The Treehouse team was great to work with on helping us purchase a second home in Monterey. Heidi…read moreand Matt know their stuff, very responsive, and fast! Compared to working with a large bank where you speak to someone different every day, these guys were personally involved all the way through and also very flexible as my needs changed during the process (large banks inflexible). I would give Treehouse my highest recommendation and would work with them again.

Words cannot express how grateful we are to have had the opportunity working with Heidi, Stefani…read moreand TreeHouse Mortgage Group. As many of you know, purchasing a home is not an easy task and these women were complete client advocates the entire way through. They're professionalism and thoroughness helped keep us motivated and optimistic each and every time there was a hurdle to cross. We couldn't have done it without them and we are so happy we had them on our team! We look forward to working with TreeHouse Mortgage for all of our future endeavors and HIGHLY recommend them. Thank you so much Heidi and Stefani!!!!!!

I've been a customer at the PG Mechanics Bank for the last year since all the other banks left…read morePacific Grove. This is now our only bank in downtown PG since Chase, US Bank, Bank of America and all the credit unions left downtown PG. I opened a free checking account and this bank has been my go to now, especially when I need cash for the Monday's farmers market. I give them 5 stars for still supporting downtown Pacific Grove.

They need to have a manager that truly cares about his customers…read more I received a check from Omaha Mutual and he accused me of scamming and fraud! And closed my account! Once he was proven wrong he never apologized or did not try to make up to me the drama he caused. Very disappointing as all of the staff minus the manager were great. I'm glad they are not the only bank in town!

Wendy is professional, thorough, patient, and an advocate for her clients. Our experience with…read moreWendy was extremely favorable and we feel lucky to have worked with her.

Firstly I want to say I've done business with Wendy for years. She is organized professional and…read morealways goes well above and beyond. Most importantly for a financial assistant she answers the phone and she has a huge amount of experience but in the odd chance she doesn't know something she always acquires the information and actually calls back to share whats needed. I really can UN RESERVEDLY recommend Wendy highly enough !

I could not recommend Amber more highly! First of all, she is charming, kind, engaging, and easy…read moreto work with. But she backs up her people skills with solid, professional, skillful client service. We put our trust in her fully and she came through over an over again with the kind of realtor chops you can only dream of when you're putting down the kind of money it costs to buy a house in such a picturesque, homey, rare location like Pacific Grove. I'm glad that since we now own a property in PG, Amber will be someone we run into now and then. I am so happy about this! It's like we entered a little Hallmark movie scene with PG and Over the Moon Realty and cheerful, competent Amber finding people their dream properties. If I could give six stars I would. Oh! One more thing-- her connections are impeccable too. From financing to inspection to working with the city and the sellers, she navigated us through one of the most painless real estate purchases we've made.

When we made the decision to purchase a home, the first item on the agenda was to find an agent…read more We were looking for a non-chain/corporate realtor and stumbled upon Over the Moon via a Google search. We read Over the Moon's team information and decided we would contact Jennifer and what a great decision that turned out to be! Jennifer is the perfect combination of a consummate professional and caring person (a rare combo!). From the first conversation til after closing, Jennifer worked with us on a continual basis to ensure we obtained our dream home in Pacific Grove. Jennifer has a way of getting you think about the pluses and minuses of different options, which is greatly appreciated when making such a large decision as purchasing a home. We cannot say enough great words about Jennifer. Thank you Jennifer for making such a big decision go so smoothly and providing us well thought out and helpful guidance to make an educated choice on a dream home in Pacific Grove!

Negative 5 Stars for the multiple Mortgage Department employees who couldn't handle my external…read morechecking account number without losing a few of the numbers, over multiple calls for multiple months. The inept, incompetent customer service phone reps in the Mortgage Department here will cost you hours of your time on the phone correcting their mistakes and driving to the nearest branch to make mortgage payments that are mishandled over the phone. You also get emails threatening late payment penalties & fees after their employees mishandle your checking account number. Bank here if you want your finances messed with and time wasted.

If I could give this outfit NO STARS I would. I have been a member in good standing with Navy…read moreFederal Credit Union since 2020. Six weeks ago I tried to add my 96-year-old mother as a member, and she was denied membership. NFCU's based their denial on the Patriot Act (terrorism). I filed an appeal and re-applied for my mother to become a member and she was denied a second time. Every time I call NFCU they refuse to talk to me about it. This has been going on for the past six weeks. I wrote a letter to the CEO of NFCU, the National Credit Union Association, and the Department of Housing with regard to the denial was unjustified, discriminatory, and violated the Equal Credit Opportunity Act. My mother was trying to become a member so she could apply for a Home Equity Line of Credit on her home. My mother's home is worth two million dollars, she owes nothing to her home, and she has excellent credit. Yet despite my attempts to reach out to everyone, I have heard nothing. I even tried reaching out to broadcast news to see if they would be interested in airing my story, and so far nothing but crickets. What is ironic is despite their website inviting family members to become members they refused my 96-year-old mother. This is proof we live in one of the most dysfunctional societies of our time with absolutely no accountability to obeying the laws of the land. The next step in this process is Chaos.

George and his team are always first rate. George has helped me through mortgages for multiple…read morehomes as well as refi's. His expertise and professionalism is bar none. He is always upfront and honest, and he will work his hardest to give you the best rate. He is an excellent communicator and a reliable source to tell you what is best for your situation. My whole family has used George and his team for years with zero complications. I already know for a fact, George will be doing my next home loan or refi.

From the owner: George Moring is your reverse mortgage expert. He is committed to quality customer service and…read moreputting the needs of the people it serves first. George will always adhere to the highest degree of integrity in all business dealings. When it comes to Reverse Mortgages, education is the key. George's pledge to you, is to complete the education process, so you are able to make an informed decision. He always encourages prospective clients to invite family members to be a part of the discussion during the education process.

As a business owner if I could rate the interaction I've had with this man any lower I would. He is…read morenot only Ignorant, Distrustful, but does business in Bad Faith. Highly Recommend dealing with someone else. This man contacted me when he was left in a tree with no way to get down figuratively of course. I run a computer and cell phone mobile repair business and this man contacted me because his normal computer guy ghosted him. Now I know why. After several visits to his home because he is disabled and providing him with excellent service, even allowing him at the end of one visit to pay me what he felt the visit was worth to him, he decides to string me along after an assessment I provided to him at his office for he and his daughter. I made the mistake of not accepting an offered check at the end of my assessment thinking that I would soon be acting on said assessment and helping him cleanup and secure his highly ineffective network and file backup system. But after weeks had passed he finally responded to my emails and text messages to say he never got what he paid for and he can't trust my workmanship. My google and yelp profiles speak for themselves, my service is above reproach and I often have been told I undervalue my services because I'm too nice. This was a huge wake up call and although the amount is relatively considerable to a small business like mine, I have told this man and notified his daughter who I'm sorry she has to deal with him, in no uncertain terms that no business is worth allowing someone to besmirch your name, your business, or your true value. Good Riddance.

One stop mortgage broker and real estate agent knows it all. John helped with my different issues…read moreand was most knowledgeable. Highly recommended for California buyers.

Jessica assisted us in obtaining a second mortgage. Her service from start to finish was really…read moreexceptional. She was extremely knowledgeable; professional; proactive and kept us informed on the progress of the process every step of the way in real-time. We were extremely pleased and would highly recommend her! Also, she was very pleasant to deal with!

My husband and I recently sold our house and purchased a new one. For those who have been through…read morethe experience of simultaneously selling and buying, you know that it can be extremely stressful. We were referred to Jessica by our real estate agent, and could not have been happier. She was friendly, knowledgeable, and extremely responsive. I asked her at one point if she ever slept! She got us an amazing rate on our mortgage and took care of all the paperwork with precision and care. My husband and I swear that we're never moving again, but should change our minds, we will definitely call Jessica again.

2020 has been such an unprecedented year - full of uncertainty and disappointment for all of us…read more When I heard about rates declining I started to inquire with banks, credit unions and small shops like Woodbridge about what I could possibly do to refinance my mortgage. After hearing the fees that would have been stuck to me had I gone with banks and my credit union not really offering up much incentive I did ask around my network to see who could help me take advantage. I believe 4 out of the 8 people I asked recommend JR and his son James at Woodbridge. The remaining 4 suggestions were all random so is decided to give Woodbridge a call. I hadn't heard of them before this since I'm in San Francisco but I was pleasantly surprised! I spoke with James first and not only was he incredibly kind (Admittedly I don't know enough about refinancing to hold a solid conversation) by answering my many, many questions but he also provided me scenarios/options I could go down. No one else provided me that. When I decided to go with this firm I worked with both him and JR. The speed in which they were able to lock down the (shockingly) low rate and then complete the process was truly mind blowing!!!! I'm saving so much extra money a month thanks to them. From the start to close of the process took about 3 weeks tops and they were always available to answer questions from both the market perspective but also dumb ones I had! Truly top notch and painless. I can see why they are held in such high regard by my network and I will also be someone who refers them to my friends and family. If you need an alternative to the institution or group you've used before this could be a great option.

Horrible Experience. first I was offered a very crappy loan, then was treated poorly. After I…read morefinally got the loan I think was good for me, I was given tax advice by JR that was inaccurate after he said he was 100% sure. Obviously he wasn't, because he was wrong. I DO NOT RECOMMENDED these hustlers. Oh, and by the way, 2 of the positive Google reviews are from the owners/employees. Biased? Yes! Unethical? FOR SURE! If you have to write your own positive reviews and get none from REAL customers, you know you SUCK!