Tax Planning
We believe the best way to help our customers is to understand what they do and what they need. That’s why we offer a personal, tailored and swift service, with direct access to decision makers.
We work with our clients to design and create simple tax solutions to improve their working capital based on their actual business and specific needs. Whether you’re a first time homebuyer or you’re familiar with the process, we are here to support you. We’ll provide you with regular updates throughout the loan-application process. If you have questions or concerns you can contact a Mortgage expert. Loan Application Process When you’ve selected a property and have a contract with the Seller, the next step is to complete your loan application, which can be done easily through our website. To get started, complete an application.
At the appropriate time we’ll order a property appraisal for you. When your loan is approved your Real Estate Agent or the seller will designate an escrow/title company to handle the funding of your loan. We will coordinate with the escrow team and you’ll sign the final papers at their office.
We work with our clients to design and create simple tax solutions to improve their working capital based on their actual business and specific needs. Whether you’re a first time homebuyer or you’re familiar with the process, we are here to support you. We’ll provide you with regular updates throughout the loan-application process. If you have questions or concerns you can contact a Mortgage expert. Loan Application Process When you’ve selected a property and have a contract with the Seller, the next step is to complete your loan application, which can be done easily through our website. To get started, complete an application.
At the appropriate time we’ll order a property appraisal for you. When your loan is approved your Real Estate Agent or the seller will designate an escrow/title company to handle the funding of your loan. We will coordinate with the escrow team and you’ll sign the final papers at their office.


SERVICES
Investment products and services are offered through Pinacle Community Credit Union Bank Advisors. Pinacle Community Credit Union Bank Advisors is a trade name used by Pinacle Community Credit Union Bank Clearing Services, LLC (WFCS) and Pinacle Community Credit Union Bank Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Pinacle Community Credit Union Bank & Company.
Pinacle Community Credit Union Bank announces material financial information to investors and the public using press releases, SEC filings, this website, public conference calls and webcasts. In addition, Pinacle Community Credit Union Bank uses social media to communicate with its clients, customers and the public about the company and its services. It is possible that the information Pinacle Community Credit Union Bank posts on social media could be deemed material. Therefore, Pinacle Community Credit Union Bank encourages investors, the media, and others interested in the company to review the information posted on Pinacle Community Credit Union Bank's Twitter Feed, Pinacle Community Credit Union Bank Blog and Pinacle Community Credit Union Bank's YouTube Page. These sources are subject to change and will be updated here accordingly.
Pinacle Community Credit Union Bank announces material financial information to investors and the public using press releases, SEC filings, this website, public conference calls and webcasts. In addition, Pinacle Community Credit Union Bank uses social media to communicate with its clients, customers and the public about the company and its services. It is possible that the information Pinacle Community Credit Union Bank posts on social media could be deemed material. Therefore, Pinacle Community Credit Union Bank encourages investors, the media, and others interested in the company to review the information posted on Pinacle Community Credit Union Bank's Twitter Feed, Pinacle Community Credit Union Bank Blog and Pinacle Community Credit Union Bank's YouTube Page. These sources are subject to change and will be updated here accordingly.
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