Are you confident your clients are receiving top-tier real estate and mortgage advice?
As a financial planner, your clients trust you to guide them toward financial success. However, real estate and mortgage decisions can significantly impact their overall portfolio. By partnering with an expert who specializes in real estate and mortgage solutions, you can strengthen client relationships, protect their wealth, and unlock new opportunities to grow your assets under management (AUM)
Are you confident your clients are receiving top-tier real estate and mortgage advice?
As a financial planner, your clients trust you to guide them toward financial success. However, real estate and mortgage decisions can significantly impact their overall portfolio. By partnering with an expert who specializes in real estate and mortgage solutions, you can strengthen client relationships, protect their wealth, and unlock new opportunities to grow your assets under management (AUM)
We Make It Easy for You
We serve as a single trusted resource for all things real estate and mortgage-related — giving your clients a seamless, worry-free experience while allowing you to stay focused on their financial goals.
We Make It Easy for You
We serve as a single trusted resource for all things real estate and mortgage-related — giving your clients a seamless, worry-free experience while allowing you to stay focused on their financial goals.
TESTIMONIALS
Why Financial Planners Trust Us
with Their Clients’ Real Estate Sales, Purchases & Mortgage Needs
Single Trusted Resource
Eliminate the need for your clients to work with multiple service providers. We handle:
Real estate sales & purchases
Mortgage financing, refinancing, and alternative lending solutions
Investment properties and commercial real estate deals
Renovation financing to maximize property value
25+ Years of Expertise
As a Real Estate Broker and Mortgage Banker, we bring a proven track record of results-driven service that helps clients make smarter financial decisions.
Tailored Real Estate & Mortgage Solutions
From first-time homebuyers to seasoned investors, we provide custom solutions that align with your clients' unique financial goals.
Whether it's residential, commercial, or renovation financing, we ensure that every aspect of their property portfolio is optimized.
Why Financial Planners Trust Us with Their Clients’ Real Estate Sales, Purchases & Mortgage Needs
Single Trusted Resource
Eliminate the need for your clients to work with multiple service providers. We handle:
Real estate purchases and sales
Mortgage financing, refinancing, and alternative lending solutions
Investment properties and commercial real estate deals
Renovation financing to maximize property value
25+ Years of Expertise
As a Real Estate Broker and Mortgage Banker, we bring a proven track record of results-driven service that helps clients make smarter financial decisions.
Tailored Real Estate & Mortgage Solutions
From first-time homebuyers to seasoned investors, we provide custom solutions that align with your clients' unique financial goals.
Whether it's residential, commercial, or renovation financing, we ensure that every aspect of their property portfolio is optimized.
Let’s Build a Winning Partnership!
Take the first step toward enhancing your clients’ experiences while increasing your revenue. Together, we can help your clients secure their financial futures while expanding your business opportunities.
Meet Steven Sakofsky CA RE Broker & Banker
With over 25 years of experience as both a Real Estate Broker and Mortgage Banker, I offer comprehensive solutions for Financial Planners and their clients.
As a single point of contact, your clients will receive expert assistance with every aspect of their real estate and mortgage needs.
We help your clients accomplish their goals, while helping you maximize the amount of funds under your management.
Contact me now to discover why planners and their clients trust me as a valuable resource.
Meet Steven Sakofsky CA RE Broker & Banker
With over 25 years of experience as both a Real Estate Broker and Mortgage Banker, I offer comprehensive solutions for Financial Planners and their clients. As a single point of contact, your clients will receive expert assistance with every aspect of their real estate and mortgage needs.
We help your clients accomplish their goals, while helping you maximize the amount of funds under your management.
Contact me now to discover why planners and their clients trust me as a valuabe resource.
Ready to Elevate Your Practice? Let’s Talk!
We’re ready to show you how a strategic partnership can enhance your services and drive greater client satisfaction.
Book a quick 15-minute consultation today and discover how we can make a meaningful impact on your business
.
Ready to Elevate Your Practice? Let’s Talk!
We’re ready to show you how a strategic partnership can enhance your services and drive greater client satisfaction. Book a quick 15-minute consultation today and discover how we can make a meaningful impact on your business
.
Suntrust Homes 2025
Steven Sakofsky
Real Estate Broker
Direct Mortgage Lender
CA BRE #00945149 NMLS #323995
Suntrust Homes 2025
Steven Sakofsky
Real Estate Broker
Direct Mortgage Lender
CA BRE #00945149 NMLS #323995