Mortgage Broker in Bristol County, MA

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Top Bristol County, MA Mortgage Brokerages

Guild Mortgage - Maria Medeiros
Location 519b State Rd, North Dartmouth, MA 02747, USA
Phone (508) 535-6044
Directions
Andrew Kafka - Senior Loan Officer at Mortgage Equity Partners (MLO# 899637)
5 out of 5
Location 480 Turnpike St, South Easton, MA 02375, USA
Phone (508) 818-5154
Directions
Mortgage Loan Officers in Bristol County, MA

Where Mortgage Lenders in Bristol County, MA Serve

Bristol County, located in southeastern Massachusetts, is a vibrant and diverse community filled with a plethora of landmarks, top employers, major highways, streets, and neighborhoods. From the historic downtown district of Taunton to the picturesque waterfront of Fall River, this county has something for everyone. Landmarks in Bristol County include the iconic Battleship Cove Museum in Fall River, the stunning Blithewold Mansion and Gardens in Bristol, and the renowned Lizzie Borden House in Fall River. These landmarks serve as a testament to the rich history and culture of the county. Top employers in Bristol County include the healthcare giant Steward Health Care, the world-renowned jewelry company Alex and Ani, and the leading financial institution Bristol County Savings Bank. These employers provide ample job opportunities for the residents of the county. Major highways and streets in Bristol County include Interstate 195, Route 24, and Route 6. These highways and streets provide easy access to neighboring cities and towns, making commuting a breeze.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Bristol County, MA would greatly benefit from the services provided by a bank. One of the most common ways a bank can help is by providing access to financial resources that can help residents achieve their financial goals. Bristol County is home to many small businesses and entrepreneurs who would benefit from loans and financial advice to help grow their businesses. In addition, the county has a large population of retirees who may need assistance with managing their retirement savings and investments. A bank can provide guidance on retirement planning and offer products such as savings accounts, CDs, and IRAs to help residents save for their future. Overall, a bank can be a valuable resource for residents of Bristol County, MA in achieving their financial goals and securing their financial future.

Insurance Broker

Residents of Bristol County, MA can benefit greatly from the services of an insurance broker. With its diverse population and varied industries, Bristol County presents unique challenges when it comes to finding the right insurance coverage. An experienced broker can help residents navigate the complex insurance market and find policies that meet their specific needs. For example, many residents in the county work in the fishing industry, which presents certain risks and liabilities that require specialized coverage. A broker can help these individuals find policies that protect their businesses and livelihoods. Additionally, with the high cost of living in the area, a broker can help residents find affordable health insurance, car insurance, and other essential coverage. By working with an insurance broker, residents of Bristol County can gain peace of mind knowing that they are adequately protected against the unexpected.

Retirement Planning

Residents of Bristol County, MA can benefit greatly from the services of a retirement planner. Specifically, the county's aging population could use the expertise of a planner to navigate the complexities of retirement planning. With a median age of 40.4 years, Bristol County has a significant number of residents who are approaching retirement age or are already retired. The retirement planner can help these individuals understand their retirement income sources, such as Social Security and pensions, and create a comprehensive plan for managing their retirement savings. Additionally, the planner can provide guidance on healthcare costs, which can be particularly high for older adults in Bristol County. With the help of a retirement planner, residents of Bristol County can feel more confident about their financial future in retirement.

Wealth Management

Residents of Bristol County, MA can benefit from the services of a wealth manager in numerous ways. One of the most common ways is through the creation of a comprehensive financial plan that takes into account the unique economic landscape of Bristol County. With a population of over 550,000 people, Bristol County is home to a diverse mix of industries and businesses, including healthcare, education, and manufacturing. A skilled wealth manager can help residents navigate this complex economic environment by providing personalized investment advice and financial planning services that are tailored to their specific needs and goals. From retirement planning and estate planning to tax optimization and risk management, a wealth manager can provide the expertise and guidance that residents need to achieve financial security and peace of mind.

Financial Advisor

Residents of Bristol County, MA can greatly benefit from the guidance of a financial advisor. With a population of over half a million people, Bristol County is a diverse community with a range of financial needs. A financial advisor can assist individuals and families in creating a budget, managing debt, and planning for retirement. In addition, residents of Bristol County may have unique financial considerations, such as the high cost of living in certain areas or the prevalence of seasonal employment in the tourism industry. A knowledgeable financial advisor can offer tailored advice to help residents navigate these challenges and achieve their financial goals.

Tax Services

Residents of Bristol County, MA could greatly benefit from the services of a tax advisor. With its diverse population and industries, Bristol County presents unique tax challenges to its residents. For example, those employed in the fishing industry may have different tax considerations than those working in healthcare or education. Additionally, the county's proximity to Rhode Island and its different tax laws can further complicate matters. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available deductions and credits. Furthermore, with the recent changes to tax laws at the federal level, a tax advisor can provide valuable guidance on how these changes may impact individuals and businesses in Bristol County. Overall, a tax advisor can provide peace of mind and potentially save residents money by optimizing their tax situation.

Estate Planning Lawyer

Residents of Bristol County, MA can benefit greatly from the expertise of an estate planning lawyer. With a population of over 560,000 people, Bristol County is home to a diverse group of individuals and families who may have unique needs when it comes to estate planning. An estate planning lawyer can help residents of Bristol County create a comprehensive plan that ensures their assets are distributed according to their wishes after they pass away. This can include drafting wills, trusts, and other legal documents that protect their assets and provide for their loved ones. Additionally, an estate planning lawyer can help Bristol County residents plan for incapacity, ensuring that their medical and financial decisions are made by someone they trust in the event that they are unable to make those decisions themselves. Overall, an estate planning lawyer can provide peace of mind for residents of Bristol County, knowing that their assets and loved ones are protected.

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