MONEY TODAY FOR THE START OF NEW TOMMORROW
Whether you’re buying a home or want to refinance a loan we’ll guide you through the process from start to finish.
Option of Every Borrower
Purchase
We’ll provide the most rate options available so you get the home you want at the payment you need.
Refinance
If it’s been at least six months since you purchased your home, you may be able to save money by refinancing.
Fixed Rate
Lock in your interest rate now and enjoy the peace of mind that comes with knowing your payment won’t change.
Adjustable-Rate
With the flexibility to adjust over time, you can take advantage of lower interest rates and save money in the long run.
Best Rated
Jenna R
Wonderful to work with! This was our first home buying experience and we truly felt like they cared and had our best interests at heart. We didn’t feel like just another number to them. It was really nice and it made such a difference in the stress and uncertainty of the home buying process in general but especially for us being our first time. Highly recommend!
Meg T.
Everyone here is super helpful with great customer service! What I was really impressed with was they all responded quickly to any questions I had and kept in constant contact with every status update. Highly recommend!
Dave
All our questions were answered in a timely manner and everyone was courteous, patient and helpful. Great people to work with!
Joseph O
Great resource and value all around. FirstClassFunds is a GREAT resource. Highly recommend.
“I now feel much more confident in managing my company’s finances”
Jhon Wick
Business Manager
“They identified financial inefficiencies we had missed for years”
Nice Carson
Founder of EcoFriendly Co
“The team helped us reduce debt faster than we expected”
Michael Davis
CFO of Urban Ventures
“They provided us with strategies that aligned perfectly with our goals”
Alex Turner
Owner of Kimnovation
Who we are
At FirstClasFunds, our focus is educating our clients and helping them feel comfortable with the entire home financing process. Each member of our team is hand-picked for not only their expertise and professionalism, but the care they exhibit as a person to others. FirstClasFunds team members are trained to guide clients in what we call, “The FirstClasFunds Way.” With hundreds of five star reviews, you can trust our team is ready to assist with any of your home loan needs.
Established in 2014, FirstClasFunds was created to empower individuals and businesses with personalized financial advice that drives long-term prosperity
Our Vision
Our vision is to be the trusted partner for individuals and businesses seeking financial independence and security. We aspire to lead the financial advisory industry through innovative strategies and ethical practices that ensure our clients’ financial well-being and future growth.
Our Mission
01
Tailored Financial Solutions
02
Trust and Transparency
03
Proactive Risk Management
Provide solutions that minimize risks and safeguard wealth against unpredictable market changes.
How we work
Helping you achieve financial success
Step One
Understand Your Financial Goals
Identify your short-term and long-term your financial goals and plan
Step Two
Analyze Your Current Finances
A financial advisor will assess your current finances to create a personalized plan
Step Three
Monitor and Adjust Your Plan
Make adjustments as needed based on life changes or market conditions.
Our team expert
Meet our professional Loan Originator
Getting started is simple. You can schedule an initial consultation through our website or contact us directly. During the consultation, we’ll assess your financial goals and current situation, then suggest the appropriate services to meet your needs.
We begin by understanding your financial goals, risk tolerance, and time horizon. Based on this, we create a customized investment strategy that aligns with your objectives and financial situation, whether it’s for long-term growth, income, or capital preservation.
Absolutely! We specialize in retirement planning, including creating strategies for saving, tax efficiency, withdrawal strategies, and ensuring your assets last throughout your retirement. We also help with retirement income planning and Social Security optimization.
We recommend a variety of investments based on your unique financial profile. These may include stocks, bonds, mutual funds, ETFs, real estate, and other alternative investments. We focus on building a diversified portfolio that minimizes risk while aiming for optimal returns.
Risk management is integral to our advisory services. We diversify your portfolio across asset classes and sectors to mitigate risk. We also evaluate insurance needs, market volatility, and economic conditions to adjust your plan as needed.
We take your privacy and data security very seriously. Our systems are secured with encryption, and we follow strict industry standards for data protection to ensure your personal and financial information is safe.