We Move You In
MortgageFD revolutionizes the mortgage process - making it seamless, lightning-fast, and completely transparent to get the lowest rates for you. By prioritizing proactive communication, aggressively negotiating lowest rates, and delivering unparalleled service, we've earned a reputation with our clients that sets the bar high.
Independent
We Work for You
Our independence means we have no allegiance to one lender. We work with several lenders and aggressively advocate for you – not for the banks or quotas. This means lower rates and better terms.
Proactive
We Call Listing Agents
To supplement your offer, we’ll call Listing Agents to tout the strength of your offer and support your pre-approval. We help your offer get accepted.
Available
Always On Call
To supplement your offer, we’ll call Listing Agents to tout the strength of your offer and support your pre-approval. We help your offer get accepted.
Accountable
One Point of Contact
You will work with one of our highly trained, responsive Mortgage Officers throughout the whole process. You are never passed off to new people or departments.
Consultative
No Surprises
We take the extra time and effort to understand your situation at the beginning of your mortgage journey to proactively address issues so you can proceed with confidence.
Creative
Creative Solutions
Your situation is unique. We find solutions to low down payment, bad credit, distressed homes, investment property financing, self-employment, and more.
Comprehensive
Financial Expertise
Through FD Financial Group, our Financial Planning and Accounting heritage gives us access to experts including CPAs, CFPs, and Certified Student Loan Professionals to provide the best loan options available.
More than a Mortgage
FD Financial
As a member of FD Financial, we're here to support you with more than just a mortgage. Through our sister companies, WealthFD and TaxFD, we offer a wide range of services completely focused on keeping your finances moving with you.
WealthFD is a visionary wealth management firm renowned for our unwavering commitment to skill, innovation, and out-of-the-box strategies. However, what we value most is our distinguished reputation among clients for our unwavering integrity, utmost respect, and unwavering trust.
MortgageFD stands as a trusted mortgage brokerage firm, propelled by an unwavering dedication to providing adept solutions, competitive rates, and exceptional service. With a team of seasoned brokers, our clients flourish as we craft a personalized experience, extending the highest degree of service and expertise throughout the entirety of their mortgage journey.
Tax stands out among tax and accounting firms with our remarkable responsiveness, technical expertise, innovative spirit, and eagerness to exceed client expectations. We treat our clients as people and friends, not just numbers. Our clients count on us to impeccably handle their tax, business, and personal affairs with utmost professionalism and precision. But it's more than that - we keep their aspirations and principles at the core of our work.
Fidicuary. Fee-Only. Independent.
WealthFD
People often tell us that planning is on their long ‘to-do’ list, but it gets pushed aside for family and career commitments. We are people who believe in the power of a strategic plan in all aspects of life. When buying or refinancing a home, you’re making large financial decisions that are often an impetus to prioritize finances.
WealthFD, our wealth management and financial planning sister company, drives overall planning strategy and merges your new home into your financial plans. All financial planning and investment management functions are Fiduciary and Fee-Only.
WealthFD can help you:
- Financial Planning
- Retirement Planning
- Tax-Advantaged Investment Management
- Company Retirement Plans
- Proactive Tax Coordination and Management
- Personal Cash Flow Management
- Home Purchase Afforability Analysis
- Student Loan Planning
- Education Planning
- Estate Document Creation and Asset Titling
Tax & Accounting Services
TaxFD
As your making home lending decisions, often taxes come into play. Whether you are needing to organize tax documents for a loan, determining the interest savings on your mortgage, or determining whether or not an investment property can save you tax dollars.
TaxFD, our accounting and tax sister company, drives tax planning strategy and merges your new home into your tax plans. We work closely together to have a complete team of professionals, all creating, implementing, and optimizing your tax plans in concert and coordination with one another.
TaxFD can help you:
- Individual & Business Tax Preparation
- LLC Opening and Processing
- 1031 Exchanges and Reverse 1031 Exchanges
- Mortgage Interest and Property Tax Savings Analysis
- Secondary Financing Solutions to Minimize Gift Tax Exposure
- Bookkeeping & Accounting
- Payroll Set-Up and Processing
- Legal Entity Planning
- Outsourced CFO Services
