Creative Solutions
You Can Count On.
Discover the Carter & Lee difference. Our team is dedicated to guiding you through the complexities of the financial landscape and providing the best solutions possible for any situation.
Discover the Carter & Lee difference. Our team is dedicated to guiding you through the complexities of the financial landscape and providing the best solutions possible for any situation.
We’ve worked with countless partners.
Empower your finances.
Empower your life.
We specialize in personal and business funding with more than 40 different funding programs to choose from.
Business Line of Credit
Leverage a revolving line of credit and only pay for what you need. Access funds at your pace, as per your business needs
0% Business Credit Stacking
Launch your business with the confidence of multiple 0% accounts. Enjoy cash accessibility with revolving credit at a 0% interest rate.
Equipment Financing
All types of equipment for most industries, including Aviation & Trucking! EVERYONE IS APPROVED.
Bridge Funding
Need to cover the gap to traditional financing, we have you covered! Great for borrowers looking to secure additional capital.
Short Term Business Loans
Unlock quick access to funds for any business expenses. Your solution to fast, convenient financing when time is of the essence.
Personal Loans
Secure a five-year personal loan to manage your credit card balances, enhance your score, and qualify for 0% funding. Tailor the way to your financial goals.
A better experience.
Supporting new and existing clients in achieving their financial goals.
Bringing Opportunity to Everyone
Our team of professionals are specifically trained to find the best available solutions to help our clients achieve their goals.
We are available every day to help you get started.
01
Discovery
02
1-on-1 Assessment
03
Digital Onboarding
04
Strategy Execution
Everything to ensure success.
Dive into a world of financial literacy, designed to amplify your knowledge, streamline your goals, and foster strategic decisions. With Carter & Lee, your finances aren't just simplified; they're transformed.
Quick Pre-Qual
Experience a streamlined prequalification process, ensuring you quickly find the right products or services tailored to your unique needs.
Easy Onboarding
Our user-friendly onboarding system simplifies your journey, allowing you to effortlessly integratAbout + CTAe into our products and services.
1-on-1 Consultation
Benefit from personalized, one-on-one consultations with our team of experts, dedicated to understanding and addressing your specific financial challenges and goals.
We're driven to solve financial problems.
As a client, you’re more than a name on a spreadsheet—you are a valued member of our community.
Integrity
We pride ourselves on our unwavering commitment to integrity, ensuring honest and transparent dealings throughout the process.
Commitment
We are committed to guiding each client through their financial journey, offering unwavering support and dedicated service.
Trust
We place immense value on the trust our clients place in us, working tirelessly to uphold it by providing dependable financial guidance and services.
Empowerment
By providing the necessary tools, knowledge, and financial resources, we strive to empower our clients, helping them take control of their financial future.
Explore a new opportunity.
Consult with an advisor today to find the best strategies available to you.
