For far too long our region has been dominated by out-of-state financial institutions that offer mediocre products and services. Our model breaks that mold. We are a local company on a mission to deliver extraordinary products and world-class services to our community through Real Estate, Lending, Insurance and Retirement Planning, and Financial Advisory Services.
The following is the list of products and services that we are currently offering to both, our clients and our investors:
- Life and Health Insurance and Long-Term Disability Planning Solutions that could protect you and your family's health, wealth, income and well-being in case of a disaster.
- Retirement and Long-Term Investment Planning with Secured, Guaranteed, Insured Investment Products such as Fixed Index Annuities.
- Retirement Solutions such as 401k Plans, SEP, ROTH and Traditional IRA accounts.
- Alternative Investment Sources such as Structured Settlements that provide substantial income without significant risks and volatility associated with securities traded on the open markets.
- Commercial Mortgage Financing, Lines of Credit and Business Loans available in all 50 states.
- Private / Hard Money Financing for Investment Residential, Commercial and Mixed-Use Properties in Philadelphia, Montgomery and Bucks Counties.
- Investing in Private / Hard Money Loans with high rates of return and low to moderate risk of loss.
*Alternative and Private Lending Investments are not FDIC Insured, may have risk of loss, not guaranteed, and may not be suitable for all investors. Consult your attorney and/or your accontant before considering investing in such products.