BMO Financial Group US

Grant Wealth Management LLC helps individuals, families and small business owners grow, protect and transfer their wealth.

PHG Financial LLC, with offices in Chicago and Phoenix, specializes in community development investing by leveraging its expertise in Low-Income Housing Tax Credit (LIHTC) development and property management. The firm's flagship product, the CRA Affordable Housing Fund LLC, offers financial institutions innovative solutions to fulfill their Community Reinvestment Act requirements through investments in affordable multifamily properties. With over 40 years of cumulative experience, PHG Financial provides a unique investment strategy that enables clients to recirculate their CRA investments every 3 to 5 years, accompanied by transparent communication and a commitment to community needs. The firm is led by seasoned professionals in tax credit development and asset management, positioning it as a pioneering force in the affordable housing investment sector. Generated from the website