ABOUT 02
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CULTURE 03Real Service,Delivered
Our mission is to identify, create and add value to our clients' financial futures.
FWT Trusted AdvisorsOur mission is to identify, create and add value to our clients' financial futures.
FWT Trusted Advisors
To us it makes sense that clients should be treated like valued partners. It makes sense that people are aggravated with slow response times and false promises, so we deliver rapid answers and tell the truth. Our people go the extra mile because they are happy to do so.
Submit once and hear back from a real advisor within hours, not weeks.
One named person who knows your file and answers your calls.
Every rate, term and charge explained in plain language before you sign.
Upload and sign documents with bank-grade encryption.
A no-obligation check-up of your loans, cover and savings.
We revisit your plan yearly and flag better options as they appear.
Estimate your monthly payment in seconds.
Weekly rate updates, market notes and money-saving guides, delivered every Monday.
They refinanced our home loan in nine days and saved us over $300 a month. Honest advice from start to finish.
Bundling our business insurance and payment gateway with one team made everything simpler for my bakery.
Their debt consolidation plan gave me a clear payoff date. I finally sleep well. Highly recommended.
Collateral Value Point is an independent advisory firm helping families and business owners borrow smarter, protect what matters and grow their savings.
Our team of licensed specialists works across lending, insurance, payments, investing, home protection and debt relief, so you never have to juggle providers alone.
Quick answers to the questions we hear most.
Effective January 1, 2026
We collect identifiers and financial details you provide, such as name, contact information, income, employment, and account data needed to evaluate loan, insurance, payment, and investment requests.
We share information with lenders, insurers, and processors only as needed to deliver services. We do not sell your personal information.
We protect nonpublic personal information under the Gramm-Leach-Bliley Act. You may limit certain sharing by contacting us.
You may request access, correction, or deletion of your data, and opt out of marketing at any time. Residents of California may exercise additional rights under the CCPA/CPRA.
We use encryption and access controls, and retain records as required by applicable recordkeeping laws.
info@CollateralValuePoint.info, 136 Madison Avenue, New York, NY 10016.
Effective January 1, 2026
By using this website you agree to these terms. If you disagree, please stop using the site.
Content is for general information only and is not legal, tax, or investment advice. Consult a licensed professional for your situation.
All loans, insurance policies, and other products are subject to underwriting, verification, and provider approval. Rates and terms shown are estimates and may change.
Investments, including stocks, mutual funds, gold, and digital currency, involve risk, including possible loss of principal. Past performance does not guarantee future results.
You agree to provide accurate and complete information. Misrepresentation may result in denial or cancellation of services.
To the extent permitted by law, we are not liable for indirect or consequential damages arising from use of this site.
These terms are governed by the laws of the State of New York. Disputes are resolved in the courts located in New York County.
