106 Things We Do For Clients, No. 76

by | *Financial Awakenings, Fee Only Financial Planning | 1 comment


No. 76 of 106 Things We Do For Clients

Refer you to banking establishments for loan and trust alternatives.

All banking establishments are not created equal. Not everyone specializes or has the best rates for every service. Some institutions have superior benefits and costs for their credit cards. Others have the best rates and services for debit cards. Some have better rates and easier qualification parameters for home loans, equity loans, or vehicle loans. The same is true for checking accounts, savings accounts, money market funds, and certificates of deposit.

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