Post Tagged with: "Power of attorney"

 
  • Estate Wills & Powers of Attorney

    As part of a finance broker’s Client Needs Analysis, Wills, Estate Planning and Powers of Attorney is a crucial topic to be raised in discussions. Often, prospective borrowers do not […]

     
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Testimonial

We have been very lucky to have Paul as our broker. He is a good guy who tries very hard for his clients. He is attentive and always available to answer questions and provide calm, experienced guidance. If Paul says it can’t be done, then it can’t. If he says he will do it, then he does. Paul is always thorough and on top of the most demanding paperwork. Most importantly, he is ethical and can be totally trusted. We look forward to our next experience with Paul.

- Marj & Ted