I can not say enough about this company! Randall and his team are at the top of their game. As a…read moretop Realtor for the past 15 years it is reassuring to know when I give out a referral to my buyers that they are taking care of with the most excellent service and care, and that is what the Mills Team provides. They give updates throughout the process to my clients and myself. They are honest and ethical, and truly put the client first. I highly recommend them and suggest you give them a call today for the best rates and customer service. Thank you for all you do for my clients.

I am soooo glad I found this company!!! Absolutely amazing group. I was already two days into…read moreescrow and wanted to change lenders after our APR all of a sudden went up. I found them on Yelp and thought I'd reach out; they responded to me quickly and have provided us with the best rates! You won't be disappointed with this group, oh and they also offer a concierge service too, for all your moving assistance.

Need a reliable lender in a pinch? Kyle Pugel is your man!…read more He was able to walk me through the process since I am a first time home buyer with ease. He was able to meet my fast close well within 30 days! Thank you for answering all my questions and making the mortgage loan process seem easy! I had spoken to many other lenders before choosing Kyle... the others were pushy, made questions seem like I was inconveniencing them and had much higher rates!

Kyle is very knowledgeable and responsive, even during nights and weekend. His team was efficient…read moreand process was streamlined. He's a true professional - he took the time to really understand my needs and align me with the appropriate loan product. I highly recommend Kyle and his team and look forward to working with him in the future.

Owner and CEO of Starboard financial, Mark Blodgett, lied to my wife and me the entire time during…read morethe purchase of 2 of his properties through Starboard financial. At the end we were wildly taken advantage and he never kept to his word. If he is willing to lie to a young couple with 4 kids then that is very concerning. I would advise not using Mark or any of his companies due to our horrible experience.

Judi and her team are the easiest people to work with. They were beyond thorough and detail…read moreoriented. More than that they made my home buying experience pure joy! Judi is an outstanding person and professional. She truly cares.

Josh is my "go to" mortgage guy for life! I made the mistake…read moreof starting the HELOC process with another lender, saw the error of my ways early on and brought by business back to Josh. The process was fast and painless. He makes a possibly-stressful event low-pressure and low-stress. Josh was, once again, AMAZING! He is outgoing, friendly and his communication is great.

The process was so smooth! We had a short closing time and Richard made it happen with zero…read moreissues. This was the third time I've done a mortgage with Richard and he is awesome! I recommend him to everyone! I will absolutely be going to him in the future!

Absolutely recommend John Cabello and Team. I recently had the pleasure of working with John on…read morethe purchase of our first home. As you can imagine, buying your first home comes with a ton of questions and unknowns. John took the time to explain each question in a way that was very easy for me to understand. In addition he would call and guide me through questions I didn't even know I should be asking. He was always available by phone, text, and email, and so prompt in his responses. He really made the process (which I was extremely nervous about) feel seamless and almost easy and got me a great rate. I now trust John so much I have referred him to 2 people in my family. Thank you John and Tracy for all the time, effort, and work you put into the process of purchasing our first home. We are TRULY appreciative!

If you ever need any assistance with purchasing a home. I am speech less on how smooth my process…read morewas with John Cabello's assistance. From communication to hospitality. John Cabello and Homeowners Financial Group are OUTSTANDING!!! Highly recommend you their services. Jose Chaidez

We had Jared and Annick did our living trust on a premium complete package and it is executed…read moretoday. Jared and Annivk and their team are very professional and amazing. Their team are great! We are strongly recommended. Thank you! -Danny

Using them for a probate situation and set up a trust. Very professional, courteous and efficient…read more They do taxes as well so very busy this time of year yet everything has gone as promised in a timely fashion. It is so important to have your affairs in order and Jared walks you through the process. Excellent service and highly recommended.

We've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.

I was scammed by Nicole. If you're reading this, please find an actual CPA and not a CPA…read more"candidate". Nicole was hired to clean up my books for part of 2024, 25, and 26. We had a great conversation, and she seemed capable. However, the price was unclear. My business is small with minimal transactions. Nicole initially quoted $2 per transaction, but her minimum charge would be $1,000 even if I didn't have that amount of transactions. I agreed to this. I paid a $1,500 down payment on May 20th and asked Nicole not to send me surprise billing. She promised to send me a proposal, but it was delayed until I demanded that she stop working on my books as I saw no progress. I advised her that I would find another accountant to complete the job. By then, she claimed that 2024 (7 months) was complete and that I needed to pay for the work she did, even though I never signed a contract (it was never sent until after she knew she was being replaced). Nicole has billed me an additional $4,307.50 for 7 months of work that I have no documents to show that she ever did. I have since hired someone else to complete the job, but now I'm being threatened with legal action. I also read Brandi's review and wanted to give Nicole a chance, but I regret not taking the advice above.

I started business with Nicole in June of 2025 but ordered all current work be immendiantly stoped…read morein January 2026. We paid her over 5 thousand dollars, an estimated amount of 800 dollars was for an amendment that was never completed. and 4,000 of it was paid for an "Advisory packet" that I was never given a itemized receipt or invoice for any of the charges that were coming out of that retainer. She also has not sent us a W9 or provide her EIN # to us. As a small business owner this is very damaging and has raised some cause of concerns. We were guaranteed a service and did not receive what we paid for. We feel like we were scammed out of a lot of money and we will be filling a complaint with the IRS due to suspicion of fraud and Neglect.