We Provide Direction and Guidance
 
Services:
 
Institutional

With over forty years of progressive management experience in the financial services industry, iDEAL Consultants can provide financial institutions with sound advice in practically all areas of operations.

iC is experienced and trained in:

Branch Administration, Business Development, Commercial and Retail Loan Underwriting, Community Development, Compliance, Credit Administration, Electronic & Internet Banking, Human Resources, Legal & Regulatory Matters, Management, Marketing, Operations, Physical Properties, Security, Technology, and New Markets Tax Credits (NMTC).


Commercial

iDEAL Consultants can work with a variety of businesses, including commercial, non-profit, and faith-based organizations, to provide direction and guidance with strategic planning and proven financial management techniques. Commercial services include strategic consultation, financial analysis, and loan preparation.


Individual

Almost everyone can use additional help with financial matters. iDEAL Consultants can assist individuals with understanding basic and intermediate financial principles that can help them reach their goals.