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A26Reviews
Business Description:
UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If yo...
Recent Review:
AI requested on online for appointment they call me with in few hours and confirmed. I asked many questions about financial guidance they clearly explained and supportive.
Reviewed by Vina W.
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A92Reviews
Business Description:
Headquartered in Charlotte, North Carolina, Cardinal Financial Company, Limited Partnership is a national direct mortgage lender that provides modernized home financing solutions. We are approved to sell direct to Fannie Mae, Freddie Mac, and Ginnie Mae, and are authorized to sell FHA, VA, and USDA loans. Our commitment to transparency, simplicity, and value makes the complicated process of obtaining a home loan simpler.
Recent Review:
Aebonic Financial provided the best rate and closed within the 45-day rate lock period while a lot of people were refinancing. Tamara was extremely responsive and helpful throughout the entire process. She is very knowledgeable and always willing to help even when it was not her primary responsibility. Her colleagues also helped quickly when she is out of the office. Abby worked closely with underwriting to complete that process.
Reviewed by Stan C.
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A1Review
Business Description:
Credit Monkey is now offering services to all 50 states. We have a automatic software that disputes and challenges all of your negative and inaccurate items as well as inquires on your credit report. We make sure that all corrections are made with all 3 bureaus (Experian, TransUnion and Equifax) to Increase Your Credit Score. Credit monkey has a $0 enrollment fee. Yes, FREE to start, We Don’t charge anything until your first letters are mailed. Rates start from $99 monthly (monthly payments d...
Recent Review:
AMy score was increased tremendously within 40 days of hiring credit monkey. Thank you guys so much!!
Reviewed by Sel Y.
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A6Reviews
Business Description:
19 years serving both residential and commercial clients, specializing in all forms of lawn services, gardening services, tree services, planting services, landscaping services & irrigation. All services offered on weekly or monthly basis.
Recent Review:
AThey were very good. They were quick and efficient. They were in and out.
Reviewed by Cyndee B.
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A26Reviews
Business Description:
I am LOCAL and a SUPER SERVICE AWARD WINNER for 2016 and 2015 (and probably 2017 too!) with ALL 'A' REVIEWS. I have 20-YEARS EXPERIENCE and we are a DIRECT LENDER and the 2nd largest mortgage bank in the U.S specializing in mortgages both Residential Purchase & Refinance; ABOUT ME --I am 48-years old and have been in the mortgage industry for 20-years. I work almost 100% by referral from satisfied customers and professionals! --I graduated in 1998 from U.C. Berkeley with a 3.86 GPA and was aw...
Recent Review:
AI just closed escrow on my first home and Doug was with me every step of the way. He had been recommended by a friend whose opinion I hold in high regard. From the very first phone call, I could tell I was in good hands, and he was awesome throughout the entire loan process. I can't imagine working with anyone more on top of it than he was. He is incredibly knowledgeable, always responded immediately, and has a solid team working with him. You won't find a better mortgage broker than Doug.
Reviewed by Nicholas N.
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A1Review
Business Description:
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
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A52Reviews
Recent Review:
AAwesome they helped me and talked me through everything and always answered my calls and questions
Reviewed by Erica A.
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A20Reviews
Business Description:
New Era is a debt settlement/ debt relief company that helps people dramatically reduce their debt obligation and become debt-free. Since 1999 we have settled over $200,000,000 in debt for our clients saving them years of monthly payments and thousands of dollars of principal and interest.
Recent Review:
AI researched many debt consolidation businesses. New Era was by far the most highly recommended and I can see why. I contacted them in late 2017. They put me on a four year program to get out of debt. With their help and negations with my creditors we were able to get everything paid off in a year and a half. Two and a half years early. I would have never been able to do this on my own and without their help. They have excellent communication with their clients and set up a portal so you can view everything they are doing and how far along you are in the process. I could not be happier to be 100% out of debt in the amount of time it took. Great job new Era!!!
Reviewed by Gino B.
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A330Reviews
Business Description:
www.scoreologyusa.com is a national credit repair company providing our clients with one on one unmatched customer service. We have a track record of proven, outstanding results. We offer a wide variety of credit repair, building and budgeting services. Give us a call to set up your Free Consultation. Scoreology was formerly known as Credit Dr.
Recent Review:
AI have worked with a lot of different credit repair agencies in the past both for work and for myself and my experience with Daniel was far better than anywhere else. Daniel was a straight shooter and quite knowledgeable about everything credit. I would definitely recommend him!
Reviewed by Joel G.
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A2Reviews
Business Description:
Financial Consultant, real estate investment, career coach.
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Recent Finance Advising Reviews in Santa Barbara
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AAccutab Business ServicesAccutab gave me all the details and information needed to set up my accounts. Jo Hiley has many years and a wealth of information regarding 401Ks, IRAs and accounting. I really appreciated how she took the time to explain everything so that I could understand how these accounts work and what would work best for me. Her personal attention as well as other members of Accutab really seem to go that extra mile for their customers. I will spread the word. Thank you, Ms. LeBeau- Patricia L.
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AABRAMS/MENDELSOHN INSURANCE INCAl is immensely knowledgeable and reliable. He seeks to serve his clients by providing them with their best options in light of changing times. Highly recommended!- Judy R.
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A30 DAY CREDIT REPAIRIt was great! Angel fixed my credit in just over a month and price $350 lowest around for sure. I recommend- Rosa G.
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ACredit Monkey - $99 Momthly - All 50 StatesMy score was increased tremendously within 40 days of hiring credit monkey. Thank you guys so much!!- Sel Y.
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FFirst American Advisors | Annuity Educator.comAwful! First American does not seem to be a reputable company. I would never work with First American in any capacity again.- brian m.
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AAsset Preservation Tax & Retirement ServicesThey held the promise to help with my taxes . Enjoyed working with them and their group. I have recommend these advisers to my friends.- biran t.
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ACornerstone Wealth ManagementCurtis Green is very personable, conscientious, protective and proactive with my financial portfolio. I do not worry about my investments as he keeps me on top of my choices.- Susie G.
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AVacation Ownership ConsultantsThey were very helpful and willing to help me leave my Timeshare! It really works and I was very pleased with the service. Norm- Norm S.
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AVacation Ownership ConsultantsThe process takes time to complete but we no longer have the burden of timeshare payments. They regularly apprised us of the progress in termination our timeshare ownership. During the entire process we were never contacted by the timeshare company that was being terminated, Additional comment: Don't be fooled by the many companies out there who say the will terminate your timeshare ownership. They are scams and will simply out there to take your money.- Ralph C.
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AArcstone FinancialWe worked with Leo Dipierre, he is excellent. Yes, I would use his service again. We have used him before.- Judy Y.
