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    Top Financial

    4.8 (25 reviews)
    Closed • Closed

    Services - Top Financial

    Debt management

    Investment management

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    4 years ago

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    4 years ago

    Called number listed and number not in service. Now I have to type more because this review was too short to post, check your phone number

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    Peggy C.

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    11 years ago

    This transaction is easy and fast! Everyone is so helpful and knowledgeable. I will recommend this company to all of my friends !

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    Review Highlights - Top Financial

    “Kent and Peggy were very helpful in processing our loan finance and helped me closed escrow in 25 days.”

    Mentioned in 5 reviews

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    Aragon Lending Team - Meet our crew and see how we make amazing happen for our clients (and have fun doing it!)

    Aragon Lending Team

    (228 reviews)

    Downtown

    We recently had the pleasure of closing a transaction with Julie and the Aragon Lending Team, and…read moreit was a great experience from start to finish! Julie was professional, responsive, and on top of everything throughout the entire transaction. Communication between lending and escrow was excellent, and whenever we needed an update or had a question, she was quick to respond and kept everything moving forward. As an Escrow Officer, I truly appreciate working with a lender who understands the importance of communication, timing, and teamwork. Having a lending partner who stays engaged and works closely with escrow makes such a difference in getting everyone to a smooth and successful closing. Julie and the Aragon Lending Team were wonderful to work with, and I would absolutely recommend them. I look forward to working together again on many more transactions! Thank you, Julie, for being such a great lending partner!

    Julie and her team kick a$$! Mike helped us with a HELOC and I'm glad to say from the moment we…read moreconnected it was a wrap. Not only was the process made easy to understand, it was completed from the comfort of our home and our schedule.The team is flexible, quick, knowledgeable and most importantly explained it in a way that made sense to us. Our HELOC closed in a little over a week. Mike was in communication with us which felt like 24/7. If anyone is looking for a reputable lending team look no further.

    Loan Girl - GET PRE-APPROVED BEFORE SHOPPING FOR A HOUSE!

    Loan Girl

    (5 reviews)

    Very much, the person described in all the prior testimonials. Magaly has done 2 loans for me…read more Both times she has shown what a relentless advocate for you is supposed to do. She is beyond thorough. She kept me and the loan on task. Both times, my loan ended up closing early and on target without any issues. She is relentless and very clear throughout the process so you will feel informed and in control of your process. That is the exceptional type of service I hoped to get. In the future, I will be working with Magaly again. She is definitely someone who has my respect and trust because of her ethics, skill level in getting loans completed, and commitment to her clients. And I'll add, she goes above and beyond what is expected of a lender. She is patient, kind, and willing to explain EVERY aspect of the loan to calm your concerns. She made the lending process transparent. I have done numerous finances and refinances of loans and never had a consistent experience like this. Highly recommended.

    Magaly and her team at Mortgage Heaven helped me to lock in a great interest rate for my first…read morehouse! She's super sweet loan girl who went out of her ways during her vacation days to help me with my loan application. Escrow is no joke, but she made it a very transparent process and explained well along the way until the closing. Ask her any type of loan questions and she will give you an answer right away. We closed earlier than scheduled and everyone was so happy!

    Equity Smart Home Loans - San Bernardino Property Sold

    Equity Smart Home Loans

    (2 reviews)

    Katia is the most knowledgeable, hardworking, honest, and personable agent. She's never too busy to…read moreanswer questions, and she's kind and patient. She went above and beyond to get my home sold quickly. If you want an agent with a great work ethic and morals, then Katia is the lady for you. I recommend her to anyone looking to buy or sell their home with an honest agent.

    I can definitely say that dealing with this company has been a positive experience for us. In…read moreparticular, the one who made it so was one of their people, Steve Kim. When we needed to refinance our home loan, Steve was the one we turned to and he certainly did not disappoint. He was very informative, helpful, and patient. He walked us through the necessary steps of the process and took the time to make sure we understood everything. He even informed us that we could back out if we ever felt unsure or uncomfortable about the process. With so many people using high pressure tactics nowadays, it's really refreshing to deal with someone who's honest and professional. Over the phone or in person, Steve was very approachable and patiently answered every question we asked. In the end, he got us the new loan that we needed at the rate and figures that we were comfortable with. The process started in July and was completed in less than one month. Steve really proved that the positive reviews he got from others were truly deserved. So, if anyone needs help with getting a home loan or having an existing one refinanced, Steve Kim is definitely the man to go to. Thanks a million, Steve. Theny O. and Mel

    Impact Fiduciary - Patrick Dinan, CFP® Founder

    Impact Fiduciary

    (36 reviews)

    Downtown

    A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

    My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

    Top Financial - financialadvising - Updated October 2026

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