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8:30AM - 5PM
762 Rio Del Mar Boulevard, Aptos
Financial Advising
“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.”
Financial Advising
Financial Advising
“Phil has helped me get compliant, taught me how to stay that way, and continues to be an incredible tax advisor. I would highly recommend Phil to anyone. I have used Phil for tax work in multiple states and with international projects remotely as well. Phil is amazing!!
We have worked on LLCs, Sole props, and almost any kind of business entity you can work on in the US. Phil has helped me out of a few tax issues over the years and will do the same for you.”