Mortgage Broker in San Luis Obispo County, CA

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Top San Luis Obispo County, CA Mortgage Brokerages

Cheryl Ann Miller | Loan Officer | Primary Residential Mortgage, Inc.
Location 1042 Pacific St suite f, San Luis Obispo, CA 93401, USA
Phone (805) 546-0290
Assist Home Loans
5 out of 5
Location 2251 Broad St Suite B, San Luis Obispo, CA 93401, USA
Phone (720) 379-2900
Pacific Trust Mortgage
5 out of 5
Location 735 Tank Farm Rd, San Luis Obispo, CA 93401, USA
Phone (805) 543-4422
Anthony Gonzales at Guaranteed Rate (NMLS #1059347)
5 out of 5
Location 865 Aerovista Pl Suite 120, San Luis Obispo, CA 93401, USA
Phone (805) 235-9819
Mortgage Loan Officers in San Luis Obispo County, CA

Where Mortgage Lenders in San Luis Obispo County, CA Serve

San Luis Obispo County is a county located in the U.S. state of California. The county is situated on the Central Coast of California, and has a population of about 275,000 people. The county seat is San Luis Obispo, and the largest city is Paso Robles. Some notable landmarks in San Luis Obispo County include Morro Rock, Hearst Castle, and Pismo Beach State Park. The top employers in San Luis Obispo County are Cal Poly State University, Cuesta College, and Mission Linen Supply. Major highways and streets in San Luis Obispo County include Highway 101 and Highway 1. Some notable neighborhoods in San Luis Obispo County include Arroyo Grande, Atascadero, and Pismo Beach.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Banks and credit unions offer many benefits to those living in San Luis Obispo County, CA.One of the biggest benefits is that banks and credit unions can offer lower interest rates on loans and mortgages than other lenders. This is because they are not-for-profit organizations, which means they exist to serve their members, not to make a profit.Another benefit of banks and credit unions is that they often have more convenient hours than other lenders. They also offer a wider variety of products and services, such as checking accounts, savings accounts, and car loans.

Estate Planning Lawyer

If you live in San Luis Obispo County, CA, it's important to have an estate planning lawyer who can help you create a will and other documents that will ensure your assets are distributed according to your wishes after you die. An estate planning lawyer can also help you set up trusts and other legal arrangements that will provide for your loved ones if something happens to you.

Retirement Planning

If you're nearing retirement age, it's important to start planning for it sooner rather than later. Here in San Luis Obispo County, CA, there are a few things you'll want to take into account when mapping out your retirement plan. For one, the cost of living here is relatively high, so you'll want to make sure you have enough saved up to cover your expenses. Additionally, California is known for its volatile weather conditions, so you'll want to be prepared for anything that might come your way. Finally, SLO county offers plenty of great opportunities for retirees who are looking to stay active and engaged in their community. There are plenty of museums, theaters and other cultural attractions available, not to mention a wealth of outdoor activities to enjoy. So no matter what your retirement plans may be, San Luis Obispo County has something to offer everyone.

Wealth Management

If you live in San Luis Obispo County, CA, there are many benefits to working with a wealth manager. A wealth manager can help you save money on taxes, invest your money wisely, and plan for your future. They can also help you protect your assets and grow your wealth over time. If you're looking for financial security and peace of mind, working with awealth manager is the best way to achieve it.

Financial Advisor

People living in San Luis Obispo County, CA can benefit by working with a financial advisor. A financial advisor can help people save for retirement, invest money wisely, and plan for their future. Financial advisors can also help people manage their debt and make smart choices about insurance.

Insurance Broker

If you live in San Luis Obispo County, CA, then working with an insurance broker can benefit you in a number of ways. An insurance broker can help you find the best rates on car insurance, home insurance, health insurance, and more. Plus, an insurance broker can help you understand your policies and make sure you are fully covered in case of an emergency. If you're looking for peace of mind, then working with an insurance broker is the right choice for you.

Tax Services

Residents of San Luis Obispo County, CA can benefit by working with a tax accountant in their area. By doing so, they can ensure that they are taking advantage of all the deductions and credits to which they are entitled. Additionally, a tax accountant can help them stay up-to-date on the latest changes to the tax code, so they can be sure to file their return correctly.

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