Mortgage Broker in Oakdale, MN

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List of Firms

Top Oakdale, MN Mortgage Brokerages

Bay Equity Home Loans
5 out of 5
Location 434 Hale Ave N STE 100, Oakdale, MN 55128, USA
Phone (651) 755-3086
The Spahr Team | Fairway Independent Mortgage Corporation
5 out of 5
Location 600 Inwood Ave N Suite 120, Oakdale, MN 55128, USA
Phone (651) 888-8180
Axia Home Loans Woodbury, MN
5 out of 5
Location 920 Inwood Ave N, Oakdale, MN 55128, USA
Phone (651) 333-4966
Mortgage Loan Officers in Oakdale, MN

Where Mortgage Lenders in Oakdale, MN Serve

Oakdale, MN is a city located in Washington County, just south of the Twin Cities metro area. The city is home to several major employers, including 3M and Thomson Reuters. Major highways and streets in the area include I-94 and Hwy 36. Some of the city's neighborhoods include Woodbury Heights, Sunfish Lake, and Newport.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Banks and credit unions offer a wide variety of services that can benefit Oakdale residents.Both institutions offer checking and savings accounts, as well as certificates of deposit (CDs). They also offer loans, mortgages, and other types of financing. In addition, banks and credit unions offer a variety of investment products, such as mutual funds, stocks, and bonds.Banks and credit unions are important parts of the community. They provide jobs, support local businesses, and contribute to charity organizations. They also provide valuable financial education to their members.

Estate Planning Lawyer

If you live in Oakdale, MN, there are a few important things you should know about estate planning. First and foremost, it's never too early to start planning for the future. No matter how young or old you are, there's always something you can do to make sure your loved ones are taken care of in the event of your death.Another important thing to keep in mind is that estate planning is not just for wealthy people. Everyone can benefit from having a solid estate plan in place. A good estate planning lawyer can help you draft documents that will protect your assets and ensure that your wishes are carried out after your death.

Retirement Planning

Oakdale is a great place to retire. The cost of living is low, the weather is mild, and there are plenty of things to do in the area. However, there are a few things you need to think about before you retire here.One thing to consider is your retirement income. How will you make ends meet once you stop working? Social Security may not be enough, so you may need to supplement it with other sources of income, such as savings or investments. You should also plan for healthcare costs, which can be expensive in retirement.Another thing to think about is where you will live in Oakdale. If you want to stay in your current home, you will need to budget for property taxes and maintenance costs. Or, if you're looking for a new place to call home, there are plenty of options available that are affordable and have all the amenities you need.Whatever your plans may be, it's important to start planning for retirement now so that you can enjoy your golden years worry-free.

Wealth Management

If you live in the Oakdale, MN area and are looking for help managing your finances, you may want to consider working with a wealth manager. Wealth managers can provide a variety of services, such as creating and overseeing budgets, helping you invest your money wisely, and providing advice on estate planning. They can also help you prepare for retirement or deal with difficult financial situations.If you're interested in finding a wealth manager who can help you achieve your financial goals, there are several things to keep in mind. First, be sure to ask potential managers about their experience and qualifications. You should also get referrals from friends or family members who have worked with a wealth manager in the past. Finally, be sure to compare rates before choosing a manager.

Financial Advisor

People in Oakdale, MN can benefit by working with a financial advisor. A good advisor can provide guidance on how to save for retirement, invest money wisely, and plan for major life events. Advisors can also help people stay disciplined about their spending and make wise choices about their finances.

Insurance Broker

If you live in Oakdale, MN, there are a lot of benefits to working with an insurance broker. An insurance broker can help you find the best rates on car insurance, homeowners insurance, and health insurance. They can also help you file a claim if something happens and you need to make a claim.

Tax Services

Living in Oakdale, MN comes with a lot of benefits, but it also comes with its own unique set of challenges when it comes to taxes. That's where a good tax accountant can come in and help you take full advantage of all the deductions and credits available to you. They can also help you plan for the future so that you're always in compliance with the latest tax laws.


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