If you are looking for ways to diversify your portfolio - whether it's inside your 401k or IRA, or…read morein your other investments, I highly recommend speaking with Ray. He really cares about his clients, listens to their needs, and only recommends one of his solutions if it's appropriate. You won't regret meeting with Ray!

Alan is just simply the best guy to call for a mortgage or refinance. He is smart, personable, and…read moretruly cares about his customers. I have had the opportunity to work with Alan on two separate occasions over the last year, and both have been wonderful. Alan is always there to listen to your needs and walk you through issues when they surface. He is more than responsive to emails and phone calls. I will gladly recommend Alan to any of my friends or relatives!

Alan and his team at Guaranteed Rate have helped my husband and I with several refinances and…read morepurchase transactions over the last several years. Alan's experience and knowledge is second to none! He is always quick to respond to my emails, answers his phone when I call and if I need to leave a message, he always returns my call promptly. I've referred Alan to many of my friends, relatives and work associates because he offers very competitive rates, but more importantly, because Alan closes loans efficiently and quickly, while providing superior service. He is our mortgage lender for life!

The Hardin Team bossed up and got the job done. This is the second time I've worked with Tim, Todd,…read moreand Taylor and their attention to detail and follow up are second to none. Tim and Todd were great at checking in with me periodically to check my temperature on re-financing, which made it a no-brainer when it was time to reach out to them. From our first conversation until close it was right around 30ish days - they got the job done at light speed. I highly recommend working with the Hardin Team, they are thorough, transparent, and they execute. For context - Tim and I worked together on my original mortgage at a previous lender, and just closed my refinance through Cardinal.

I am currently in the middle of a refinance and the communication with Tim Hardin started out…read moregreat. I was assigned a loan officer and have not spoken with him since my loan process started. I have been trying to contact them for over a week with no response. Starting to think this company is a scam. Today is 9/19/20 and I will update as things either progress or digress. But so far, not very happy. -Mark

I had a great experience and I would definitely use Val-Chris again. Jeff LaMotte was great to work…read morewith and was very helpful throughout the process. I highly recommend them!

This response is inaccurate. My property was not in foreclosure when the check was returned. I will…read morebe reporting this business to the better business bureau as I have acquired legal guidance. There was no communication when this company put our property into foreclosure. They did not help us in any way. They are hard to reach and only respond with what they need to move forward to benefit them and not the client .

Very pleased to have found this place. Cliff was amazing. He guided me through my entire 80 page…read more401k booklet. I walked away feeling very reassured. Cliff explained everything in detail and was patient to answer all my questions. He is honest and knowledgeable and explains things clearly so you know what your money is doing. Highly recommend. I will be using again in the future for my financial planning.

Put in a request for more info from Smartvestor and began to receive various calls, texts and…read moree-mails from random Smartvestor reps. It helped me decide it's absolutely NOT the company for me.

Like many other people reviewing Mark, we had a HERO/PACE loan that caused a lot of trouble when it…read morecame to refinancing our mortgage. One of his specializations is handling such complex refinances, and he fully delivered for us. If you have a complicated mortgage situation that other banks, brokers or credit unions won't touch, give him a call! (Also, don't get PACE loans. Not worth the headache.)

Mark Made the refinance very easy and comfortable. Mark…read moreknows what to do to rid your self of the Hero loan debacle. Thanks for the help

John is very knowledgable with the real estate process. First, he sold our condo in Long Beach,…read morethen helped us buy our new home in Whittier and did our loan as well. He took into consideration the details in what we were looking for in a home. If we had any questions about any documents he made sure to explain it until we completely understood. He and his whole team were very professional and made this whole real estate and loan process experience a breeze! HIGHLY recommend!

I highly recommend using The Mortgage Hub. Everything that was said, was done. We were walked…read morethrough the process never feeling concerned or with doubt. John and his team were very professional and the highlight of the process was the weekly updates sent via video. Communication was key as with everything going on during this time, he was always available via video or phone. The knowledge John has in this industry is why he and his team do so well. Give John the opportunity and he will not disappoint.

Will and Andrea are responsive and available and work hard with excellent turn around times. It is…read moresimply an easy and painless process with great results, but only if you make sure to give them everything. A question that could have easily been asked given my corporate job and tenure was: 'do you have any restricted stock units'. This ended up being one reason that I had to owe back taxes. When I expressed the bummer to Will, he simply said 'your documents were filed correctly and here is how it is correct' when I told him I don't expect to fix it, it's just a bummer and the only help he could provide was to acknowledge that, he responded the same way, with no empathy for this huge bill I am looking at. Will and Andrea are excellent if you plan to be your best advocate, and want fast turnarounds with great results, but only if you make sure to give them everything.

I have been a client of Martensen Tax for several years. Every year, Will and Andrea make the…read moreprocess of doing taxes quick and easy. They contact you at the beginning of the year to make sure you don't forget you need an appointment, and then they stay with you, making sure that you do not file late. Andrea is great about reminding us that we need to send in our documents and making appointments. Will has our taxes ready before our meeting and is diligent about finding deductions that we may not have thought of. I enjoy working with them because they take the stress out of doing taxes.