All About You!

Who is your loan officer?
Your Name
First Last
Your birthday
Month
Day
Year
Spouse Name
First Last
Your child(ren) and their age(s)
Your pet(s) and their names
Favorite Restaurant
Favorite Dessert
Favorite Candy or Treat
Favorite Coffee
Favorite Beverage
Favorite Store
Dream Destination
Favorite Flower
Favorite Hobby
Favorite Charity
Favorite Movie
Favorite Relaxation Method
Favorite Sport & Team
Do you work with a Financial Planner?
If yes, how would you rate them on a scale of 1-10? (10 being best)
Do you work with a CPA?
If yes, how would you rate them on a scale of 1-10? (10 being best)
Do you work with an Insurance Agent?
If yes, how would you rate them on a scale of 1-10? (10 being best)
Do you have a will completed?
If yes, was the review done more than 12 months ago?

THE TUTTLE GROUP

ANDY TUTTLE

Branch Manager | NMLS# 184325

LOCATION

14900 Landmark Blvd. Ste 600
Dallas, TX 75254

PHONE

972-846-8115

EMAIL

Team@TheTuttleGroup.com

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15851 Dallas Pkwy #700, Addison, TX 75001

972-846-8115

Andy Tuttle, Branch Manager
NMLS# 184325
Team@TheTuttleGroup.com

NMLS #184325
Customer Service Information: Complaints may be directed to
Texas Department of Savings and Mortgage Lending