Mortgage Broker in Waterloo, IA

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List of Firms

Top Waterloo, IA Mortgage Brokerages

Gigo Cejvanovic–Mortgage Loan Officer
Location 1827 Ansborough Ave, Waterloo, IA 50701, USA
Phone (319) 287-8342
U.S. Bank-Eric Meinders-Mortgage Loan Officer
Location 425 Cedar St, Waterloo, IA 50701, USA
Phone (319) 235-3254
Teion Sales: NMLS# 2099471 Mortgage Lender at Lincoln Savings Bank
Location 242 Tower Park Dr, Waterloo, IA 50701, USA
Phone (319) 874-4246
Regions Mortgage
Location 224 W Ridgeway Ave, Waterloo, IA 50701, USA
Mortgage Loan Officers in Waterloo, IA

Where Mortgage Lenders in Waterloo, IA Serve

Nestled in the heart of Iowa, Waterloo is a bustling city that boasts a diverse array of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Cedar Valley Arboretum to the iconic Five Sullivan Brothers Convention Center, Waterloo is a city that is rich in history and culture. When it comes to top employers, Waterloo is home to a number of major companies, including John Deere, Tyson Foods, and VGM Group. These companies provide a wealth of job opportunities for residents of the city and help to drive the local economy. In terms of major highways and streets, Waterloo is situated at the intersection of Interstate 380 and U.S. Route 20, making it easily accessible from all parts of the state and beyond. Additionally, the city is home to a number of key thoroughfares, including Washington Street, University Avenue, and San Marnan Drive.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Waterloo, IA would greatly benefit from a bank in several ways. One of the most common ways is through access to financial services, such as checking and savings accounts, loans, and credit cards. With a bank, residents can easily manage their finances and plan for the future. Additionally, a bank can provide financial education and resources to help residents make informed decisions about their money. For example, residents could learn about budgeting, saving for retirement, or buying a home. In Waterloo, IA specifically, a bank could also help residents with agricultural financing, given the area's strong farming community. Overall, a bank can provide valuable support and resources for residents of Waterloo, IA to achieve their financial goals.

Insurance Broker

Residents of Waterloo, IA could greatly benefit from the assistance of an insurance broker in a number of ways. For example, an insurance broker could help residents navigate the complex and often confusing world of health insurance, ensuring that they have access to the best coverage for their needs. Additionally, an insurance broker could help residents find affordable and comprehensive coverage for their homes and vehicles, protecting them from unexpected expenses in the event of an accident or natural disaster. Furthermore, given the high rate of flooding in Waterloo, IA, an insurance broker could help residents secure flood insurance to protect their homes and possessions from water damage. Overall, an insurance broker can provide invaluable support to residents of Waterloo, IA as they navigate the often overwhelming world of insurance.

Retirement Planning

Residents of Waterloo, IA can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the specific needs and goals of the individual. This is particularly important for residents of Waterloo, IA, who are faced with a perplexing and often volatile economy. With the help of a retirement planner, residents can navigate the confusing world of retirement planning, including investment strategies, tax implications, and social security benefits. Additionally, a retirement planner can provide valuable advice on healthcare and long-term care options, which is especially important for the aging population of Waterloo, IA. Overall, a retirement planner can provide peace of mind and a sense of security for residents of Waterloo, IA as they approach their golden years.

Wealth Management

Waterloo, IA residents could benefit from the services of a wealth manager in a multitude of ways. Firstly, a wealth manager could help residents with retirement planning, ensuring that they have a comfortable retirement and can maintain their standard of living. Additionally, a wealth manager could assist with tax planning, as Iowa has a complex tax system with various deductions and credits that can be difficult to navigate. Specifically, Waterloo residents may benefit from a wealth manager's expertise in managing agricultural assets, as the city is located in the heart of Iowa's agricultural region. A wealth manager could help farmers and other agricultural business owners with succession planning, managing risk, and maximizing their returns. Overall, a wealth manager could provide invaluable guidance and support to Waterloo residents looking to secure their financial futures.

Financial Advisor

Residents of Waterloo, IA could benefit from the expertise of a financial advisor in a variety of ways. One common need is assistance with retirement planning. With a median age of 36.2 years old in Waterloo, many residents are likely thinking about their long-term financial goals. A financial advisor could help them navigate 401(k) plans, IRA options, and other retirement savings vehicles to ensure they are on track for a comfortable retirement. Additionally, with a median household income of $50,000, many Waterloo residents may need help with budgeting and debt management. A financial advisor could provide guidance on creating a realistic budget, managing debt, and building an emergency fund. Overall, a financial advisor could help Waterloo residents make informed decisions about their finances and work towards achieving their financial goals.

Tax Services

Residents of Waterloo, IA can benefit from the expertise of a tax advisor in various ways. One specific instance is when they need assistance in navigating the nuances of Iowa tax laws. With the state's complex tax code, it can be challenging for individuals to understand their tax obligations fully. A tax advisor can help ensure that residents are compliant with state and federal tax laws while minimizing their tax liability. Moreover, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and charitable giving, to help residents achieve their financial goals. In addition, a tax advisor can also provide support in case of an audit or tax dispute with the IRS. By working with a tax advisor, residents of Waterloo, IA can have peace of mind knowing that their tax affairs are in order and that they are maximizing their tax benefits.

Estate Planning Lawyer

Residents of Waterloo, IA can benefit from the services of an estate planning lawyer in a number of ways. One of the most common is through the creation of a will, which outlines how a person's assets will be distributed after their death. This can provide peace of mind and ensure that loved ones are taken care of. Additionally, an estate planning lawyer can help with the creation of trusts, which can be used to protect assets and provide for future generations. In Waterloo, IA, where the cost of living is relatively low compared to other cities, an estate planning lawyer can also assist with Medicaid planning, helping individuals and families to protect their assets while still qualifying for government benefits. Overall, an estate planning lawyer can provide valuable guidance and support to residents of Waterloo, IA as they plan for the future and protect their assets.

Waterloo, IA Financial Resources

Waterloo, IA Chamber of Commerce

Waterloo, IA City Hall

Waterloo, IA Public Library


Waterloo, IA Home Mortgage Loan FAQs