CPA Mortgage Advisor Program
Accountants sometimes find that their clients want them to be involved in all facets of their financial decision-making process. A clients needs may fall outside an accountants range of expertise, and as such we have developed the Accountant Mortgage Advisor Program. As a member of this program, accountants have a trusted source which can assist clients in obtaining real estate financing.
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.