Mortgages

  • The FDIC offers information for consumers on how to shop for mortgages, including a useful worksheet for comparisons.
  • Massachusetts Mortgage Rates - This site is maintained by the Commonwealth of Massachusetts and lists weekly mortgage rate filings from many banks, along with a Java-based mortgage payment calculator.
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    Credit Reports

    Prior to applying for credit, you should obtain a copy of your credit report. By law, you are automatically entitled to a free credit report per year, one from each of the three credit reporting agencies.

  • Experian - Consumer and Personal Credit Free credit report and credit scores, as long as you cancel the free trial within seven days. Experian is one of the big three credit reporting agencies. On its pages you can find out how to order a free credit report by telephone (888 EXPERIAN or (888 ) 397 3742), information on how to correct your credit report, and how to have your name deleted from lists for those incessant credit card offers ((888) 5 OPT OUT or (888) 567-8688). A useful site with many FAQs - answers to frequently asked questions. (n.b. The preceding numbers have not been recently verified.)
  • Trans Union Personal Credit Free credit report as long as you cancel "free" trial.
  • Equifax A page with lots of information, including an explanation of credit scores, links and phone numbers for free credit reports and "opt-out" numbers, etcetera.
  • Banks in Wellesley

  • Wellesley Co-operative Bank (781) 235-2550 - Slogan: "We have our roots where others have their branches"
  • Needham Co-operative Bank (781) 237-0210
  • Middlesex Savings Bank (781) 237-5233
  • Boston Private Bank & Trust Company - (781) 707-7700
  • Auburndale Co-operative Bank
  • Real Estate Brokers in Wellesley

  • Century 21/Westward Homes - (781) 237-4711
  • Prudential/Town and Country Real Estate - (781) 237-8787
  • Rutledge Properties - (781) 235-4663
  • Custom Builders

    We can also give you information on custom builders in the area.

    Additional Information

    You may also wish to see our website www.wellesleyestateplanning.com for additional information concerning estate planning.

    Link to ABA FAQ

    The American Bar Association Estate Planning & Probate Section has a FAQ.