WealthWise Mortgage Planning - Folsom, California

Address: 101 Parkshore Dr, Folsom, CA 95630.
Phone: 69327160.
Website: wealthwisemortgage.com
Specialties: Mortgage lender, Mortgage broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 40 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of WealthWise Mortgage Planning

WealthWise Mortgage Planning 101 Parkshore Dr, Folsom, CA 95630

⏰ Open Hours of WealthWise Mortgage Planning

  • Monday: 8:30 AM–5:30 PM
  • Tuesday: 8:30 AM–5:30 PM
  • Wednesday: 8:30 AM–5:30 PM
  • Thursday: 8:30 AM–5:30 PM
  • Friday: 8:30 AM–5:30 PM
  • Saturday: Closed
  • Sunday: Closed

WealthWise Mortgage Planning

WealthWise Mortgage Planning is a reputable mortgage lender and broker located at 101 Parkshore Dr, Folsom, CA 95630. With a commitment to providing exceptional service and guidance, this company has earned a stellar reputation in the industry. Their website is user-friendly, providing visitors with all the necessary information they need to make informed decisions about their mortgage planning. Their phone number is 69327160, ensuring easy access to professional advice.

Specialties and Services

WealthWise Mortgage Planning specializes in helping clients secure the best possible mortgage solutions to meet their unique needs. They offer a wide range of services, including:

  • Mortgage lending
  • Mortgage brokering

Accessibility and Convenience

Recognizing the importance of accessibility, WealthWise Mortgage Planning offers a wheelchair accessible entrance and parking lot, ensuring that all clients can easily access their services.

Client Reviews and Testimonials

With an impressive 5/5 average rating based on 40 reviews on Google My Business, WealthWise Mortgage Planning has demonstrated its commitment to client satisfaction. Clients consistently praise the team's professionalism, knowledge, and personalized approach to mortgage planning. Many testimonials highlight how the team has gone above and beyond to ensure a smooth and stress-free mortgage experience, even in complex situations.

Why Choose WealthWise Mortgage Planning

WealthWise Mortgage Planning stands out in the industry due to its dedication to client satisfaction, expert knowledge, and personalized service. Their team of experienced professionals works closely with clients to develop customized mortgage plans that cater to their unique financial goals and needs. With a strong emphasis on clear communication and transparency, clients can trust that WealthWise Mortgage Planning will provide the guidance and support necessary to make informed decisions about their mortgage planning.

Final Recommendation

If you are in the market for a reliable and knowledgeable mortgage lender or broker, look no further than WealthWise Mortgage Planning. With their excellent track record, client-centric approach, and commitment to accessibility, they are the perfect partner for your mortgage planning needs. For more information or to get started on your mortgage planning journey, visit their website or contact them directly at 69327160. Don't miss this opportunity to work with a team that truly cares about your financial well-being

👍 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
Andres H.
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 T.
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
Mary A. K.
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
Jeff H.
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
Nicole B.
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
James S.
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
Blair D.
5/5

Andrew, Kim, and Cindy were so helpful and patient during our VA mortgage refinance. When we had questions they took the time to thoroughly explain everything. Their accessibility and response time were top notch. I truly appreciate the time and care they took.

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