Tax-Advantaged Wealth Strategies for Small Business Owners.
A strong wealth management partner simplifies complex rules, helping lower tax bills, boost retirement savings, and transform business success into lasting personal wealth.
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Jose and his spouse, Priscilla, wanted to buy a home of their own for their family of four, but they were worried they didn’t have enough money, or monthly income, to afford it.
“I didn’t really know what my options were,” Jose explained. “So, I went to Northern Bank and made an appointment with Donna, who is their first-time homebuyer specialist. I was nervous and unsure of the process or even what questions to ask, but Donna made me feel right at home.”
“She suggested we apply for an MHP One+ loan and explained that it offers flexibility through a lower down payment and interest rate reduction,” he said. “She was so patient, going over the whole process with us, and each step we would have to take, which was a huge help.”
The entire process, from that initial meeting to the closing, took about four years, but Jose said he was very confident it was going to happen. “I wasn’t worried,” he explained. “I knew it was going to get done. We followed everything Donna asked us to do. She was an angel. She was very patient with us and went out of her way to help us see this through.”
“I trust Donna a lot,” he continued. “We’ve become good friends. When I had to make my first mortgage payment at the bank, I asked Donna to be there with me, because she was such a big part of making this all happen for us. We wouldn’t be here without her.”
Whether you're looking to buy your first home, a new home, or want to tap into the equity in your current home, we're here to help you get started. Connect with us: Our Team | Northern Bank
A strong wealth management partner simplifies complex rules, helping lower tax bills, boost retirement savings, and transform business success into lasting personal wealth.
Northern Bank is partnering with Solex HCM to bring payroll and human resources solutions directly to business clients.
Northern Bank is pleased to announce Devon K. Fee as the recipient of the 2025 James E. McGarry, Jr. college scholarship.
Northern Bank is a full-service bank dedicated to providing practical, common sense financial solutions to help our customers live their lives and grow their businesses. From deposit products to loans to payment and collections services, we work hands-on with our entrepreneurial customers, both locally and across the country, to provide the financial support they need to realize their personal and business goals. Founded in 1960, Northern Bank has assets of $3.22 billion with 12 locations serving communities throughout Middlesex County. Northern Bank is a Member of the FDIC, and an Equal Housing Lender.
Contact us now to learn more about how Northern Bank can help you realize your goals and dreams.