Mortgage Broker in Wakefield, MA

We did the hard work of finding trustworthy partners in Wakefield, MA. Fill out the form to get connected.

Get Help With Home Loans


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Wakefield, MA Mortgage Brokerages

Cheryl Iby Mortgage - Reading
Location 8 Walkers Brook Dr, Reading, MA 01867, USA
Embrace Home Loans-Massachussetts - Wakefield
Location 301 Edgewater Pl Suite 100, Wakefield, MA 01880, USA
Phone (855) 612-9398
Mortgage Loan Officers in Wakefield, MA

Where Mortgage Lenders in Wakefield, MA Serve

Wakefield, MA is a bustling suburban town located just 12 miles north of Boston. It boasts a rich history and a plethora of landmarks, including the historic Wakefield Common, the picturesque Lake Quannapowitt, and the beloved Albion Cultural Exchange. The town is home to several top employers, including the technology company Vestmark, the healthcare organization Lahey Hospital & Medical Center, and the retail giant Target. Wakefield is easily accessible via several major highways, including I-95 and I-93, and is serviced by several major streets, including Main Street and Albion Street. The town is divided into several distinct neighborhoods, each with its own unique character and charm, including Greenwood, Montrose, and Lakeside. With its vibrant community, top-notch amenities, and prime location, Wakefield is a town that truly has it all.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Wakefield, MA can benefit from a bank in many ways. Firstly, a bank can offer residents a safe place to store their money. With the rise of online banking, it's easy to forget the importance of a physical bank, but having a local branch can provide a sense of security for residents. Additionally, banks in Wakefield can offer loans and mortgages to help residents purchase homes or start businesses. Wakefield is a growing town with a bustling downtown area, so having access to financial resources can be crucial for those looking to invest in the community. Lastly, banks can offer financial advice and education to residents, helping them make informed decisions about their money. With so many options available, a local bank can be a valuable resource for residents of Wakefield, MA.

Insurance Broker

Residents of Wakefield, MA would greatly benefit from the services of an insurance broker. With a population of over 27,000 people, Wakefield is a bustling town with a variety of insurance needs. An insurance broker can help residents find the best coverage for their specific needs, whether it be home, auto, or health insurance. Wakefield is also home to many small businesses, and an insurance broker can assist them in finding the right coverage to protect their assets and employees. With the unpredictable New England weather, residents of Wakefield may also want to consider flood or earthquake insurance, which an insurance broker can help them navigate. Overall, an insurance broker can provide valuable guidance and peace of mind to the residents of Wakefield, MA.

Retirement Planning

Residents of Wakefield, MA could benefit greatly from the expertise of a retirement planner. With a population of over 26,000 people, there are bound to be many individuals who are concerned about their financial future. One specific challenge that residents of Wakefield face is the high cost of living. The median home value in Wakefield is $531,100, which is significantly higher than the national average. A retirement planner can help residents navigate this financial landscape and develop a plan that will allow them to live comfortably in retirement. They can provide guidance on how to save for retirement, invest wisely, and make the most of their retirement savings. Additionally, a retirement planner can help residents understand the various retirement options available to them and determine which ones are best suited to their individual needs and goals. Overall, a retirement planner can be an invaluable resource for residents of Wakefield, MA who want to ensure a secure financial future.

Wealth Management

Residents of Wakefield, MA can benefit from the expertise of a wealth manager in a multitude of ways. One specific example is the high cost of living in the area. Wakefield's median home value is $546,000, which is significantly higher than the national average. A wealth manager can assist residents in creating a financial plan that takes into account the cost of living and helps them save for their long-term goals, such as retirement or their children's education. Additionally, Wakefield residents may have complex financial situations, such as owning a small business or having multiple sources of income. A wealth manager can provide guidance on tax planning and investment strategies to help them maximize their financial potential. With the help of a wealth manager, Wakefield residents can feel more confident in their financial future and work towards achieving their financial goals.

Financial Advisor

Residents of Wakefield, MA can benefit from the expertise of a financial advisor in a variety of ways. One of the most common ways is by helping them create and stick to a budget that takes into account the high cost of living in the area. Wakefield, MA is known for its expensive real estate market, which can make it challenging for residents to balance their finances. A financial advisor can provide guidance on how to prioritize expenses, save for emergencies, and plan for long-term financial goals. Additionally, a financial advisor can help residents navigate the complex world of investing and retirement planning, ensuring that they are making smart decisions with their money. Overall, working with a financial advisor can provide Wakefield residents with peace of mind and a clear path towards financial stability.

Tax Services

Residents of Wakefield, MA can benefit from the expertise of a tax advisor in various ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations that are specific to the state of Massachusetts and Wakefield. This includes understanding the various tax credits and deductions that are available to Wakefield residents, such as the Senior Circuit Breaker Tax Credit and the Property Tax Relief for Seniors program. Additionally, a tax advisor can help Wakefield residents plan for their financial future by providing advice on retirement planning, investment strategies, and estate planning. By working with a tax advisor, Wakefield residents can ensure that they are making the most of their tax benefits and are well-prepared for their financial future.

Estate Planning Lawyer

Residents of Wakefield, MA can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Wakefield, where the median home value is $525,000, and many residents have significant assets to protect. An estate planning lawyer can also help residents minimize taxes and avoid probate, which can be a lengthy and costly process. Additionally, an estate planning lawyer can assist with creating trusts, establishing powers of attorney, and drafting healthcare directives, which can provide peace of mind and protect loved ones in the event of incapacity. Overall, an estate planning lawyer can help Wakefield residents ensure that their legacy is protected and their wishes are carried out.


Wakefield, MA Home Mortgage Loan FAQs