Smoothest mortgage refinance I've ever experienced, and I've been through many. No glitches or…read morelast-minute snafus. Darlena was the mortgage broker, and she was a pleasure to deal with - professional, knowledgeable, and pleasant. Very competitive rates, and no unexpected costs.

From the owner: We're so much more than a bank. We're a financial partner. While our origins are humble, we've…read moregrown alongside our clients for over a century. We do business with one client at a time, focused on delivering thoughtful expertise and tailored advice because we know that when our clients succeed, we succeed. We have unwavering confidence in our ability to build strong relationships, provide diverse expertise and services, and invest in the communities we serve. We go above. So you can go beyond.

I had met Jason thru his efforts in organizing REBlog World and other events. When I moved to…read moreColorado, he was one of the first people I contacted about a loan. The pre-approval process was thorough and quick. Once I decided on a property I worked with his team to complete the application process and get full loan approval. Barb was amazing! Being a real estate professional, I know most approvals hit a speed bump or two and mine was;t any different. What was exceptional was how these bumps were taken in stride, handled quickly and efficiently, and moved forward to a clean closing. Basically, all you could ask for and more! Thanks, Jason. Great team!

My wife and I have purchased a few homes over the years - both as residences and as investments…read more Quite simply, Jason and his team are the most professional mortgage loan financiers we have worked with. As we began our search for an investment property in Summit County, we reached out to a financier with whom we had worked previously. It became apparent that the nuances of investment properties in this market were not something our Denver-based financier had experienced before. Based on a recommendation, we contacted Jason and discussed the type of property we wanted. Jason's depth of knowledge and experience in Summit County made us think about our purchase in ways we hadn't considered. He worked with us, shared his experiences, and engaged us truly understand our goals. He even took the time to meet with our realtor and tax professional (!!!) to better understand our needs and help us in framing a deal which suited our needs. Jason was instrumental in helping us understand how to make our money work for us and, through his involvement, we were able to leverage our equity to purchase two homes in the area. I'd strongly recommend Jason and his team to anyone interested in purchasing property.

Customer service! What a wonderful way to connect with the nearest Schwab location - I called up…read moreand made an appointment and was truly impressed with the representative's attention to our needs. Follow up was not anticipated but we were very glad to hear back from the rep to make sure we had no more questions or issues we needed to fix. I'm sorry I waited so long to establish a business relationship with Schwab!

Jack Mishlar at Charles Schwab in Frisco is a professional and personable expert, and an…read moreoutstanding human being. Five stars are not enough for his superbly skilled services and wise counsel. We are undeservedly lucky to have this gentleman available in our community. Jack is worth his weight in gold! We are healthy older locals who don't have a truckload of gold, but may still have a couple of decades left to fund. Jack and his team at Schwab became our prayer answered in dark November when our misunderstood and badly managed financial arrangements were crumbling. Not having the "financial chip," we had no clue how to proceed. Scrambling for advice and new strategies, we were led to Jack, and this marvelous, experienced professional turned everything around, providing clarity, options and hope for our future security. Our path forward became straightforward and achievable. Jack's wisdom and paternal kindness, along with a little tough love where needed, extended beyond the strictly financial realms to adjacent considerations that required modification for optimal outcomes. There are literally no words of praise sufficient to describe our gratitude and admiration for this man. Jack turned confusion into confidence. He is offering a profoundly valuable service to all who engage his participation in improving their lives. THANK YOU, JACK!

I felt like my questions weren't being heard, and this guy was not very respectful at all. I would…read morenever come back here or talk to this company again.

Ghassan has now helped my family refinance three different loans and helped with the purchases of a…read moretwo homes. In both situations he was professional and helpful, answering the most mundane to the most complex questions. On the purchase of our home, we did not have a buyers agent and Ghassan was always willing to help walk us through questions we may have otherwise not been able to answer. On top of the great experience of working with Ghassan, he consistently also comes back with the lowest closing costs and best rates from any other source I checked. This saved us thousands of dollars over the life of our loans.

This is the fifth time I've bought or sold a house. I'm neither experienced nor a rookie. Somewhere…read morein between. It was the first time we've tried to do a 1031, and a reverse 1031 at that. To say it was a frustrating process is probably putting it nicely. Bobbi handled it like a pro, better than that- she prevailed where some agents might give up and say it can't be done, she saw it through. That's what you need in an agent. Someone who doesn't give up when the going gets tough. Of course I would recommend Bobbi to anyone in Summit County, she has grit.

My wife and I were very happy working with Bobbi and would do so again. She listened to what we…read morethought, but offered her own advice too. Selling during a "buyer's market" went about as well as could be expected. Her support throughout the process was much appreciated.

I can say without hesitation that Mark Baumann is one of the most professional, intelligent and…read moreapproachable realtors I've ever met, and I work for a commercial real estate firm! His technical knowledge of Summit County's inventory, market trends and lending patterns was impressive and invaluable. He always spoke in calm, clear terms, was readily available to visit listings and gently guided me through the process of purchasing my first home. I felt that he truly wanted me to find a home to suit my needs which stands outside of the not-so-uncommon, rushed presentation and high-pressure environment that many realtors can create. Mark negotiated smartly and helped me land in a great place. I'd highly recommend him to anyone.

We had a great experience with Mark Baumann from start to finish. He was excellent in hearing our…read moreneeds and preferences and guiding us accordingly utilizing his knowledge of the market and the area. We truly could not have pulled off getting our new Wildernest condo without him!