Financial & Lending Services: find professionals

Financial and lending services covers mortgage brokers, commercial mortgage and business loan brokers, commercial and equipment financing, and financial advisors, planners and wealth advisors.

A mortgage broker compares options from several lenders for a purchase or a refinance. Business loan brokers and commercial lenders help companies find working capital, lines of credit or equipment financing. Financial advisors and planners help with investing, retirement and other long-term plans; how they are paid, by fee or by commission, can affect the advice you get, so ask.

Mortgage companies and loan originators are licensed through NMLS, the system of record for non-depository financial services licensing in participating state agencies, and NMLS Consumer Access is a free public lookup that confirms whether a company or professional is authorized to do business in your state. Investment advisers are overseen by state securities regulators or by the SEC depending on assets under management, and states have sole oversight of investment adviser representatives; FINRA’s BrokerCheck lets you research investment professionals, brokerage firms and investment adviser firms. Check registration before you share any financial information, and never send account numbers, income details or identity documents through a web form. LokalMatch doesn’t give financial advice or recommend any adviser.