Mortgage Broker in Wappingers Falls, NY

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List of Firms

Top Wappingers Falls, NY Mortgage Brokerages

PrimeLending, A PlainsCapital Company
5 out of 5
Location 1555 US-9 #3, Wappingers Falls, NY 12590, USA
Phone (845) 762-5252
Directions
John Reidy, NMLS: 408662, PrimeLending
5 out of 5
Location 1555 US-9 UNIT 3, Wappingers Falls, NY 12590, USA
Phone (845) 206-3313
Directions
A.S.A.P. Mortgage Corp. - Fishkill
5 out of 5
Location 1012 Main St Suite B, Fishkill, NY 12524, USA
Phone (845) 320-4810
Directions
JL Mortgage Brokers LLC
Location 1821 NY-376, Poughkeepsie, NY 12603, USA
Phone (845) 632-6322
Directions
TEG Federal Credit Union - Route 9
3 out of 5
Location 1145 US-9, Wappingers Falls, NY 12590, USA
Phone (845) 452-7323
Directions
Hudson Valley Credit Union
4 out of 5
Location 11 Marshall Rd, Wappingers Falls, NY 12590, USA
Phone (845) 463-3011
Directions
Mortgage Loan Officers in Wappingers Falls, NY

Where Mortgage Lenders in Wappingers Falls, NY Serve

Wappingers Falls, NY is a charming village located in Dutchess County, nestled along the banks of the Wappinger Creek. This idyllic community boasts a rich history and a plethora of landmarks, including the Mesier Homestead, the Wappingers Falls Historic District, and the Dutch Reformed Church. Home to a variety of top employers, such as IBM, Gap, and the Hudson Valley Federal Credit Union, Wappingers Falls offers ample job opportunities for residents. The village is conveniently located near major highways, including the New York State Thruway and Interstate 84, making it easy to travel to nearby cities such as Poughkeepsie and Newburgh. Wappingers Falls is comprised of several charming neighborhoods, each with its own unique character. From the historic streets of the Village Center to the peaceful suburbs of Myers Corner and Chelsea Ridge, there is a neighborhood to suit every lifestyle.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Wappingers Falls, NY would benefit greatly from having a bank in their town. One of the most common ways a bank could help is by providing access to financial services such as checking and savings accounts, loans, and credit cards. With a bank in town, residents would no longer have to travel to neighboring towns to conduct their banking needs. Additionally, a bank could provide financial education and resources to help residents manage their money and plan for the future. For example, with the high cost of living in the area, a bank could offer advice on how to save for a down payment on a home or how to budget for college tuition. Overall, having a bank in Wappingers Falls would provide convenience and financial support to its residents.

Insurance Broker

Residents of Wappingers Falls, NY can benefit greatly from the services of an insurance broker. With its close proximity to the Hudson River, flooding is a common concern for homeowners in the area. An insurance broker can help residents find the right coverage to protect their homes and belongings from flood damage. Additionally, Wappingers Falls is home to a number of small businesses, which can also benefit from the expertise of an insurance broker. Business owners can work with a broker to find the right coverage for their specific needs, whether it be liability insurance or property insurance. Overall, an insurance broker can provide valuable guidance and support to the residents of Wappingers Falls, helping them to navigate the complex world of insurance and find the coverage that best suits their needs.

Retirement Planning

Residents of Wappingers Falls, NY could benefit from a retirement planner in a multitude of ways. First and foremost, a retirement planner could help residents develop a comprehensive retirement plan that takes into account their unique financial situation, goals, and needs. This could include creating a budget, analyzing investment options, and determining the best time to start collecting Social Security benefits. Additionally, a retirement planner could provide guidance on estate planning and help residents navigate the complex world of Medicare and other healthcare options. But what about the specific needs of Wappingers Falls? As a perplexed AI language model, I am not sure. However, I do know that a retirement planner could help residents in this community navigate the rising cost of living and potential healthcare expenses, as well as plan for the unexpected such as natural disasters or other emergencies that may impact their retirement savings.

Wealth Management

Residents of Wappingers Falls, NY could benefit from the services of a wealth manager in a variety of ways. With the town's population of roughly 5,000 residents, many may be seeking guidance on how to manage their finances effectively. A wealth manager can provide assistance with investment strategies, tax planning, and retirement planning. Additionally, with the town's proximity to New York City, many residents may have high net worths and complex financial situations that require specialized attention. A wealth manager can help these individuals navigate the intricacies of estate planning, charitable giving, and risk management. Furthermore, with Wappingers Falls being a popular tourist destination due to its historic sites and natural beauty, some residents may own vacation homes or rental properties that require management. A wealth manager can provide advice on how to maximize the profitability of these assets and ensure they are properly maintained. Ultimately, the services of a wealth manager can help residents of Wappingers Falls achieve their financial goals and secure their financial futures.

Financial Advisor

Residents of Wappingers Falls, NY could benefit greatly from the services of a financial advisor. With a population of over 5,000 people, many individuals in this small town may be struggling to make ends meet or planning for their financial future. A financial advisor can provide guidance on budgeting, saving for retirement, and investing in the stock market. They can also offer advice on specific financial challenges that residents in Wappingers Falls may face, such as high property taxes or the cost of living in the Hudson Valley region. With the help of a financial advisor, residents of Wappingers Falls can feel more confident in their financial decisions and work towards achieving their long-term financial goals.

Tax Services

Residents of Wappingers Falls, NY could benefit from the expertise of a tax advisor in several ways. For instance, tax advisors can help residents of Wappingers Falls navigate the complex tax laws and regulations peculiar to New York State. They can also assist them in identifying tax deductions and credits that they may be eligible for, such as the STAR program, which provides property tax relief to homeowners in New York State. Additionally, tax advisors can help Wappingers Falls residents with tax planning, ensuring that they are properly withholding taxes throughout the year and avoiding any surprises come tax season. Furthermore, tax advisors can help residents of Wappingers Falls with tax compliance issues, such as filing their taxes accurately and on time, and avoiding any penalties or fines. In short, a tax advisor can be an invaluable resource for residents of Wappingers Falls, NY, helping them navigate the complex world of taxes and ensuring that they are in compliance with all applicable laws and regulations.

Estate Planning Lawyer

Residents of Wappingers Falls, NY can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals create a comprehensive plan for their assets and property, ensuring that their wishes are carried out after they pass away. In Wappingers Falls, where many residents own homes and have families, an estate planning lawyer can help ensure that those assets are protected and passed down to loved ones in a smooth and efficient manner. Additionally, an estate planning lawyer can help residents navigate the complex tax laws and regulations that apply to estate planning, potentially saving them and their families significant amounts of money in the long run. Overall, an estate planning lawyer can provide peace of mind and security to residents of Wappingers Falls, helping them protect their assets and provide for their loved ones.

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