News: Financial Digest

Jones joins residential mortgage team at HarborOne Credit Union

According to James Blake, president and CEO of HarborOne Credit Union, Austin Jones has joined the bank on the residential mortgage team. He will be responsible for the origination of loans for purchase, refinance and construction of residential homes. Jones brings with him over 12 years of experience in the Mortgage industry. He recently served as a Senior Sales Executive for One Stop Business Centers, Inc. in Boston Ma. Jones holds an Associate's Degree in Electronic Engineering from ITT Tech in Boston, Ma. With $1.9 billion in assets, HarborOne is one of the largest state-chartered community credit unions in New England and one of the top 100 in the country. HarborOne serves the financial needs of consumer and business banking customers who live or work in Bristol, Norfolk, Plymouth and Barnstable counties through a network of 14 full-serve branches, and a mortgage office in Centerville. HarborOne also operates a limited-service branch at Brockton High School and 13 free standing ATMs in addition to an ATM at every full service branch. It has received its 5th consecutive "Outstanding" rating for performance on the Community Reinvestment Act (CRA) from the Massachusetts Division of Banks.
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Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.