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    Raymond James Financial Services

    5.0 (1 review)

    Services - Raymond James Financial Services

    Mortgage services

    Personal banking

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    3 years ago

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    Love this 6
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    Rebecca Richardson - The Mortgage Mentor

    Rebecca Richardson - The Mortgage Mentor

    (11 reviews)

    Steele Creek

    There are numerous mortgage lenders everywhere. How do you know who to work with? You work with…read moresomeone with many years of experience who has a strong understanding of the mortgage laws and market. In 2020 I reached out to Rebecca as a first time home buyer. I was beyond confused about how it all worked and I was so glad to have come across someone so informative and down to earth. Mortgages have multiple terms involved that a person not in the business most likely has never heard before. Rebecca is patient and helps you understand every word, twist, and turn. The most important thing about a mortgage lender is their understanding, experience, and ability to get you to the closing table in a timely manner. Rebecca has all three things down pat but also is always only a text or call away. You never have trouble reaching her for any question big or small. I appreciate Rebecca's understanding of the lending trends and interest rates as she helps you make the best decision for your financial situation. She is also here for the journey. If you are curious about how the lending process works and what needs to be in place in order to secure a home in the future she is humble and patient enough to share her expertise with you even if you're not quite ready. Rebecca was such a strong mortgage lender for my first home transaction I used her again for the purchase of my second home. When I first thought of buying a second home I wasn't even sure what I'd be approved for or what the payment would look like. I sent her an email and she replied back with her availability of the next week to have a call to discuss. She immediately remembered my fiancé and I and greeted us warmly. We gave her a few details about our current financial situation and she was able to give a very high level estimate of what things might look like if we got approved. From our first call she painted a picture that made my fiancé and I confident enough to move forward with our second home purchase. We highly recommend Rebecca to anyone looking to secure mortgage lending no matter your financial or marital situation her many years of experience make her a specialist in any scenario. Do yourself a favor and work with Rebecca for your lending needs and I assure you she will connect all the dots!

    I had a great experience with Rebecca for my recent mortgage. I never felt any irritation in…read moreworking with her. She was always quick to answer any questions. She was responsive to my needs and her team gives her great support. I did almost everything by email right from the start which worked well for me. I could call or drop in anytime and be in and out quickly because of her convenient location on Fairview Rd. I highly recommend them!

    Sarah Katzmark

    Sarah Katzmark

    (2 reviews)

    Sarah Leone is the best mortgage agent I have ever met - her attention to detail, superior…read moreexpertise, and incredible rapport she easily establishes are tremendous assets.  She is a pro-active communicator - giving weekly status reports and jumping in with incredible turn around at all times including weekends! She diligently crunched my numbers and showed me as qualified where my primary bank fell through, she walked us expertly through a complicated foundation issue discovered in the appraisal which otherwise would have been very stressful, and she educated and advised me on all the options of when to lock in the best rate and how to lower it or the potential PMI. She gave me high and low scenarios depending on anticipated appraisal and responded to all of my needs patiently and warmly. Her assistant Cameron was tremendous as well and reached out via phone and email and kept the ball rolling with ease. The whole experience, coupled with our INCREDIBLE and highly rated real estate agent Nick Hinton and ace assistant Renee Oullette was a phenomenal experience of partnership, teamwork, and success! We plan to use them all for all of our needs on our two homes and on any refinances or purchases we ever make!

    Sarah was extremely helpful and patient with my newbie questions- way easier to deal with than…read morefolks I had talked to at national mortgage lenders. She asked the right questions to find out what I needed and I honestly felt like she was looking out for me and earnestly invested in my home purchase. Super positive vibes. I would recommend to anyone, especially first time buyers like me. Made the process feel pretty natural and I left feeling like I had a pretty good education on the whole process. I have recommended her to friends and acquaintances already.

    Raymond James Financial Services - banks - Updated June 2026

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