I highly recommend Jeremy Lau and Jared Ong. After working for some of the biggest financial firms…read morein the world, they decided to build their own practice in Ladera Ranch. In addition to being really smart and personable, they have a real interest in educating their clients in all of the facets of a good financial plan. They work with young people starting their investment portfolio, people managing a special needs trust and people managing their money during retirement. Whatever your needs, don't hesitate to ask for a free consultation to see if they are a good fit to help with your financial future.

I just closed a refinancing on my home through Truss Financial in San Diego…read more I wanted to give thanks to Christian and Betty Who was able to get this refinance done in a timely fashion. (no documentation loan) If you have the opportunity to work with Christian and Betty your in good hands. If you're consider refinancing or buying a home give Truss Financial the opportunity. Happy client Chris Kruss

horrible service. impatient guy that didn't understand the value of customer service. seemed like…read morehe hated his job. they use the same IP address to artificially inflate their business with positive reviews to give a false impression that their business is trustworthy, see warning message screenshot from Yelp attached**

Jason is an expert at his craft. He will comb through all the possibilities and present you with…read morethe best approaches to consider. He is very detail oriented and very easy to get a hold of. I would highly recommend Jason and will work again with him in future opportunities. - Wilson

I don't even know where to start. Paid double for an appraisal that took months to happen. The…read moreagent I worked with, Matt Winkle, told me that Ladera Lending only works with one appraisal company, which charged me an obscene amount and again, didn't assess the property for months. I followed up constantly and Matt would always say he was just about to reach out. Then in the end, they couldn't offer us a loan because our house was an older structure. A couple thousand dollars later we had no loan and had to start from scratch with BofA. We almost missed the lower rates we were trying to secure with a refinance. BofA came through. Ladera was a massive waste of time and money.