We just closed a large commercial real estate loan with Dan Davis in order to help settle a family…read moreinheritance by paying cash to equalize the distribution of assets. Dan helped us through the complicated loan process every step of the way from beginning to end. He helped work with the lender, spending countless hours of communication, and followed up on every loose end promptly. He was able to get us a very competitive interest rate because of his good long term relationship with the lender. We would recommend Dan for any financial needs you may have.

From the owner: A Commercial Finance Firm That Understands Your Company…read more Every business can benefit from partnering with a commercial finance institution distinguished by expertise, industry experience, and a dedication to customer service. At Davis Commercial Finance, we go above and beyond to ensure that each client we serve has the opportunity to take their business interests to the next level of success. We are dedicated to the improvement of businesses of all sizes through the strategic application of business loans and other financial services. Services Designed With Companies in Mind Unlike banks and many other traditional financial institutions, Davis Commercial Finance works exclusively with business clients. This focus gives us a higher degree of experience with which to serve our customers. These are just some of the programs and lending opportunities we have available: Commercial Real Estate Funding CMBS Conduit Loans State Income Commercial Real Estate Loans Equipment Financing SBA (Small Business Loans) Factoring / Accounts Receivables Inventory Financing (PO Financing) Unsecured Business Lines of Credit Our financial service professionals can assist clients with selecting the lending options that will best suit their particular needs. We make the effort to get to know each of the organizations we serve in order to offer personalized support at every stage of the lending process.

Michelle and Nabil were great, supportive, responsive, and efficient. We decided to put an offer…read moreon a home and within 12 hours, they were able to get us a loan approval that we could present. They made the loan application process easy and transparent. They answered our questions without delay and problem solved for us when issues came up. They also handled their end with escrow without having to get us involved. The whole process reduced our stress when we bought our property.

I was referred to Michelle by my friend (who also left her a raving review) and my experience was…read moreA+++ with Michelle and her team Nabil and Angie at CrossCountry. I vetted many lenders during my househunting, but Michelle left the biggest impression with her ability to communicate complex points with incredible clarity and she knew exactly how to answer my questions. This is a professional who is at the top in her field. I left almost no stone unturned during the process and Nabil on Michelle's team was very patient and equipped me with all the information I needed to know as a first time buyer. During the latter part of the process, Angie kept me up to date on all the paperwork and made sure I knew what I was signing and kept me abreast of important milestones. With Michelle's team, I was able to close in 20 days without rush appraisals in this crazy competitive market and I got the best rate that no other online or local lender could beat. I will be most happy to work with her again for my mortgage financing needs! Thank you Michelle, Nabil, and Angie!!!

We have been having great experience with Jeff and his team. timely communication, fully…read moreunderstanding our needs and requests to make good adjustment and honest suggestion. They make us fully trust and really COUNT ON them. Meanwhile we can focus more time on our profession because we trust they can help us with accounting and tax to save us time. Definitely recommend them to everyone.

I've been with count on that since my tree care business started in 2012. First, I worked with…read morejeff, the owner, and we would spend evenings in his office, getting my book keeping done. He taught me how to use quickbooks and became a friend. I respect him deeply and over time got to know his crew and I respect them deeply also. They have been extremely responsive, even when times have been late or early and in pinches. I can't recommend this company more. They've always worked with me and my needs.

Needed to get some help starting my business accounts and Zee was super helpful in not only helping…read moreget my business accounts up and running, but also really helped me get connected with the right people to get my business on track! I highly recommend working with the manager Zee and his awesome team!

Great local bank, not a corporation. Friendly and very helpful. They even have community events,…read moresuch as Santa stopping in for kids. That is happing in about one week.

Keith helped tremendously by showing me some shortcuts in Quicken that saved me hours! He is very…read morepatient too. I highly recommend him.

We contacted Keith to get some one on one training with QuickBooks for our business. From the…read morebeginning Keith clearly communicated what his rates were, and what we could expect from him for training. We were thrilled that we could have the convenience of in-home training for reasonable price. Keith scheduled us for an appointment and came to our home office prepared. By carefully listening to us he figured out what we needed exactly, and taught us tips and tricks to more effectively use QuickBooks for our business. He was able to assist with invoice formatting, and showed quicker ways to enter information that was a real time saver. Since so many of the tasks are repetitive with QuickBooks streamlining the process really helps. We were very happy with his services, knowledge and helpful attitude. A few days after our training we even received a follow-up email listing many helpful websites, and ways to promote our business. Not expected......... and some of this information has really paid off in a synergistic way with consistent effort from us. Thanks Keith!

I have been meaning to open a business account separate from my personal and the staff specially…read morethe branch manager Paul took care of everything. The process was completely seamless amid the current pandemic of COVID-19 that we live in. The customer service was great and I was set up with my account pretty fast.

My wife and I have had nothing but good experiences with Homesteet bank. They feel like a…read moreneighborhood bank and this branch is no exception. There's never a line when I come in and everyone is friendly and helpful. I definitely recommend them over the giant, soulless mega-banks.

As I added on my previous review today at lunch they could not take my money for a deposit. What…read morefool would run a bank like this?? In addition, I received a call from a manager and now I know that the crummy personnel is due to the competition for employees and the lack of decent workers. Also, after listening to the rhetoric, someone is flat out lying about whether or not there was someone else on the premises at the time I went in.

Incredible customer service, specifically john. He went above and beyond to help my family out. One…read morestar docked because the drive though wait can be miserable - only one working lane.

Direct, to the point, and helpful answering my questions about personal taxes. I recommend their…read moreservices.

TL;DR Big costs a lot for trouble and headaches for years to come…read more You can see the story line from my previous reviews. The latest update being I tried to make some changes to my small business taxes and the IRS responded by telling me that my business was not registered properly (it was missing the correct form to register as an S corp (Eric's recommendation in the first place). Additionally, the IRS forms require a wet signature which Eric never requested from me, so even the forms that were filled out (1120S) were not valid. "...the IRS confirmed that neither 2020 or 2021 are reflected as 1120s, this means ... the IRS has no filings for the LLC." It was already expensive when I paid Eric to file it initially, now I have to pay a new professional to fix it. Lots of money spent and major anxiety and panic that I would have loved to avoid. I could have saved myself thousands if I had done additional research and gotten a personal recommendation. I would never recommend Eric to anyone.

We worked with Ruby at Salmon Bay for about a year and a half as we searched for and bought our…read morefirst home. At the end of the process, my husband said to me, "Now that we've experienced Salmon Bay, no other services are good enough anymore. I want everything I interact with to be as good as Salmon Bay - banking, insurance, everything." A few things we loved: responsive and crystal-clear communication from Ruby and her entire team, sound education for us on how home loans work (I feel like I ACTUALLY understood what was happening and what all the numbers meant the whole way through, as a complete novice), proactive check-ins for 1.5 years just to make sure they stayed updated on our thinking and finances, professionalism in all forms of correspondence, a team that inspired so much confidence with their expertise (special shout out to Paige), kindness and cheerfulness without exception, proactive outreach to the seller's agent within minutes of us making an offer to assure them we were in a strong position to buy (even though it was a major holiday), local credibility and relationships that certainly played a role in getting us our house even though there was a competing offer for $50K more, a clear roadmap for closing and frequent video updates for the whole buying/selling team along the way, willingness to answer all 5,000 minor questions I had during closing as if each one was important and worthy of attention and time, and absolutely no surprises the entire way - not a single surprise. I can't recommend Salmon Bay highly enough!

Ruby and her team were so friendly. They ran scenarios for me and made the refi process quick and…read moreeasy. The weekly video updates were a whimsical touch. Thank you!

He has been absolutely amazing with our questions. Excellent tax advice! We love every minute we…read moreget to spend with him talking about finances because we can actually understand him unlike some tax advisors. Worth every cent!

A friend pointed me here years ago and 20 minutes ago I continued the chain by recommending a…read morefriend use David for their taxes, so I figure its time to write a review. David helped me untangle a mess of taxes from previous years for me and was thorough in the work and clear in the explanation so I had full understanding of things. It had the potential to be really bad (my fault, I basically failed to pay some taxes years back) and David laid out my options and timeline and guided me through it. Since that I've used his office for taxes every year. Each year I get an easy to follow set of instructions to file and everything is ready to go. I've always found it easy to get ahold of David as I have questions (which I do every year)