Mortgage Broker in Waunakee, WI

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Top Waunakee, WI Mortgage Brokerages

Summit Credit Union
SEC File# 801-60099
CRD# 13941
4 out of 5
Location 304 E Main St, Waunakee, WI 53597, USA
Phone (608) 243-5000
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 6:00 PM Saturday: 9:00 AM – 12:00 PM Sunday: Closed
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Joe Mueller | Homefinity Loan Officer
Location 4750 S Biltmore Ln, Madison, WI 53718, USA
Phone (608) 577-8266
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US Lending Corporation
5 out of 5
Location 6720 Frank Lloyd Wright Ave Suite 104, Middleton, WI 53562, USA
Phone (888) 771-7667
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Jurga Jokimciute | Fairway Independent Mortgage Corporation Loan Officer
Location 2605 Branch St, Middleton, WI 53562, USA
Phone (608) 318-1904
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U.S. Bank-Kathy Meinke-Mortgage Loan Officer
1 out of 5
Location 4602 E Towne Blvd, Madison, WI 53704, USA
Phone (608) 240-3259
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One Community Bank - Waunakee
5 out of 5
Location 1351 Water Wheel Dr, Waunakee, WI 53597, USA
Phone (608) 849-3080
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U.S. Bank-Sean McKenna-Mortgage Loan Officer
Location 2961 Yarmouth Greenway Dr, Madison, WI 53711, USA
Phone (608) 270-4497
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US LENDING SOLUTIONS NMLS 2160957
5 out of 5
Location 255 N Sherman Ave Suite 3, Madison, WI 53704, USA
Phone (608) 575-8038
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Abbey K Wentland | Fairway Independent Mortgage Corporation Loan Officer
5 out of 5
Location 2605 Branch St, Middleton, WI 53562, USA
Phone (608) 318-1913
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US Bank Mortgage
Location 200 S Century Ave, Waunakee, WI 53597, USA
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US Bank Mortgage
Location 127 W Main St, Waunakee, WI 53597, USA
Phone (608) 849-2340
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U.S. Bank-Joseph Kafura-Mortgage Loan Officer
Location 402 Gammon Pl, Madison, WI 53719, USA
Phone (608) 827-3270
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U.S. Bank-Susan Miller-Mortgage Loan Officer
5 out of 5
Location 2311 Windsor St, Sun Prairie, WI 53590, USA
Phone (608) 834-2927
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Craig Igl, Mortgage Broker NMLS #276758
5 out of 5
Location 3422 Marcy Rd, Madison, WI 53704, USA
Phone (608) 444-0057
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BMO Harris Bank Mortgage
Location 220 N Century Ave, Waunakee, WI 53597, USA
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Jason M Weber | Fairway Independent Mortgage Corporation Senior Loan Officer
5 out of 5
Location 4750 S Biltmore Ln, Madison, WI 53718, USA
Phone (608) 807-5260
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Robert Groleau - Licensed Mortgage Loan Officer
Location 2810 Crossroads Dr Suite 4800, Madison, WI 53718, USA
Phone (608) 359-8441
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U.S. Bank-Wes Dohnke-Mortgage Loan Officer
Location 8000 Excelsior Dr, Madison, WI 53717, USA
Phone (608) 827-3244
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Mortgage Loan Officers in Waunakee, WI

Where Mortgage Lenders in Waunakee, WI Serve

Waunakee, WI is a charming small town located just north of Madison. It's home to a variety of landmarks, including the Waunakee Village Center, which features a variety of shops and restaurants, as well as the Waunakee Public Library, which offers a wealth of resources for residents and visitors alike. The town is also home to several top employers, including Waunakee Community School District, Waunakee Remodeling, and Waunakee Utilities. Major highways and streets in the area include Highway 19, Main Street, and County Road Q. When it comes to neighborhoods, Waunakee offers a variety of options, from quiet residential areas to bustling commercial districts. Whether you're looking for a place to call home or just passing through, Waunakee is definitely worth a visit.

Financial Services Related to Getting Approved for a Mortgage

Banks and Credit Unions

Residents of Waunakee, WI can benefit from a bank in many ways. One of the most common ways is by having access to loans for purchasing a home or starting a business. With a growing population and a strong economy, Waunakee is a desirable place to live and work. A bank can also provide residents with financial planning and investment services to help them save for their future. Additionally, many banks offer convenient online and mobile banking services, which can save residents time and make managing their finances easier. With a bank's help, residents of Waunakee can achieve their financial goals and improve their overall financial well-being.

Insurance Broker

Residents of Waunakee, WI can benefit from the expertise of an insurance broker in many ways. For example, an insurance broker can help residents find the best coverage options for their specific needs and budget. They can also assist with navigating the complex world of insurance policies and understanding the fine print. In Waunakee, where severe weather conditions can lead to property damage, an insurance broker can help residents find comprehensive home insurance coverage that includes protection against natural disasters. Additionally, with the high cost of healthcare in the United States, an insurance broker can help residents find affordable health insurance plans that provide adequate coverage for their medical needs. Overall, an insurance broker can be a valuable resource for residents of Waunakee, WI to ensure they have the proper coverage and protection in place for their unique circumstances.

Retirement Planning

Residents of Waunakee, WI could benefit greatly from the services of a retirement planner. One of the most common ways a planner could help is by providing guidance on how to maximize retirement savings and investments. This could be particularly helpful in Waunakee, where the cost of living is higher than the national average. With a retirement planner's assistance, residents could create a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, a planner could provide advice on how to navigate the complexities of Social Security and Medicare, two programs that are crucial for many retirees. Overall, a retirement planner could be an invaluable resource for residents of Waunakee who want to ensure a comfortable and financially secure retirement.

Wealth Management

Residents of Waunakee, WI could benefit from the expertise of a wealth manager in various ways. One of the most common ways is through investment planning. A wealth manager can assist residents in identifying investment opportunities that align with their financial goals and risk tolerance. Additionally, given the high median household income in Waunakee, a wealth manager can help residents navigate the complexities of tax planning and estate planning. With the average home value in Waunakee being significantly higher than the national average, a wealth manager can also provide guidance on real estate investments and mortgage financing. Moreover, given the growing number of small businesses in Waunakee, a wealth manager can provide advice on business succession planning and retirement planning for business owners. Overall, a wealth manager can provide tailored financial advice to help residents of Waunakee, WI achieve their financial objectives and secure their financial future.

Financial Advisor

Residents of Waunakee, WI could benefit from the services of a financial advisor in a multitude of ways. For example, a financial advisor could help residents plan for retirement, invest in the stock market, or create a budget to pay off debt. In Waunakee specifically, many residents work in the nearby city of Madison and may need guidance on how to navigate the unique financial challenges of living in a suburb while working in a larger metropolitan area. Additionally, with the recent growth and development in Waunakee, residents may need help managing their finances as they navigate changes in property values and taxes. A financial advisor could provide personalized advice to help Waunakee residents reach their financial goals and navigate the unique challenges of living in this community.

Tax Services

Residents of Waunakee, WI can benefit greatly from the services of a tax advisor. A tax advisor can help residents navigate the complex tax laws and regulations that apply to Waunakee, WI. This includes understanding local tax codes and regulations, as well as federal and state tax laws. Additionally, a tax advisor can help residents with tax planning, including strategies for minimizing tax liability and maximizing deductions. Furthermore, a tax advisor can help residents with tax preparation, ensuring that they are in compliance with all tax laws and regulations. Overall, a tax advisor can be an invaluable resource for residents of Waunakee, WI, helping them to save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Waunakee, WI can benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways that an estate planning lawyer can help residents of Waunakee is by creating a comprehensive estate plan that takes into account their unique needs and circumstances. This can include drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can provide guidance on how to minimize taxes and avoid probate. With its growing population and strong sense of community, Waunakee residents can rest assured that an experienced estate planning lawyer can help them protect their assets and ensure that their wishes are carried out after their passing.

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