Goldcrest Consulting Services, LLC
Goldcrest Consulting Services, LLC is a specialist in serving the financial needs of broker-dealers, regardless of their size or current situation. We offer tailored solutions that cover both financial and operational elements, all while ensuring compliance with industry regulations. Our team has extensive experience in FinOp and accounting, allowing us to create customised solutions to meet our clients' individual needs.
You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.
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United Cash Solutions
United Cash Solutions is a broker dedicated to helping customers obtain the best financial solutions for their needs. Our services extend from accounts receivable financing/factoring loans, real estate secured business loans (using bank statements), and working capital loans ranging from $5,000 to $1,000,000 in less than a week; up to $5,000,000 in two-three weeks. We also offer SBA, USDA loans, as well as alternative financing options that allow for high leverage and minimal cash investment, long terms to minimize debt service, and flexible underwriting requirements.Our team is comprised of experienced professionals who are committed to helping our customers reach their financial goals. We understand that flexibility is often required when it comes to new ideas and we strive to provide our clients with the highest level of service.
Northstar Funding
Northstar Funding is a mortgage broker offering a wide variety of financial solutions for home buyers, including FHA loans and financing for foreign nationals, as well as first-time home buyer programs. They also provide fixed rate mortgage loans (FRM), jumbo mortgage loans, home loan refinancing, non-warrantable condo projects, adjustable rate mortgage (ARM) loans, and residential mortgage loans. Refinancing services are also available. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.
Gunter Financial Services
At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.
Land Run Mortgage
The Land Run Mortgage Team is dedicated to providing the best mortgage services to customers in Edmond. We strive to offer some of the most competitive rates available and make the loan process as easy, simple and fast as possible. Our experienced team of mortgage brokers are ready to guide you through every step of the process so you can find the right financial solution for your needs. From first-time home buyers to those looking to purchase their dream home, refinance an existing loan or consolidate debt, our experts have the tools and knowledge to help you make the right decisions. We take great pride in our ability to provide personalized solutions to meet your individual goals.
Treece Financial Group
Treece Financial Group is an organization dedicated to providing financial guidance to those aging alone and members of the LGBTQ+ community. Our mission is to provide honest advice, create a lifetime income plan, and advocate for our clients if financial injustice occurs. We use plain language and no pressure sales tactics, so you can make informed decisions about your retirement planning. Our team helps you maximize your income and prepare for unexpected expenses, such as healthcare and long-term care. We offer securities and investment advice through Cetera Advisors LLC, a broker/dealer and Registered Investment Adviser. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.
Creative Financial Partners
Creative Financial Partners was established to assist our customers in all areas of their finances. We pride ourselves on offering a highly personalized service and have gained recognition for the excellence we provide. Our mission is to help our clients achieve financial stability and independence through comprehensive financial planning, investments, banking and retirement planning. Our team of experienced professionals are dedicated to helping our clients reach their goals. We strive to provide the best possible services and offer a wide range of options. We also work with Securities Service Network, Inc, a registered broker/dealer, which is a member of FINRA & SIPC.