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Summit Financial Resources

1.3 (3 reviews)

Services - Summit Financial Resources

Investment management

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American Financial Resources

American Financial Resources

(97 reviews)

Poor customer service! Messed up our escrow and when we tried to get some resolution, they sold our…read moreloan to avoid dealing with it!

This is Sadegh Khamooshi, a loan officer (NMLS# 1714325). I…read morewould like to share my positive experience working with AFR Wholesale. I posted a scenario on behalf of my borrower on the Loan Factory marketplace to find the best possible rate for her. She had already received an aggressive rate from another lender but gave me the opportunity to find a better deal for a 10-year term loan. Many lenders didn't even offer 10-year loans on their fee sheets. That's when Mr. Peter Impagliazzo, AFR's representative, presented me with the best rate. At first, I wasn't sure if I could trust it--it seemed too good to be true. I asked Peter about the underwriting turn time, and he confidently promised that conditions would be cleared within 24 hours or less. I decided to give AFR a chance, and I'm very glad I did. The rate was real, with no excuses or changes throughout the process. AFR honored the pricing and stood behind their offer. Their underwriter moved quickly, and their statements were accurate--not just marketing claims. AFR's software is very innovative, and everything in their system is transparent. The underwriters were available during business hours, open to discussions, and receptive to my feedback when I provided valid explanations for certain conditions. One standout feature of their platform is the online dispute system for underwriting conditions. When you challenge a condition, the underwriter--or even a senior-level decision-maker--will respond. You're never ignored or left in the dark. They also have an "SOS" button that allows loan officers to flag urgent or time-sensitive issues. I used that feature once, and I received an extremely fast and helpful response from upper management. I hope loan officers don't abuse this feature so AFR can continue offering it. My borrower had a silent second loan from her employer, which would be forgiven after seven years of employment. This created complications on the closing date. I requested executive support, and Mr. Wade Humphreys, Vice President of Sales, personally called me. After our conversation, he recognized the complexity and escalated the matter to Mr. Michael Brenning, AFR's Chief Operating Officer. Mr. Brenning called me within the hour, reviewed everything, made an administrative decision, and saved the deal. Throughout the process, I also worked with Heidi Ward, the Account Manager, and Jamie Dix, the Closer. Both were highly professional, responsive, and cooperative. Their support and teamwork made a significant difference in ensuring a smooth closing. I give AFR Wholesale 5 out of 5 stars, and based on this exceptional experience, I will confidently send more business their way in the future.

Chase Bank - Chase Customer Service can help with your account and servicing needs. chase.com/digital/resources/customer-service

Chase Bank

(7 reviews)

Much like another reviewer, I cannot believe the STUPIDITY at this bank and the lack of compassion…read more My dad had passed away in 2019 from a heart attack suddenly. Not even a week after, I had called the bank to inform them because he was listed as an "authorized user" on my account. Obviously a week after he had passed, my family didn't receive a certified death certificate until months later, which I was informed was required. During that time, I didn't even live in the state of NJ and I've actually never gone to this branch (I've always gone to the Morris Plains branch), so I was surprised yesterday when I had received a call from a "Jennifer" from the Denville branch - she had left a voicemail. That's where the problem began. I had called back immediately and I didn't realize it would take me 15 minutes and a lot of frustration just to get a live representative on the phone with all of the prompts. When I finally did, I told the woman I had received a phone call from a woman named "Jennifer". She told me there was no one by that name... now I'm thinking maybe it was fraudulent? So I said well I received a call from XYZ phone number and she said "oh that's (insert her name here which I couldn't understand)". I get a hold of the woman who had called and she asked if I had a better phone number for (my dad) because they've tried him several times and he hadn't picked up because they have a "special promotion" for him... I told the woman on the phone he hasn't pick up BECAUSE HES 6 FEET OVER IN AN URN AT MY MOMS HOUSE! What really blows my mind is that he had MULTIPLE accounts with Chase that my mom had to close/reassign to herself, and she's provided a certified death certificate to do that... I have no idea how it hasn't translated over to my account but the lack of compassion was just pathetic. Obviously I laughed out loud at the woman when I gave my answer because it's been 4 years since his passing and they had the audacity to call me and use my information on MY account to get a phone number for him. Somethings not right there... If I could recommend a branch to bank at, the Morris Plains Chase bank is very nice.

We have banked here for as long as this branch has been in business. The location is convenient…read more They have a large parking lot with two entrances and exits - always helpful in busy Denville. Their ATM has been reliable and working about 99% of the time. We have checking and savings accounts here plus we also moved our IRA accounts here when we retired, largely because of their in house investment expert. Our financial advisor, Scott, is smart, energetic and conservative with his advice. He asks good questions and tailors his investment advice to balance growth, safety and the level of risk we are comfortable having. He has helped us, a pair of investment novices, learn and carefully manage our retirement funds. The customer service agent, Anita, is responsive to questions and works hard to keep our business. She is a gem and I hope is compensated properly for her efforts. Banks, especially big banks, can be impersonal and overpowering. Despite their size, the Denville branch of Chase behaves like a responsive local bank. Recommended.

Summit Financial Resources - investing - Updated May 2026

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