Financial Advising in Aptos, CA

3 locations found near Aptos
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“Phil Hebner is so resourceful when it comes to taxes. I managed to make a huge mistake when filing mine. He helped me navigate the problem and it was solved. I appreciate his services and his ability to answer any tax related questions that are difficult for me to answer as a graduate student with loans and fellowships..”

5 Superb4 Reviews

“David is an amazing local Santa Cruz lender who has a wealth of experience and expertise that is priceless in this crazy Santa Cruz real estate market.Honest post, some escrows are smooth, some escrows have little bumps in the road, and others can be a roller coaster of events and emotions…. This escrow was a bumping roller coaster- it was intense.Thankfully David and I kept things professional, cool, calm, and collected and we helped our client understand their options and through collaboration we closed escrow and found a way to make both the buyers and sellers happy and make their dream a reality.I want to highlight how important it is to not only work with a great realtor, but a great lender. Lenders and I work side by side and having a great team of people by your side can make ALL the difference.Many agents/lenders can get into escrow, but it takes work to make sure a deal can close.”

4 Good9 Reviews

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