One victim from Louisiana told investigators Levy told her he had worked out payment plan with her car lender, and said to stop making. He said he was not a loan or mortgage broker nor an attorney.
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But some mortgage-paying retirees are well-off and want to keep their money in better-paying investments, financial planners say. In fact, financial planner Anderson Wozny, whose firm has offices in.
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. a non-bank lender and intermediary based in Boca Raton, knows that when. Earlier in my career, I was a crappy mortgage broker because I.
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Try to include on your list one mortgage broker, one major bank and one smaller bank or credit union," Cecala says. Don’t give out your Social Security number prematurely Of course, no quality lender.
Information submitted about 2016 loan production was used to compile. and mortgage brokerages, and their titles range from loan officer all the way. 36, Craig Stelzer, Guaranteed Rate, Boca Raton, FL, $158,265,436, 471.
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"The people who have done everything right are now going to benefit, and will be very well rewarded," said Mari Adam, a financial planner and owner of Adam Financial Associates Inc. in Boca Raton.
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