Financial Advising near Watsonville, CA

4 locations found near Watsonville
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“Without a doubt I feel Luann has my best interest in mind and is looking out for me. She has been responsive, kind and professional every time I have spoken with her. She is a great asset!”

5 Superb1 Reviews

“I just want to say Thank you to Jessica and Marissa for helping when a theft issue with my account. Jessica took the time on a busy friday afternoon to find that someone had my info in Scottsdale AZ. They both made me feel better that they are taking good care of me and my money. Katie you have a great group of ladies working for you. Thanks again.”

3 Average2 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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