I have been a client of Coleman's for many, many years now and he has taken outstanding care of my…read moreinsurance needs. Coleman is very knowledgeable and conscientious and really treats his customers well. Not only does he follow up with me in a timely and professional manner on our insurance needs, he also faithfully leaves my husband and I Happy Birthday messages every year like clockwork! I highly recommend Coleman for your insurance needs, he is the best!

I had my motorcycle insurance through here and recently changed my car insurance to State Farm…read more Vicki is a wonderful wonderful person who is very kind and easy to deal with. I recommend her to anyone. :)

Melissa was amazing! We were buying and selling at the same time (which is stressful enough) and…read moreMelissa was there for us every step of the way, anytime of day. She was prompt and thorough in answering all of our questions (and we several, all the time) - especially, the "what if's" and when we should "lock our rates in." She was extremely instrumental in making us feel comfortable with our investment and candid about her suggestions and thoughts. If you're looking for someone you can trust and count on in making important investments for your future, she's your lender. Highlights; trustworthy, effective communicator (she'll answer your call/email or call you back ASAP), she works with your timing, not on hers, knowledgeable, candid and just a nice person. Thank you for ALL you've done for us Melissa. Cheers!

Melissa and her team are awesome. I recently purchased a house using her and everything was very…read moreeasy. I called her daily sometimes more than once a day with questions and concerns, she answered EVERY TIME. She is very nice walked me through the steps. She also found me a rate that was more than half a point off than the other lender I was talking too. I would use her again and recommend her to everyone.

Jamie Felming & Associates are amazing!!…read more I have attended two of Jamie's financial advising presentations and both were educational and insightful, to say the least. Her firm have a different process to financial advising. They really bring to light where we personally spend our money to see for ourselves if this spending is in line with our goals. I have worked with other advisers and I must say their approach is awesome!!

Dan & Austin were a breath of fresh air during a very stressful time in our lives. My wife and I…read morerecently purchased our first condo. We are high volume career bartenders with (5) part time, seasonal jobs each...so proving to be a good fit financially for our loan was challenging to say the least. We worked closely with both Dan & Austin for around 3 months. They are top notch professionals. They get the job done. We are forever grateful to everyone @ C2 Financial for helping us secure our forever home. Thank You - the PACKARDS

Dan and Austin have been wonderful to work with during my refinancing. They were very respectful…read moreand thorough. I highly recommend them!

I've used Matt Brumfield three times in the past decade and each time he has knocked it out of the…read morepark. The first time I was buying a house and feared my credit union would not actually be able to finish my loan in time to close. Matt stepped in with a short time remaining and had everything ready to go for me to close on time. The second time I was refinancing my home and Matt was once again responsive and knowledgeable about the subject, he also secured me rates better than those offered by other sources. The third time was buying another house, and this time he once again had fantastic rates and met every deadline to ensure a smooth close of escrow. I can't say enough good things about Matt; buying a home can be stressful and he takes the stress right out of financing!

Matt Brumfield @RWM Home Loans has made my real estate dreams come true! In 2016 Due to the needs…read moreof my parents, I moved to Ohio. In the process I sold my beautiful condo in Banker's Hill. Prices have climbed so fast that it seemed impossible to get back into the San Diego real estate market. But then..... 2021 My fantastic realtor, Julie Adams, found me a great condo in Pacific Beach and brought Matt onboard to work out the financing. Honestly, I was skeptical he'd have a loan product for me. But he DID! Matt is so knowledgeable: The sale of my out of state condo, all kinds of lender hoops to jump through, complicated rules to complete AND guidance on configuring my hefty down payment. Through it all Matt was so patient, sticking with me, ushering me through the complicated process. I'm forever grateful to Matt Brumfield for taking on my challenge. I can't say enough great things about him, his knowledge, work ethic & seemingly endless patience. A HUGE thank you, Matt & your entire team, which includes Heritage Escrow Company.

Larry is great at what he does, and the customer service is outstanding. You can either drop off…read moreyour information or send it by email. We have been using him for the past 10 years and very satisfied. We have gone from filling single, to married with a house, a rental property, and a side business. Newsletters are sent during the year to help you get prepared and the most out of your money. Larry will also help you out with projections for the next year. I have referred many friends and will continue to do so.

I've been coming here for years to get my taxes done. Larry is very knowledgable and will do his…read morebest to get you every cent you're entitled to.

I started a refinance process with Craig Martin in March. After three months of back-and-forth…read more(~10 rounds) requesting more documents and spending hundreds of dollars on an appraisal, the underwriters still needed more documents. Don't waste your time.

Craig knows how to get the job done! Whenever I had a question, (which was a lot) he was always…read morethere with an answer. Thank you Craig for making this such a quick and smooth process.

I've had the pleasure to work with James over the last year. He is knowledgeable, always willing to…read morewalk through scenarios and any questions I've had! Has made my job so much better. I've learned a lot about 1031 Exchange processes that I've never dealt with in my previous experience and he has always been on top of anything I need. I love working with James!