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I Am a Financial Planner

Our financial planners, it's very similar to banks. Most financial planning firms don't do mortgages but the majority of their clients are going to need a mortgage at some point in time. So instead of that client just being put on the street to go and find a lender, which a lot of times can be a bank, we act as a resource for these financial planning firms. They refer them to us, and we help them to retain the client so they're not out there being harvested away because most banks are going to be doing financial planning, are going to managing assets like that and investments.

The only lender that would truly listen to my needs-
I chose your company because you were the only lender that would truly listen to my needs and concerns. The other lenders acted like I was a waste of their time. Overall, I would rate your service as excellent. You always kept me informed and I saw first hand how your team kept my file a priority which really impressed me. You all are very hard workers! I could not have asked for a better level of professionalism. The transaction was handled perfectly and you exceeded all of my expectations. I look forward to referring my ...

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