MAI Capital Management - San Mateo (CA)

jim s Josh and Sarah and Dallas are a great team. They helped us navigate the world of financial planning (which we were clueless about) with patience and professionalism. They listened to what we wanted and what we werent comfortable with and tailored their recommendations to our comfort level, all while educating us on multiple possibilities. They answered all of our questions thoughtfully, and explained topics so we could understand them. They truly seemed to care. We highly recommend them.

Alicia Buckner Key Mortgage Group is the best in the business for Humboldt County. Built upon extensive financial knowledge and strong ethical values, plus a pleasure to work with. I recommend Key Mortgage to my clients all the time. Dylan, Kathy, and Callahan are the three I have had the pleasure of working with most.