Sentences with phrase «assess individual financial situations»

Knowledgeable of firm's policy, system and legal compliance regulation, and collaborate with clients to assess individual financial situations and develop strategic financial solutions.

Not exact matches

Acting as the bank can allow owners to sell faster and reap financial benefits, but in the end every seller should step back and assess their individual situation before making the leap into seller financing.
An initial consultation is free of charge and is designed to assess your financial situation and decipher the best course of action for you as an individual.
In addition to connecting you with the best loan, mortgage brokers also offer invaluable expertise in terms of assessing your credit worthiness and your individual financial situation and then matching you with the best mortgage loans available in the market.
A mortgage broker can be both a company and an individual and is responsible for assessing a borrower's financial situation... Read More»
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