We have used Drew for many of our transactions. He is a wonderful intelligent man! He is thorough,…read moreinformed, knowledgeable, always returns your calls, answers every question and genuinely cares about his clients and there financial choices. He is always looking out for us and we really have had multiple excellent experiences with him. He is very involved in our community and the people who live here. Can you honestly think of a better broker too utilize?

I was referred to Drew by a friend who went through him to refinance their home…read more From the moment I spoke with his assistant Elaine who went over what I would be expecting from them, I knew I was in good hands. She was patient, informative, professional and answered all my questions. She did all the work for me! I literally only had to send her 5 documents and it was easy breezy! I was promised a call from Drew at a specific time that I requested and he was right on time. He was so pleasant, warm and engaging. Offering and suggesting the best options for me to choose. He made this refi for me so easy that I thought it was too good to be true! 12 days from start to finish including weekends! I am so happy and thankful for their assistance. I had a bad experience previously and was very hesitant, but Drew & Elaine were amazing. Not one moment of stress or regret! In fact they both were a true blessing and I am grateful for the referral!

Malyna Phan is amazing. She is knowledgeable, patient and goes above and beyond to give you the…read morebest rate and advice. I completely trust her. She was so helpful with my new home purchase. I recommend her and this location to everyone.

We worked with Eddie Fairchild at Big Valley Mortgage. He was a very knowledgeable person and you…read morecould tell that he had been doing this work for quite some time. He definitely had our best interests in mind and did not recommend anything to us that we weren't already thinking of. Eddie was all about streamlining this process as best as possible and fought for us tooth and nail went it came down to closing escrow and explaining our finances to the title company. We would definitely deal with Eddie again!

I'm very happy with the Zeller Kern Wealth Advisors team; their service is excellent; their very…read moreresponsive, personable and professional; their goal is to make your financial wealth meet your personal goals; their planning is very thorough and detailed; as time goes on they'll contact you to go over your goals, and confirm your portfolio is on track to meet those goals; it makes you feel valued and important. I've been with Zeller Kern Wealth Advisors for many years and I'm very pleased with the portfolio they've built and managed for me as it has met my needs now, as I trust it will in the future. When the topic of financial planning comes up; I'm always bragging about my Zeller Kern Wealth Advisors team. I would recommend them to everyone! Zeller Kern Wealth Advisors is the "concierge" of financial planning.

Zeller Kern is not the cheapest, but they provide exceptional service. If you are looking for…read morewhite glove, personalized portfolio management, Zeller Kern is your solution. They have decades of experience. They have certifications. They have all of the specialized tools for investing. Most importantly, their communication is excellent. We know where we stand at any given moment, and if we have any questions on a new article or change in policy as to how it relates to my investments, we can call them and have an answer in no time at all. As I am older and and choosier, let me tell you that it is also important for my family and I to like the people we work with. We love Trevor and Steve and Lindsay and the entire staff at the office. If you want cheap, go elsewhere. If you want exceptional service and communication AND money generation, go have a consultation with Zeller Kern.

Matt has been such a great lender to partner with. He's fast on communication, articulate and my…read moreclients love working with him. I enjoy watching his content on IG @themattbarba. Great information that makes so much sense and incredibly educational for my clients.

Matthew Barba There…read moreis only positive things to say about this man! He is responsive, understanding, knowledgeable and genuine. He not only has experience on the lending side of things but also has worked on the agents side. He is able to relate and find what problems you may have then solve them! My clients and I were in a competitive situation where we needed a lender that would be there when we need him, be able to perform exceptionally well and make sure the offer we wrote get accepted. He became the lender to my clients because 2 big banks that my client had reached out to were not able to respond as quickly as we needed to meet deadlines. Even being put in the right timelines, Matt remained calm and made sure everything got done. His team that helped balance the load by getting everything upfront made it so that when it came to the appraisal and funding, everything happened more smoothly. We were able to close this deal and get our client into a home that other lenders would have said was hard to fund. For any situation wether this is a 1 bed 1 bath starting home up to a luxury home, he will a)find what you need and b) work harder than most lenders to make sure that the terms are tight and deal is SEALED!

In late 2016, I was presented with a real estate investment at one of their dinner seminars that…read moreturned out to be a REIT with a high commission paid to Bangerter. At the time, I was told it was a 5-8 year hold and because the investment involved real estate, once the properties were sold, I would be eligible to do a 1031 Tax Deferred Exchange. I did receive a 5% annual payment return on my $50000 investment. For a few years, Bangerter's name was on the statements in small print but they did not oversee the account. They basically got paid a commission. Over the years, the monthly statements would show a current value and that value was slowly going up. At the end of 2024, the value was about $67000. Then, about April 3, 2025, I get a letter explaining that the REIT had gone Public and 4400 shares had converted to 1115. The stock value was around $32 a share at that time, so now my account had a value of $35600 plus the annual dividend was reduced to 1.87%. On top of that, since we were considered an original investor, we could not sell our stock for 6 months. Now the 6 months is over and the value is $39,900, still well below my $50000 original investment nearly 9 years ago. Oh! I also transferred our retirement accounts back in 2016 to Bangerter and opened a brokerage account through them. The retirement accounts were put in Mutual Funds. After a year, the value of the retirement accounts did not move much. My brokerage account that I chose individual stocks was up nearly 60%. I transferred my accounts to another company where the financial planner and I talked the same talk about stocks. I am still there! So don't be fooled by fancy presentations and be satisfied with 7%-9% return.

Gaston is the utmost professional. The first time we met with him he listened to our needs and…read moreexplained all our options. We had a very difficult transaction that involved an estate, partnership, and business deal. Gaston facilitated numerous emails, calls, and meetings with not only our family but with our CPA's and attorneys. He described the DST process in a way that we understood. He has a very welcoming demeanor and makes you feel comfortable. He built trust with us through this whole process, I would highly suggest Gaston to anyone who has a financial need, no situation is too difficult for him.

My husband and I are first time home buyers, we had no idea what we were doing -- and Tim Halverson…read morenever once made us feel silly for that. From day one, he walked us through everything step by step, explaining the process in a way that actually made sense and made us feel confident instead of overwhelmed. He was incredibly patient, answered every single question (there were a lot), and always responded quickly. Real down to earth, easy going, nice guy. Buying our first home was stressful, and having Tim guide us through it made the experience so much smoother and less stressful than we ever expected. We're so grateful we had him in our corner and would recommend him to any first-time buyers in a heartbeat.

John Easterbrook brought knowledge, perseverence and kindness to our situation. He just never gave…read moreup - every time we ran into some bizarre snag (more than one!!) he knew how to navigate through it. He explained the process and every issue with clarity and patience. His encouragement was a lifeline! Shout out to our friend, Chris Hanf who recommended John.

Best Ever I have…read moredealt with some Mortgage Brokers before, but nothing like these guys. I met Andrew at a trade show and he said call and lets discuss. I filled out the paperwork and started talking to Kim and Cindy. They are amazing at what they do. The whole company is really taking care of the customer and especially Vets. I appreciate everything you have done for us. Thanks Guys

I have an A credit rating. I have worked for 40 years as a scientist. I applied for a…read morePre-Qualification loan with WealthWise Mortgage. I wanted to know how much money I could qualify for a house in Carmichael. I gave them the following documents: W-2's for 2018+2019, paystubs for the last two months, mortgage statements, bank statements, credit statements, insurance statements, tax bills, driver's licenses, and personal information. Remember i am not trying to lock an interest rate. I am simply asking to be "Prequalified for a loan." They asked me to sign 6 more declarations. I signed the two that were important. I told them they didn't need me to sign a Carbon Monoxide Detector required in the new home. What new home? I am asking to be prequalified only. I get a call from Andrew stating he won't due business with a client unless they sign all the forms. I asked him why it was mandatory to sign a CO2 detector when i was only asking for PreQual at this point. I told him it was not necessary at this point. He said, "I can't work with a client who won't comply." We parted ways. When a business owner becomes so entrenched in their own dogma that they can't see the client's side of the story....time to move on. BTW, I signed documents today with Loan Pal on my refinance. Never did they treat me like i was just a "JOHN" like this ego maniac Andrew. His tone was demeaning and authortarian. Do not do business with him. Take your loans to Loan Pal. Ask for Elmer Deleon.

A great big thank you to Cheryl Pavelchik at Alpine Mortgage Planning (Alpine Mortgage). I've been…read moreworking w Cheryl since early September 2015. She worked w me to get me prequalified and,eventually, I've purchased a home. I appreciate Cheryl's candid, matter of fact demeanor as well as her terrific customer service and positive attitude. Cheryl worked w me to clean some things up, told me what I needed to do and kept me informed thought the entire process. She was thorough, explained all the changes in laws and when she needed something from me she asked for it and gave me reasonable timelines. She responded to all my inquiries and kept me in the loop throughout the house buying process. A great big thank you! I would be delighted to be a reference for Cheryl and Alpine Mortgage Planning. I will utilize their services again if I upgrade my home.

Dan Furtado is by far THE BEST Lender. I am a Realtor and if it were up to me, Dan would be the…read morelender on all my transactions. He has pretty much made miracles happen. One of many reasons I refer Dan is simply because his professionalism, quick response, and he truly cares about getting his clients into their new home. I can't forget to mention his assistant Kristie (who is so sweet) and very helpful! I am floored at some of these reviews. Every time I refer him, my clients are very happy! Great job Dan and keep up the good work! You always go above and beyond.