Fort Worth Independent School District
Financial Services
Equitable Advisors
Contact Name: Daniel Koech
Contact Phone: (817) 347-4042
Address: 801 Cherry St., Suite 2300, Fort Worth, TX 76102
Website: equitable.com
Email: danielkoech@equitable.com
Provide Financial Literacy & Retirement Planning. There is no cost associated with our consultation.
Complimentary consultation to Fort Worth ISD employees!
Truist Bank
1201 Church St.
Colleyville, TX 76034
Contact: Keisha Allen
Contact Number: 817-918-3138
Truist offers Financial Literacy to all of FWISD employees on topics such as Banking and Budgeting Basics,
Budgeting During a Crisis, Becoming a Homeowner and Business Finance Basics.
All the workshops are free and last about 30-45 minutes.
We also offer Truist One accounts with No Overdraft Fees and $100 negative buffer for those that qualify.
EECU
2024_04_FLY_EducatorsAdvantageChecking.pdf
EECU offers an exclusive checking account designed for educators and school employees.
Get paid up to 2 days early and get a $300 Cash Bonus when you sign up for direct deposit!
Visit eecu.org/educators to open an Educators Advantage Checking Account and experience the EECU Difference: A faster, friendlier experience with solutions designed to help you live better.
For more Information Contact Maribel Moreland, Business Development Specialist at maribel.moreland@eecu.org. Additional terms and conditions apply.
Box Home Loans
Contact: Ben Brown
380 Technology Ct. Suite 200, Lindon, Utah, 84042
Phone: 877-905-0005
E-mail: bbrown@boxhomeloans.com
Exclusive Mortgage Discounts for Fort Worth ISD Employees. Use the link provided to Purchase or Refi with Box Home Loans for an exclusive 1/8-point discount off closing costs, not available on our public site. No origination fees. No underwriting fees, no junk fees. Only $499 processing fee. Average savings of $200-$500 in closing costs. Actual savings may vary based on loan amount Discount equal to f/8-point off closing costs. All offers subject to credit, property and loan approval. Equal housing lender, NMLS l0#1359687.
Guaranteed Rate
3940 North Ravenswood, Chicago, IL 60613
Phone: (833) 936-0663
E-mail: FWISD@rate.com
www.Rate.com/FWISD
Flyer (Valid until 12/31/24)
Other perks to our program include:
* Our GRate Realty Connect program that can save them up to $6,000
* Priority loan processing, which means they close quicker!
* A complimentary mortgage review. There is zero cost or obligation to speak with one of our experienced mortgage specialists!
Rocket Mortgage
Attn: Kayla Jimenez, Sr. Account Manager
Phone: 313-545-5036
E-mail: kaylajimenez@rocketmortgage.com
Rocket Mortgage- Save 1% of Your Loan Amount1
Rocket Mortgage has an exclusive offer for you that could save you thousands! When you purchase or refinance a home you can now save 1% of your loan amount1. For example, if your loan amount is $270,000 you would save $2,700.
You also get access to:
- Low down payment options starting with 1% down2
- Cash-out refinance- take advantage of the equity in your home
- Complimentary Mortgage Review
- Access to complimentary credit consulting
Visit VIP.RocketMortgage.com/FWISD or call (888) 900-0357 to get started and discuss other special incentives.
1See website for details.
2Client will be required to pay a 1% down payment, with the ability to pay a maximum of 3%, and Rocket Mortgage will cover an additional 2% of the client’s purchase price as a down payment, or $2,000. Maximum grant amount is $7,000. Offer valid on primary residence, conventional loan products only. Maximum loan amount of $350,000. Cost of mortgage insurance premium passed through to client effective January 2, 2024. Offer valid only for home buyers when qualifying income is less than or equal to 80% area median income based on county where property is located. Not available with any other discounts or promotions and cannot be retroactively applied to previously closed loans or loans that have a locked rate. This is not a commitment to lend. Rocket Mortgage reserves the right to cancel/modify this offer at any time. Additional restrictions/conditions may apply.