Mortgage Broker in Exton, PA

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Top Exton, PA Mortgage Brokerages

Jackie Rennie Mortgage Loan Officer MNLS # 1252637
5 out of 5
Location 1 E Uwchlan Ave #301, Exton, PA 19341, USA
Phone (610) 291-0873
Directions
Marlynn Soto | Loan Officer | Primary Residential Mortgage, Inc.
1 out of 5
Location 23 Turner Ln, West Chester, PA 19380, USA
Phone (610) 429-5900
Directions
Advanced Mortgage Company - Home Loan Services
5 out of 5
Location 420 Bowen Dr, Exton, PA 19341, USA
Phone (610) 241-0047
Directions
Trident Mortgage Company - Ian Clardy
Location 232 Eagleview Blvd, Exton, PA 19341, USA
Phone (484) 875-2550
Directions
Lauren McFarlane - Mortgage Loan Officer
Location 180 E Lincoln Hwy, Exton, PA 19341, USA
Phone (484) 983-7761
Directions
Mortgage Loan Officers in Exton, PA

Where Mortgage Lenders in Exton, PA Serve

Exton, PA is a bustling suburban community located in the heart of Chester County. This vibrant area is home to a plethora of landmarks, including the renowned Exton Square Mall, the historic Whitford Railroad Station, and the scenic Marsh Creek State Park. Top employers in the area include West Pharmaceuticals, Bentley Systems, and Vanguard, making it a hub for business and innovation. Major highways such as the Pennsylvania Turnpike and Route 30 run through the area, providing easy access to nearby cities like Philadelphia and Lancaster. The streets of Exton are lined with charming neighborhoods, each with their own unique character and charm. From the quaint shops and restaurants of Eagleview to the sprawling estates of the West Whiteland Township, Exton is a diverse and welcoming community that offers something for everyone. With its rich history, stunning natural beauty, and thriving economy, Exton is truly a gem of the East Coast.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Exton, PA can benefit from a bank in several ways. Firstly, banks offer a range of financial products and services, such as checking and savings accounts, credit cards, loans, and mortgages. These services can help residents manage their finances, save money, and plan for the future. Additionally, banks provide access to ATMs and online banking, making it easy for residents to access their money and conduct transactions from anywhere. With Exton being a growing community with a mix of residential and commercial areas, having access to a bank that understands the unique needs of the community can be incredibly valuable. Whether it's providing small business loans to local entrepreneurs or offering financial education programs to help residents make smart financial decisions, a bank can play an important role in supporting the economic growth and prosperity of Exton, PA.

Insurance Broker

Residents of Exton, PA can greatly benefit from the services of an insurance broker. One of the most common ways an insurance broker can help is by finding the best insurance policies for individuals and families. This is especially important in Exton, which is a growing community with a diverse population. An insurance broker can help residents navigate the complicated world of insurance and find policies that meet their specific needs and budget. For example, a broker can help a family with young children find a policy that covers pediatric care, or help a small business owner find liability insurance to protect against lawsuits. With an insurance broker's help, residents of Exton can feel confident that they are getting the coverage they need at a fair price.

Retirement Planning

Residents of Exton, PA can benefit greatly from the services of a retirement planner. With the town's population of over 4,000 residents and a median age of 40 years old, there are many individuals who are approaching retirement age and could use guidance on how to best plan for their future. A retirement planner can help residents navigate the complexities of Social Security benefits, Medicare, and other retirement savings options. Additionally, with Exton's proximity to Philadelphia and the high cost of living in the area, a retirement planner can help residents create a realistic budget and investment plan that takes into account their unique circumstances. It's perplexing to think about all the different factors that go into planning for retirement, but a skilled retirement planner can help residents feel confident and prepared for their future.

Wealth Management

As a suburb of Philadelphia, Exton, PA is home to many affluent individuals and families who could benefit greatly from the services of a wealth manager. A wealth manager can assist residents of Exton in a variety of ways, such as creating a personalized investment plan, managing their assets, and providing financial advice. With its proximity to major metropolitan areas, Exton residents may have unique investment opportunities that a wealth manager can help them take advantage of. Additionally, the area is known for its thriving business community, and a wealth manager can work with entrepreneurs and business owners to help them grow their companies and plan for their financial futures. Overall, a wealth manager can provide valuable guidance and support to residents of Exton, helping them to achieve their financial goals and secure their financial futures.

Financial Advisor

Residents of Exton, PA can benefit from the guidance of a financial advisor in a variety of ways. With the area's proximity to Philadelphia, many individuals may have high-paying jobs and be in need of assistance with managing their income and investments. Additionally, with the town's growing population, many families may be looking for advice on saving for their children's college education or planning for retirement. A financial advisor can also help Exton residents navigate the local real estate market, which has seen significant growth in recent years. Overall, a financial advisor can provide valuable insights and strategies to help individuals and families in Exton reach their financial goals and secure their financial future.

Tax Services

Residents of Exton, PA could greatly benefit from the guidance of a tax advisor in many ways. One specific aspect that makes Exton unique is its thriving business community. With a plethora of small businesses and entrepreneurs in the area, a tax advisor could provide invaluable advice on tax planning, deductions, and credits to help these businesses thrive and grow. Additionally, with the recent changes to the tax code, many individuals in Exton may be unsure of how to navigate the new laws and maximize their savings. A tax advisor can provide clarity and expertise to ensure that residents are taking advantage of all available tax breaks. Furthermore, with the high cost of living in the area, a tax advisor can help residents develop strategies to manage their finances and plan for the future. Overall, a tax advisor can provide essential support to the residents of Exton, PA, helping them to achieve financial stability and success.

Estate Planning Lawyer

Residents of Exton, PA can benefit greatly from seeking the assistance of an estate planning lawyer. With the town's growing population and diverse demographics, an estate planning lawyer can help ensure that residents have a plan in place for the distribution of their assets and property after their passing. This is especially important for those who own businesses or have complex financial situations. Additionally, with Exton being a hub for technology and innovation, an estate planning lawyer can assist residents in protecting their intellectual property rights and ensuring that their digital assets are properly accounted for in their estate plan. Overall, an estate planning lawyer can provide peace of mind for Exton residents by helping them navigate the complexities of estate planning and ensuring that their wishes are carried out according to their wishes.

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