All Forum Posts by: Cory K Bente

@Joe DeClue if its not too late, lets talk. Union Bank has a great NOO program

@Kyle J. Good information kyle.

@Femi Ibrahim

I imagine the bravery it took to make the public post that you have. I simply want to thank you. All the responses greatly enhanced my understanding on a subject of interest.

@Jermell Shavers I'm open to discussing your goal & plan with you.

@Marci Stein I like this response - nice hedge.

@Cory K Bente discuss*

@Andrew McManus I have experience lending on CA rentals. D/M me and let's diss the details.

Cory.bente AT unionbank .com

@Hai G. I work at Union Bank, I will take a look at your plan. I do rental helocs all year long 😊

@Lawrence L. Thanks for the shout out Mr. Lawrence! Just booked another B.P. member rental heloc yesterday :)

@Nick Farrell I'm curious as to why an IRA was recommended when your goal is to start a business. You may want to make sure your advisor is aware of your financial goal. Ask your advisor/cpa what tax liabilities may ve triggered when you are ready to use your IRA funds for your business.

Additionally, use FINRA's Broker Check. I feel Broker Check is under utilized by consumers. You can access it to help make informed choices about brokers and brokerage firms-and it provides easy access to investment adviser information.

°Tells you instantly whether a person or firm is registered, as required by law, to sell securities (stocks, bonds, mutual funds and more), offer investment advice or both.

° Gives you a snapshot of a broker's. employment history, regulatory actions, and investment-related licensing information, arbitrations and complaints.

https://brokercheck.finra.org/