I was referred to Bruce, a recently retired gentleman, by Michael Closuton of One Sotheby’s International. In speaking with Bruce his only current source of income was from social security. Bruce did have a large retirement account however but was not yet ready to begin taking from it. No problem! I let Bruce know about our liquidity underwriting – four months of asset statements were all we needed to get him approved.
Dan provides clients with years of proven experience and an abundance of financing options for their mortgages. His common sense approach and devotion to customer service is what sets him apart in the highly competitive mortgage industry. Dan prides himself on consistently delivering “referable services” to his clients, referral sources, and partners.