Mortgage Broker in Old Greenwich, CT

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Top Old Greenwich, CT Mortgage Brokerages

April Martin, Guaranteed Rate Affinity
5 out of 5
Location 32 Field Point Rd, Greenwich, CT 06830, USA
Phone (646) 812-6926
Directions
Robert Lee Graybill | Fairway Independent Mortgage Corporation Senior Loan Officer
5 out of 5
Location 55 Walls Dr Suite #201, Fairfield, CT 06824, USA
Phone (203) 530-2674
Directions
Theresa Viti - Mortgage Loan Officer
Location 1521 E Boston Post Rd, Mamaroneck, NY 10543, USA
Phone (914) 406-6695
Directions
loanDepot
5 out of 5
Location 67 Holly Hill Ln Fl 2, Greenwich, CT 06830, USA
Phone (203) 861-1930
Directions
Stamford Mortgage Company
5 out of 5
Location 2586 Summer St, Stamford, CT 06905, USA
Phone (866) 323-6588
Directions
Stephen Moffat - Mortgage Loan Officer
Location 55 Boston Post Rd, Darien, CT 06820, USA
Phone (203) 249-7629
Directions
William Man - Citizens, Home Mortgage
Location 830 Post Rd E, Westport, CT 06880, USA
Phone (203) 209-9962
Directions
Tim Sickinger - Citizens, Home Mortgage
5 out of 5
Location 830 Post Rd E, Westport, CT 06880, USA
Phone (203) 253-3762
Directions
U.S. Bank-Stephen Habetz-Mortgage Loan Officer
Location 79 E Putnam Ave STE 5, Greenwich, CT 06830, USA
Phone (203) 731-2068
Directions
Chase Mortgage
Location 260 Sound Beach Ave, Old Greenwich, CT 06870, USA
Phone (203) 637-3377
Directions
Dorothy Cardillo - Mortgage Loan Officer
Location 235 Greenwich Ave, Greenwich, CT 06830, USA
Phone (347) 365-0488
Directions
Chase Mortgage
Location 19 West Putnam Avenue, Greenwich, CT 06830, USA
Phone (203) 861-7379
Directions
Scott Androvic at CrossCountry Mortgage, LLC
Location 2900 Westchester Ave Suite 202, Purchase, NY 10577, USA
Phone (203) 637-2900
Directions
Mortgage Loan Officers in Old Greenwich, CT

Where Mortgage Lenders in Old Greenwich, CT Serve

Old Greenwich, CT is a charming coastal town located in Fairfield County, Connecticut. Its stunning landmarks include the Greenwich Point Park, a 147-acre park featuring beaches, walking trails, and picnic areas. The town also boasts the historic Bush-Holley House, a museum that showcases the town's rich history. Top employers in Old Greenwich include the Greenwich Hospital, which is a leading healthcare provider in the area, and the Greenwich Public Schools, which is dedicated to providing quality education to students in the community. Major highways and streets in Old Greenwich include I-95, which runs through the town, and the Boston Post Road, which is a major commercial and retail hub. Old Greenwich is comprised of several distinct neighborhoods, each with its own unique character and charm. These neighborhoods include the Old Greenwich Village, which is known for its quaint shops and restaurants, and the Riverside neighborhood, which is home to some of the town's most luxurious homes and estates.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Old Greenwich, CT would benefit from a bank in several ways. Firstly, a bank would provide them with a safe place to deposit their money and keep it secure. Additionally, residents could take advantage of various financial services such as loans, mortgages, and credit cards to help them achieve their financial goals. With the high cost of living in Old Greenwich, CT, it is essential to have a bank that can offer competitive interest rates and financial advice to help residents make informed decisions about their money. Moreover, a bank can provide convenient access to ATMs and online banking services, making it easier for residents to manage their finances from anywhere. Overall, a bank can be a valuable resource for residents of Old Greenwich, CT, helping them to secure their financial future and achieve their financial goals.

Insurance Broker

Residents of Old Greenwich, CT could benefit greatly from the services of an insurance broker. With its proximity to the water, Old Greenwich is particularly susceptible to flooding, which can cause extensive damage to homes and property. An insurance broker can help residents find the right flood insurance coverage to protect their homes and belongings. Additionally, with the high cost of living in the area, an insurance broker can assist with finding affordable health insurance options and coverage for valuable assets such as jewelry and artwork. The personalized attention and expertise of an insurance broker can provide peace of mind for residents of Old Greenwich, knowing that they are adequately protected against potential risks and losses.

Retirement Planning

Residents of Old Greenwich, CT can benefit greatly from the services of a retirement planner. With a population of just over 6,000 people, this affluent community is home to many retirees who need assistance in managing their finances. One of the most common ways that a retirement planner can help residents of Old Greenwich is by providing guidance on how to maximize their retirement income, given the high cost of living in the area. With a median home value of over $1.5 million, many retirees in Old Greenwich are concerned about running out of money in retirement. A retirement planner can help them create a comprehensive financial plan that takes into account their unique needs and goals, as well as the specific challenges of living in this wealthy enclave. Whether it's advising on tax-efficient investment strategies or helping to navigate the complexities of Social Security, a retirement planner can provide the peace of mind that Old Greenwich residents need to enjoy their golden years.

Wealth Management

As residents of Old Greenwich, CT, individuals can benefit greatly from the services of a wealth manager. One specific way in which a wealth manager can assist is by developing a comprehensive financial plan tailored to the unique needs and goals of each client. Given the affluent nature of Old Greenwich, CT, a wealth manager can provide expertise in managing complex financial situations, such as estate planning, tax optimization, and investment management. Additionally, a wealth manager can provide guidance on philanthropy and charitable giving, which is an important aspect of the community in Old Greenwich, CT. By working with a wealth manager, residents can gain peace of mind knowing that their financial future is secure and their charitable endeavors are making a positive impact on the community.

Financial Advisor

Residents of Old Greenwich, CT can benefit greatly from the services of a financial advisor. With its affluent population and high cost of living, many residents may struggle to manage their finances effectively. A financial advisor can help Old Greenwich residents create a budget, plan for retirement, and invest wisely. Additionally, with the area's proximity to New York City, many residents may have complex financial situations involving multiple income streams or investments. A skilled financial advisor can help navigate these complexities and ensure that residents are making sound financial decisions. Overall, a financial advisor can provide valuable guidance and peace of mind to residents of Old Greenwich, CT.

Tax Services

Residents of Old Greenwich, CT could greatly benefit from the expertise of a tax advisor. With the town's high median household income and expensive real estate, tax planning and preparation can be complex and overwhelming. A tax advisor can provide guidance on tax deductions and credits specific to the town, such as the Connecticut property tax credit and the Connecticut estate tax exemption. They can also assist with navigating the state's tax laws and regulations, which can differ from federal laws. Additionally, a tax advisor can help residents with investment and retirement planning, including maximizing contributions to tax-advantaged accounts like IRAs and 401(k)s. Overall, a tax advisor can provide invaluable assistance to Old Greenwich residents in managing their finances and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Old Greenwich, CT can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that ensures that the client's assets are distributed according to their wishes after they pass away. This is especially important in Old Greenwich, CT, where many residents have significant wealth and assets. An estate planning lawyer can also help clients minimize their tax liabilities and protect their assets from creditors and other potential threats. Additionally, an estate planning lawyer can assist with creating trusts, drafting wills, and establishing powers of attorney, all of which can help ensure that a client's wishes are carried out and their loved ones are taken care of.

FREQUENTLY ASKED QUESTIONS

Old Greenwich, CT Home Mortgage Loan FAQs