Managing Your Clients' Assets

Your clients' home is probably their largest single asset. Under our Mortgage Planning Program you can participate in the terms of your client's mortgage. As a registered solicitor with WFS Mortgage Services, you become part of a professional Mortgage Banking firm that has worked with financial advisors like yourself for over 15 years.

Expand the Financial Services You Offer

Our processors understand the relationship between you and your clients. Our knowledgable staff will offer you guidance so that you can have access to our full line of mortgage products. From start to finish, you will be supported so that your clients receive the very best service in the mortgage industry. Most importantly, the Mortgage Planning Program keeps you and your client informed so that the advice they're given is right for them.

To expand your list of financial services, contact  Sally Feldman at 800-616-8374 or