OUR SERVICES

A multi-disciplinary approach that brings clarity to your finances.

We offer expert help in various areas.

Loans

Whatever your needs are, as brokers we can select the bank that best satisfies them.

Real Estate

We can help you buy a first home or your next home, as well as any type of sale.

Taxes

A multi-disciplinary approach that brings clarity to your finances.

Consulting

Our service is top notch because we are able to offer everything under one roof

Loans

Financial Solutions is a mortgage broker, offering home loans for purchase and refinance under the name of Preferred Partners Realty & Investment.

Whatever your needs are, as brokers we can select the bank that best satisfies them. Our firm specializes in zero point loans, providing the most cost-effective solution so you can free up money for other important financial goals. We can explain what others only punch into the system. Come visit us and see how we can help you.

In 2009, Financial Solutions launched Preferred Partners Realty & Investment to serve your real estate buying and selling needs

We can help you buy a first home or your next home, as well as any type of sale. The tax expertise at Financial Solutions will ensure that you understand the full implications of your purchase or sale.

We have agents that specialize in Short Sales to help you get out from under a crushing debt burden and keep your best interests at the forefront at all times.

In this market, there are also investment opportunities. We can help you identify a property purchase that will take your family forward and expand your financial possibilities.

First Home

Short Sales

Investments

Real Estate Services

Taxes & Financial Services

Financial Solutions prides itself in offering year-round tax services. Our team of financial specialists has the experience and education to ensure that you will receive all the benefits the tax code can provide you.

Personal Taxes

Out-of-State Services

Business Tax & Management

Need help responding to an IRS letter? Come visit us any time of the year. We understand that sometimes it is difficult to file your taxes by April 15th. Our office is open year-round to help you with any problems you may have.

Consulting

Our service is top notch because we are able to offer everything under one roof.

Integrated Real Estate & Tax Planning

One of our company’s fundamental concepts is that it is crucial to make sure that real estate and mortgage decisions are made with proper tax advice. That is why we are in both businesses.  Do you want to sign a listing agreement to sell your investment property before you know the tax consequences? Do you want to sign up for a several hundred thousand dollar loan commitment without knowing exactly how it benefits you? Do not allow yourself to be sold by a salesperson! Emotions and a sales pitch have no place in the biggest financial decisions of your life. Does that loan officer at the bank know if your line of credit interest is within IRS deductibility limits? At Financial Solutions, we provide hard facts to back up our recommendations. Our reputation depends on it!

Family Arrangements

If you have property moving between family members or inheritance questions, we can clear up many issues without involving an expensive attorney or we can serve as an efficient liaison between you and an attorney. We also produce written agreements and all supporting paperwork for any financial arrangements between family and friends.

 

General & Business

We advise on business entity choice and incorporate businesses or set up partnerships and LLC’s. We also provide businesses with custom-written contracts to put your important agreements on paper.

If you cannot seem to find help for out-of-the-ordinary problems or complex situations, try us risk-free. Evaluations are free of charge for up to a half hour.

Schedule an appointment today!

(562) 498-2659

Partners