Mortgage Broker in Port Washington, NY

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List of Firms

Top Port Washington, NY Mortgage Brokerages

Manhasset Bay Mortgage Co
Location 31 S Bayles Ave, Port Washington, NY 11050, USA
Phone (516) 883-6917
Merita Capital Funding LLC
5 out of 5
Location 45 Middle Neck Rd Ste 210, Great Neck, NY 11021, USA
Phone (516) 362-0060
John Stasichin - Mortgage Loan Officer
Location 145 Stewart Ave, Bethpage, NY 11714, USA
Phone (516) 343-3496
Matt Diaz - Mortgage Loan Officer
Location 38 Purchase St, Rye, NY 10580, USA
Phone (914) 879-7757
Ron Henry - Mortgage Loan Officer
Location 31-04 Ditmars Blvd, Astoria, NY 11105, USA
Phone (347) 581-3268
Chase Mortgage
Location 115 Main St, Port Washington, NY 11050, USA
Phone (516) 883-2987
Chase Mortgage
Location 805 Port Washington Blvd, Port Washington, NY 11050, USA
Phone (516) 883-3000
Christy Kwong - Mortgage Loan Officer
1 out of 5
Location 136-20 38th, Main St, Flushing, NY 11354, USA
Phone (347) 968-1128
U.S. Bank-Thomas Dier-Mortgage Loan Officer
Location Bank Area Served, Oyster Bay, NY 11771, USA
Phone (212) 361-4404
U.S. Bank-John Pasquarello-Mortgage Loan Officer
Location U.S. Bank Area Served, New York, NY 10025, USA
Phone (212) 361-2523
Lucien Lapierre - Mortgage Loan Officer
3 out of 5
Location 164-06 Union Tpke, Queens, NY 11365, USA
Phone (516) 410-2505
Dorothy Cardillo - Mortgage Loan Officer
Location 235 Greenwich Ave, Greenwich, CT 06830, USA
Phone (347) 365-0488
Americana Mortgage Group, Inc
5 out of 5
Location 1615 Northern Blvd # 402, Manhasset, NY 11030, USA
Phone (516) 627-0200
U.S. Bank-Anthony Berti-Mortgage Loan Officer
Location U.S. Bank Area Served, Long Island City, NY 11104, USA
Phone (212) 361-2515
Silver Fin Capital Group LLC
5 out of 5
Location 11 Grace Ave Suite 408, Great Neck, NY 11021, USA
Phone (516) 466-2930
DE Capital Mortgage
Location 475 Port Washington Blvd #101, Port Washington, NY 11050, USA
Phone (516) 883-5200
Mortgage Loan Officers in Port Washington, NY

Where Mortgage Lenders in Port Washington, NY Serve

Port Washington, NY is a vibrant town situated on the North Shore of Long Island. It boasts of several landmarks, including the Sands Point Preserve, a 216-acre estate with a castle-like mansion, and the Port Washington Lighthouse, a historic landmark dating back to the 1800s. The town also has a bustling downtown area, with a variety of shops, restaurants, and entertainment options. Top employers in Port Washington include Publishers Clearing House, Pall Corporation, and Systemax Inc. These companies offer a range of job opportunities, from marketing and sales to engineering and finance. Major highways in the area include the Long Island Expressway, Northern State Parkway, and the Seaford-Oyster Bay Expressway. These highways provide easy access to other parts of Long Island and New York City. Port Washington is divided into several neighborhoods, each with its own unique character. Some of the most popular neighborhoods include Manorhaven, Baxter Estates, and Beacon Hill.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Port Washington, NY would be helped by a bank in several ways. One of the most common ways is through providing financial assistance to those who are looking to buy or refinance a home in the area. Port Washington has a high cost of living, and a bank can help residents secure a mortgage or loan with favorable terms. Additionally, a bank can provide services such as checking and savings accounts, credit cards, and investment opportunities to help residents manage their finances and plan for the future. With the help of a bank, residents of Port Washington can feel more confident in their financial stability and have access to the resources they need to achieve their financial goals.

Insurance Broker

Residents of Port Washington, NY can benefit greatly from the services of an insurance broker. With the area being prone to natural disasters like hurricanes and flooding, an insurance broker can help residents find the right coverage to protect their homes and personal property. Additionally, an insurance broker can assist with finding the best health insurance options for residents, as well as help them navigate the complexities of Medicare. With the high cost of living in Port Washington, an insurance broker can also help residents find affordable insurance options for their vehicles and businesses. Overall, an insurance broker can provide valuable assistance to the residents of Port Washington, NY in securing the right insurance coverage for their unique needs.

Retirement Planning

Residents of Port Washington, NY could benefit greatly from the assistance of a retirement planner. With its picturesque waterfront and close proximity to New York City, Port Washington is an attractive location for retirees. However, navigating the complexities of retirement planning can be overwhelming, especially for those who are unfamiliar with the local financial landscape. A retirement planner can provide guidance on everything from tax-efficient investment strategies to long-term care planning, helping residents of Port Washington make informed decisions about their retirement savings. Additionally, given the high cost of living in the area, a retirement planner can help residents of Port Washington create a realistic budget that accounts for their unique needs and goals. Overall, the expertise of a retirement planner can be invaluable for those looking to retire comfortably in Port Washington, NY.

Wealth Management

Residents of Port Washington, NY would greatly benefit from the services of a wealth manager. With its affluent population and proximity to New York City, Port Washington is home to many successful individuals who require expert financial guidance. A wealth manager can assist these residents with a variety of services, including investment management, retirement planning, tax planning, and estate planning. Specifically, given the high property values in Port Washington, a wealth manager can help residents navigate the complexities of local real estate laws and tax codes. Furthermore, with the recent changes to the federal tax code, a wealth manager can help residents maximize their deductions and minimize their tax liability. Overall, a wealth manager can provide invaluable assistance to residents of Port Washington, helping them achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Port Washington, NY can benefit greatly from the guidance of a financial advisor. With its high cost of living and proximity to New York City, many residents face unique financial challenges. A financial advisor can help them navigate these challenges by creating a personalized financial plan that takes into account their income, expenses, and long-term goals. They can also help residents with retirement planning, investment strategies, and tax planning. For example, a financial advisor can help a Port Washington resident who is struggling to save for retirement due to high housing costs and other expenses. They can develop a plan that balances their current needs with their long-term financial goals, so that they can secure a comfortable retirement.

Tax Services

Residents of Port Washington, NY can benefit from the expertise of a tax advisor in numerous ways. For instance, a tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation. This is particularly important in Port Washington, NY, where the tax laws can be intricate due to the high-income earners in the area. Additionally, a tax advisor can help residents to minimize their tax liability by identifying deductions and credits they may be eligible for. Moreover, a tax advisor can provide valuable advice on tax planning strategies, such as retirement planning and estate planning, which can help residents achieve their long-term financial goals. In short, a tax advisor can be an invaluable resource for residents of Port Washington, NY, helping them to save money and achieve financial security.

Estate Planning Lawyer

Residents of Port Washington, NY can benefit greatly from the services of an estate planning lawyer. With the average home value in Port Washington being $1.1 million, it is crucial for homeowners to have a solid estate plan in place to protect their assets and ensure they are distributed according to their wishes. An estate planning lawyer can help residents create wills, trusts, and other legal documents to ensure their assets are protected and their loved ones are taken care of in the event of their passing. Additionally, with Port Washington being a popular destination for retirees, an estate planning lawyer can help seniors plan for long-term care and ensure their healthcare needs are met as they age. Overall, an estate planning lawyer can provide peace of mind for residents of Port Washington, knowing that their assets and loved ones are protected.


Port Washington, NY Home Mortgage Loan FAQs