Apex Home Loans Inc

Founded 1998 • With Angi since July 2010

4.9

(158) Verified Reviews

Service Categories

Description

Apex Home Loans, Inc is one of the largest independently owned mortgage lenders in Greater Washington. Decisions are made locally by our experienced staff. Our independence allows us to provide a wide array of product options at very competitive rates....

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SOVEREIGN WEALTH MANAGEMENT

5.0

(9) Verified Reviews

SOVEREIGN WEALTH MANAGEMENT

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.

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Offers by SOVEREIGN WEALTH MANAGEMENT on Angi

Verified Reviews

A few reviews for this pro…

5.0

12/01/2018

Fantastic - they are a professional, friendly, and efficient company

DESCRIPTION OF WORK
refinancing home

CATEGORY mortgage broker

5.0

09/11/2017

Very efficient, professional, and knowledgeable. Progressed through the process with no delays. They were timely and meeting for settlement convenient.

DESCRIPTION OF WORK
Refinancing

CATEGORY mortgage broker

5.0

04/18/2017

They did a very good job, but there was a substantial delay due to an unexpected obstacle. They communicated very well with me on a regular basis throughout the process. They extended my rate lock free of charge because the obstacle was not my fault, and they got me a great deal on a 5/1 ARM with no settlement costs.

DESCRIPTION OF WORK
Refinanced my mortgage

CATEGORY mortgage broker

5.0

03/20/2017

AMAZING! Very smooth process, knowledgeable lender and service!

DESCRIPTION OF WORK
First Home Loan, and Refinance a few years later

CATEGORY mortgage broker

5.0

03/16/2017

They were terrific.  They were very patient with me because of fluctuating interest rates and then my own personal situation.  They were very patient and took their time and allowed me to schedule my appraiser when it was convenient for me.  I was town a lot then because my mother was sick.   They were very patient and accommodating & their people were very responsive.  They were terrific.  With p...

DESCRIPTION OF WORK
Mortgage lending

CATEGORY mortgage broker

Services Offered

Home Loans

Services Not Offered

Personal loans or other loans not tied to residential real estate

General Information
Free Estimates
Yes
Payment Options
Check, Visa, MasterCard, American Express, Financing Available
Senior Discount
No
Emergency Service
No
Warranties
Ask for details