Mortgage Broker in Worthington, OH

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List of Firms

Top Worthington, OH Mortgage Brokerages

Affinity Group Mortgage
5 out of 5
Location 951 Worthington Woods Loop Rd, Columbus, OH 43085, USA
Phone (614) 543-8343
Chase Mortgage
Location 50 W Wilson Bridge Rd, Worthington, OH 43085, USA
Phone (614) 248-2660
Hallmark Home Mortgage
5 out of 5
Location 445 Hutchinson Ave Suite 950, Columbus, OH 43235, USA
Phone (614) 568-1960
First Financial Bank - Mortgage: Brian Hitchcock
3 out of 5
Location 547 High St, Worthington, OH 43085, USA
Phone (614) 985-1181
U.S. Bank-Mike Johnson-Mortgage Loan Officer
Location 100 W Old Wilson Bridge Rd Ste 213, Worthington, OH 43085, USA
Phone (614) 232-2294
Mortgage Loan Officers in Worthington, OH

Where Mortgage Lenders in Worthington, OH Serve

Worthington, OH is a charming city located in the central part of Ohio. This city is home to a plethora of landmarks that are sure to capture the attention of any visitor. The Old Rectory, the Orange Johnson House, and the Worthington Inn are just a few examples of the stunning architecture that can be found throughout the city. In terms of employment, Worthington is home to a number of top employers, including Nationwide Insurance, Cardinal Health, and JP Morgan Chase. These companies provide a wide range of job opportunities for residents of the city and surrounding areas. Major highways that run through Worthington include I-270, I-71, and US-23, making it easy to travel to and from the city. Additionally, some of the top streets in Worthington include High Street, Dublin-Granville Road, and Wilson Bridge Road.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Worthington, OH would be helped by a bank in numerous ways. One of the most common ways is through access to various financial services such as savings accounts, checking accounts, and loans. Banks can also provide financial advice and investment opportunities to help residents manage their money and plan for the future. Additionally, banks can offer convenient online and mobile banking options, which are especially important in a fast-paced and tech-savvy city like Worthington. Furthermore, with Worthington being a suburb of Columbus, residents may also benefit from banks that offer services specifically tailored to college students attending The Ohio State University, which is located just a few miles away. Overall, banks play an essential role in supporting the financial needs of Worthington residents and helping them achieve their financial goals.

Insurance Broker

Residents of Worthington, OH could benefit from the expertise of an insurance broker in a variety of ways. For example, an insurance broker could help them navigate the complex world of health insurance and find a plan that meets their specific needs and budget. Additionally, an insurance broker could assist residents in protecting their homes and belongings with homeowner's insurance, especially given the unpredictable weather patterns in Ohio. Furthermore, an insurance broker could help Worthington residents who own businesses find the right coverage to protect their assets and employees. With the help of an insurance broker, residents of Worthington can rest easy knowing they are properly covered and protected in case of the unexpected.

Retirement Planning

Residents of Worthington, OH can benefit greatly from the services of a retirement planner. With so many options available, it can be overwhelming to navigate the complex world of retirement planning. A retirement planner can help residents of Worthington, OH understand the various investment options available to them and develop a personalized plan based on their unique financial situation. For example, with Worthington's average home value being higher than the national average, a retirement planner can help residents plan for the higher cost of living and ensure they have enough funds to maintain their lifestyle in retirement. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, a retirement planner can help residents of Worthington, OH navigate the uncertainty and make informed decisions to protect their retirement savings.

Wealth Management

Residents of Worthington, OH could benefit from the expertise of a wealth manager in a variety of ways. For instance, a wealth manager could assist in creating a comprehensive financial plan that takes into account the unique needs and goals of individuals and families in Worthington. This could include strategies for saving for retirement, investing in the local real estate market, and managing debt. Additionally, a wealth manager could provide guidance on tax planning and estate planning, helping residents to minimize their tax burden and ensure that their assets are passed down to their heirs in a tax-efficient manner. Given the high cost of living in Worthington, a wealth manager could also help residents to navigate the complexities of managing their finances in a way that allows them to maintain their standard of living while still saving for the future. Overall, the expertise of a wealth manager could be invaluable for residents of Worthington looking to secure their financial future and achieve their long-term goals.

Financial Advisor

Residents of Worthington, OH could benefit from the help of a financial advisor in a number of ways. One specific area where a financial advisor could be particularly helpful is in navigating the local real estate market. Worthington is a desirable suburb of Columbus, Ohio, with a mix of historic homes and new developments. A financial advisor could assist residents in making informed decisions about buying or selling property, as well as help them understand the tax implications of such transactions. Additionally, a financial advisor could assist Worthington residents in creating a comprehensive financial plan that takes into account their unique goals and circumstances, helping them to save for retirement, pay off debt, and build wealth over time.

Tax Services

Residents of Worthington, OH can benefit greatly from the services of a tax advisor. With the city's thriving economy and growing population, tax laws and regulations can be quite complex and confusing. A tax advisor can help residents navigate these complexities and ensure that they are taking advantage of all available tax deductions and credits. For example, residents who own small businesses in Worthington may be eligible for tax breaks that they are not aware of. Additionally, with Worthington's close proximity to Columbus, many residents may have income from multiple sources, such as rental properties or investments. A tax advisor can help these individuals understand how to properly report and manage their income to avoid potential tax penalties. Overall, a tax advisor can provide valuable guidance and support to residents of Worthington, OH in maximizing their financial well-being.

Estate Planning Lawyer

Residents of Worthington, OH can benefit greatly from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a comprehensive estate plan that ensures their clients' assets are distributed according to their wishes after they pass away. This is especially important in Worthington, where many families have significant wealth tied up in real estate and other assets. An estate planning lawyer can also help residents navigate complex tax laws and minimize the amount of taxes their heirs will have to pay. Additionally, a lawyer can help residents set up trusts to protect their assets and ensure they are used for specific purposes, such as funding a child's education. Overall, an estate planning lawyer can provide peace of mind and security for Worthington residents and their families.


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