As a Realtor and former mortgage loan officer myself, Don and his team are amazing! He takes such…read moregood care of clients, knows his guidelines inside and out, and I don't have worry that the loan won't close. His company is consistently able to close in 21 days or less, and they approve you through underwriting up front. I've been using Movement Mortgage for 5 years now, and Don Peters for more than 2 years and just love working with them. I've even had a broker I know who used Don on his personal purchase and he said it was the easiest and smoothest transaction he's ever had, plus his docs went out in 18 days like clockwork. Give the Peters Team at Movement a try!

The Peters Team is top notch. Not only are they great guys but they work for a SOLID mortgage…read morecompany that will be here long term. I can recommend the Peters team with 100% confidence. Thank you for taking care of the referrals i send over.

The words mortgage and closing put together mean success. Derick Sparhawk did just that with the…read moreutmost attention to detail, transparency, comprehension and consideration to my unique situation. It was evident from the very first phone call that he would do everything possible to get the desired results. Whether it was the after hour calls, emails or texts to the detailed responses he was there with you throughout the whole process. Being self-employed presents some obvious hurdles that us self-employed individuals know all to well but those hurdles were passed with ease. Never did I imagine navigating through a tough process with this much confidence and that confidence was provided with Derick's profound expertise in his field. He is a true professional in his craft and I can appreciate that having worked with many talented people before. Big thanks to Cory Scott who was there from day one making sure we reached our goal and a pleasure to work with. Also C Villa and Holly Maxwell round up the dream team. A team I hope to work with again soon as well as all my family and friends up in Washington State.

I have worked with Renata at Drop mortgage on commercial loans many times and it is a pleasure to…read morework with her. She has access to an amazing array of loan products about which she is very knowledgeable. I don't even know how she stays on top of their ever changing guidelines. She is always quick to respond to any inquiries I might have (and I have a lot) and is willing to spend time explaining--however busy she is. She would always give me several loan options to choose from without being asked--not a lot of brokers are willing to go that extra mile. She communicates well with my realtors and is very thorough with her transactions as well--my realtors appreciate this and they come back to tell me how great it is working with her. I can't thank her enough for all that she is, and I look forward to doing more business with her.

Brett Gottlieb, founder of Comprehensive Advisor, has built an amazing team of professionals to…read moresupport his business. He is very talented, extremely knowledgeable, professional, trustworthy, always responsive and the level of customer service he provides is unmatched in the industry. Brett spends a lot of time up front getting to know YOU, YOUR goals, YOUR risk tolerance, YOUR priorities, before putting together a customized strategy and investment plan to suit YOUR needs. I highly recommend Brett for ALL (or any piece) of your financial planning/management needs (financial strategy, living trusts/wills, Social Security, Medicare information, tax planning, life insurance investment, estate planning, 401k's, ROTH IRA'S, etc.). I have been working with Brett for almost 3 years, and I couldn't be happier with his management of my financial life! Now that I've retired, I have a tremendous amount of confidence in the investment strategy he has put together for me that I will be able to live out my life as I've always dreamed.

Poor communication, they don't return calls. My question is what is an annual expected rate of…read morereturn I can expect for a medium risk portfolio? I have a $1,000,000 in Fidelity Growth and Income and am getting 14% on average over past 10 years, I know you can't guarantee a rate of return, but you must have some clue what it will be:

Eric has been the financial advisor for me and my wife since 2017. Our professional relationship…read morecouldn't have come at a better time, as I'd just come into a sizable amount of money after a tech IPO and need direction on how to best allocate funds. His guidance over the years has been invaluable. He's extremely personable, knowledgeable, honest and reassuring. He never pressures us into anything, and allows room us to make the right decisions for #us. His frameworks for day to day and long-term financial health and wealth management have been extremely beneficial for us. I've referred so many of my friends across various industries and economic backgrounds (tech, professional athletes, friends wanting general advice, etc) to him and they've all said the same thing: he's the real deal! I'd bet the house on WealthBuilders!

Eric is friendly, professional, and well-versed in all facets of financial planning and investment…read moremanagement. Although he is equipped and experienced to partner w/ folks who have been working with a Financial Expert their whole lives, for someone like myself who is early in my career and new to many of the topics we discuss, Eric breaks everything down so it's easy to learn and master. He goes out of his way to make himself available to answer any questions. I can't recommend Eric enough!

I would give zero stars if I could. I have had an auto and renters insurance policy through Marks…read moreoffice at State Farm and have had nothing but inconsistent service from their office. I finally switched my policy to USAA (for nearly $100 less per month for the exact same auto coverage and even better coverage for rental) I understand that insurance policy costs are high right now and that does not factor into my review but it did factor into my decision to change. As far as their office goes and where my one star review comes from the office staff is horrible. I have on two occasions asked for a call back from Mark in the office. Once was ignored the second time was a return call 6 days later. Today I was told I could speak with him but not today as he was out of the office. I finally cancelled my auto and renters insurance policy a few days ago over the phone but received no email confirmation which I found weird especially since when I called the automated system asked for my birthdate but the woman in the office never asked my policy number or even confirmed my name. Today, State Farm auto debited my full monthly payment even though I tried to cancel already. When I called the main State Farm line they informed me that they saw my auto canceled but not the renters. The woman in the office who I was connected to told me she didn't know I was canceling that when I specifically said I want everything canceled days earlier. The stars in this review fall even more because instead of her helping further or even listening to my requests, she interrupted numerous times saying, "I don't know why you're upset". Upset is an understatement, had she listened it would have been cancelled properly and I would not have been charged. She also did not ask why I was canceling initially, which while not super important, you would think they would want to keep customer paying high end prices for two college teenagers. Honestly this office is ridiculous and I am glad to have switched and look forward to being completely done with them. If you are looking for a policy I recommend looking elsewhere where it will probably be less expensive for the same coverage and better service.

We have been with State Farm for decades, with policies for auto and home, never having found a…read morebetter deal. Mark and his staff have been super responsive and efficient, looking out for our best interests. A shout out to Missy there. Thank you!

Worked with this group for several years and have seen my investments do remarkably well. The…read morecommunication and professionalism is top notch. The partners on this team have apparently been some of the top performers in their industry in the San Diego area for well over a decade. I actually got both of my parents to convert their investments over to these guys and when my mother passed, it was handled by them with great care and concern. Highly recommended.

Mark is hands-down the best in the business. He has secured me initial purchase loans and…read morerefinancing for multiple properties, but with our primary residence and investment properties. Mark's wealth of experience made it possible for him to cut through the complexity and get our rate locked unbelievably fast. He and his team were extremely communicative and professional, and we knew exactly where we stood in the lending process all the way through. I'd highly recommend if you are looking to move fast, get the best deal, and experience first class customer service in the process.

Mark and his team were awesome. Every other loan in the past always missed on expectations. This…read morewas the first loan without issues. They gave me the best rate in the market, the communication was perfect and they were on time. They set expectations and over exceeded. I would highly recommend them.

This insurance agency provides exceptional service. The staff consistently demonstrate…read moreprofessionalism, responsiveness, and a commitment to exceeding customer expectations. I highly recommend this agency to anyone seeking reliable insurance services and outstanding customer care.

I had multiple problems and most of it due to my being technically challenged. Thomas Duffy walked…read moreme through all the steps needed to set up my auto pay for my home insurance and the earthquake coverage. On the phone he reviewed my policy and made good suggestions to bring my policy up to date. Feels good about knowing my insurance bill will be paid on time and my policy is up to date and I have a very helpful agent.