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Fiduciary Financing-Logo

Fiduciary Financing

This business has not yet been verified. Verified status is granted after a short phone interview confirming credentials and professional background.

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Address:

5900 S Lake Forest Dr, McKinney, Texas, United States, 75070-2306

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Fiduciary Financing is a mortgage brokerage firm that provides unbiased, fiduciary-grade financing solutions to individuals and businesses. They have access to over 800 nationwide lenders and 100+ loan products, allowing them to match clients with the best lending options for their needs and financial goals.

This profile was created from KeyCrew's proprietary intelligence platform and human review. To update or correct this information, please schedule a verification interview .

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Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Loan Consultation
  • Loan Matching
  • Prequalification
  • Lender Curation
  • Loan Application
  • Financial Planning
  • Mortgage Financing
Why Choose This Company:

KeyCrews recommendation on why this service provider may be the best fit for your needs.

This is a great choice for individuals and businesses seeking unbiased, fiduciary-grade financing solutions. Fiduciary Financing, a veteran-owned and operated company, offers access to over 800 nationwide lenders and 100+ loan products, ensuring they can match you with the best lender and product available. With a team of experienced professionals, including a CERTIFIED FINANCIAL PLANNER and a Certified Public Accountant, Fiduciary Financing is dedicated to putting your financial needs first. They provide a streamlined, 100% online application process with industry-leading data security practices, making the lending experience simple and secure. Whether you're looking for real estate, small business, or student financing, Fiduciary Financing has the expertise to guide you through the process and help you achieve your financial goals. With a focus on transparency and personalized service, they are committed to being a trusted partner in your financial journey.

Awards & Certifications:

  • CERTIFIED FINANCIAL PLANNER Professional
  • Certified Public Accountant (Texas)
  • Investment Advisor Representative (Series 65)
  • Series 3, 7, 30 and 66
  • General Lines Agent (Life, Accident, Health, and HMO)
  • Investment Advisor Representative (Series 65)
  • General Lines Agent (Life, Accident, Health, and HMO)

People often ask...

What services does the company offer?

The company offers loan matching services, connecting clients with lenders for various types of loans including real estate, small business, unsecured, commercial, student, asset secured, mortgage, construction, bitcoin, home equity, vehicle, and debt consolidation loans.

What types of properties does the company work with?

The company works with real estate properties, including those for construction and home equity loans.

What geographic areas does the company serve?

The company serves clients nationwide, with access to over 800 lenders across the country.

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