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Finance Advising reviews in Woodinville

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  • We worked with Patrick who went way beyond his normal practice to assist us in getting the best possible deal. He even helped us improve our credit score with excellent information that led us to delay our refinance for a few months while we cleaned up our debt a little. He did not directly give us financial advice, however, he did inform us of what creditors look for when refinancing. That helped us secure a better interest rate and lower fees at closing. We were even able to get a little back at closing that was unexpected, but well appreciated. I have friends that are loan officers that I have used before, this time I decided to go 'test the water' and see what else was out there. After contacting several different people/companies, INCLUDING our current lender, we went with Patrick. This decision was based on his candid conversations about our goals and how he thought he could assist us. He did not offer 'pie in the sky' jibberish trying to land our business. In every conversation I had with Patrick, I learned something new. He would give us the facts as they pertained to our situation, then would offer several options for us. He never offered his opinion on what to do, unless of course I asked for his advice, he instead gave us the information necessary to make a decision based on what we thought was best for us and then gave us the power to decide. I liked his honesty and I never felt like his goal was anything other than satisfying our needs, I honestly felt like his only client every time we spoke. Patrick and Westwood Mortgage as a whole were a pleasure to do business with from beginning to end. I have already sent a family member interested in refinancing to him and they were impressed and are currently working with him on a refinance of existing home.
    If you are in the market for a new loan to purchase or refinance, I would HIGHLY recommend at least calling and speaking to Patrick. I am confident that you will find his professionalism and honesty a refreshing change from the rat race of home financing.

    - Kevin R.
  • We had gone there last week. Michael Boone is a man of integrity and is interested in wealth management. He helps people preserve their wealth or build wealth whether the market is up or down. He builds a balanced portfolio and listens really carefully to his clients. If he is trying out a new manager he would try him on his own portfolio first to make sure that his clients are not at risk. He is absolutely phenomenal.
    - Heidi L.
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Financial Advisors in Woodinville

Companies below are listed in alphabetical order.

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