Julie Hamstreet Knowledge, integrity, professionalism, and congeniality...this is simply the finest team of certified financial planners in the valley. We can not recommend them highly enough. Thank you Scott, Brad, Luke and Helen!
Sean Ricciardo We were very lucky to have Curran as our mortgage broker (coming from someone who has generally avoided brokers in the past). He is a great communicator and genuine, and he got us a fantastic mortgage and made it happen with a very quick closing timeline that I didn’t think would be possible. Highly recommended.
Jennifer Newell Nikki is fantastic! She is super helpful. She let me know you partner with other credit unions which has saved me from having to make an additional stop while running errands. Great service!
