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Insight Wealth Strategies is a San Ramon, CA-based company in the Financial Services sector.
On Earth Peace is a movement grounded in the Church of the Brethren dedicated to following the teaching of Jesus Christ in renewing and living out our biblical and denominational heritage of peace. Our purpose, through religious and educational
Uphold enables anyone, anywhere to move, convert, hold and transact in any form of money or commodity instantly, securely and for free. Uphold is the world`s first and only completely transparent and fully verifiable reserve. Unlike every bank and financial services firm in the world today, Uphold is the world`s first and only real-time transparent and fully verifiable reserve. With our numerous patented and proprietary technologies including; Reserveledger™ and Reservechain™, our members, regulators and the wider public can verify - in real-time - our balances, transaction volumes and flows, solvency, assets and obligations and our overall financial health. Uphold members funds are held in legally segregated accounts. Our members can rest assured that value held in Uphold is 100% safe and secure and can be withdrawn, at any time, regardless of what is happening in the global economy. The way it should be.
Our company is made up of highly experienced Licensed Mortgage Loan Originators and several Certified Reverse Mortgage Professionals (CRMP), and we do 1 thing and 1 thing only, Reverse Mortgages. The founder and owner was interviewed and quoted in FORBES in 2015, and was appointed to the Ethics Committee of the National Reverse Mortgage Lenders Association (NRMLA). So we can clearly distinguish ourselves as some of the top people in the reverse mortgage industry, which can`t be said for many other companies, as there are only a little over 100 CRMPs in the entire country. Our collective experiences have brought us to the conclusion that our current set up as Reverse Mortgage Brokers, rather than direct lenders, is the best for ALL of our clients. Why do I say this? Lenders we have worked for have said things like “we don`t want every loan”, which is NOT our policy. What that means they are willing to deny the borrower the benefit of the Reverse Mortgage because it does not meet their elite criteria. Everyone who comes to us has a specific need and want, regardless of whether they are the perfect A+ borrower or not. So our job is to make sure all those needs are met in a fast, efficient, and low cost manner.
Were an all-in-one, holistic insurance & financial planning firm with an RIA, broker-dealer, broker-age general agency and point-of-purchase organization.