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Why Partner with Mortgage Portfolio?

As part of our Financial Planning services, Mortgage Portfolio Services asks the question “What good is it to identify areas in which a client might need a professional opinion and then leave the client to find the professional on their own?”

So at MPS, we set out to find the most qualified, seasoned, ethical and professional individuals we could in the areas of tax law, tax preparation, real estate, real estate law, investing, banking, life insurance, homeowners insurance, financial planning, debt reduction, debt consolidation, student loan consolidation and IRS representation. While we do not require clients to use any of these sources, we offer them to increase the chances that the client might utilize the services of a qualified individual instead of just picking a name out of the phone book or internet.

Financial Services Referrals