FirstService Financial Testimonials

The Boulders at La Reserve, Oro Valley, AZ

The Boulders at La Reserve

Delivered an $88.6K annual increase in interest earned with full FDIC protection

The Collins Condominium, Miami, FL

The Collins Condominium

Secured a $7.6M capital improvement loan, with $500K in estimated interest savings

Tiffany of Bal Harbour Condominiums, Bal Harbour, FL

Tiffany of Bal Harbour Condominiums

Management of renewal process achieved $235K in annual premium savings

The Plaza Residences, NYC, NY

The Plaza Residences

Secured a $35M capital improvement loan, with $2M in estimated interest savings

Grandview Condominium Trust, Quincy, MA

Grandview Condominium Trust

Delivered a $67.4K annual increase in interest earned with full FDIC protection

Park Towers I, Atlanta, GA

Park Towers I

Management of renewal process achieved $88K in annual premium savings

3600 Lake Shore Drive, Chicago, IL

3600 Lake Shore Drive

Secured a $20M capital improvement loan, with $1M in estimated interest savings

Lakes of Savannah North, Rosharon, TX

Lakes of Savannah North

Delivered an $82.8K annual increase in interest earned with full FDIC protection

Astor Terrace, Chicago, IL

Astor Terrace

Management of renewal process achieved a $56.7K in annual premium savings

Bringing value to our communities

Managing a community's finances is no easy feat. From creating budgets that account for rising costs to securing funding for major repairs and renovations, as a board member, you face a constant stream of financial challenges. Without expert guidance, keeping up with evolving accounting regulations and financial best practices can feel overwhelming. That's where FirstService Financial comes in.
 
For over 25 years, we have partnered with communities to navigate complex financial landscapes. Whether you are a new board member grappling with budgeting or an established landmark in need of financing, our team understands the unique hurdles you face. 
 
By taking a personalized approach, our impact resonates far beyond balance sheets. Our remarkable success stories are a testament to our commitment to solving the challenges communities face in maintaining financial health. Do not let financial management weigh your community down - let FirstService Financial's expertise pave the way for your next financial milestone.
 

Transformative funding at affordable rates

Thank you for the prompt action and outcome regarding my concerns related to securing loan proposals for LBS Condominium 9’s upcoming project. The results of your efforts in procuring a 6.5% rate down from the 7% the board negotiated are favorable to Condo 9 and exceeded my expectations.
Ed G., President


Safely maximizing growth

FirstService Financial is an excellent resource for clients that need assistance with where to place their reserve funds' investments. They have access to financial institutions for CDs and money market accounts that I was not aware of, and the result has been very good returns. I am just blown away by their investment recommendations.
Frank Parillo, Board Member and Treasurer


Peace of mind coverage

FirstService Financial always delivers excellent analysis and options under very trying circumstances and market conditions - especially in the condo insurance industry. We plan to sign new FSR contract addendum today, and a major consideration by the BOD to do so was the added value and contribution that you personally bring to our association.
Ed, Board member
 

Testimonials appearing on our website are individual experiences, reflecting real-life experiences of those who have used our products and/or services. However, they are individual results and results may vary. The testimonials are not necessarily representative of all those who will use our products and/or services. Additionally, each testimonial is the personal subjective opinion of the person making it. These testimonials are voluntary and may not be representative of the experiences of others and are not intended to be a guarantee, warranty, or prediction regarding the outcome of any investment or financial strategy.

About Us

Get in touch

Let us show you how FirstService Financial can serve your community.