Service Financial


When you're looking to raise money to grow your current business or purchase a new business, turn to the experts. Service Financial provides unique solutions exclusively for business clients.  Service Financial is a strategic partner of a national Investment Banking Group structured to meet the needs of small to middle market companies with special situations. Such situations may include quick close acquisitions; partner or equity buyouts; workouts and debtor-in-possession bankruptcy loans; off-balance sheet financing; equity cash-outs for appreciated assets or entities; foreclosure avoidance; gap equity; or discounted debt repurchases.

Service Financial serves clients in a number of capacities, including:
- Commercial Real Estate Clients
- Real Estate Advisory Services
- Corporate Clients

The firm works exclusively with private companies across their financing life cycle - from growth financing, mergers & acquisitions, and restructurings to workout situations and later stages of capital raises.

We are a nationwide leader in helping clients succeed by providing them with a Self Directed IRA (SDIRA) solution that exactly meets their needs.  Our mission is to educate our clients to empower them to take control of their own financial destiny and take back control of their finances in order to be able to retire affluent.

Our group has proven Investment Banking expertise with a seasoned history of completed transactions. A large majority of these transactions were critical situations that needed special attention from the onset of the transaction. At Service Financial, we believe in honest, straightforward communication and will not pursue transactions that are not in the long-term best interest of the client.



A secure financial future starts with careful preparation.
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