Mitch Waldstein's
approach to business
is strikingly
simple; it is
relationship-based
business versus
transaction-based.
His focus revolves
around client
satisfaction using
an uncommonly high
level of service is
provided by his
seasoned mortgage
experience. His
scope of thinking
encompasses more
than the immediate
transaction. He
focuses on the
long-term goals of
his clients,
factoring in life
style projections
and financial goals.
He makes sure that
the lending
solutions he offers
serve both present
and future needs.
Members of
Platinum's team are
more than just
mortgage
consultants, they
are highly trained
specialists playing
a significant
financial advisory
role in assisting
clients with
mortgage planning
and equity
management
utilization as a
wealth building
tool.
In a dual role as
both banker and
broker, Mitch
Waldstein and
Platinum Capital
Group have access to
hundreds of lenders
offering a multitude
of competitive
programs. Clients
benefit from access
to this wide sphere
of financial
institutions while
completing only one
loan application.
The banking arm of
his business affords
unique financing
packages,
flexibility in
underwriting and
expedient closings.
Business Managers
and CPA's
Specializing in
talent/business
management
relationships, Mitch
Waldstein is able to
facilitate the needs
of your client and
your firm by
handling all aspects
of mortgage
planning,
processing,
paperwork and
servicing related
issues before and
after the closing of
the loan. Mitch also
strives to preserve
long term
relationships with
tax and management
firms adhering to
the philosophy of a
"team effort"
working for the
benefit of your
client.
Financial Planners
Leveraging one's
assets is the key to
a prosperous and
lucrative future.
Financial planners
benefit from Mitch
Waldstein's services
by facilitating
their clients in
freeing up real
estate equity for
the use of other
investment vehicles.
Often the return on
investment may be so
great, that strategy
is necessary for
optimal cash flow
within the
residence.
Realtors
Any good realtor
will tell you that
the key to a
successful closing
is attention and
response to detail.
Delivering timely
fundings and
competitively priced
options for your
clients, Mitch
Waldstein and his
services can
potentially be the
biggest asset to
realtors of any
experience level.
Working a full scale
of the residential
market, Mitch is
extremely
knowledgeable and
familiar with the
guidelines and
boundaries he must
push in order to
deliver the most
aggressive product
in the most timely
manner
Divorce Attorneys
Often with the
dissolution of
marriage comes terms
of financial
settlement. Whether
equity as cash is
needed, or a private
buyout is in order,
Mitch Waldstein is
privy and sensitive
to needs of your
client during this
difficult period.
Strategizing with
the attorney for the
best
method of approach
for their client,
Mitch is extremely
knowledgeable and
approachable by all
parties.
Long Term
Investments/ Real
Estate Investors
Sometimes regarded
as his passion or
"specialty", Mitch
strives to create
the best financial
strategies for
investors and
homeowners who make
a living from the
purchase and sale of
real estate. Mitch
is Familiar with
many tax benefits
and repercussions
and can help
structure your
investment portfolio
to meet the needs of
your immediate and
long term cash flow.
His craftwork
involves creating a
long term plan by
leveraging debts to
make the most your
assets and have ever
dollar "working for
you".
Purchase
The purchase of your
home or investment
property may be the
most cumbersome debt
you take on in your
lifetime. Making
your house into your
"home" involves
proper financial
planning and a
guiding hand to walk
you through the
process. Noted by
many of his clients
for his "excellent
customer service
skills", Mitch
Waldstein approaches
the purchase
transaction with a
relaxed attitude
providing clear and
concise options to
educate his buyers.
Refinance
With all the
available options in
today's marketplace,
those looking to
restructure their
finances may often
find themselves a
little overwhelmed.
Mitch Waldstein's
primary approach to
refinancing his
clients is the
bottom line: Does it
make sense to
refinance? With his
thumb on the pulse
of the market, Mitch
looks out for the
interests of ALL his
clients by
presenting the best
options that are
conducive to short
and long term goals.
Private Sales/
Family Transfer
Managing these
transactions from
start to finish,
Mitch Waldstein is
equipped to handle
all aspects of
private sales and
equity transfers.
Whether between
family members or
arms length
individuals, Mitch
will help ALL
parties get around
the paperwork,
guidelines, tax
exemptions and
financing options
that allow everyone
to come out ahead.
Whether its a gift
of equity or
transfer of
liability, Mitch
will help find the
best solution to
meet everyone's
needs
For additional information on any services,
please call 310-867-3579 or visit the
contact page.
