Cancel

    Open app

    Search

    Geneva Financial

    3.0 (2 reviews)
    Closed 9:00 am - 5:00 pm

    Request information

    You can now request information from this business directly from Yelp

    Services - Geneva Financial

    Mortgage services

    Geneva Financial Mortgage Brokers Photos

    You might also consider

    Recommended Reviews - Geneva Financial

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    3 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Geneva Financial

    You might also consider

    Verify this business for free

    People searched for Mortgage Brokers 160 times last month within 15 miles of this business.

    Verify this business

    OnPoint Community Credit Union

    OnPoint Community Credit Union

    (26 reviews)

    Sellwood, Southeast Portland

    I have had an account with Onpoint for 10 years. Having had the opportunity to visit 4 different…read morelocations I have to say they have always been willing and able to help. I have had a bit of a hard time trying to find an ATM depending on the part of town and state I am in but that isn't too different than many banking institutes now.

    I've been with OnPoint for close to 15 years. They have been ok. Terrible online experience (unless…read moreyou are fond of the early 2000's), but I stuck with them because I was under the impression they weren't just US Bank with an ugly teal motif. I thought that being a "credit union", they were on the side of the consumer. Was I ever wrong. During the pandemic, I found myself unemployed for a few months, and OnPoint basically screwed me over. Despite my having spoken to them and enrolled in their hardship program, they closed my credit card, which put my debt-to-credit ratio way out of proportion, causing my credit score to dive, which resulted in several of my retail cards (Home Depot, Best Buy, etc) to be closed (despite having 0 balance), which caused my credit score to spiral even further, from over 700 down to 560. When I got another job, and had paid all my accounts well under their limits, I asked them to reopen the card (after paying down several thousand dollars in only a couple of months) they refused, demanding 12 months of on-time payments. Apparently my 15 previous years with them means nothing. Well, I won't be there in 12 months. I'm moving to First Tech and won't be back.

    PDX Home Loan

    PDX Home Loan

    (59 reviews)

    South Portland, Southwest Portland

    I've had the opportunity and pleasure to work with James and his team on a few different occasions…read morethis years and I can honestly say I have thoroughly enjoyed working with them. The PDX Home Loan team are not just great loan officers, they are great human beings. They are personable, hard working, communicative, proactive and make the loan process, which can sometimes be frustrating, transparent and enjoyable. I refer all my new clients to James and his team and will continue doing so for many years to come. I truly care about my clients and it feels great to know they are in the best of hands with the PDX Home Loan Team.

    Man, what can I even say about James Adair? If you are reading this review wondering whether or not…read moreyou should work with him, YOU SHOULD. HE IS AWESOME. I was an incredibly anxious, first-time homebuyer in 2014. I was terrified of the financing falling through because of a tight timeline. My husband and I were attempting to bump a contingent offer and everything was on the line. We were out of a month-to-month apartment, and if things fell through with our financing, we'd lose our dream home AND have nowhere to live. I was quitting the worst job of my life to start a new one, and was working a lot of hours. Long story short: James' team made the entire process easy and seamless. Working with someone local was paramount. When I made a few mistakes with documentation and paperwork, I was able to just drive it over to their office to make it right in less than 24 hours. They even stayed after hours to make sure I could drop things off. They were comforting and reassuring and really listened to me, and most importantly, they got the job done. Now, fast forward 6 years later. I'm very thankful for the equity I've built in my house and the updates James still sends me about it! I find his emails legitimately helpful and they keep me motivating to look at the big picture of my finances. I can call him to ask his advice about financial instruments and how different choices might impact my property value upon eventual sale. He still listens sincerely without rushing, even when there's no immediate profit in it for him. James is in this business of the long game. He will help you buy this house and, if he can, your next house and the one after that. He's a relationship lender in the truest possible sense and I would send any close friend or immediate family member to him without hesitation.

    Bob McDaniel-Lifetime Mortgage Lending

    Bob McDaniel-Lifetime Mortgage Lending

    (4 reviews)

    Sellwood, Southeast Portland

    Bob McDaniel was our 3rd opinion and right away we knew he was who we needed on our home buying…read moreteam. He came highly recommended by our realtor and was known to "get things done." The first 2 brokers we dealt with were ready to approve us before doing a thorough review of our finances, most importantly debt to income ratio. Had he not taken that extra time to get a clear financial picture for us, we would have likely had things fall through at closing. This being my 3rd time buying a home I was admittedly surprised to see Bob actually attend the signing, to answer any questions should they arise. All in all, Bob's professionalism and frequent reassurance made the financing aspect of our home buying transaction flow more smoothly than we ever could have expected. I highly recommend Bob McDaniel.

    Please sit down to read if your interested in reading about my experience of working with Bob…read moreMcDaniel, Mortgage Broker, and are looking for someone you can have complete confidence in. Bob and his team are simply beyond amazing. I've gone through the home loan process many times over the years, I've less than enjoyed past experiences, but working with Bob made my most recent process by far the easiest I've ever experienced. Bob made the entire process not only very simple, but seamless. I always knew what was going on throughout the process and I can be inpatient when hunting for the bottom-line. Bob was not only easily accessible, friendly, solid, and easy to work with; he's spot on when it comes to accuracy and knowledge and brings twenty plus years experience to the table. There is no doubt in my mind who I will be entrusting with my future home loans. I've never had complete confidence in a mortgage broker before. I cannot recommend Bob McDaniel enough should you be seeking a someone you enjoy working with and can have complete confidence in too.

    Dan Summerfeldt -  Neo Home Loans - Dan the Mortgage Man and Mrs. Mortgage

    Dan Summerfeldt - Neo Home Loans

    (4 reviews)

    South Portland, Southwest Portland

    I was looking for advice on qualifying for a mortgage as a freelancer/self-employed business owner…read more From reading random advice on the internet I was pretty much convinced that I'd have to sell my soul to even think about buying a house. After talking to Dan and Siobhan I found out it would be SO much easier than I imagined. Dan and Siobhan met with me and were incredibly generous with their time even though they knew I wouldn't be ready to apply for a year at least. They gave me excellent advice, answered my questions, gave me worksheets and information, and pointed me to local tax credit programs I didn't find in my own research (like the Portland Mortgage Credit Certificate). I learned that they even teach a home-buying class in their spare time. In short, I am super relieved and very glad I contacted these folks. I look forward to working with them when I'm ready to buy.

    Dan and his team are incredible partners to have in the home buying process!…read more We have purchased two homes and done two refinances with him. He makes the process very simple for us. It is incredible how fast he works while still finding any possible options or angles that might benefit us. On our most recent purchase we had not been planning to move but found "our dream house". It was in a very competitive market so we needed to act fast. We called Dan in the afternoon and he had our pre-approval letter for us first thing the next morning! Being able to make a quick offer ended up being the key to us getting the house as the sellers were already in contract on their next home. If it wasn't for Dan we wouldn't be in our dream home!

    Geneva Financial - mortgagebrokers - Updated May 2026

    Loading...
    Loading...
    Loading...