Great experience with our refi. Quick, extremely efficient and effective. Marc went the extra mile…read moreseveral times in order to make our closing happen fast and smoothly. 10 out of 10. Highly recommend!!

The amount of support, transparency and honesty I received from Liz was beyond expectations! She…read moremade me feel safe and at home with her and her service was exceptional. I will keep her always close to heart and on my immediate dial if I need Mortgage assistance. She truly is the best!

"Live everyday as if it is your last but always plan for the future." -- Neena Vlamis…read more Host for HOMEBUYER EDUCATIONAL WORKSHOP with NSCFU for NeighborWorks America. BUILDING HISTORY -- used to be a shady, divey club as evidenced by weird stairs. During renovation, an electric chair was found in the basement. Hmm. More than a club? ;) DESIGN -- great job on the spacious bathroom. (See Photo). Sink design made me realized that it doesn't have to be splashy & messy, depending on setup.

I honestly don't think we would have had such an easy first time home buying experience if it…read moreweren't for Lauren at A and N Mortgage. We initially contacted her just to inquire how the process might look and she was very patient and explanatory as she walked us through what the process would look like in the future. It was all very informative and low pressure which I very much appreciated. Once we decided to move forward with purchasing a condo I cannot say enough how much I appreciate everything she did for us, I would work with her again in a heartbeat and I recommend everyone go work with A and N!

Working with the Kambs Jennings Group was an absolute pleasure! I felt like they were always…read moreworking hard to make sure that I was taken care of and they treated me like a very valued customer!! Thank you to John and Caleb for being so responsive and helping me through the whole process

John and Caleb are amazing humans and their team is filled with true professionals…read more We sold a house and bought a house on the same day. There were many pieces that had to fall into place, but financing for the new home was not a worry. John, Caleb, and team worked really hard to get paperwork completed as quickly as possible. We knew exactly what to expect when we walked into the closing! We will absolutely work with them again!!

i've been investing with them for 30 years. I consider them the best financial institution to work…read morewith. thank you, Fidelity

This is actually a 5 NEGATIVE rating. IN SHORT- DON'T DO BUSINESS WITH A COMPANY THAT DOES NOT…read moreCARE. AND HOLDS YOU RESPONSIBLE FOR THEIR OWN ERRORS On Friday I got my final payroll check from the State. I went into the local branch to make the deposits to ensure there are no extended hold or hiccups. Before depositing, I asked the staff if there will be any hold on them. He CLEARLY informed me (and I have a witness as my partner was with me) that there will be no withholding and that the funds will be available Monday, 12/30. I logged in on Saturday and noticed that they withheld 90% of my deposits. I called their "LACK OF CUSTOMER SERVICE" number and was told that it would be an easy fix, but I have to wait till Monday because the department that handles state warrants (for payroll) is closed. But a staff can call the state to verify that the funds are good. Monday comes along and I called. This time I was told that after their research, it was determined that it was an error made by the branch. That they should have coded it as an exception and provide explanation that they were state warrants and not as checks. That the ONLY way to fix it would be to call the branch and explain to them. He offered to call the branch and explain to them how to properly code the deposits and asked that I wait on line. He came back and told me that the branch will not be open for another 30 minutes. That he will place good notes on the account, and if I were to call back in 30 minutes, the rep taking the call will be able to assist. I called back after 30 minutes and this time I stayed online with the rep for over 40 minutes waiting for the branch to pick up. So after discussing it with him, he suggested that I go into the branch in person as he is also at loss since no one is picking up the call. Very reluctantly I had to cancel my personal plans and drove to the branch. Got the same run around, "oh you have no appointment so I am going to place you on our list" - I explained to him that his back office tried called them and was placed on hold for over 40 minutes and his response was, "well it is year end and we are busy so no one it taking calls"!!!!! So I had no choice but waited as I needed my funds released to pay my bills. I waited for almost 30 minutes in the lobby, but nothing was happening and so I flagged down a staff and asked. He said, " oh I thought someone was helping you" then scoot back in and about 10 minutes later another rep came out. Took me to the room and gave me the bad news, that he is unable to assist, that the back office gave me bad information as there is no way for them to code any deposits as an exception. I asked why I was told that there would be no hold when I came in on Friday, and all he did was apologize and gave the fake show of concerns that, wished there was something he could have done. That the only way to code an exception is for a manager to do so, but there are no managers at the branch. Then he continued to insult me by explaining that Fidelity is not a bank (duh? like I did not know that , and he kept repeating it even after I informed him that I worked for other investment and brokerage firms in my past, plus I worked as a regulatory compliance consultant and know the difference) In frustration I walked out of the branch. I then called the "LACK OF CUSTOMER SERVICE" number again and tried to file a complaint, and although the rep was all sympathetic and all, he came back ultimately with the same answer. 1) I cannot file a complain unless I write it and 2) he explained why the hold was place. Fidelity as a firm has been hit with so many fraudulent deposits and as a result, management has decided that every customer is BAD. I have been with them for almost 20 years? Why I am being I punished for their prior poor deposit policy? WHY I am I held responsible for inaccurate disclosure by their branch staff? Finally why did it take speaking to 5 DIFFERENT rep before I was told the real reason why there is a 30 day hold on my checks?? WILL CLOSE MY ACCOUNT on 1/22/2025 when hold is off.

About two months ago my spouse and I were deciding whether we would buy a place or continue to…read morerent, so my sister who had worked with Perl Mortgage in the past and had a good experience, recommended that I reach out to this company. After doing some research, I came across Pam Harambasic's name on the internet and decided to reach out to her to ask some questions and to find out whether we (as potential first time buyers) would qualify for a loan. Since we had not gone through this process before, my spouse and I were unsure of what to ask or even how to get started. When we initially spoke to Pam over the phone the first things that stood out was that she was very personable and knowledgeable, which put us at ease and help to guide us towards our decision to buy rather than continue to rent. Pam met with us for coffee in our neighborhood and walked us through the details of the process for home buying. What my spouse and I enjoyed, was that she not only dealt with the business of applying for a home loan, but she also took the time to get to know us and to allow us to know a little bit about her, which helped build trust and made us confident that we had partnered with the right person to take us through this process. My spouse and I found a place that we wanted to buy two days after our face to face meeting with Pam. Throughout the entire process in applying for a home loan, Pam kept us informed, answered all of our questions, was incredibility responsive, transparent, professional and reassuring. The whole time along, we felt lucky to be working with someone who helped ensure that the process for us was smooth and relatively stress free. We are now in our new home and absolutely love it! We really appreciate Pam and happily recommend her to others. Should we need her services in the future, we would not hesitate to reach out to her. We could not have asked for a better experience or more outstanding Mortgage Advisor.

incredible! Closed in two week. how do they do it ? fast reliable. proffesional HONEST…read morei could not imagine a better expierence.

My husband and I have been with Jessica and Peter for 3 years. We decided to seek an advisor…read morebecause we were getting married and needed help making a long term plan for our future. We also are small business owners and needed direction on how to better manage our cash flow. Ameriprise has helped us set goals and implement several strategies that have been key in making our business succeed. I find the annual fee to be a small price to pay for the knowledge I have gained and the peace of mind I have knowing that I am moving my business in the right direction. I recommend Ameriprise to anyone ready to take a serious look at their finances and seek expert advise and guidance on how to better manage their finances. In my experience there is always someone there to take the time to give me whatever it is I need. They also host free events for their clients with a learning focus which I think is a great bonus. They go out of their way to foster a relationship with you and the customer service is top notch.

Do not be fooled! I met with an advisor here. She was very nice but when I told her that I…read morecouldn't afford to pay a consultation fee because of a job change she said she would no longer manage my funds. Fine. I decided to go with Schwab because they offer mutual funds with no loads and actually will answer questions without being charged. When I liquidated my funds they were going to charged me $250 to release MY money. I spent over an hour trying to reverse this and was given case numbers so that in the event the charge went through I could call and have it removed. An 11/2 later I'm still on hold. DO NOT USE AMERIPRISE!!! They over charge, under deliver and under perform. SCHWAB is a much better alternative.

Proper Rate is a Stellar Team of Five Star Professionals…read moreKyle and his entire team are extraordinary, highly knowledgeable, professionals who were accessible to answer all my questions (believe me when I say that I had a bunch!) They explained everything, held my hands throughout and made it such an incredibly smooth and quick process that I am still flabbergasted this home is mine! I feel incredibly lucky and Blessed to have found Kyle and I highly recommend them! A special shout out to Kyle, David, Andrew, Eric, and Phil for going above and beyond!! And, to the rest of the Proper Rate team: THANK YOU!!!

Kyle was great to work with and I will happily be using him again. Patiently answered all the…read morequestions this first time buyer had. Gave solid advice, was straightforward about the confusing process and was quick to answer any and all questions I had!

Chris was my lender for the purchase of my first condo and I am so grateful I had him on my dream…read moreteam for closing. My closing was scheduled to happen within 20-ish business days and Chris was on top of everything necessary to get us there. He was a great resource every step of the way and always made himself available to answer any questions. He and his team were very responsive, transparent, and patient when it came to breaking down all the numbers involved. He was proactive in reaching out when rates changed (in my favor) and inspired complete trust with his professionalism and expertise. Thanks for all your help, Chris!

Chris and team were great to work with! I've had the pleasure of working with Chris twice now, on…read morethe purchase of my first home and a refi. Very personable, responsive and knowledgeable. Guaranteed Rate has a quick process, which was also great!