In my past life, I worked in the fashion industry (2007-2013) and back then no one cared about or…read morepaid for your health insurance! My former boyfriend (who was a "Brit in LA") recommended Adam's company back in the day and I legit think I am one of his oldest customers haha... I've CRIED to this dude before and he has patience and grace of a saint! Anytime I am in need of health insurance, I only go to Beach Financial Group. Why? They're transparent, prompt, customer service oriented, informative, and genuinely helpful and they care. I should also mention they are CONSISTENT. I think that's important to highlight that after over a decade of working with Adam's team on and off through the years that I've never had a bad experience. It's really cool to see his business expand and grow into other services and insurance types! To everyone thinking of buying a plan through "the exchange" or CoveredCA -- just don't waste your time comparing online prices and plans and work with a REAL PERSON. It's worth it and you may even save money!!

Been using Beach Financial for over 5 years now for our insurance needs across the board…read morehome/auto/health/life - they are always available to answer all questions and have our best interests in mind getting my husband and I the best rates possible. Highly recommend!

Working with Val was an absolute dream. Not only is she incredibly knowledgeable about the South…read moreBay market, but she also goes above and beyond for her clients. She guided me through the process with honesty, care, and expertise, and helped me sell my home with multiple offers over asking! Beyond her professionalism, she made the experience feel easy and stress-free. I can't recommend her highly enough -- whether you're buying or selling, you'll be in the best hands with Val!

Valerie was an amazing real estate agent and I'd highly recommend her to anyone looking for an…read moreagent. We were first time homebuyers and were looking to work with an experienced agent.We met Valerie at an open house and quickly connected. I appreciated how she took initiative to reach out to us shortly after meeting us and that initiative continued throughout our entire home journey. Valerie was excellent at communicating, negotiating with the seller, and providing expert guidance throughout the entire process. Especially as new home buyers, we had a lot of questions. I appreciated how responsive Valerie was. She was extremely quick to respond via text or happy to hop on a call to connect on anything we needed. Valerie also went above and beyond during our process by providing weekly upcoming and off market listing emails and vendor referral lists. She made us feel confident and in capable hands throughout our entire journey. Valerie was also extremely organized throughout the showings and our very short escrow process. We are now in our ideal first home and couldn't be happier with our purchase! Bonus points to Valerie for also being an expert in the South Bay, where we were looking to live! Her recommendations for inspectors and contractors were invaluable to us. I highly recommend Valerie to anyone looking for an experienced, kind, professional, and incredibly helpful go-getter agent!

We were referred to Matt and his team by our attorney when it became clear that we needed guidance…read moreon our family's apartment building in the south bay. The property had been owned and managed by our family for over 50 years, so this was not a simple decision. It required coordination with our attorney, family members and careful handling of the long term asset. What stood out was that Matt did not approach this as someone trying to create a transaction just to make a sale. In fact, he initially recommended that we not sell after reviewing our ownership goals. His focus was on what was truly best for our family...not simply completing a sale. When we ultimately decided to move forward, Matt executed an off-market strategy, personally investing the time to make calls and tap into deep local south bay connections to identify the right buyer. His knowledge of multi family properties and the local market was evident throughout the process. Being in the real estate business myself, I understand how difficult it is to find good representation. We felt well represented , fully supported and confident in the guidance we received from start to finish. I highly recommend Matt to anyone seeking experienced, strategic representation inthe sale of a multifamily apartment buiding,especially when navigting long held family assets.

I have received mail every week from this business. I have never worked with them nor asked to be…read moreon their mailing list. The envelopes are always filled with multiple flyers advising me on my "investment properties". We are a family in our forever home. I called to asked to be removed from their mailing list. The person who answered said she will write my address down and if she comes across it she will remove me. You'd think they would be able to add to me a do not contact list or pull us from whatever internal registry they have but we will see if we get more mail.

I dreaded and was not looking forward to the challenging and convoluted experience of getting a new…read morehome loan. All that was before we started working with Jennifer Cho and her team. She was delightful and maintained a super positive attitude and was friendly on every interaction. With her consummate professionalism, industry knowledge, team spirit and deep experience she personally got our loan across the finish line, not once, but twice!!! We had to cancel on an escrow after having gone completely through the underwriting and approval process. She worked as tenaciously on the second loan and was able to deliver funding withing 21 days. Simply incredible!!! For us, the next time we need another loan, the choice is simple...we're calling Jennifer Cho!!!

Working with Jennifer on the purchase of my first home was an incredibly positive experience. From…read morethe very beginning, she made what could have been a complicated and overwhelming process feel completely manageable and stress-free. Jennifer was not only highly knowledgeable about every step of the loan process but also took the time to explain everything clearly, answer all of my questions, and made sure I felt comfortable and informed throughout. What I appreciated most was how client-centered she was. She was always responsive, transparent, and truly committed to helping me secure the best possible outcome. Thanks to Jennifer's professionalism and support, I was able to close on my dream home smoothly and on time. I am so grateful for such a dependable and trustworthy partner on this journey, and I would absolutely recommend her to anyone in need of a loan agent!

Brian helped fund the deal on my first house purchase waaaay back in 2001. He also helped refinance…read morethat same house twice following the purchase when rates dropped. Fast forward to today... I almost made the mistake of going with one of "the big firms" who claim they fund their own loans. During the process of using "the other guys" I had a bad feeling about the numbers as they kept creeping up. They wanted me to lock in a rate, but wanted me to pay $2k just to lock in the low rate they quoted me a day before as "rates are rising daily." I called Brian, apologized that I ever considered someone else and asked what rate he could lock me in at. Well, he not only locked me in at the same low rate the other lender offered "at the cost of $2k", but Brian locked me in AND got me a lender credit of $3k towards closing costs. So in short, Brian saved me $5k with a simple phone call. He also had no problem locking in a lower rate if they dropped while in escrow, where as the other "big firm" said once it's locked... it's locked. I am sorry for cheating on you Brian, never again. YOU ARE MY GUY 100%

Brian is extremely detailed and three steps ahead of the process which saves his customers from…read morelast month byte surprises. I would highly recommend Brian for all of my customers. Lori Richard

I can not say enough awesomeness about Mark Wakefield and Stratis Financial! We first met Mark in…read more2012 when he helped us purchase our West Torrance home. At that time, he went above and beyond to close, including coming in to paint the window facings to appease the FHA inspectors! Less than 2 years later, he contacted us to let us know that because of the market, we could refinance so we could drop the PMI insurance, giving us a lower payment. Finally, we reached out to Mark again in 2021 to help us refinance again for a home expansion to accommodate my younger brother moving in with us. We refinanced at the same payment as we had before, and we're able to expand our house from a 3 bed 1 bath 1200 square foot house to a 4 bed 2 bath 1600 square foot house...at a rate we could afford! I definitely recommend Mark Wakefield and Stratis Financial to everyone!

For my home loan I worked with Mark Wakefield who was an absolute pleasure. He was incredibly…read moreresponsive, informative, and always there if I needed anything. At the end of the day I went with a different lender who was able to offer a slightly lower rate, but it came at the cost of customer service and any semblance of guidance or a personal touch. Even after letting him know I went with someone else, he was very kind and congratulated me. I was in a unique situation because 1) I had been through the qualification process already recently, so I had all of my documents ready to go and knew exactly what would happen and what I wanted, 2) I'm at a computer all day long, and 3) my father is a real estate broker. Trust me, if you don't have a great map to follow, you will need a good guide, and Mark's your guy. I've been bombarded with forms over email for days now and I can't imagine how anybody who's any less prepared could survive this. All else being the same, I would've gone with Mark in a heartbeat, but like I said I was in a very unique position. If you don't have AT LEAST #'s 1 and 2 above in common with me, consider him for your lending needs or at least give him a call. You'll be doing yourself a favor. Yelp on.

I've had the pleasure of working with Gene for almost one year. He and his firm have been helping a…read morerelative who is unable to handle their personal finances alone. Gene is smart, compassionate, and flexible, being well suited to handle many different situations. In addition, Gene has a very solid understanding of technology and its use in streamlining ones finances.

Rebekah reached out to me knowing that my husband and I were struggling to win an offer on a home…read more It's an insane market. We looked for year and a half and put in 15 total offers. All throughout the process Rebekah kept in touch with me and followed up even though we ended up working with someone else that was a package deal with our realtor. She gave me advice and really assisted me with questions others couldn't answer. She is extremely professional, so incredibly friendly and a pleasure to talk to. She is definitely on my list for future deals and I will be referring her when I can to friends.

Rebekah with the Weaver Team performed an exceptional job with my refi…read more She was detail oriented and made the process quick and easy. All the documents were prepared in a timely fashion and the process was quick and easy. My experiences in the past have always been stressful and time consuming. This was not the case working with Rebekah. I supplied her with the list of documents she asked for and it was all a done deal from there. I look forward to working with her in the future.