Mortgage Broker in Safety Harbor, FL

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Top Safety Harbor, FL Mortgage Brokerages

Hunter Locke - Mortgage Loan Originator
Location 13577 Feather Sound Dr, Clearwater, FL 33762, USA
Phone (954) 482-2261
Directions
April Burridge Ball, Finance of America Mortgage LLC
5 out of 5
Location 100 Main St Suite 301, Safety Harbor, FL 34695, USA
Phone (727) 723-2100
Directions
Michael R Pennings | Fairway Independent Mortgage Corporation Loan Officer
Location 924 Alt 19 Suite E, Palm Harbor, FL 34683, USA
Phone (727) 543-9345
Directions
AmeriFirst Home Mortgage
5 out of 5
Location 3217 Tampa Rd, Palm Harbor, FL 34684, USA
Phone (727) 410-8773
Directions
Mary Rothenberg, Finance of America Mortgage LLC
5 out of 5
Location 100 Main St Suite 301, Safety Harbor, FL 34695, USA
Phone (727) 723-2100
Directions
Movement Mortgage
Location 228 Main St, Safety Harbor, FL 34695, USA
Phone (727) 264-2075
Directions
Fidelity Funding Mortgage Co
5 out of 5
Location 2759 FL-580 #114, Clearwater, FL 33761, USA
Phone (727) 385-0879
Directions
Mortgage Loan Officers in Safety Harbor, FL

Where Mortgage Lenders in Safety Harbor, FL Serve

Safety Harbor, FL is a charming city located in Pinellas County, Florida, known for its rich history and natural beauty. The city is home to several landmarks, including the Safety Harbor Resort and Spa, which is a historic hotel and spa that dates back to the 1920s. The city also boasts the Philippe Park, a picturesque park that offers stunning views of Tampa Bay and is home to the historic Indian Mound. Top employers in the area include BayCare Health System, a leading healthcare provider in the region, and Tech Data Corporation, a global technology distributor. Major highways and streets in the area include State Road 580, McMullen Booth Road, and Enterprise Road. Safety Harbor is also home to several charming neighborhoods, including North Bay Hills, Harbor Woods Village, and Country Villas. Overall, Safety Harbor, FL is a vibrant and thriving city that offers something for everyone.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Safety Harbor, FL would be helped by a bank in a number of ways. Firstly, a bank could provide loans to residents who are looking to purchase a home in the area. Safety Harbor is a popular place to live due to its proximity to Tampa and the Gulf of Mexico, which has led to rising property prices. A bank could help residents secure a mortgage that suits their needs and budget. Additionally, a bank could offer savings accounts and financial planning services to help residents save for their future and meet their financial goals. With its charming downtown area and access to outdoor activities, Safety Harbor is a great place to live. A bank can help residents make the most of their time here by providing them with the financial tools they need to succeed.

Insurance Broker

Residents of Safety Harbor, FL can benefit greatly from the services of an insurance broker. For instance, an insurance broker can help residents of Safety Harbor navigate the complex world of insurance policies and find the best coverage for their unique needs. With the town's proximity to the water, residents may want to consider flood insurance, and an insurance broker can help them understand the risks and coverage options available. Additionally, living in a hurricane-prone area means that residents may need specialized coverage for wind damage and other storm-related issues. An insurance broker can help residents of Safety Harbor understand their options and find the best policies for their specific needs, giving them peace of mind and protection against unexpected events.

Retirement Planning

Residents of Safety Harbor, FL could greatly benefit from the expertise of a retirement planner in a variety of ways. One of the most common ways a retirement planner could help is by providing guidance on how to maximize retirement savings and investments. With the cost of living in Safety Harbor being 20% higher than the national average, it can be difficult for residents to save enough for retirement. A retirement planner could help residents navigate the complexities of retirement planning, such as choosing the right investment vehicles and creating a budget that allows for both saving and living expenses. Additionally, a retirement planner could provide advice on how to protect assets and minimize taxes, which could be especially important for residents of Safety Harbor given the area's high property values and tax rates. Overall, a retirement planner could help residents of Safety Harbor achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of Safety Harbor, FL can benefit from the services of a wealth manager in several ways. One specific example is that the wealth manager can help residents navigate the complex tax laws of Florida. With a high number of retirees and wealthy individuals in the area, it is important for residents to understand how to minimize their tax liabilities while still preserving their wealth. Additionally, a wealth manager can provide guidance on estate planning, which is particularly important in a state like Florida where the probate process can be lengthy and expensive. By working with a wealth manager, residents can ensure that their assets are protected and that their loved ones are taken care of after they pass away. Finally, a wealth manager can help residents invest their money wisely, taking into account their individual goals and risk tolerance. With the right investment strategy, residents can grow their wealth over time and achieve financial security for themselves and their families.

Financial Advisor

Residents of Safety Harbor, FL can benefit greatly from the services of a financial advisor. One of the most common ways that a financial advisor can help is by assisting residents in creating a personalized financial plan. Safety Harbor is a small town with a population of just over 17,000, and many of its residents may not have the financial expertise to navigate complex financial situations. A financial advisor can help residents create a budget, plan for retirement, and invest in their future. Additionally, Safety Harbor is located in Pinellas County, which has a high cost of living. A financial advisor can help residents manage their finances in a way that allows them to maintain their standard of living while also saving for the future. Overall, a financial advisor can provide invaluable guidance and support to residents of Safety Harbor, FL.

Tax Services

Residents of Safety Harbor, FL can benefit from the expertise of a tax advisor in numerous ways. Firstly, with the city's growing population and increasing property values, many homeowners may require assistance in navigating the complex tax laws surrounding property taxes. Additionally, Safety Harbor has a vibrant small business community, with many entrepreneurs looking to maximize their tax deductions and minimize their liabilities. A tax advisor can assist these business owners in structuring their finances to ensure compliance with tax laws and optimize their financial strategies. Furthermore, Safety Harbor is a popular tourist destination, with many residents engaging in short-term rental activities. A tax advisor can help these individuals navigate the tax implications of their rental income and ensure compliance with local regulations. Overall, a tax advisor can provide invaluable assistance to residents of Safety Harbor, FL in managing their finances and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Safety Harbor, FL would greatly benefit from the services 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 ensures the proper distribution of assets and property after death. With Safety Harbor being a popular retirement destination, many residents may have accumulated significant assets over their lifetime, making it crucial to have a plan in place to protect their legacy and provide for their loved ones. Additionally, an estate planning lawyer can assist with setting up trusts, establishing guardianship for minor children, and creating healthcare directives. With the peace of mind that comes with having a solid estate plan, residents of Safety Harbor can enjoy their retirement years knowing that their affairs are in order and their loved ones will be taken care of.

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