My wife, Lyndsay, and I worked with Guy and Monica from Fairway Mortgage and couldn't have asked…read morefor a better experience. We were first time buyers, and from start to finish, we were educated and guided to make sure that we felt comfortable with each decision. They worked hard and fast to get us a great rate with a great experience. We will definitely work with them again!

I could not be happier with Call GMS-Fairway IMC! This is the third transaction I've done with…read morethem, and every time I have been equally impressed! I truly credit them with us being able to close escrow on our home 8 years ago and on our vacation home in August. Someone once told me if Guy Schwartz can't do it, nobody can! I truly believe this! They are always available to quickly and calmly respond to any of my concerns, questions or problems that of course arise in any escrow/loan process. I have referred them to family and friends, all of whom are equally happy! I highly recommend them!

To say it was a pleasure to work with Mr. Schonian is an understatement. As first time home buyers,…read morethis was a big deal for us. There were countless things Karl helped explain. He was always prompt with his response, patient and honest. My husband said he always went above and beyond our expectations!! He helped me to navigate through different scenarios and made things happen. I'm not a procrastinator myself so I really appreciated this. We look forward to building our portfolio and working with Mr. Schonian in the future.

Karl and his team continue to deliver professional and friendly service to my family. We've been…read moreworking with Karl for a few years now and we have nothing but respect for him and his team. This time around we didn't think he could help us due to a few challenging factors; VA loan, self employed, and spouse hours were cut. Not to mention, taxes were being held up due to COVID-19 pandemic. We have found him to be so helpful and recognise how time consuming this must be for him; but at no time had he made us feel that it was an inconvenience to him. Karl was organized, thorough, professional, and kind which made all of the difference in our interactions.Thank you for your patience as well as treating us as people rather than just home loan customers.

15 years ago I bought a 400 square foot condo in Emeryville for $104,000 and Jim Aron of Pacific…read moreWestern Mortgage Group got me the loan. Neither my wife nor I had any real credit history (having just graduated from college and moved to CA) and only one of us had a job ($10 / hour). Jim helped us work with Emeryville's First Time Homebuyers program which helped us with our down payment and he also taught us how to "season" our gifts from our folks so we could get a better rate on the loan from lenders. I have probably used him myself for 12-15 mortgages, refinances and home equity lines of credit since then and he has probably talked me out of 4-5 others that were truly not a good idea. Today, my financial picture is substantially different than it was when I got my first mortgage, but I would never go anywhere else for a residential mortgage. I have referred 8-10 friends and numerous clients to him over the years and I have done so for one reason and one reason only... I trust him.

Jim Aron is one-of-a-kind. He finds solutions when others give up, and they are always completely…read morereliable, ethical solutions! What a shock... I know many people who credit Jim with improving their lives (and saving them money). He's also famous for talking people OUT of refinancing when he doesn't feel it's in their best interest. Just a wonderful source of unbiased information and assistance. Their web site includes an editorial Jim authored on predatory lending. Pacific Western Mortgage Group also has a great resource in Christiana Tran, who offers bilingual services in Vietnamese.

My brother referred me to Jeremy and his team at Conversant and I've been with them for almost…read moreseven years now. From the beginning, Jeremy has prioritized getting to know me, my career, my family, and what matters most to us. What impresses me most is Jeremy's approach, he is not focused simply on "beating the market." Instead, he helps us stay focused on the bigger picture, studying how markets have performed and reacted over time and planning ahead for the next opportunity. Jeremy schedules quarterly check-ins and is attentive and easy to talk to, I always feel like his advice is tailored to our family's goals. I'd highly recommend him and the Conversant Wealth Management team to anyone looking for a trusted advisor who truly takes the time to understand you.

These guys are simply the best. My wife and I worked through several other wealth management…read moreproviders before finding a home here with Jeremy and the Conversant Wealth Management team. We haven't regretted it and we haven't looked back! Jeremy always ensures that we are valued clients, he keeps us up-to-date with established quarterlycheck-ins, but is always available at any time whenever we have questions or are requesting his guidance. They use all of the most advanced wealth management tools that provide us the ultimate visibility into how we are performing, allowing us to stay on track with our goals and make adjustments in real-time. Highly suggest Conversant for your wealth management needs!

Evan was very professional and was able to get us the rate we wanted. The day before closing we…read morefind out the we are paying points to get that rate which we werent told. We were told we were over the percentage for debt. We closed anyway. After closing we reviewed our documents and Evan had not included any of our rental income. It was definitely on our tax returns as income. We we turning our current home into a rental as well. He had stated that he could include that average income also when we originally spoke. I'm very disappointed as I know I'm paying more for my current home than I should have. We didnt want to pay points as we will be paying off the loan early with the sale of another home. It's as if he didn't listen to anything I had said. I won't referring anyone to Evan.

After my online inquiry for refinancing my home, Evan promptly called me and gave me the real (not…read moreestimate) rate that was better than what my bank gave me (My bank offered the same interest rate, but because of their fees and point, my bank's APR was higher). Evan was pleasant to talk to. He's knowledgeable and polite. His website for the secure exchange of documents is surprisingly better and user-friendlier than the big bank of which I'm currently a customer. I highly recommend Warshaw Capital.

My husband and I have been working with Evor and Johnny for 4 years now and couldn't be happier. We…read morefound them through a website that listed fee-only financial management firm. This appealed to us because we were looking to hire someone who would manage our investments according to what would be best for US, not where they would get the most commissions. I don't like dealing with accounting stuff and was dreading the process before our initial appointment, but they ended up making it fun for us, yes, FUN! We did some exercises that helped us define what kind of a life and future we wanted, where we saw ourselves and the process from there was pretty easy. Evor and Johnny exceeded our expectations as far as the services they provided. We were expecting someone to manage our accounts, but they went over our trust documents, disability insurance, taxes, and had great referrals to the best of people in all those areas. What I like most about working with Evor and Johnny is that they are very pleasant to deal with, easy to get ahold of and answer any questions you may have, personable, transparent, have high level of integrity, and truly care about your personal goals and future. I have been recommending them to friends and family and anyone looking for a trustworthy financial advisor.

Evor's services are great! Read my story below:…read more I met Evor doing a small construction project at his home years ago. I found out what he did for a living and we ended up talking about my investments. I could tell immediatly he was on his game. I had a hodge podge group of investments new and old both, brokerage, IRAs, Roth's, etc. that just ended up in a box - unwatched. Even though I dreaded changing all the accounts over, Evor made the process seamless! He filled out ALL the forms, made all the calls, gave me my tax info, all I had to do was sign the forms... Now I have the peace that he is taking care and watching my investments. He emails or calls me when he feels we should move money from one sector to the next, sends out an informative news letter AND I now get all my investment info in one nice package that is easy to understand. To top it off the fees he charges are very resonable. I would highly recommend his services.

Johanna is extremely knowledgeable and helpful when it comes to providing insurance. She helped us…read moreget auto insurance, as well as renters and earthquake insurance, which cost almost nothing when bundled with auto! Johanna is a pro in the business and I would highly recommend her for your insurance needs!

Johanna was able to get me my renters and life insurance policies for me and my son quickly and she…read moremade it very easy. You can tell she loves what she does and is very knowledgeable on all options available. Got me what I needed without trying to upsell me on what I didn't. I will be recommending her to all my family and friends for their insurance needs. Thank you Johanna!

I highly recommend Cortland L. Golightly at Element Wealth Management as a Financial Advisor. As…read moreCo-founder and Managing Partner, Cortland brings over two decades of industry experience to his office in Walnut Creek. He serves as a compassionate and attentive partner who genuinely cares about our financial goals and has methodically tailored our accounts to meet them. As a mom, it means everything to have a trusted advisor who understands the dedication it takes to build both a stable future and a nurturing home for our family. Cortland and his team check in with us several times throughout the year to ensure my family's questions are answered and strengthens our confidence by patiently explaining financial strategies and concepts. I learn something new every time we chat with him. If you're looking for a trustworthy and dedicated financial advisor, I wholeheartedly recommend Cortland! Feel free to message me if you have further questions!