Mortgage Specialist
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THE SITUATION: A tech executive was being transferred to New York City and, with his wife, began house-hunting in Westchester County. His financial advisor at Merrill Lynch referred him to a mortgage …
Continue Reading about Frustrated by the Lack of Service from Big Banks? You’re Not Alone. →
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THE SCENARIO: A successful investor wanted to expand his portfolio into real estate. While browsing properties, he encountered an overly eager real estate agent pushing a condo purchase. Fortunately, …
Continue Reading about Want to Invest in Real Estate—Without Getting Sold a Bill of Goods? →
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SCENARIO: Borrower was purchasing a multi-family property for investment purposes. He was a sophisticated investor, already owned multiple properties, and he was self-employed. This borrower owned and …
Continue Reading about Private Wealth Client Shocked To Learn ‘His Bank’ Can’t Help! →
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SCENARIO: First time buyers are looking for a home on Long Island’s north shore. Recently married and already expecting their first child, he is a rising star at his exclusive law firm. His income is …
Continue Reading about Home Buyers Realize The Value of a Great Mortgage Planner! →
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SCENARIO: A frugal young couple had worked and saved diligently, investing wisely, and living within their means to someday purchase their first home. When the time came, their Realtor recommended …
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SCENARIO: This homeowner worked with Mortgage Wealth Advisors when he purchased his home two years ago. At the time, rates were higher, and her house has realized significant appreciation since she …
