I've worked with David for 5 years now. He is accurate and has helped me understand my taxes. When…read morewe first began I had unfilled taxes for years and he helped me take care of all those years, filing and payments. I met him through my employer and he managed their accounting conscientiously, he worked with me doing accounts payable, receivables and payroll. He made my job easier. It has been a pleasurable and successful experience both professionally and personally. I am honored to recommend him.

Extremely professional and knowledgeable about the complexities of navigating healthcare insurance…read more Couldn't be more responsive and helpful. Presented multiple options based on our particular needs and was able to guide us to the best choice. We highly recommend Beyond Health.

I am so grateful to have Colleen on our health insurance team. She is so knowledgeable. It's been…read moreso convenient meeting with her online. I highly recommend her!

I have dealt with a lot of insurance companies in my life time but this one has proven to be the…read morebest yet. Staff is knowledgeable and friendly, a it has been pleasure to deal with them.

Superb. There is no other word. Best agent I have ever seen and worked with. It's truly a great…read morefeeling to know that you have an agent to count on and that truly has your best interest at heart

Mike is my financial guru. He brings to his clients, knowledge, professionalism, and time. He's…read morepersonable and makes you feel like you're his only client. It was great that we could work together virtually since he's in UT and I'm in NY. You can tell he wants what's best for you in all ways and he sees the big picture of your financial plan. He not only sees today's market, but also sees future issues that may come up and watches out for roadblocks ahead. He's a joy to work with and I'm so happy I found him.

Very knowledgeable firm with prompt response and professionalism. We have been working with Stephen…read moreNance and Drill Down for the past few years. They are very knowledgeable and helpful whenever we have questions. We have had a great experience here and would highly recommend then. Stephen always goes above and beyond to help answer any questions and gives good guidance and advice. I would highly recommended them!

We refinanced our house in 2020 with Loans By Rick. Everything went well. The terms were good, the…read moreinterest rate was good, we financed the fees, and because of the pandemic the notary came to our house with the documents so we didn't have to go to a title company office. This was our third refinance experience and hopefully our last. I gave 4 stars instead of five for a couple of tiny reasons. 1. If you're someone who can end up taking to someone forever about random things, watch out because Rick Kirchenbaum is, too. We spent way too much time chatting on the phone instead of actually discussing the terms of the offer. If you like the bonding from chit chat, Rick is probably your guy. But I spent 2 hours the first day taking to him about how he used to own a shoe store in Sandy and might have sold shoes to my husband when hubby was in high school. Just... how did that happen?!? 2. There were several issues with getting our documentation of pay stubs and tax forms and loan statements to his office. Mostly file format issues. It was annoying to have to take a picture of something ~again~ and email it ~again~ because it was either too big or too blurry when his office put it in the portal for the underwriters. Might not be an issue now when people can meet in person again, but it was annoying and made things take a week longer than necessary. 3. He wasn't clear about how big the lender fees would be or whether they'd be coming in the form of a check from us or rolled into the loan until we got the final paperwork. I was surprised the fees were bigger on the final paperwork than on the estimate. And I thought we would have to pay that at closing. I didn't back out and go with someone else because at that point I was many hours deep in phone calls and emails and digital portal clicks and sign heres and I honestly just wanted to be done. And then we didn't have to pay anything at actual closing after I'd been worried about it for a week. So nice surprise, but a little more clarity during the process -- especially because I asked about those two things specifically -- would have been appreciated. So yeah. Solid 4 stars. The mobile notary instead of having to drive somewhere in Salt Lake to a title company office was seriously the best thing. Overall I'd use him again if we hadn't paid off literally all our consumer debt in that refi and should never ever need to do a refi again. Ever.

We've worked more than once with Loans By Rick and specifically Rick directly. he is always great…read moreto work with and willing to take the time needed when questions come up. I would always look to Rick first when in need of mortgage options. Even when the loan is not the type he does Rick is always willing to help as much as he can.

Advanced Funding made my first home purchase clean, specifically the professionalism displayed by…read moremy Loan Officer Quaeisean Scott. From day one, Quaeisean did everything he could to streamline the process to the best of his abilities and was always available when I needed his assistance. Quaeisean utilizes technology (i.e. text, email, e-sign) to expedite the process and communicates well. I'm very fortunate to have worked with Quaeisean and have nothing but great things to say about him. He represents Advanced Funding well, not to mention the help I received from Rhonda Jensen, the Processor along with Kerri at closing. Their services and efforts are much appreciated. Thank you.

Founded in 1988, Academy Mortgage is one of the nation's largest and most respected independent…read moremortgage lenders. Academy's mission is to be 1st CHOICE in delivering the dream of sustainable homeownership by inspiring hope and building prosperity in the lives of their Employees, Builders, Realtors, and the communities they serve. Academy soars ahead of the industry by continuously delivering the Gold Standard in customer service. The Loan Officers are easy to access and provide timely response, clear communication, and absolute follow-through. Their long tradition of customer satisfaction with their Realtor, Builder, and other Partners is affirmed year-after-year in their quarterly Partner Satisfaction Surveys. Academy is headquartered in Salt Lake City, Utah; has over 135 branch offices across the country; and is licensed to process loans in 46 states.

These guys made the process easy and relatively simple and spent a lot of time explaining step by…read morestep. Erik, in particular, is aces, particularly with the follow up as well as guiding you through the intricacies of government programs and paper trail requirements of the various laws, rule and regulations surrounding the process. I would commend him highly to everyone. Most of the information is also on the website, in either videos or breakdowns and I really appreciate that transparency. Small wonder they're as successful as they are. They treat people right here and aren't trying to hide or obscure anything. The building and offices are also way cool and you will be treated very well here, with your comfort part of their priority.