I saw Mr. Casagrande on television, advertising the reverse mortgage…read more I had been considering doing the reverse on my home so when I saw "The reverse Man Dan" I called right away. I was in his office in no time with all my paperwork. He was so warm and inviting and put me at ease as to how really simple the steps were. Well, within a short time I was signing papers and on my way. My life has changed so much! No financial worries now and I am "out of debt"!!!! Now I can really enjoy my family! Birthdays, Christmas, and spoiling them with outings or gifts is no longer a struggle. Mr. Casagrande Could not be a better representative for "Retirement Funding Solutions" Vicki M Monterey Peninsula

Just a follow up to my original review: as a response to Mr. Casagrande who apparently was not able…read moreto identify me as a customer. My sister and I initially met with him on 5/13/23 at her residence in Aptos, and started the loan process (RV# 4616183) at that time. We canceled the process on 6/12/23 after requesting and receiving a document that showed how both the fixed and the adjustable rate loans would perform over the term of the loans. We concluded that a reverse mortgage was way too "expensive" for us, and feel the information should have been provided much earlier in the process... perhaps along with the printouts comparing the loans or during the independent financial counseling session.

Christine McBroom, owner of Lanai Financial Solutions, has truly been a go-to resource for my…read morehusband and I. Her financial advice has been a tremendous help for us. I trust her knowledge, suggestions and directions to help us plan for our future. I would highly recommend her if you want solid, experienced, financial solutions.

Christine and her team take their time getting to know each of their clients and their specific…read morefinancial needs and then basing their investment strategy on that. It is refreshing to know that they are watching out for us all the time!! We are grateful for their awesome service!!!

I've used Peak Accounting for small business accounting consultation services for the last 3 years…read more Jason has been extremely helpful in answering my questions and steering me in the right direction during both the start-up phase of my business, and now during our growth phase. He goes above and beyond to make time for me when I need accounting/tax advice, and he has provided me with a wealth of information. He is very prompt in returning my calls and emails, and his staff is always very friendly when I call. I have another friend who went through 3 CPAs to handle his corporate taxes before choosing Peak. The other firms either had questionable business practices, poor response time, or not enough knowledge about corporate taxes. Jason and his team were quick to respond, quick to prepare his taxes, and very knowledgeable about his tax situation. I would highly recommend Peak Accounting.

My experience with this business was excellent. I contacted them to help me obtain an individual…read morelife insurance policy and for advice with retirement funds. Financial advisor Richard Burde not only answered all the questions I had but also helped me understand all the other aspects of my particular retirement situation that I had not even been aware of. My new life insurance policy saves me $800 per year and I have changed to a different type of retirement investment plan. I highly recommend this company.

Wonderful experience. The team does a full comprehensive evaluation which shows details that most…read moreother companies miss. Very informative about options and empowering to make decisions. Highly recommend!

We've had an excellent experience working with this fiduciary team. Our primary contact, Brie, is…read moreconsistantly informative and approachable - her public lectures on fiduciary responsibilities are clear and reassuring, and she brings that same professionalism to our perdonal interactions. She helps to understand our options, offers thoughtful recommendations about which accounts to draw from, and always makes sure we are comfortable with each decision. Freddie has also been a great asset. He handles our transactions efficiently and reliably, and he's remarkably effective at getting the right people on the phone when needed. His responsiveness has saved us time and stress on multiple occasions.

Mark and David helped sell our house and buy a new one. In this market with very limited inventory,…read morewe were fortunate that we made one just offer during our home search and got it accepted. We interviewed other agents and visited a few houses with them. These searches have not been fruitful because houses quickly became pending even before we had a chance to make an offer. We don't think we could have bought a place so quickly without their help. We really appreciated their access to unlisted properties and their motto of "No sign, No problem". They also did a very good job of selling our house. Their selling price was quite accurate, and they found us painter, gardener, handyman and staging crew, all at very reasonable prices. Execution was very crisp and per plan. When a problem arose, they resolved it very quickly. For example, when the sign installer ruptured a landscape pipe, they sent a repair person the same day to get the issue fixed. We liked having home/termite/roof inspections done early and making the reports available to potential buyers to avoid any surprises. We appreciated having our own website domain featuring our home and 3-D tour including drone-captured videos/photos. Complementary landscaping and staging were very nice. The only small disagreement was with the listing price of our home. We ended up getting $116K over the asking price with 7 offers in 7 days. If we had priced it a bit higher, perhaps we could have avoided wasting time with a few low-ball offers.

When you're selling your home you need to make a lot of decisions along the way - when to list? how…read moremuch to ask for? how much work to put into the property? how to manage multiple offers over asking. Mark has a lot of experience (and success) selling real estate in the bay area, over multiple market cycles - in our case he put together a strategy to address the questions above - fully comprehending the market dynamics. His strategy worked very well - we maximized the value of our property - in a timely efficient manner, without unnecessary upgrades - finally taking an offer well over ask and closing on time. His marketing machine had our place shown over 100 times in the 6d it was on the market. On the other side of the transaction, Mark is very fluent in real estate investing frequently making on-site trips to relevant places like Austin, Salt Lake City, and Nashville. His wealth-building seminars put us on the right path... 5 stars, great experience!

Lauren Foos State Farm have been tolerating me for years. Without pretense they remain…read moreprofessional. Response to inquiries or help is excellent. May they prosper into the future!

We were so pleased with Lauren Foos and State Farm. A tree fell on our cabin and did some serious…read moredamage. The claim was handled quickly and to our total satisfaction. During such a stressful time, it was good having Lauren there to guide us through the process. Donna S

I can't say enough great things about CCHL. We were able to put an offer and close in 20 days! I…read moremean that says it all. The team works together and helps you to understand the entire process of buying a home. They are willing to put in the time and go above and beyond to help their clients. I will forever recommend Patrick, Monica and Griselda for their due diligence and amazing rapport. Stop looking around for a loan company and call them today! I have now developed a lifelong connection with CCHL and will go back to them when we are ready to refinance.

He and his staff were very responsive and helpful throughout the entire refinance process. We are…read morehappy with the loan we got and the service he and his staff provided. They are highly experienced and knowledgable. Everything was explained and all questions answered. Central Coast Home Loans is highly recommended.When nobody else even called me back, Patrick returned my call immediately. He actually wanted my business! That was refreshing after my experience with other lenders, including my former mortgage holder.

"A big shout out to realtor John. Thank you for getting me from where I was to where I wanted to…read morebe. There were so many moving parts, but you made it such a smooth transaction. The communication throughout was outstanding and the timing... moving out of one place and into my new place, was perfect. Thanks for the great mover recommendation too. My mother is moving next year...she will definitely be reaching out to you if she hasn't already. I couldn't be happier John with your service! Happy Holidays!" Kyle F.

You can't go wrong with choosing John Ultsch as your realtor. He really does his research to know…read morethe market and stay on top of the latest and greatest information. This combined with his honesty and straightforwardness is exactly what we needed to sell our house quickly in a tough market. John was ready to jump in and help with whatever needed done, and is generally a kind and wonderful person. Also, he chose great contractors to work with for photography, drone footage, window cleaning, etc. We had a top notch experience and are so grateful for John's expertise.