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“We had an excellent experience with Mortgage Trust! Michael and Shannon are an excellent team who helped us close on our new home with as minimal stress, as possible. We were grateful for their experience and professionalism. We felt very connected to process and they were responsive to our numerous questions and concerns. We appreciate the good experience.”
“I love working with this company. Phil Sherman and his team work hard at helping our employees understand the complexities of 401k and how it benefits them. They also help guide our 401k advisory team. Great people to work with!!”
“We had our first initial appointment and was pleasantly surprised with the kindness and professionalism of Yanet our home buying counselor. She was knowledgeable about how to help our credit scores, how to get the most money back with our savings, and how to make a home purchase feasable in the next year. We can't wait to continue working with this organization and so excited for what is yet to come.”
“Christine Lam is an exceptional advisor and Certified Financial Planner! She brings everything you’d want from a financial professional: deep knowledge, transparency, honesty, and strong leadership skills. Christine is organized and thorough, making complex financial decisions feel easy and manageable. I have complete trust in her expertise and integrity, and I highly recommend her to anyone seeking a top-notch advisor. You can trust Christine with your financial future—she’s truly one of the best!”
“Michael is now my go to for building my financial future. I was going to another firm in town, and it was all over the place selling me this and that. Mike built me a financial plan from the ground up. I finally have a plan in place to pay for college, save for my next home and work in some investments too. I was impressed.”
“David Beck is one the best financial wizards west of the Mississippi. He has great knowledge and experience in retirement, tax, college planning and investing. You will be greatly served by working with an honest and value-driven CFP (R) professional like David, holding the top designations in the industry. You will learn that he cares for each of his clients like family. Thank you David.”
“Came to Schwab a little over a year ago for all my banking and investing. Had a few hiccups here and there but their online, phone, and branch staff are all A+. I can't see myself ever moving to a different institution for banking and investing.”
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“Kristin Lord, I want to take this opportunity to extend my largest THANK YOU for all your tireless efforts. Your shining, positive personality has been a delight to interact with. I have always looked forward to talking with you even when circumstances have been, shall we say, challenging!
I've been in the workplace since 1972. 2 careers which ran concurrently for many years. The car business is one, (and I celebrate my 50th anniversary in that industry tomorrow), and also International group travel, which ran over 30 years. So it goes without saying that I've interacted with many, many people during that time. I know a true professional, and I can tell you that you're in the top 10% of those I've worked with. If you give me the boss's email I'd like to communicate with him, or her, (or whatever is appropriate these days) to let him know how happy I've been working with you.”