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Know More About work

What We Do?

We offer unmatched, tailored, high-level consulting to businesses, their owners, and various professionals throughout the United States. Our clients are located heavily within the North East, East Coast, and entire Southern coast, and we are happily expanding out West! Our sole focus is to assist the financial journeys of our clients whether it pertain to business revenues, personal finances, business structuring, financial strategies, lending, and much more.

We have no standard client. They range in demographics, locations, industries, and walks of life. Our home owners range from first-time home owners to experienced investors. Our business clients range from newly formed businesses to over 30 million in revenues. Our business client industries expand from medical, tech, beauty, construction, ecommerce, business, entertainment, legal, and more. We welcome all business clients with open arms and offer top-level service to each client regardless of industry, gender, revenues, or personal/professional background. Typically, the earlier a client begins with consulting during their business journey, the more likely and quickly they are to find success!

If you are looking to acquire a loan, get help/consolidate debt, grow/scale your business, improve business finances, find your greatest business success, or simply inquire if we can assist you, then look no further. It costs nothing to have a conversation that can transform your business and life!

Lenders (nationwide): Have an interest in partnering with us? Please reach out.

 
what we offer

Our Expertise

Debt Consolidation
Business Loans
Term Loans
SBA Loans
Lines of Credit
Equipment Financing
Business Formation / Structuring
Strategic Planning
Personal Credit Consulting
Business Credit
Business Relationship Management
Professional Networking / Industry Partnership
Home-ownership based Lending
Asset-Based Lending
Competitor Analysis
clients overview

Testimonials

I am so happy I took the chance with them. They worked with me despite being denied by several banks when I thought I wanted to refinance. They connected me to a repair specialist, who was extremely sweet and helped me fix a few things. After, I was able to get a home equity line of credit – which I have never knew about. I am so happy to be in a great position financially now.

Mary Tenores