Preferred Financial

San Ramon, Estados Unidos

4.3

6 avaliações

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Telefone
+1 925-820-5557
Endereço:
11 Crow Canyon Ct Ste 100, San Ramon, CA, 94583
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Hoje

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Horário local (San Ramon) 14:13 sexta-feira, 13 de junho de 2025

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6 avaliações para Preferred Financial

Não exige registro
Classificação do local: 5
Tracy, CA
I have had several transactions over the last 15 years with preferred financial. I have purchased and refinanced several homes with them. Anthony, Amy, and Natalie are extremely professional and have had a solution for every complex transaction I’ve presented them. I highly recommend them and will continue to do business with Preferred Financial in the future.
Classificação do local: 5
Danville, CA
I worked with Lisa Pioli twice to refinance my mortgage over the last few years. No points, no closing costs, no increase to the balance on my mortgage. Just straight savings for me via a better rate. She even came right to our house to sign the closing documents. My rate is so low now I’m not sure I’ll be able to work with her again soon, but I highly recommend Lisa to anyone looking to refinance.
Classificação do local: 5
San Francisco, CA
I have been doing business Lisa Pioli for over eight years. I have probably personally done 10 refinances and mortgages with her. I have referred to her dozens of clients. Lisa and her assistant Jennifer Scherrer are both honest, diligent and always look after the customer. It’s the trust I have in both of them, is why I will never do a loan with anyone else and always refer anyone to them for their mortgage needs.
Classificação do local: 5
Walnut Creek, CA
We had a fantastic experience! I called Missy inquiring about a home mortgage refi on a Wednesday afternoon, I had all the info I needed emailed to me within a few hours of calling. The refi closed in less than 3 weeks… without ever setting foot in their office! Missy and her staff went out of their way to keep me informed every step of the way and made the process absolutely painless!
Classificação do local: 5
Oakland, CA
Jason Cline at Preferred Financial has assisted me to refinance and close many loans since 2000. Finding a good mortgage company is very difficult, you may shop around bunch of different companies all promising to have lower rates and lower fees, but what they promise to do and what they actually do are two different things.
What I value most about Jason is the integrity, what you hear is what you get. He is not pushy and you don’t need to worry about being hustled. I was first referred to him by a friend and ever since I have referred him many family and friends. I would highly recommend him and this company.
Classificação do local: 1
Livermore, CA
I just had the true misfortune of dealing with Steve Cline at Preferred Financial. What a jerk. He is suppose to be in the business of helping clients in refinancing their homes. All he managed to do was be short tempered and aggitated. I own my own business so my loan wasn’t going to be a «no brainer». I guess he didn’t want to actually provide any true «assistance». I would definately say run don’t walk away from this company and Steve Cline in particular. What a nightmare!