For our Clients
Other Solutions Group Companies to Support You
Wealth Management
An issue that became extremely evident to our Executives was the need for our clients to have the right Financial Advisement Team. In dealing with so many clients that had their financial advisors providing incorrect information and a lack of proper planning our team took to action and developed a sister company that has over 6 licensed financial advisors, Series 7 and Series 66, to support the needs of our clients and their families. Click the link below to get more details on our Wealth Management Firm and our ongoing support for our clients.
Mortgage firm
The additional support that we strive to provide to our clients for their business and financial life includes us getting involved in many arenas of their lives. One major frustration that we have found in our time serving our clients is working through the mortgage process as a Self Employed Individual or Business Owner. Seeing this major frustration and a need, we set out to create a Mortgage Firm that is specifically trained and experienced to support Self Employed Individuals and Business owners purchasing homes and investment properties.