So how does Banking Solutions work?

Initial consultation meetings are conducted free of charge to better understand client needs and current banking relationships.  Basic analysis of financial statements and banking proposals for loan and deposit requests are included in the service.

 

A plan is then made to identify suitable banks and visits are scheduled. Updates during the search process are provided and involvement is maintained until client is satisfied.

 

When you need:

New loan – personal or business

 

Consolidation and/or refinancing

 

New banking relationship

 

Cash management services

 

Local bank

 

Different collateral options

 

Recommendations for quality accounting, legal, and/or capital market services
 

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