Steve was very helpful, right from providing us with a pre approval letter through the holiday…read moreweekend. Answering all the questions about mortgage and closing costs we had and help us make an informed decision. Highly recommend their service, and thanks to Steve and team.

The folks at Sammamish mortgage including Trevor and Priscilla almost cost me our house. We've…read moreworked with 2 other lenders, including Bank of America and had decent experiences where our lenders were personable and had close relationships with the underwriters. I'm not 100% sure with Sammamish but it seems they are just an intermediary and do not have close understanding of the underwriting process. Trevor was unreachable by phone and would e-mail me back or call back a day later. Priscilla seemed to be off or have a vacation notification on every time I tried to email her. Without warning us, Trevor went on paternity leave the week of closing, and Priscilla left on vacation. We were left with their supervisor who was 100% more competent, but extremely busy. Right before closing, Trevor also told me that we either needed to buy down more interest and pay them more money, which didn't make sense as we bought a house that was 1/2 our purchasing power. Our realtor emailed and called them (we had given consent) without any response and noted they were one of the worst and most nerve wracking groups she had dealt with. We had no idea if we would close on time, even the day of closing. We were living in an AirBnB and not sure whether we would be homeless the next day or if we should book a hotel. When I spoke with Stacey their supervisor about this the day before closing, she said "this isn't even as close as we come sometimes, don't worry!" which made me worry even more. I just found out that they immediately transferred our loan to another bank a month after closing. They have a ton more reviews than other servicers and I would be extremely concerned some of them are fake.

I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

I have been with Intrust for about 3 years. We have used them on every property we have flipped…read more They are a wonderful group to work with. Our first deal we closed in less than 24 hours. Most hard money lenders wouldn't be able to compete with the way they treat there customers.

Intrust did help our loan! We got dropped by another hard money lender due to the condition of the…read morehome that we are buying( it sustained fire damage on the two upper floors). Intrust immediately asked details about the property focusing on the asset and what it can be after all needed work is put into it. Kyle Johanson and his team was patient in getting us approved on this loan. We closed and we are pleased to have Intrust assist us in getting this property which we will happily turn to beautiful. We are thankful they understood the value of this asset and what we can do to make it worth while.

My first time home buying has turned to a Bad first time experience with Pacific Morgtage. I was…read morepre approved and after weeks, appraisal, inspection , earnest money, they send me a denial letter! Very disheartening and gave false hope with pre approval. My credit increased, and still denied me. Very dissatisfied with this Pacific Morgage. I was catch-22 with the pre appolroval, now lost my earnest money, time and now have anxiety purchase home for the first now. VERY DISSATISFIED! Carlos Meza. P.S. this system needs to change!

Kirk is AMAZING!!!!!!!! He stood by my side through the entire home loan process and we are now…read morehomeowners! Kirk and his team made our dreams come true! I honestly can't say enough good things about American Pacific Mortgage. They have gained a lifelong customer. Kirk was extremely responsive from day one with any questions or concerns I had. We spoke every single day. I felt as though I was his only client. His knowledge of the mortgage process and his customer service is TOP notch. My husband and I had a few hoops to jump through, but Kirk helped us out every step of the way. Kirk is my guy and I am so grateful for him and all that he has done.

High level advisor who continues to provide up to dated information on my portfolio and retirement…read moreplan. Excellent service

Tyler was very helpful with my profit sharing, 401k, and retirement planning. He is extremely…read moreknowledge in tax efficient strategies. I highly recommend his services!

I've been a client of Mason Newsom from Padgett for a few years now for standard tax returns and…read morehe's been great to work with. The first year I had a complicated multi state tax return and he took care of both with ease. I find him to be very easy to work with, thorough, compassionate, communicative and responsible. Highly recommended!

Wow. Three calls to their published phone number, no answer. Left name and number, no callback…read moreafter 24 hrs. Wondering if they are even open anymore. Edit: After contact from Mason, I'm upgrading the rating. I still see this as a communication concern. I can speculate that maybe this is a small office but wish they could have left at least one person behind (or updated their phone message) to field calls from current or prospective clients.

I have been working with Bob MacRae for several years. He helped my husband and I develop a…read morefinancial plan and strategy that allowed my husband to retire after a medical issue. I am very appreciative of his support during a difficult period. His guidance has provided us with an increase in our portfolio and with his support, I am confident in my family's future. Because I trust his advice, I recommend him to my friends and family.

Beware of Robinswood financial - Had our money there for several years, just recently dug into our…read morefinancials in the last prep to retirement and was shocked at how poorly the accounts were doing. Bob Mcrae has absolutely no idea what he is doing, and if you ask him ANY questions, he becomes extremely defensive. He only has a certificate of some sort, NO college degree whatsoever. Ugh. The returns were so BAD! When I asked questions on the 'strategy' and asked for some changes, he became hostile and lost all composure - then got weepy, made excuses & offered to remove all his fees for a year in recompense. Bizarre. His incompetence cost me plenty.

I've been working with Tyler and his team for the past few years, and I honestly can't imagine…read moretrusting my taxes to anyone else. From the very beginning, he's been friendly, patient, and incredibly knowledgeable. He always takes the time to explain things in a way that makes sense, answers my questions, and stays on top of every detail. Communication is smooth, deadlines are never an issue, and I always feel confident that everything is done accurately.

Tyler and his team consistently provide great service, after looking for years for Tax support,…read morePitch CPA is clearly the answer. I could not recommend them more, they have assisted myself and many friends with business and personal filings, and have consistently provided exceptional and timely service. Tyler is organized, professional, and extremely knowledgeable, and I have and will continue to recommend him to anyone looking Tax support.