NorCal Reverse | Mortgage Loan Broker - Petaluma (CA)

Jonah Velasco I am extremely impressed with alisa and her professionalism. She was very knowledgeable, quick, fast, & efficient. I have been to numerous different places with horrible customer service along with people that have no clue what they are doing. Alisa has made a name for herself 10/10

Charlotte I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.

chris libs Id heard others speak very highly of their integrity and portfolio growth management. Theyre the best.