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    WealthWise Mortgage Planning

    4.7 (12 reviews)
    Closed 8:30 am - 5:30 pm

    Services - WealthWise Mortgage Planning

    Mortgage services

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    Review Highlights - WealthWise Mortgage Planning

    Andrew, Kim and Cindy are 5 star and top notch when it comes to customer service and satisfaction.

    Mentioned in 10 reviews

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    Troy Watson - Barrett Financial Group

    Troy Watson - Barrett Financial Group

    (3 reviews)

    Are you in need of a experienced loan professional call on…read more Lisa Luperini Sr. Home Loan Specialist NMLS: 232334 Direct Cell: (916) 798-2601 Efax: 916-358-8463 FIRST PRIORITY FINANCIAL INC 850 Iron Point Road, #138 Folsom CA 95630 Lisa Luperini is local, brings to the table First Priority Financial Inc, self lending. She has the experience and support staff to manage a complex real estate transaction in a timely manner. So many people trip over a dollar to get a penny. With this Loan professional, she will save you from yourself and not allow you to do something that is not in your financial best interest. She is a straight shooter! Give her a shot at your business, just a phone call away.

    I cannot say enough positive about Troy Watson...Literally…read more As a Real Estate Agent I have completed several transactions where I represent the buyer and Troy has been the lender for my client. Troy and his team provide fantastic communication, great organization and diligence throughout the transaction and are very patient/provide explanation for buyers who are unsure with how the lending process works. Availability is Great as well. I've sent emails, texts or phone calls after hours or on weekends and Troy will either make himself available or respond with a message that he will get right back with you. In my opinion, open/prompt communication with the lender throughout the transaction while representing the buyer of a home is the highest priority. Troy does just that. Bottom line, If you do use Troy as your lender during your next home purchase, plan on a smooth and professional transaction! James Roddenbery Intero Real Estate Services

    Brad L'Engle Team - Guild Mortgage Planning - Honored to be named to the 2025 President's Club--grateful for my incredible team and clients who make it all possible.

    Brad L'Engle Team - Guild Mortgage Planning

    (65 reviews)

    Brad was not my loan officer. But after my loan officer moved away from the company Brad was the…read moreprofessional I needed. He reached out to me when our insurance carrier left California. He wanted to make sure I did not have my insurance lapse. He did this as a professional in the mortgage business. It is Brad that made sure my insurance was received by the lender. He didn't have to do any of this. Brad then followed up about my veteran tax exemption. Again he didn't have to do this. He is just a professional. Since then he has allowed me to submit other questions. He is an absolute professional. This is a value you can't put in a loan document. This is saving me money. You don't want the value lender. You want the professional. Reach out to Brad L'Engle and his team. You won't be disappointed.

    Brad and his team (Whitney and David) at Guild were the best to work with on securing a loan for…read moreour new home--both in professionalism and kindness. In the beginning, I appreciated that they provided multiple scenarios and options for our loan to understand what changes we could make to the downpayment, impact on monthly payment, etc. That transparency and clarity won me over initially. We actually ended up going through the process twice with Brad as we backed out of our first home after inspection. The entire time, they were patient and also helped us to move quickly. This is a team that prioritizes customer service and it shows. Thank you all at Guild!

    WealthWise Mortgage Planning - mortgagebrokers - Updated May 2026

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