CPA Mortgage Advisor Program
As accountants, you may find that your clients want you involved in all facets of their financial decision making process. Sometimes their needs fall outside the scope of your expertise. In order to help you meet these needs we have developed the Accountant Mortgage Advisor Program. As a member of this program you will have a trusted source to assist your clients in obtaining financing for real estate.
Through our fund and banking alliances, we offer your clients a streamlined route to exceptional service and preferential rates. We specialize in:
* Conventional commercial real estate financing (nationwide).
* Short-term real estate financing for clients that do not qualify for traditional financing (limited to properties in the New York Tri-State area).
* Access to Residential real estate financing in the New York and Connecticut area.
Contact us directly to learn more.
