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“I referred a borrower of mine that I had been working with for 2 months because my company could not do the loan as it was a manufactured home with a land lease. FastMobile Home Loans did a great job closing the loan and I will definitely refer them any future loans that are land leases.”
“My experience with PHC as a first time homebuyer was wonderful! They helped make the process of buying a home achievable with their education, coaching, and down payment matching program. Bernice Platz was a dream to work with and help me understand so many confusing things about what to do. Do yourself a favor and connect with them asap!”
“We had an excellent experience with Mortgage Trust! Michael and Shannon are an excellent team who helped us close on our new home with as minimal stress, as possible. We were grateful for their experience and professionalism. We felt very connected to process and they were responsive to our numerous questions and concerns. We appreciate the good experience.”
“David Beck is one the best financial wizards west of the Mississippi. He has great knowledge and experience in retirement, tax, college planning and investing. You will be greatly served by working with an honest and value-driven CFP (R) professional like David, holding the top designations in the industry. You will learn that he cares for each of his clients like family. Thank you David.”
“I have had the pleasure of working with Rachel Gustafson for years. Whether my referral clients are woman, solopreneurs, couples (the list goes on), Rachel always takes the time to really listen to the client needs and then educates and involves them in the planning process to ensure that everything is tailored and set up specifically fitting for them. I never have to worry about service with Rachel - I am certain that each and every client she works with will receive the highest level of service and support. Client satisfaction is a top priority and it shows. If I could give 10 Stars I would - THANK YOU, Rachel!”
“Came to Schwab a little over a year ago for all my banking and investing. Had a few hiccups here and there but their online, phone, and branch staff are all A+. I can't see myself ever moving to a different institution for banking and investing.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I love working with this company. Phil Sherman and his team work hard at helping our employees understand the complexities of 401k and how it benefits them. They also help guide our 401k advisory team. Great people to work with!!”