Mortgage Broker in Pinehurst, NC

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Top Pinehurst, NC Mortgage Brokerages

Centura Mortgage Loans
Location 25 Chinquapin Rd, Pinehurst, NC 28374, USA
Phone (910) 215-2549
Directions
Laura Brooks | Homebridge | Mortgage Loan Originator
Location 200 McCaskill Rd E, Pinehurst, NC 28374, USA
Phone (443) 243-4012
Directions
Southern Trust Mortgage - Southern Pines, NC
5 out of 5
Location 280 Pinehurst Ave, Southern Pines, NC 28387, USA
Phone (910) 684-3140
Directions
Ashley Donovan Motto Mortgage Moves
5 out of 5
Location 160 W New York Ave Suite 2A, Southern Pines, NC 28387, USA
Phone (937) 789-8630
Directions
Mortgage Loan Officers in Pinehurst, NC

Where Mortgage Lenders in Pinehurst, NC Serve

Pinehurst, NC is a charming town nestled in the heart of Moore County. Known as the "Home of American Golf," Pinehurst boasts several world-renowned golf courses, including Pinehurst Resort and Country Club and Mid Pines Inn & Golf Club. The town is also home to the historic Carolina Hotel, which has welcomed guests since 1901. Top employers in Pinehurst include FirstHealth of the Carolinas, Pinehurst Resort, and Moore County Schools. Major highways that run through the area include US-1 and NC-211, providing easy access to nearby cities like Fayetteville and Raleigh. Pinehurst is divided into several neighborhoods, each with its own unique charm. Old Town Pinehurst features quaint shops and restaurants, while the gated community of Pinewild offers luxurious homes and amenities. Other neighborhoods include Pinehurst No. 6, Fairwoods on Seven, and Village Acres.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Pinehurst, NC can benefit from a bank in several ways. Firstly, a bank can provide financial services such as checking and savings accounts, loans, and credit cards. This can help residents manage their finances and achieve their financial goals. Secondly, a bank can offer investment advice and services to help residents grow their wealth. Pinehurst, NC is a retirement destination, and many residents may be looking to invest their savings to ensure a comfortable retirement. Lastly, a bank can provide local businesses with loans to help them grow and create jobs, which can benefit the entire community. Overall, a bank can play a vital role in supporting the financial well-being of residents of Pinehurst, NC.

Insurance Broker

Residents of Pinehurst, NC can benefit greatly from the expertise of an insurance broker. Pinehurst is a popular retirement destination, and many residents may need assistance navigating the complexities of Medicare and supplemental insurance options. Additionally, Pinehurst is located in an area that is prone to severe weather events, such as hurricanes. An insurance broker can help residents ensure that their homes and possessions are adequately covered in the event of a natural disaster. With the help of an insurance broker, Pinehurst residents can have peace of mind knowing that they are protected against unforeseen circumstances.

Retirement Planning

Residents of Pinehurst, NC can benefit greatly from the guidance of a retirement planner. With its large population of retirees and the abundance of retirement communities in the area, Pinehurst presents a unique set of challenges when it comes to planning for retirement. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits, as well as provide guidance on investment strategies and estate planning. Additionally, with Pinehurst's reputation as a golfing mecca, a retirement planner can help residents plan for the cost of memberships and greens fees at local courses, which can be a significant expense for avid golfers. Overall, a retirement planner can provide invaluable assistance to Pinehurst residents looking to make the most of their retirement years in this picturesque North Carolina town.

Wealth Management

Residents of Pinehurst, NC can benefit from the services of a wealth manager in several ways. Firstly, the town is known for its high-end golf courses, which attract a lot of retirees who have accumulated significant wealth. A wealth manager can help these retirees manage their finances, plan for retirement, and ensure that their wealth is preserved for future generations. Additionally, Pinehurst is a small town with limited investment opportunities. A wealth manager can help residents diversify their investments and find new opportunities for growth. Furthermore, Pinehurst is located in a state that has a high tax burden, and a wealth manager can help residents minimize their tax liabilities through careful planning and strategic investments. Overall, a wealth manager can provide invaluable assistance to residents of Pinehurst, NC, helping them to navigate the complex world of finance and achieve their financial goals.

Financial Advisor

Residents of Pinehurst, NC can benefit from the guidance of a financial advisor in various ways. Pinehurst is a retirement destination, and hence, the majority of the population is made up of retirees. A financial advisor can help retirees plan for their golden years by developing a comprehensive retirement plan that takes into account their current financial situation, lifestyle, and future goals. The advisor can also provide advice on the most tax-efficient ways to withdraw money from retirement accounts, such as 401(k)s and IRAs. Additionally, Pinehurst is home to several golf courses, and many residents are avid golfers. A financial advisor can help these individuals plan for the high costs associated with golf, such as equipment, green fees, and travel expenses. Overall, a financial advisor can provide valuable guidance to residents of Pinehurst, NC, helping them achieve financial security and peace of mind.

Tax Services

Residents of Pinehurst, NC can benefit immensely from the services of a tax advisor. Pinehurst is a small town in Moore County, North Carolina, known for its stunning golf courses and retirement communities. A tax advisor can help residents navigate the complex tax laws and regulations that apply to their unique financial situations. For example, many retirees in Pinehurst rely on income from investments and retirement accounts, which can be subject to complex tax rules. A tax advisor can help these residents minimize their tax liabilities and maximize their retirement income. Additionally, Pinehurst is home to many small businesses, which can benefit from tax planning and compliance services. A tax advisor can help these businesses stay in compliance with tax laws and regulations, while also identifying opportunities to reduce their tax burden. Overall, a tax advisor can be an invaluable resource for residents of Pinehurst, helping them navigate the complexities of the tax system and achieve their financial goals.

Estate Planning Lawyer

Residents of Pinehurst, NC can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, power of attorney, and healthcare directives. This is particularly important in Pinehurst, where many residents are retirees or elderly individuals who may require special attention and care. An estate planning lawyer can also assist with setting up trusts and minimizing estate taxes, ensuring that assets are distributed as intended and loved ones are taken care of after one's passing. With the help of an estate planning lawyer, residents of Pinehurst can have peace of mind knowing that their affairs are in order and their loved ones are protected.

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