| Name | Title | Contact Details |
|---|---|---|
Mark Naughton |
General Counsel | Profile |
DHJJ Financial Advisors is a registered investment advisory firm that has been providing investment management and financial planning services to our clients since 1988. We are a highly committed, professional organization of investment advisers registered with the Securities and Exchange Commission. Not only are all of our investment advisers licensed as Certified Financial Planners™, but they are also Certified Public Accountants, which enables them to overlap their expertise in investment management, financial planning, and income tax law to provide their clients with unique solutions to their financial challenges. At DHJJ Financial Advisors, we truly enjoy helping our clients achieve their personal and financial goals. Our approach to financial planning is based on providing a full-service program that integrates investment management with income tax planning, resulting in a holistic strategy to help our clients maximize their financial success.
Verse is the cheapest and fastest way to share payments with friends.
Founded in 2007, RoundPoint is a fully-licensed agency and non-agency subservicer for commercial banks, credit unions, mortgage companies and hedge funds. The Charlotte, NC-based company currently services over $75 billion worth of mortgage assets, which are comprised of its own assets and loans subserviced for many other investor types nationwide. RoundPoint is licensed to service loans in all fifty states, the District of Columbia, and the U.S Virgin Islands and is publicly rated by Fitch Ratings (RPS3+, RSS3+), Standard & Poors (Average) and Kroll Bond Rating Agency (BB). RoundPoint is a seller and servicer for Fannie Mae and Freddie Mac. It is an approved single family Issuer and servicer for Ginnie Mae, and maintains current MBS issuer eligibility. RoundPoint is also an approved servicer for the U.S. Department of Housing and Urban Development, the U.S. Department of Veterans Affairs and the U.S. Department of Agriculture. In addition to servicing loans guaranteed by Fannie Mae, RoundPoint services for third parties and has an extensive portfolio of loans involved in FDIC structured and shared loss transactions.
Esperanza is a faith-based non-profit organization that works to address the root causes of systemic poverty in Hispanic communities through education, economic development, and advocacy.
Valmar Holdings is a company that offers premium fintech apps and solutions in the world of finance, auto, software development, and more.