Mortgage Wealth Advisors

Mortgage Companies

About us

A mortgage so much more than something used to buy a home! The financing strategy you use today can impact your life for years to come. The wrong strategy, even with the right mortgage, can cost you thousands of additional dollars over time! With over 25 years of mortgage industry experience, we have a proven track record of sharing cash flow and home equity strategies with our borrowers which help them build wealth when buying or refinancing their home. We educate our clients, and they enjoy a smooth and stress-free experience! Our clients are our best advertisements! Come view their testimonials on our: Website: http://www.mortgagewealthadvisors.com/ Facebook Page: https://www.facebook.com/mortgagewealthadvisors Google Reviews: https://www.google.com/#q=Mortgage+Wealth+Advisors,+Inc.,+Executive+Drive,+Plainview,+NY&*&lrd=0x89e82a075f4a20e9:0x212d26386cd2820e,1,&spf=603 Registered Mortgage Broker, NYS Dept. of Financial Services, NMLS #848753. Loans arranged through third party providers.

Business highlights

14 years of trusted experience

Services we offer

We ensure your Mortgage complements your financial plans and goals! Mortgage financing to purchase a primary residence, second home, or investment property. Mortgages to refinance, restructure debt, increase cash-flow, pay for college, buy out an ex-spouse, or for estate-planning. Reverse Mortgages to purchase a home, pay bills, increase cash-flow, and estate-planning.

Amenities

Free Estimates
Yes

Photos of past projects

Reviews

5.014 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%


Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Showing 1-14 of 14 reviews

Catherine Z.
01/2021
5.0
mortgage broker
  + -1 more
My fiance and I recently closed on a house. When we started the home buying process Warren was recommended by our real estate agent as a mortgage broker. That was the best recommendation ever! Warren is always polite, patient and professional. He is very detailed which is what makes him so great. He is very thorough and will walk you through each step in the process so that you are comfortable. I appreciate how hard he works and he reached out to us on evenings and weekends to make sure he had all of the documents needed. He even sends a Friday follow up so that everyone involved has all the necessary information. You will be in great hands with Warren and Mortgage Wealth Advisors.
Description of Work: Mortgage for a new home

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Kujtim H.
06/2017
5.0
mortgage broker
  + -1 more
Went so very good
Description of Work: Adviser for my mortgage

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$505,000

Response from Mortgage Wealth Advisors
Thank you [Member Name Removed]. It's always a pleasure working with you and serving your family.

Christopher C.
06/2017
5.0
mortgage broker
  + -1 more
Warren is the absolute best. He treats you like family and gives you the best service possible. It took us a while (over 6 months) before we were able to lock down a new home and Warren was with us every step of the way from pre-approval, to checking in every week and giving us advice, until the close. His expertise and personality make him a joy to talk to and work with. I can't wait to re-finance so I can work with him again.
Description of Work: New home mortgage

Rating CategoryRating out of 5
quality
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Response from Mortgage Wealth Advisors
WOW. I'm literally blushing. ; -) Thank you [Member Name Removed] for such a wonderful review!

Donna K.
05/2017
5.0
mortgage broker
  + -1 more
It went flawlessly and I'm more than satisfied. I'd give Mortgage Wealth Advisors an A++!
Description of Work: Warren Goldberg and his team are highly professional and run a fabulous business. Warren, himself, was available at all times and it didn't matter if it was a weekend or in the evening, he was there to discuss anything that was on my mind and helped me in every way that he could. Going through a mortgage process and moving to another state was a stressful experience in itself, but he was always pleasant, understanding and was very knowledgable in his field of expertise. Warren helped me physically get through the mortgage process and emotionally to have the smoothest transition possible. I would tell anyone, "Do yourself a favor and use Mortgage Wealth Advisors for your financial needs. You'll be so happy that you did!"

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Response from Mortgage Wealth Advisors
It was a pleasure working with you as well [Member Name Removed]. And I've enjoyed our post-closing conversations as well!

Roseann R.
05/2017
5.0
mortgage broker
  + -1 more
With the excellent and knowledgeable help of Mr.Warren Goldberg it went Great! I would go to his company for all my financial needs. Mr.Warren Goldberg is in my opinion the best in the business. I am honored to write this review for Mortgage Wealth Advisors. Roseann Ricciardi
Description of Work: Did a home refiance

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Lisa N.
05/2017
5.0
mortgage broker
  + -1 more
We could not have been happier. We were totally novices and Warren helped us every single step of the way. He called us back promptly, answered e-mails almost instantly, never made us feel silly for asking many many questions and in the end, helped us finance the house of our dreams. Truly, I cannot recommend him highly enough, Warren made our home buying experience calm, comfortable and amazing. I would use him again if we ever needed to, and would recommend him to all of my friends without any hesitation!
Description of Work: We used Warren Goldberg to help us get a mortgage for our first home.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Taylor S.
04/2017
5.0
mortgage broker
  + -1 more
Fantastic!! I have recommended Mortgage Wealth Advisors to friends and family and would use them again in a heartbeat!
Description of Work: Was advised on my first home mortgage, and Mortgage Wealth Advisors helped every step of the way. The staff was beyond friendly and my calls and emails were answered in seconds if not directly.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Eleftheria G.
04/2017
5.0
mortgage broker
  + -1 more
Excellent - could not be happier with his service and advice. I still contact him with questions and for his professional opinions on different matters. I would refer him time and time again.
Description of Work: Warren was out mortgage broker

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Response from Mortgage Wealth Advisors
Thank you Eleuthera. It's an honor including you in our MWA family. 😊

Bilu M.
04/2017
5.0
mortgage broker
  + -1 more
Warren made the mortgage process easy. In fact, he had our mortgage approved and ready more than a month in advance. He is easily reached and is prompt with his service. He goes above and beyond to make this sometimes difficult process a pure breeze. He even calls once in a while to make sure that we are doing well. I would not use anyone else for my mortgage or real estate needs.
Description of Work: I needed a mortgage for a new home.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Response from Mortgage Wealth Advisors
Thank you [Member Name Removed] for those kind words. We've worked together many times and it thrills me (as it does you!) that you found this house of your dreams where you will raise your family and spend your years!

Korey T.
04/2017
5.0
mortgage broker
  + -1 more
Warren Goldberg was an absolute pleasure to work with. His company was referred to us by family and friends and his services did not disappoint. Warren was always willing to answer our questions, no matter the day or time, and his thoroughness helped us to make well-informed decisions about our finances. We cannot say enough good things about his work and would recommend him to anyone.
Description of Work: Mortgage advisement and brokerage

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Response from Mortgage Wealth Advisors
Thank you [Member Name Removed]. It's a pleasure working with [Member Name Removed] and you!

Ira G.
03/2017
5.0
mortgage broker
  + -1 more
Warren is second to none in his service. He keeps everyone in the process informed every step of the way. He is not your regular mortgage broker as he also makes recommendations based on the bigger picture of your financial situation. Very happy with him and will use him again and recommend to my friends and clients.
Description of Work: Mortgage and Refinancw

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Response from Mortgage Wealth Advisors
Thanks so much for your kind words. : -) I very much enjoy working with you and look forward to many more years working with your clients and you.

Tim L.
03/2017
5.0
mortgage broker
  + -1 more
Warren is very detail-oriented and stays on top of things to make the process go smoothly.
Description of Work: I'm a realtor and Warren helped many of my clients get their mortgage to purchase their homes.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Jeffrey S.
03/2017
5.0
mortgage broker
  + -1 more
Very easy. Mr Goldberg was very professional and stayed on top of things through the whole transaction. He made sure we were kept in the loop at all times and followed up regarding information and paper work needed. I trust him implicitly and my own daughter and son-in-law used him to purchase their house. I would not have had them use him if I did not have complete faith in his work ethic and ability.
Description of Work: Mortgage refinancing

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

Response from Mortgage Wealth Advisors
Thank you [Member Name Removed]. It's a pleasure serving you, your family, and your clients. : -)

Scott Z.
03/2017
5.0
mortgage broker
  + -1 more
Warren (the owner) did a great job working with me. He is extremely thorough and his process is both educational and seamless.
Description of Work: I was purchasing a home and needed to obtain a mortgage

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro

    Contact information

    255 Executive Drive, suite 410, Plainview, NY 11803

    http://www.MortgageWealthAdvisors.com/

    Service hours

    Monday:
    9:00 AM - 6:00 PM
    Tuesday:
    9:00 AM - 6:00 PM
    Wednesday:
    9:00 AM - 6:00 PM
    Thursday:
    9:00 AM - 6:00 PM
    Friday:
    9:00 AM - 6:00 PM

    Licensing

    Bonded

    Insured

    Licensed*
    State Contractor License Requirements

    All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our State Contractor License Requirements page.

    *Contact business to see additional licenses.


    Service Categories

    Mortgage Companies

    FAQ

    Mortgage Wealth Advisors is currently rated 5 overall out of 5.

    Monday: 9:00 AM - 6:00 PM

    Tuesday: 9:00 AM - 6:00 PM

    Wednesday: 9:00 AM - 6:00 PM

    Thursday: 9:00 AM - 6:00 PM

    Friday: 9:00 AM - 6:00 PM

    Yes, Mortgage Wealth Advisors offers free project estimates.
    No, Mortgage Wealth Advisors does not offer eco-friendly accreditations.
    No, Mortgage Wealth Advisors does not offer a senior discount.
    No, Mortgage Wealth Advisors does not offer emergency services.
    No, Mortgage Wealth Advisors does not offer warranties.
    Mortgage Wealth Advisors offers the following services: We ensure your Mortgage complements your financial plans and goals! Mortgage financing to purchase a primary residence, second home, or investment property. Mortgages to refinance, restructure debt, increase cash-flow, pay for college, buy out an ex-spouse, or for estate-planning. Reverse Mortgages to purchase a home, pay bills, increase cash-flow, and estate-planning.

    Contact information

    255 Executive Drive, suite 410, Plainview, NY 11803

    http://www.MortgageWealthAdvisors.com/

    Service hours

    Monday:
    9:00 AM - 6:00 PM
    Tuesday:
    9:00 AM - 6:00 PM
    Wednesday:
    9:00 AM - 6:00 PM
    Thursday:
    9:00 AM - 6:00 PM
    Friday:
    9:00 AM - 6:00 PM