Our Promise

Segal Financial seeks to serve our community, of businesses and individuals, by facilitating loans that help our clients build a better future. On the path to that goal, we’ve created some rules for ourselves that amount to Our Promise to you.

Find out how Segal Financial can deliver for you here.

Our Financial Services

• Take the time to truly understand your financing needs.
• Make every effort to offer the best available financing options for you or your clients.
• Be upfront and transparent in our process and will work at a pace that is comfortable for you.
• Explain each loan option in detail until you fully understand the loan terms.
• Only recommend lending products that we ourselves are comfortable with.
• Be committed to delivering the loan solution that is right for your situation.
• Only take a fee if you consent to pay us, and we have earned it.

Our Attitude

• Be positive, pleasant, energetic & enthusiastic about your project and working with you throughout.
• Value your time and avoid false hopes or unnecessary paperwork if we are unable to help you.
• Be your advocate (not the lender’s advocate), remembering that we are working for you.
• Always be attentive, remaining vigilant with the loan process and your satisfaction.
• Do whatever it takes you make your experience with us a pleasant one.

Our Communication

• Let you determine the means, mode and frequency of our communication with you.
• Make ourselves readily available for you at all times – no “out of office” messages on our email.
• Make every effort to take your call, and if we are busy we will call you right back.
• Meet with you in person whenever possible, should this be your preference.