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For Professionals

Our relationships with financial planners, lawyers, accountants and bank executives, make us unique among brokers and can help break down barriers associated with the lending process.

We are setting the ‘new’ standard among brokers. With our knowledge of lender policies, we can foresee potential issues and find additional opportunities for you to present to your clients.

See what our professional partners are saying about us.

Inquire about becoming a Match Maker referral partner.


For Clients

Over the years, we have forged relationships with leaders in finance, law, accounting, real estate and housing and can leverage these contacts to ensure you are well cared for in every area of your life.

By adding us to your team of professionals you are gaining a valuable, long term partner.


Make a Match!

If you are interested in any of these additional services, we would be happy to send you a recommendation for a trusted professional in your area: (click all that apply)

   We’re thinking of purchasing/selling a property.
   We are beginning, or reconsidering our financial portfolio.
   Does my family have the appropriate life insurance coverage?
   I have questions about my Home, Auto, Business insurance.
   We need a seasoned and trustworthy contractor / decorator.

I am in transition and need legal or paralegal expertise.

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