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Your home and your mortgage are often
the greatest expense in your life.

Who Should YOU Trust
to Obtain Your Mortgage?



The financing strategy you use today can impact your life for years to come.
The wrong strategy – even with the right mortgage
can cost you thousands of additional dollars over time!


With over 25 years of mortgage industry experience, we have a proven track record of helping our clients integrate their mortgage loan into their overall long and short-term financial and investment goals. The cash flow and home equity strategies we share with our borrowers have helped them conserve and build wealth when buying or refinancing their home.



What We Do How You Benefit
We offer a wide range of loan products through an expansive network of lenders We’ll match the right loan to your needs, with competitive rates that satisfy even the most discerning clients.
We have the knowledge and expertise to explain the financial and tax implications of various mortgage and real estate investment strategies, rather than simply focusing on rate. Our financing strategies will help you conserve home equity, build greater wealth, and achieve your financial goals in life.
We evaluate different mortgages to show you what works best for your unique situation, rather than simply pushing products. Your mortgage will fit your budget, allowing you to live life today while still saving for tomorrow.
We build long-term relationships, rather than one-time sales. Today, and for years to come as your needs evolve, we’re there to help you and guide you.
Realtors, Attorneys, CPA’s, and Financial Planners seek out our knowledge, advice, and guidance. You receive accurate information, valuable advice, and a concierge experience. After all, you deserve The Best!



For these reasons and more, every one of our family of clients have come to us through the recommendation of one of their trusted professionals, family members, or friends!  I’d like to welcome you to our family so you also may benefit from this concierge experience.


To ensure a smooth transaction, call us today (516-302-1090) , before you start looking for a new home or consider refinancing your current home. We’ll ensure your mortgage matches your needs, complements your financial plans, and helps you attain your financial goals.



Warren Goldberg
Certified Mortgage Planning Specialist®
President and Founder

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