WealthWise Mortgage Planning - Folsom, California

Address: 101 Parkshore Dr, Folsom, CA 95630, United States.
Phone: 9169327160.
Website: wealthwisemortgage.com.
Specialties: Mortgage lender, Mortgage broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 40 reviews on Google My Business.
Average opinion: 5/5.

Location of WealthWise Mortgage Planning

WealthWise Mortgage Planning is a reputable mortgage lender and broker located at Address: 101 Parkshore Dr, Folsom, CA 95630, United States. They can be reached at Phone: 9169327160. Their website, Website: wealthwisemortgage.com, provides valuable information about their services, team, and the mortgage process.

When it comes to their specialties, WealthWise Mortgage Planning excels as a mortgage lender and broker. They offer a variety of mortgage options tailored to meet the unique needs of their clients. Their expertise and dedication to providing excellent customer service make them an ideal choice for those seeking guidance and support throughout the mortgage process.

Their location at 101 Parkshore Dr, Folsom, CA 95630, United States, is easily accessible, with wheelchair-accessible car park and wheelchair-accessible entrance. This ensures that all clients can visit their office comfortably and conveniently.

WealthWise Mortgage Planning has received numerous positive reviews from satisfied clients. According to opinions: this company has 40 reviews on Google My Business, with an average opinion: of 5/5. These reviews speak volumes about the quality of their services, professionalism, and commitment to client satisfaction.

Reviews of WealthWise Mortgage Planning

WealthWise Mortgage Planning - Folsom, California
Dana
5/5

We have refinanced many times and it is always stressful. Cindy and Kim made the process quick and smooth. We were not utilizing my husbands VA mortgage benefits because our previous lender told us we could not due to our rural location. We spoke to Andrew who immediately assured us that was not true. We were able to refi at a much lower rate. They were always there to answer our questions and concerns. We were kept informed through the entire process. Andrew, Cindy and Kim are very pleasant and are extremely easy to talk to. I have and will continue to refer my family and friends.

WealthWise Mortgage Planning - Folsom, California
Mary Ann Kifer
5/5

Andrew and his mortgage team service was simply the best ever! My husband is a disabled veteran and we were so amazed on how fast Andrew and his team serviced us to a refinance with excellent knowledge along with VA assistance throughout the entire process.

WealthWise Mortgage Planning - Folsom, California
Andres Hernandez
5/5

What an amazing experience! We had struggled with our previous lender to do what we believed was going to be a relatively straightforward process- what is called a "streamline VA refinance". On the bright side, it was because of that struggle that we found WealthWise Mortgage Planning. Andrew, Cindy, and Kim were amazingly knowledgeable about everything to do with refinance, and went the extra mile to ensure that our decision to go with them was truly the best for us and our family. Once we began the process with them, we were done in less than a month. We will be saving a significant amount of money due to their fast and honest process, for which we are very grateful! If you are trying to find good honest people to work with, look no further.

WealthWise Mortgage Planning - Folsom, California
Clint Taxdahl
5/5

I placed a call to Mr. Vierra only a couple of months ago. The very same day (within the hour), I was able to get a return call and the home loan process was started. Things have been very quick and very easy. Andrew, Kim, Cindy and the entire staff are excellent. I felt completely at ease with the process of the VA home loan the entire way through thanks to their explanation. Every email and/or phone call was answered promptly and I was always met with friendly responses from everyone involved. I am very thankful for their service and completely thrilled to be in my home. We just closed escrow last week and I feel very good about this process! A very sincere thank you from my family to all of your team! Flawless!

WealthWise Mortgage Planning - Folsom, California
Jeff Hern
5/5

Recently completed a VA refinance with Andrew & his team. Every thing went great & no complaints. Kim & Cindy who I had the most contact with were great & answered every question & explained everything through the process in great detail. During the pandemic & historical low interest rates they forwarned me of it taking extra long time frame to complete & it did but they contacted me pretty much weekly with updates & items that needed attention. Would recommend them

WealthWise Mortgage Planning - Folsom, California
James Schipper
5/5

Andrew, Cindy and Kimmy were very good to work with. They definitely have an all-star crew. So kind and easy to work with and are very helpful with the veteran program and helping Veterans to get the maximum benefits for us. They were very prompt in their duties of getting everything together and I know how busy they were. Thank you "A" Team.

WealthWise Mortgage Planning - Folsom, California
Nicole Bardeau
5/5

We had a great experience refinancing our home with Andrew, Kim and Cindy! The process was smooth and painless! we would not hesitate to recommend Andrew and team for helping with your VA loan needs.

Thanks
Michael & Nicole

WealthWise Mortgage Planning - Folsom, California
Cheri Guffey
5/5

The is the best, by far, office for planning and getting the right mortgage for your home! Someone almost always answers the phone, every message left was returned within the next 1 to 2 hours. Every email was answered just as quickly. Everyone in the office was extremely efficient at their jobs. Friendly, yet business like. They made my tasks of finding the right mortgage so much easier than any one I've ever worked with. I would highly recommend this office .

Go up