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Showing 1 - 3 of 3 results
KWB WEALTH
KWB WEALTH
Redlands, California
1-24 employees
KWB Wealth was founded on the vision of offering more – much more - than an investing experience that is only as good as the last transaction. Our mission has always been, and always will be, to provide serious investors with comprehensive long-term wealth management. Since 1996 we’ve been helping clients from every walk of life turn their hard-won earnings into assets they can enjoy throughout their lifetime and leave to loved ones if they so choose. We don’t set minimums. And we don’t set maximums. The sky is our limit. All you need to work with us is the intention to accumulate wealth and make your best life happen. Are you ready? Then let’s talk: call 909.307.8220, email [email protected], or visit our website kwbwealth.com.
Retirement Benefits Rank
Top Benefits
FALCON WEALTH PLANNING, INC.
FALCON WEALTH PLANNING, INC.
Ontario, California
50-99 employees
Falcon Wealth Planning, Inc. Is designed to help clients achieve their financial goals while controlling their taxes, fees, and the risk they take on their investments. We specialize in comprehensive financial planning. We are a FEE ONLY Registered Investment Advisor and specialize in tax efficient retirement income and help our clients achieve their financial goals. What separates us from other financial planning firms is our detail and expertise in tax planning, real estate planning, social security planning, retirement income planning, estate planning, investment planning, and insurance planning. Falcon Wealth Planning does not affiliate itself with any aspect of receiving commissions. We proudly are FEE ONLY and help our clients with identifying areas of key financial planning opportunities to help increase their financial situation as efficiently as possible.
Retirement Benefits Rank
Market Leading
HOME FUNDING CORPORATION
HOME FUNDING CORPORATION
Rancho Cucamonga, California
1-24 employees
Here at Home Funding Corp. we offer stability, the product selection of a large corporation, and the service of an independent business. We take a lot of pride in sharing that, in our 30 years of business, we've never had a layoff. Our turn around time for FHA loans is typically 16 business days, our conventional financing averaging 8-10 business days, and underwriting and docs around 24-48 hours. We utilize cutting edge technology and offer CRM software to our originators. Our originators have landing pages with 1003 online application ability and can offer lead capturing technology to their Realtor Partners. Our CRM program comes with 84 million B2B contacts, marketing materials and drip email campaigns. Our LOS is Point Central and Cloud Based to better serve our team. And we're fully automated (Paperless). Loan Originators can run their businesses out of their homes or wherever they'd like! We also have private offices available for top producers and their team members at our corporate office, with a full in-house staff located in Rancho Cucamonga, CA. Our payment structure is the most aggressive in the industry and we close loans faster than anyone else! Learn more today, call 1-800-308-4999 today or visit www.hf-corp.com! NMLS #91487
Retirement Benefits Rank
Market Laggard
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