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Borel Private Bank & Trust




A Mortgage is a document that contains the details of an agreement between two parties. One of which is a borrower and the other party is a lender. The Agreement will include information like, Loan amount, Time period of the loan, Interest and the collateral on the loan which is normally the property being bought. A mortgage broker is generally a person or company whose expertise lies in the field of mortgage laws, properties available for sale, and loan procedures. They provide these services to clients for a fee which is usually a percentage of the loan or property amount.

The history of San Francisco and San Mateo is indelibly etched with the name Borel. Indeed, the roots of that history date back to December 1861 when Antoine Borel, 21 years old, arrived in San Francisco from his native Switzerland. He had come to join his brother Alfred in the small commission merchant firm of Alfred Borel and Company founded in 1855. Borel Private Bank and Trust Company is a wealth management firm offering private banking and investment management services to our clients.

Borel Private Bank and Trust Company form enduring relationships with successful people, their families, and their businesses. They strive to deliver the highest level of personal service in providing a broad range of banking and investment products to meet your growing financial needs. Borel Private Bank and Trust Company offers a tailored suite of products in the following areas Law Firm Banking, Real Estate Investor Banking, Private Equity Banking. Borel Private Bank offers specialized services for company principals and partners.
The Company is a wealth management firm offering private banking, investment management, real estate, and financial planning services to their clients. They provide numerous services and products that specifically serve commercial real estate builders, developers, and investors. Borel Private Bank and Trust Company offers Lending services such as personal loans, business loans, Home Equity loans, Commercial Real Estate Loans, construction loans.

The uncommon level of close personal attention provided by their seasoned lenders makes applying for a mortgage with us a uniquely pleasant experience. Their expertise in customizing loans to satisfy specific situations is highly regarded in the industry. They design both fixed and variable rate mortgages to suit individual and family financial needs. Both Jumbo and First Time Homebuyer programs are available to meet a broad range of financing needs.

Borel Private Bank and Trust is uniquely adept at seizing promising opportunities. The Company continues to expand its horizons in finance setting standards of excellence in multiple fields and transforming promise and potential into economic realty.

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