SCHWAB FINANCIAL GROUP

Jason and Paul have assisted me on approx. two dozen transactions over the last ten years. They make my deals happen and do so in a timely and professional manner. They have NEVER failed to deliver what they said they would. I have referred my mother to them and all my friends as well. I trust them fully and will continue to use them. Trying to finance a mortgage on your own these days is an exercise in frustration. Give Jason a call!

The wonderful thing about Jason & Paul is that they get the whole picture. Not only are they just the kind of responsible and honest people you can trust with one of the most important investments you'll make in this life, but they are good stewards. They will see and understand the ripple effects of your purchase or refinance throughout your WHOLE financial life, not just your "home" expenses. You get more than an awesome pair of brokers, you get some serious financial wisdom and a towboat full of experience. I can't recommend them highly enough. They are timely, professional and intuitive. I know that sounds strange to say about a financial transaction, but really timing is everything when the markets are involved and they always had excellent advice for us regarding waiting a bit, timing our transactions just right for tax advantages, etc. They are amazingly thorough and give every detail of the transaction the kind of attention and integrity your $ deserves.

I was terrified of refinancing until I met the folks at Schwab. But not only did they provide us with the most excellent products available, but they made it easy for us to understand the process every step of the way. Jason and Paul, who run the company, are brilliant and patient. They take the time necessary to get to know their clients and tailor the product and process to their clients' needs. We are no longer afraid of refinancing. Every time a better product comes along, we check in with them or they with us. They are the very best there is.