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    Preferred Financial Group

    4.9 (60 reviews)
    Open 8:00 am - 5:00 pm

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    Services - Preferred Financial Group

    Mortgage services

    Mortgage refinancing

    Home purchase

    2 More Services

    Buyer's agent

    Listing agent

    Preferred Financial Group Photos

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    Recommended Reviews - Preferred Financial Group

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    2 years ago

    I have been working with Tim Santich for years with mortgage related items. And I would not hesitate him to family and friends.

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    3 years ago

    Wonderful service, kept us informed all along the the loan process. At todays rates we felt we received the most competitive rate.

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    3 years ago

    Bill Rohovit keeps us well informed of rates and market conditions. We feel like he always keep our best interests in mind.

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    3 years ago

    I would highly recommend Mike at Preferred. He has helped me refinance two times and each time the process was very smooth and informative.

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    4 years ago

    Business owner information

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    Lauren B.

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    Page 1 of 2

    Ask the Community - Preferred Financial Group

    Review Highlights - Preferred Financial Group

    Lauren Bilich-Johnson and Preferred Financial Group provided us with excellent service and superior knowledge during the refinancing of our home.

    Mentioned in 14 reviews

    Read more highlights

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    Wanted to leave a 5 star review for Patsy, owner of Bay Area Escrow Services…read more To be honest, I almost posted a 1 star review for one of the workers who seemed new at the job. I had called him one time asking a question to confirm the escrow number for the wire of my deposit and he rudely answered me when it was not clear on the document. He would also not answer my email questions and seemed to only care about getting his job done or what he needed. I was in an escrow that cancelled very early close to after wiring the deposit and not much had happened yet from the escrow side. I was very ticked off when I saw a proposed $450 escrow fee taken out of my deposit when all they did was receive a deposit and start their escrow process internally. It seemed like they wanted to hold my deposit hostage to charge a high fee to cover their 'admin work.' After getting no response from this worker again and running it by the real estate agent, I called in and Patsy knew what was going on with this file and even though frustrated, she agreed to pay back the full deposit in this situation. I feel that Patsy is sharp, experienced and fair when it comes to people. I could also tell that she works hard to prevent any wires being sent to a scammer/wrong person. Thank you.

    Frustrating to say the least. Where to start? Patsy Mercado was the loan officer. Communication…read morewas not timely; in fact, sometimes I never got a response. The time to complete the escrow was unnecessarily long with no explanation. The professionalism left me wondering it they are qualified. I transferred money without a final amount and too early, again with no explanation. No acknowledgment by Patsy of the concerns. Don't use this company.

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    I cannot say enough great things about Anthony. Not only is he an exceptional appraiser, but he…read moregoes above and beyond by teaching us, as real estate agents, how to truly understand and read appraisal reports. His classes are informative, clear, and free, which speaks volumes about his generosity and commitment to elevating our industry. Anthony's appraisal reports are always thorough, accurate, and detailed. He brings a level of precision and professionalism that gives everyone involved full confidence in his work. He is always accommodating, consistently available, and incredibly helpful whenever questions come up. His knowledge, responsiveness, and willingness to support others make him stand out. If you're looking for an appraiser who is not only highly skilled but genuinely invested in helping others succeed, Anthony is the one. Highly recommend! Brenda Vance Compass

    Anthony Young and Value Audit Appraisals is in a different league from typical appraisers. As a…read morereal estate investor, I don't just need a number, I need a defensible valuation backed by real data, and that's exactly what he delivers. His reports are thorough, factual, and well-supported, going far beyond the standard checkbox appraisal. He breaks down comps intelligently, explains adjustments clearly, and provides context that actually holds up in negotiations with sellers, lenders, and investors. If you're tired of surface-level appraisals that don't help you move deals forward, Anthony is the guy. Professional, sharp, and investor-minded. Anthony is our go to consultant for our investments across the Bay Area.

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    I had to do a quick move across the country and needed a property manager for my home in Dublin…read more Ben is local, and I wanted someone that was familiar with the tri-valley area. From the beginning, Ben has been responsive to all my questions/concerns and has always been honest and upfront about what I needed to do and what I should expect from him as far as costs and services. He was able to find tenants within a few weeks and kept me updated on what was going on every week. His costs are reasonable and comparable to the other property management companies in the area. If you need an honest property manager with no BS, I would recommend Ben. I've been on the east coast for 2 months and everything has been great.

    My agent and I contacted Ben to manage our property in Dublin while we are away. At first, he…read moreseemed responsive. He went to check our property and told us how much rent we can get. And he told us that he could manage the property for us. He told us he had a cleaning crew, wanted to do a walk through with us and then have us sign a contract. Since we were already overseas, I asked my agent to contact him and scheduled the walk-through with him. My agent drove all the way from Albany to meet him for the walk-through. He seemed nice and respectful during it. However, right after, he said he had to turn us down because he's too busy and he just signed up some new clients. If he had let us know earlier that he was too busy to take us, that would have been completely understandable. However, he did it in such unprofessional way where it just wasted my agent's time.

    Preferred Financial Group - mortgagelenders - Updated May 2026

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