Mortgage Broker in Winter Park, FL

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List of Firms

Top Winter Park, FL Mortgage Brokerages

Michael Floyd at Guaranteed Rate Affinity (NMLS #229856)
Location 400 S Park Ave Ste 210, Winter Park, FL 32789, USA
Phone (407) 872-1129
Directions
CrossCountry Mortgage, LLC
Location 941 W Morse Blvd Suite 100, Winter Park, FL 32789, USA
Phone (321) 214-4755
Directions
CrossCountry Mortgage, LLC
Location 2729 W Fairbanks Ave, Winter Park, FL 32789, USA
Phone (407) 869-8830
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Penelope Olson at CrossCountry Mortgage, LLC
Location 941 W Morse Blvd Suite 100, Winter Park, FL 32789, USA
Phone (321) 594-4394
Directions
Union Home Mortgage
Location 201 W Canton Ave #100, Winter Park, FL 32789, USA
Phone (407) 966-2485
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SEFS Home Loans
5 out of 5
Location 465 Orlando Ave, Maitland, FL 32751, USA
Phone (407) 415-6194
Directions
Luxe Mortgage Lending, Inc.
5 out of 5
Location 1555 Howell Branch Rd B4, Winter Park, FL 32789, USA
Phone (407) 730-5210
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Vince Gaudio Mortgage
5 out of 5
Location 1270 N Orange Ave, Winter Park, FL 32789, USA
Phone (407) 961-2203
Directions
Movement Mortgage
Location 631 Orlando Ave, Winter Park, FL 32789, USA
Phone (877) 314-1499
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Mortgage Loan Officers in Winter Park, FL

Where Mortgage Lenders in Winter Park, FL Serve

Winter Park, FL is a charming city located in Orange County, known for its beautiful parks, historic architecture, and vibrant cultural scene. The city is home to several landmarks, including the Charles Hosmer Morse Museum of American Art, which houses the world's largest collection of works by Louis Comfort Tiffany, and the Albin Polasek Museum and Sculpture Gardens, which showcases the works of the renowned Czech sculptor. The top employers in Winter Park include AdventHealth, Rollins College, and the Winter Park Memorial Hospital. The city is also home to several major highways and streets, including Interstate 4, State Road 436, and Park Avenue, which is lined with upscale boutiques, restaurants, and art galleries. Winter Park is divided into several neighborhoods, each with its own unique character and charm. These include the historic district, which features grand old homes and tree-lined streets, and the Winter Park Village, a bustling shopping and dining destination.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Winter Park, FL would be helped by a bank in numerous ways. Firstly, banks can provide loans to residents who want to start their own businesses or expand their existing ones. This is particularly useful in Winter Park, which is known for its vibrant small business community. Secondly, banks can help residents manage their finances by offering savings and checking accounts, as well as investment and retirement planning services. This is important in a city where the cost of living is high and many residents are looking for ways to save money. Finally, banks can provide financial education and resources to help residents make informed decisions about their money. This is especially valuable in Winter Park, where many residents are young professionals who may not have a lot of experience managing their finances.

Insurance Broker

Residents of Winter Park, FL can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, it is important to have the right coverage for your home and property. Insurance brokers can help residents find the best policies for their specific needs, whether it be coverage for flood damage or protection against hurricane damage. Additionally, with the high number of retirees in the area, insurance brokers can help residents navigate the complex world of Medicare and find the best healthcare coverage for their needs. Overall, insurance brokers can provide peace of mind to Winter Park residents by ensuring they have the right coverage for any situation that may arise.

Retirement Planning

Residents of Winter Park, FL could greatly benefit from the services of a retirement planner. With the city's high cost of living and the unpredictable nature of the economy, it can be difficult for individuals to plan for their future. A retirement planner can help residents navigate their options for retirement savings, including 401(k) plans and IRAs. Additionally, with Winter Park's large retiree population, a retirement planner can provide guidance on social security benefits and Medicare enrollment. It's a perplexing issue for many Winter Park residents, but a retirement planner can provide burstiness of knowledge and expertise to help them confidently plan for their golden years.

Wealth Management

Residents of Winter Park, FL can greatly benefit from the expertise of a wealth manager. With its vibrant community and affluent neighborhoods, Winter Park presents a unique set of financial challenges and opportunities. A wealth manager can help residents navigate the complexities of the local real estate market, including the intricacies of buying and selling high-end properties. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and investment strategies tailored to the specific needs of Winter Park residents. With its proximity to Orlando and the theme parks, Winter Park is also a popular destination for tourists, and a wealth manager can help residents capitalize on this industry by investing in local businesses and properties. Overall, a wealth manager can help Winter Park residents achieve their financial goals and secure their financial future in this dynamic and affluent community.

Financial Advisor

Residents of Winter Park, FL can benefit greatly from the guidance of a financial advisor. With its reputation as a wealthy community, many Winter Park residents have complex financial situations that require expert advice. A financial advisor can assist with retirement planning, investment management, and tax planning, all of which are crucial for residents looking to maintain their financial stability. Additionally, with the high cost of living in Winter Park, a financial advisor can help residents budget and manage their expenses, ensuring they are able to maintain their lifestyle without overspending. Overall, a financial advisor can provide valuable insight and support for Winter Park residents looking to achieve their financial goals and secure their financial future.

Tax Services

Residents of Winter Park, FL can benefit from the expertise of a tax advisor in various ways. Firstly, with the city's booming real estate market, a tax advisor can help homeowners navigate the complexities of property taxes and deductions. Additionally, Winter Park is known for its vibrant arts scene, and a tax advisor can assist artists and creatives in understanding tax laws related to their work, such as deductions for studio space or supplies. Furthermore, with the city's proximity to theme parks and tourist attractions, a tax advisor can help small business owners in the hospitality industry maximize their tax savings. In short, a tax advisor can provide invaluable assistance to Winter Park residents in navigating the intricacies of the tax code, ensuring they are not leaving money on the table.

Estate Planning Lawyer

Residents of Winter Park, FL can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways that these lawyers can help is by creating a comprehensive estate plan that ensures that their assets are protected and distributed according to their wishes. In a city like Winter Park, which is known for its affluent neighborhoods and high property values, it is especially important to have a solid plan in place to avoid any potential legal disputes or complications. An estate planning lawyer can also help with other important matters such as setting up trusts, establishing guardianship arrangements for minor children, and minimizing tax liabilities. By working with an experienced lawyer, residents of Winter Park can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

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