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Peoples Mortgage employs over 220 loan officers and lends in 38 states. Their established in-house processing and dedicated underwriting and closing teams help to maintain an unprecedented level of service for their clients. Peoples Mortgage opened its doors in Arizona in 1998 with the mission of offering competitive real estate financing with unmatched service. This straightforward approach has given Peoples a solid reputation in the industry and paved the way for National expansion. With competitive financing in mind, Peoples Mortgage has established unique lending relationships with several investors in the secondary market to maximize program versatility, while maintaining the benefits of direct lending pricing. Recognizing the unique needs of each of our clients, each Loan Officer has access to competitive pricing for an expansive list of loan programs.
Borda, Lorenz is a Novi, MI-based company in the Financial Services sector.
Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.
Founded in 1996, Hampton is a leading Canadian boutique full-service investment dealer delivering wealth management and capital markets services. Supported by almost 40 advisors and associates, we pride ourselves on providing unbiased investment solutions and bespoke service to private and institutional clients. A Hampton advisor can provide recommendations for generating growth or a steady stream of income together with estate planning ideas. Our capital markets professionals offer expertise in a complete range of investment banking services as well as institutional sales and trading. Hampton enjoys a strong partnership with National Bank of Canada, which acts as custodian of our clients` assets, assuring them safekeeping and peace of mind. Through National Bank Correspondence Network (NBCN), we have access to third-party research, independent money management, and new issue syndications, while our clients benefit from secure, online access to their account information. The greatest strength of our firm is our people. Our advisors have the freedom to offer truly independent advice and draw upon a universe of investment products and services, equipping them with the resources to customize investment solutions to the varying needs of each individual client. We constantly strive for a successful long term relationship with our clients based on mutual trust and confidence.
Corporate Audit Partners is a San Juan Capistrano, CA-based company in the Financial Services sector.