs. For example, Mount Pleasant is home to a large number of retirees who may require assistance in managing their retirement funds and ensuring they have enough savings to last them through their golden years. Additionally, the area has seen significant growth in the real estate market, and a wealth manager can provide guidance on investing in property or navigating the complexities of buying and selling real estate. With the help of a wealth manager, residents of Mount Pleasant can feel confident in their financial future and make informed decisions about their wealth.

Financial Advisor

Residents of Mount Pleasant, WI can greatly benefit from the services of a financial advisor. With the growing economy and increasing cost of living in the area, a financial advisor can assist residents in creating a personalized financial plan to meet their unique needs. Specifically, Mount Pleasant is a community that has experienced significant growth in recent years, with a surge in new businesses and housing developments. A financial advisor can help residents navigate this changing landscape and make informed decisions about their investments, retirement planning, and overall financial goals. Additionally, with the high property taxes in the area, a financial advisor can provide guidance on how to manage these expenses and potentially save money in the long run. Overall, a financial advisor can be a valuable resource for residents of Mount Pleasant, helping them to achieve financial stability and security in a rapidly evolving community.

Tax Services

Residents of Mount Pleasant, WI could benefit from the expertise of a tax advisor in numerous ways. One specific area where a tax advisor could offer assistance is with the tax implications of the Foxconn Technology Group development project. This massive project is expected to have a significant impact on the local economy and could potentially result in changes to tax laws and regulations. A tax advisor could help residents navigate these changes and ensure they are taking advantage of any new opportunities or incentives that may be available. Additionally, a tax advisor could provide guidance on tax planning strategies, such as retirement planning or estate planning, to help residents maximize their financial resources and minimize their tax liability. With the help of a skilled tax advisor, residents of Mount Pleasant, WI can feel confident in their financial decision-making and secure their financial future.

Estate Planning Lawyer

Residents of Mount Pleasant, WI can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families navigate the complex legal issues surrounding wills, trusts, and other estate planning documents. In Mount Pleasant, WI, where the population is growing and many residents are nearing retirement age, estate planning is becoming increasingly important. An estate planning lawyer can help ensure that assets are distributed according to the client's wishes, minimize taxes and other expenses, and provide peace of mind for both the client and their loved ones. Additionally, in a community like Mount Pleasant, WI, where many residents own small businesses or agricultural properties, an estate planning lawyer can offer specialized expertise in business succession planning and other unique estate planning challenges.


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