Wellspring International Capital Partners, LLC - Tracy (CA)

Jamie Setterquist Isaiah was very friendly and helpful and answered all my questions. He took the time to get me the information I needed and he was very patient with all of my questions. I hope to work with him again. Thank you Isaiah!

T R Damaris and her team worked diligently on meeting the deadline to close on a certain date. Her and her team was very knowledgeable and communicative on the forms that we needed to expedite the process. We are so glad that we went with Bay Equity to handle our home loan. Our experience was excellent and exceeded our expectations. Thank you for all of your hardwork!

Jeff Wagner We have been working with the Liberty Group and the financial advisor team for fifteen years. Our advisor is truly invested in developing a strategy and a long-range plan that meets our goals. David, Matt, and the team have the expertise and experience to help navigate the volatility of today’s markets. Matt advised us on our cross-country move two years ago, encouraged us, gave us the right guidance, and set up the appropriate account for our real estate transactions. We are currently working on tax diversification plan. We have also used the Trust and Tax services of Hollander & Hollander and have been quite pleased with the resources and outcomes.

Sergio Morales I spoke with Michael because I’m looking for Credit repair company, he spent 35 minutes with me explaining to be aware of credit repot because they don’t truly remove late payment history. Also advices on the 30% rule. This would be best way to build credit. If you owe $100 pay $70 so the bank makes money and you don’t pay too much interest. Although it’s not exactly what I was looking for I will be taking his advice on $30 percent unsafe for credit building.