💼 Why CPAs & Financial Advisors Need a Mortgage Broker Partner 🧠

Bill Rapp - Commercial & Residential Mortgage Broker

Published on: 26/05/2025

💼 How Brokers Help CPAs & Financial Advisors Serve Clients Better In today’s complex financial landscape, clients rely on their CPAs and financial advisors for everything from tax strategy to wealth preservation. But what happens when a client needs real estate financing? This is where a skilled mortgage broker becomes an invaluable extension of your advisory team.