Mortgage Broker in Piedmont, CA

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List of Firms

Top Piedmont, CA Mortgage Brokerages

Joey Wolf - Loan Advisor
5 out of 5
Location 6201 Antioch St, Oakland, CA 94611, USA
Phone (510) 339-4314
Bank of America Mortgage
Location 345 Highland Ave, Piedmont, CA 94611, USA
Phone (925) 255-7645
U.S. Bank-Sanjay Kumar-Mortgage Loan Officer
Location 344 Thomas L Berkley Way, Oakland, CA 94612, USA
Phone (415) 984-8673
Brady Thomas - Loan Agent
5 out of 5
Location 6201 Antioch St #200, Oakland, CA 94611, USA
Phone (510) 339-4300
Guaranteed Rate Affinity
Location 6137 La Salle Ave, Oakland, CA 94611, USA
Phone (888) 844-9888
Chiu Kui at Guaranteed Rate Affinity (NMLS #250467)
Location 6137 La Salle Ave, Oakland, CA 94611, USA
Phone (925) 254-1419
Mortgage Loan Officers in Piedmont, CA

Where Mortgage Lenders in Piedmont, CA Serve

Piedmont, California is a city located in the East Bay region of the San Francisco Bay Area. The city has a population of just over 11,000 people and is known for its high quality of life. Some of the city's landmarks include Piedmont Park and Piedmont Avenue. The top employers in Piedmont are Kaiser Permanente, Chevron, and California Pacific Medical Center. Major highways and streets in the city include Highway 24 and Broadway Street. The neighborhoods in Piedmont include Montclair, Upper Rockridge, and Lower Rockridge.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Piedmont, CA can benefit from both banks and credit unions in their area. Banks offer a variety of services such as checking and savings accounts, certificates of deposit, loans, and mortgages. In addition, they have ATMs where customers can withdraw cash and check their account balances. Credit unions are similar to banks but often have lower interest rates on loans and mortgages. They also may have special deals for members, such as discounts on car rentals or travel. Credit unions typically do not have as many branches as banks, so it's important to check if there is one near you before joining.

Estate Planning Lawyer

If you're a resident of Piedmont, CA, working with an estate planning lawyer can be one of the smartest decisions you'll ever make. Here are three reasons why: 1. An estate planning lawyer can help you create a will and other legal documents that will ensure your wishes are carried out after you die. 2. An estate planning lawyer can help you avoid probate, which can save your loved ones time and money. 3. An estate planning lawyer can help you plan for disability or incapacity, so that you won't have to worry about who will take care of you if something happens to you.

Retirement Planning

In Piedmont, CA, the average retirement age is around 62. However, recent studies have shown that many people are choosing to retire later in life. This could be for a number of reasons, including the fact that people are living longer and are healthier than ever before. Whatever the reason, it's important to start planning for retirement now, even if you're not quite ready to quit working yet.There are a few things you can do to get started: first, make sure you're saving as much money as possible. Try to contribute as much as you can to your 401k or IRA account each year. You should also think about what you'll do once you retire. Will you move to a different city or state? Will you travel? Or will you stay in Piedmont and enjoy your golden years close to family and friends? Planning ahead will help ensure that your retirement is exactly what you want it to be.

Wealth Management

Living in Piedmont, CA comes with a lot of benefits, but it's important to make sure you are taking full advantage of all that this area has to offer. One way to do that is by working with a wealth manager who can help you make the most of your finances.A wealth manager can help you plan for the future and make sure you are making smart financial decisions now. They can also provide guidance on how to save for retirement, invest your money, and more. If you're looking for ways to improve your financial situation, then working with a wealth manager is a great place to start.

Financial Advisor

Living in Piedmont, CA comes with a lot of benefits, but it's important to make sure you're taking advantage of all that this area has to offer. One way to do that is by working with a financial advisor. Financial advisors can help you save money on taxes, invest your money wisely, and plan for retirement. They can also help you figure out how to pay for college or buy a home. If you're looking for ways to improve your financial situation, working with a financial advisor is a great place to start.

Insurance Broker

If you live in Piedmont, CA, it's important to have the right insurance broker working for you. An insurance broker can help you find the best policies and rates for your needs, whether you need car insurance, homeowners insurance, or health insurance. They can also help you with other types of coverage, such as life insurance and disability insurance. Working with an experienced broker is the best way to make sure you get the most out of your insurance coverage.

Tax Services

Residents of Piedmont, CA can benefit greatly by working with a tax accountant in their area. By doing so, they can ensure that they are taking advantage of all the tax breaks and deductions to which they are entitled. Additionally, a tax accountant can help them stay on top of any changes to the tax code that may affect them and advise them on how to best manage their tax situation.

FREQUENTLY ASKED QUESTIONS

Piedmont, CA Home Mortgage Loan FAQs