Jason Servais

Specialties

As a Certified Mortgage Planning Specialist my job is about educating clients on the financial impact of borrowing. I help clients manage their liabilities in a safe, structured, secure manner. I use the following planning system which consists of the following steps:

1. Establish Trust Client-​Planner Relationship.

2. Review Clients Present Financial Status and Goals.

3. Consult with Clients on Options.

4. Develop a Plan to Reach Short and Long Term Goals.

5. Implement the Mortgage Plan.

6. Sit Down to Meet With Clients Regarding Annual Mortgage Reviews.

History

Established in 2005.

Our team is committed to providing our clients with the highest quality financial services combined with the lowest rates available in your area. Our outstanding mortgage professionals will work with you one on one to ensure that you get a financial solution that is tailored specifically to meet your financing needs. Whether you are purchasing your dream home, refinancing an outstanding loan, or consolidating debt, our highly experienced team of loan officers can help you find the right loan program at the lowest rate no matter what your needs are. Our ultimate goal is to create lasting relationships with each of our clients so that we may continue providing excellent service for many years to come. Unlike many of the larger nationwide mortgage companies that are out there, all your information will be kept secure and private. Our name that is trusted throughout the community. To speak directly with an experienced mortgage professional simply give us a call anytime or feel fre