Financial Advising in Petaluma, CA

“Brent and his whole team at Summit Funding truly went above and beyond to support my husband and I as we navigated this insane market as first-time homebuyers. It, literally, took almost TWO YEARS before we finally had an offer accepted!! The Summit team were incredibly patient and never pressured us or made us feel bad for requesting, yet another, pre-approval letter.Once we FINALLY had an offer accepted, the funding process was incredibly smooth, organized, and quick! Brent was quick to answer every single text, email and phone call we sent . All of our questions were answered thoroughly and thoughtfully. Brent went out of his way to ensure that we understood all of our options so that we could make informed decisions. We genuinely felt like he had our best interests in mind.Working with Summit was truly the easiest part of our whole home buying experience! I truly cannot recommend them highly enough!”

“I've just started working with Katherine, but so far it's been a great experience. Not only do I feel that my investments will be handled well, but I am getting help looking at my full financial life plan. I have felt like my goals, such as home renovations, were out of reach or just a bit scary to plan for on my own. With Katherine I feel like I have a partner to help me get there. She's also provided introductions to other professionals so that I can have a team (financial, legal, tax) working together on my behalf. I never feel rushed when I'm meeting with her and there are no stupid questions. I was a little worried about working with an advisor that would lecture me on where I'm at with retirement, but Katherine is super positive and optimistic about starting from where you are at and reassuring you that you can get to where you want to be in a realistic timeframe.”

“Chris went out of his way to provide us with the best possible loan. He helped us through the entire process and was able to find creative solutions to any roadblocks we encountered. Through the process he and Patti were incredibly kind, patient and communicative. I could not recommend Chris more if you are in need of a home loan.”