Mortgage Broker in Sun City, AZ

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List of Firms

Top Sun City, AZ Mortgage Brokerages

Brett Aschoff at Guaranteed Rate Affinity (NMLS #203670)
Location 19232 N R H Johnson Blvd, Sun City West, AZ 85375, USA
Phone (623) 300-7460
Directions
The Stewart Team at AmeriFirst Financial, Inc - Peoria, AZ
4 out of 5
Location 8238 W Cactus Rd #104, Peoria, AZ 85381, USA
Phone (480) 339-1582
Directions
Evergreen Home Loans Glendale NMLS 1585923
5 out of 5
Location 16165 N 83rd Ave Suite 216, Peoria, AZ 85382, USA
Phone (480) 667-5962
Directions
U.S. Bank-Kenneth Miller-Mortgage Loan Officer
Location 9899 W Bell Rd, Sun City, AZ 85351, USA
Phone (623) 815-3173
Directions
Amerifund Home Loans, Inc , Mancuso Mortgage
5 out of 5
Location 14100 N 83rd Ave Suite B245, Peoria, AZ 85381, USA
Phone (602) 549-9239
Directions
Mortgage Loan Officers in Sun City, AZ

Where Mortgage Lenders in Sun City, AZ Serve

Sun City, AZ is a vibrant and bustling community located in Maricopa County, Arizona. This sprawling city is home to a plethora of landmarks that are sure to captivate and enchant visitors of all ages. From the stunning Sun City West Golf Course to the majestic Lake Pleasant Regional Park, there is no shortage of natural beauty to be found here. In addition to its many landmarks, Sun City is also home to a number of top employers, including Banner Health, Walmart, and Fry's Food Stores. These companies provide countless job opportunities for local residents and help to drive the city's economy forward. When it comes to transportation, Sun City is conveniently located near several major highways and streets, including the US-60, AZ-101, and Bell Road. This makes it easy for residents and visitors alike to navigate the city and explore all that it has to offer. Finally, Sun City is made up of several distinct neighborhoods, each with its own unique character and charm.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Sun City, AZ would be helped by a bank in a multitude of ways. Firstly, many residents may require assistance with managing their retirement funds, as Sun City is a popular retirement community. A bank could offer financial planning services to ensure that residents are making the most of their retirement savings. Additionally, many residents may require assistance with obtaining loans for home repairs or renovations, as Sun City has many older homes that may require upkeep. A bank could offer competitive loan rates and personalized service to help residents finance these necessary expenses. Overall, a bank could provide valuable financial support and guidance to the residents of Sun City, AZ.

Insurance Broker

Residents of Sun City, AZ could benefit from the assistance of an insurance broker in a variety of ways. For example, an insurance broker can help residents navigate the complexities of Medicare and find the best plan for their individual needs. Sun City is a retirement community, and many residents may have specific health concerns or require certain medications that are not covered by all plans. An insurance broker can help residents understand their options and choose a plan that provides the coverage they need at a price they can afford. Additionally, an insurance broker can help residents find the best homeowners insurance policy to protect their homes from the extreme heat and occasional monsoons that are common in Sun City. With the help of an insurance broker, residents can have peace of mind knowing that they are covered in the event of a medical emergency or natural disaster.

Retirement Planning

Residents of Sun City, AZ could benefit greatly from the expertise of a retirement planner. With so many retirees living in this community, it's important to have a solid financial plan in place to ensure a comfortable and stress-free retirement. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other retirement benefits. They can also provide guidance on investment strategies, tax planning, and estate planning. One specific challenge that residents of Sun City may face is the high cost of healthcare. A retirement planner can help them understand their options for long-term care insurance and other healthcare-related expenses. With so many unknowns in retirement, it's essential to have a trusted advisor to help navigate the waters.

Wealth Management

Residents of Sun City, AZ can benefit from the expertise of a wealth manager in various ways. Firstly, with the average age of Sun City residents being 73 years old, a wealth manager can help them plan for their retirement, ensuring they have enough money saved to maintain their lifestyle. Furthermore, Sun City is a retirement community, and most residents have a fixed income. A wealth manager can help them invest their money wisely, providing a steady stream of income and ensuring they don't outlive their savings. Additionally, Sun City is located in a hot and dry climate, which can lead to higher energy bills. A wealth manager can help residents invest in energy-efficient upgrades to their homes, reducing their energy bills and increasing their savings. Finally, Sun City is a popular destination for snowbirds, and a wealth manager can help residents manage their finances while they are away, ensuring their bills are paid and their investments are being monitored.

Financial Advisor

Residents of Sun City, AZ would greatly benefit from the services of a financial advisor. With a large population of retirees, many residents are living off of fixed incomes and need guidance on how to make the most of their savings. A financial advisor can help them create a budget, manage their investments, and plan for future expenses such as healthcare costs. Additionally, Sun City is known for its active adult lifestyle with many residents participating in recreational activities. A financial advisor can help them plan for these expenses and ensure that they have enough money set aside for their hobbies. With the help of a financial advisor, residents of Sun City can have peace of mind knowing that they are taking the necessary steps to secure their financial future.

Tax Services

Residents of Sun City, AZ can benefit from the expertise of a tax advisor in a variety of ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations that are specific to the state of Arizona. This includes understanding the tax implications of retirement income, which is particularly important in Sun City, a retirement community with a large population of seniors. Additionally, a tax advisor can help residents take advantage of tax credits and deductions that they may not be aware of, such as the Arizona Charitable Tax Credit or the Elderly or Disabled Tax Credit. With the help of a tax advisor, residents of Sun City can ensure that they are maximizing their tax savings and minimizing their tax liability, allowing them to enjoy their retirement years with greater financial security.

Estate Planning Lawyer

Residents of Sun City, AZ can benefit greatly from the expertise of an estate planning lawyer. With a large population of retirees, many residents have accumulated significant assets and need to plan for how those assets will be distributed after their passing. An estate planning lawyer can help Sun City residents create wills, trusts, and other legal documents that ensure their wishes are carried out and their loved ones are taken care of. Additionally, with the hot and dry climate in Sun City, it's important for residents to plan for potential health issues and long-term care needs. An estate planning lawyer can help residents establish healthcare directives and powers of attorney to ensure their wishes are respected in the event of incapacity. Overall, an estate planning lawyer can provide peace of mind and security for Sun City residents and their families.

FREQUENTLY ASKED QUESTIONS

Sun City, AZ Home Mortgage Loan FAQs