Professional Partners
MORTGAGE PROVIDER
Discounted Costs
Free income and credit analysis.
Highly competitive rates and fees will be offered to your employees.
REAL ESTATE AGENT
Receive a significant discount on Real Estate Fees.
A local agent will be assigned to your employees.
INSURANCE AGENT
Receive discounted property insurance.
Your personal insurance agent will be dedicated to serving the needs of your employees.
TITLE AGENT
Receive closing cost discounts.
MOVING CONTRACTOR
Receive free storage and packing materials, among other discounts.
Local and long distance movers at your service!
BANKER
No-fee ATM access for employees of bank clients
Above market interest rate
No-fee consultation with a wealth management advisor
… and much more!
OTHER DISCOUNTS MAY INCLUDE
Accountant
Attorney
Home
Repairs
Financial
Planning
Landscaping