Regional Finance - San Bernardino (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.

Hunter Cramer I want to give a huge shoutout to Brianna Matthews for being amazing throughout the whole mortgage process. She made everything super simple and easy to understand, which was a big relief for someone like me whos not too familiar with all the financial jargon. Brianna took the time to walk me through each step, answering all my questions patiently. Her expertise and professionalism were evident from the start, and I felt confident knowing she had my back. Thanks to Brianna, Im now a proud homeowner! If youre in need of a mortgage, I highly recommend reaching out to Brianna Matthews. You wont regret it! Thanks again, Brianna, for your top-notch service