Cassie Troup- Mortgage Lender & Branch Manager - Ukiah (CA)

Rachel Ferrell We worked with Pete Chang to fund our first home and we could not be happier! Pete was thorough, clear, patient, and managed to bring a smile to our faces even after six whole months of tedious house hunting! Once we finally got into escrow on a property, Pete was with us every step of the way to guide us through the mountain of paperwork. He even spent extra time with us to fully understand our situation as freelancers so he could secure us the best loan possible. Even more than being an absolute breeze to work with, Pete also was able to get us the best rate possible in a very uncertain time in the market! We are beyond satisfied with his expertise, compassion, and thoughtfulness. If were ever in the market for a refinance (unlikely, given the awesome rate Pete lined up for us) or our next home purchase, we will not hesitate to work with him again!

Joseph Dupre Devin helped me start my first mutual fund account and explained the importance of investing in a way that made sense to me. Recently he suggested another fund to help boost my portfolio and an excited to diversify my assets and watch it grow! Check him out of you are needing an advisor .