Andrew Findlay Competitors

True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas. We serve business owners, private investors, and families with significant wealth who require more than investment management. They require a trusted strategic partner. Personal by Design. Institutional by Capability. Our role is to integrate every dimension of a family’s financial world, including wealth planning, portfolio construction, private investments, business exit strategy, and legacy design, into one aligned strategy. We earn trust through disciplined execution, deliver deeply personalized counsel shaped around each family’s values and vision, and stay one step ahead by anticipating complexity before it becomes reactive. Founded in 2000, True North operates with a long-term orientation and a generational mindset. Our mission, Fulfilling Lives™, reflects our commitment to helping families use wealth intentionally, by preserving opportunity, strengthening purpose, and building legacies that endure. The most important asset we manage is trust.

Synergy Financial Partners (SFP) is an independent financial services company dedicated to changing the way Americans plan for the future. By offering innovative concepts and products for its customers as well as an entrepreneurial driven opportunity for its associates, SFP is the emerging leader in the financial services industry. We believe a company represents a “culture.” At Synergy Financial Partners our culture is based on the coming together of people around a common set of values, beliefs, and purpose. It’s more than products and services, or commissions and income. It is about sharing a common cause. It is about our customers and our associates achieving peace of mind. Our purpose is to inspire individuals, families, and businesses to seek the wellbeing and security that comes from being prepared and able to survive the financial challenges and emergencies, thereby offering them the peace of mind to live their life to its greatest potential. Our goal is to connect with people who believe what we believe, and then to work shoulder to shoulder with them in pursuit of a common goal; building a business that gives families the peace of mind that comes from knowing that you have a sound financial plan in place. If these values and ideals resonate strongly within you, then Synergy Financial Partners is for you!

At BrightPath Mortgage, we provide a wide range mortgages to ensure that our valued customers have access to the best interest rates and loan terms. Our dedication to your complete satisfaction means that your needs are our ultimate priority. NMLS# 177208 www.nmlsconsumeraccess.org For borrowers who are preparing to relocate or are involved in out-of-state real estate investing, we service loans in 23 states across the U.S. In addition to our conventional loan products, we offer loan programs with unique features that may improve your financing options. Some of our more popular loan products and programs include: - Fannie Mae loans - First mortgage loans for purchase or refi - Homepath loans - FHA loans - Jumbo mortgage loans - Investment property loans - VA loans With more than 30 years of experience, BrightPath Mortgage is ready to respond to your call for services in a detailed and highly efficient manner. For more information about our mortgages call our office today. Our bilingual loan officers are ready to serve our Hindi, Bengali, Urdu, and German speaking neighbors! Why choose us? - No Closing Cost Loans - A+ BBB Rating - 30+ Years Experience - Our Loan Offices are Extremely Knowledgeable and Experienced - Serving Numerous States Across the United States - Dedicated to Client Satisfaction