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Closed today
355 Gellert Blvd #230, Daly City“I had a great experience working with Dwight on a commercial mortgage refinancing. Anyone familiar with the space knows how difficult and confusing commercial lending can be and it’s nothing like a residential mortgage. I thought I had a good handle on it after securing an SBA loan years ago, but pursuing a private refinance was an entirely new ball game.
To make matters more challenging, our situation was complex and far from straightforward. I was incredibly fortunate to find Dwight through a referral. He was patient throughout the entire process and took the time to guide us every step of the way, ultimately finding a loan program that met our criteria.
I truly appreciated his persistence, follow-through, and high level of professionalism. I would use his services again without hesitation. His service is worth every penny!“
Closed today
345 W Portal Ave Suite 100, San Francisco“Finances have never been my strong suit. Patrick makes it easy to understand. His assistant Jim is a doll. I alway feel welcome there.“
“I have been using Payne Financial for years and Mark has help myself and my family with different services and situations that come up over the years. I will use Payne Financial for years to come.“
Closed today
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo“I was uneasy based off the poor reviews above about working with Merrill Lynch but ultimately have had a great experience working with Dane Tinley and his team. With the right partnership the service is well worth it.“
Closed today
101 S Ellsworth Ave Suite 400, San Mateo“I was uneasy based off the poor reviews above about working with Merrill Lynch but ultimately have had a great experience working with Dane Tinley and his team. With the right partnership the service is well worth it.“
Closed today
140 School St, Daly City“Never again will we have the trouble of working with another tax prep company! Hilda is incredible and very knowledgeable in preparing taxes not only for a basic 1040 but also for business and home owners. So happy that we met with Hilda, Thank you!“
Closed today
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo“I was uneasy based off the poor reviews above about working with Merrill Lynch but ultimately have had a great experience working with Dane Tinley and his team. With the right partnership the service is well worth it.“
“I was uneasy based off the poor reviews above about working with Merrill Lynch but ultimately have had a great experience working with Dane Tinley and his team. With the right partnership the service is well worth it.“
“Had to change my review. Before they had some trouble at the front desk. I would come to deposit a check and it always seemed to be someone different and half of the time nobody would be there. However, a few months ago the got a new guy to run the front desk and I've never had trouble dropping off a check yet. Smart move UBS“
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