Shane and his team have assisted several of my clients with their loans for their home purchases…read moreand refinances. They are fast and efficient, and their team is very on top of things. They also have really good rates. I highly recommend them if you are looking for excellent service!!!

I normally don't write reviews, however, after my 2nd financing need and experience with Shane &…read moreSynergy has been outstanding. Shane has help me and my family achieve our financial goals by getting us the best rate possible. Shane is thorough in explaining the available options and it is constantly following thru on the process making the experience seems-less. Shane went above and beyond as to answering after hours and while he was on vacation. I will definitely recommend Shane & Synergy to my friends and family.

Great experience with Capstone Financial & Insurance. He was very informative and took the time to…read moreexplain everything clearly so I could understand my options. Getting life insurance is an important decision, and he made the process simple and comfortable. Now I have peace of mind knowing my family is protected if anything were to happen to me. I really appreciate the professionalism, honesty, and guidance throughout the process. I highly recommend Capstone Financial & Insurance to anyone looking for life insurance and protection for their family.

The thing that separates Robert from the rest is that he truly cares for his clients best interest…read moreand believes in the value of the services he provides. He is always responsive, honest, and direct, never rude or dismissive. Knowledgeable and resourceful. You have nothing to lose reaching out to capstone financial.

Jamie was very easy to work with, and was able to setup my new insurance within a few days. I would…read morehighly recommend this business.

Excellent! Been with them for a very long time now, years!!! Professional and thorough, best ever!!!read more

Mary was wonderful. She got our taxes done with no drama and with personalized attention. Highly…read morerecommended.

Mary seemed great over the phone. We had great conversation and decided to meet a local coffee…read moreshop. She asked me to upload previous tax returns to her Dropbox before our meeting, didn't think much of it. Fast forward to the day of our meeting, no show from Mary. She hasn't answered my phone calls or text messages. Very unprofessional and would not recommend. To edit, this is for my daughter Alix. She doesn't use yelp but I do. Mary is trying to defend herself but still hasn't reached out to my daughter about today's no show.

Let me explain why Brain and Nicole are the best in the mortgage industry and why I chose them for…read moremy two refinances and home loan. Savings + Speed + Quality Customer Service Nordstrom sells amazing quality suits and gives great customer service but you'll pay for it! Costco provides savings and Quality products , but with no customer service. Brian and Nicole break the business mold because they are the ONLY company (couple) I have ever seen that do all these three TOGETHER! Brain and Nicole help you save money. They beat everyone else's rate and trust me, I shopped. Brian and Nicole work very quickly. They waste no time getting your loan done. Brain and Nicole deliver the BEST Customer service. Often taking much of the leg work on themselves to save their customers time (and with a positive attitude!) You would be foolish to go anywhere else for a loan or refinance. Give them a try and you WON'T be disappointed.

Can't recommend them enough! We've done four loans with them in the past 12 months. I shopped…read morearound the loans and they always had the best rate. Communication was excellent! Always responsive. If I didn't get in touch with them right away, they would respond within hours never days. I never felt pressured or "sold". Very professional.

If you are looking for someone who knows everything there is to know & then some, works at…read morelightening speed, takes time to explain it all to you, and listens to meet your needs, then Staci is the right person for you. She was the right person for us and we are so grateful for everything she did to make our experience seamless and as stress free as possible in obtaining a loan for our dream forever home. I can't recommend her enough! Her support staff is just as kind, patient and efficient as she is.

Staci was a godsend....as a first time homebuyer she handled us with care and walked us through the…read moreentire process. Staci and her team made the process so easy and we felt like they explained everything thoroughly, even we would ask the same questions multiple times. She always made herself available to us and worked hard to get us the best rate possible....I had so many emotions throughout this entire process and when I needed someone to explain things to me she was always there. My husband and I will always be thankful to her for making one of the significant moments in our life easy and painless....Thank you Staci

Becky is fantastic! She helped our daughter get insurance on her own. Everything was smooth and…read moreeffective.

If you are looking for insurance look no further!! Becky…read moreHoupt is the best !! 12 years of prompt , honest , professional, and knowledgeable service !!! I can't say enough about the integrity of Becky . After 12 years I added a new car and added a driver and she advised me on the best way to go even it it ment losing my business!!! THANK YOU !!!

My husband and I are young, but we're forward-thinking. After several hours of research on the…read morelong-term health of social security, we concluded it better to bank on long-term, self-saving, investment strategies, instead of a deprecating system that's set to exhaust within the next 30-50 years. We're fairly active on facebook, so we reached there for a recommendation and found out one of our old friends, Josh Crowe, was a credible candidate. We met with Josh, who agreed with the research, and helped us put together a diverse investment portfolio. Feeling relieved we don't have to bank on the US Government over the health of our retirement. Looking forward to continuing the relationship with Josh.

I am very pleased to say I am so thankful to have spoken to Joshua Crowe in regards to having my…read morePension rolled over to Sunpath Financial. I have to say I was very skeptical because I had never heard of the company, I was thinking of rolling over my pension to Edward Jones until I spoke to Joshua over the phone and he was very informative with what they have to offer. He answered so many of my questions on retirement , made me feel so comfortable reinsuring me through the whole process that everything will be fine and how he was going to work with me, with all the information that I need and how it will work for me in the future which is the scariest if you don't have a very large amount of money. I was so impressed with Josh's attitude and his desire of his work really made me make a fast decision on going with SunPath. Greatest guy ever.