KWB & Associates, Inc. Wealth Managers Group, call toll-free (800) 478-8934, or local (909) 307-8220
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For that reason, mortgage services are a vital component of financial management. Our KWB Wealth Managers are here to help make you aware of which mortgage products best suit your financial situation. Whether you are purchasing a new home or refinancing your current one, it’s important to know and understand your options.

Among others alternatives, KWB Wealth Managers Group can offer information and help you make decisions concerning:

First Mortgages
Fixed-Rate Mortgages
Home Equity Lines of Credit
100% Financing
Second Mortgages
Adjustable Rate Mortgages
Interest Only Loans

Managing both your liabilities and your assets is an important part of achieving long-term financial success. The mortgage services offered through Linsco/Private Ledger encompass more than 55,000 lending programs from 250 financial institutions. With all these options available, we can easily help you find a mortgage solution that’s in line with your long-term financial goals. To take advantage of these services, please contact one of our KWB Wealth Managers.

*Linsco/Private Ledger representatives offer mortgage services through Innovex Mortgage, Inc, and affiliate of Linsco/Private Ledger Crop. Lump sum proceeds from mortgage services related transactions may not be used for the purpose of investing in securities offered through Linsco/Private Ledger.

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Securities and Insurance Products offered through LPL Financial and it's affiliates, Member FINRA/SIPC
Insurance products offered through Private Ledger Insurance Services of California, Inc.

Not FDIC Insured
No Bank Guarantee
May Lose Value
Not a Deposit
Not Insured by any Federal Government Agency

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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