Got a question?
We’ve got answers. Here’s what you need to know about BrokerHouse joining the UFinancial family:
Is there anything I need to do as a client?
No action is required on your part. I’m still your dedicated point of contact — same phone number, same commitment to service. While my email and branding may look a little different, it’s business as usual.
Will I still be working with the same broker or team?
Yes! Your trusted BrokerHouse team remains committed to supporting you. While we’re now part of UFinancial, the people you know and rely on are still here to guide you.
What new services or benefits will be available to me?
This transition simply means more services under one roof, including accounting and financial solutions, all delivered with the same personal touch you’ve come to expect. We’re excited to offer expanded tools and solutions to help you reach your goals.
How does this affect my current mortgage or finances?
There are no changes to your existing arrangements. Your mortgage and financial plans remain intact, and you’ll continue receiving the same high-quality service — now with access to even more resources.
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