WealthWise Mortgage Planning

category: Mortgage broker, Mortgage lender
address: 101 Parkshore Dr, Folsom, CA 95630, United States
Phone: +1 916-932-7160
worktime:
DayTime
Monday8:30 AM–5:30 PM
Tuesday8:30 AM–5:30 PM
Wednesday8:30 AM–5:30 PM
Thursday8:30 AM–5:30 PM
Friday8:30 AM–5:30 PM
SaturdayClosed
SundayClosed

site: http://wealthwisemortgage.com/
rayting: 5
services: Accessibility: Wheelchair-accessible car park, Wheelchair-accessible entrance,




Name: T**** S******
Date: 2021-12-15 19:16:01
Rating: 5
Comment: The Best! One stop shopping, no surprises, with honest to goodness compassion to solve your home mortgage solution.

Name: M*** A** K****
Date: 2021-08-31 23:31:24
Rating: 5
Comment: 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.

Name: A***** H********
Date: 2021-03-28 19:59:04
Rating: 5
Comment: 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.
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Name: E*** B******
Date: 2021-03-13 19:39:51
Rating: 5
Comment: Very friendly and caring people, I would recommend you to use this company as a veteran. They walked us through every bit of the process and as you go through the process, you get to know the how caring and helpful the girls are. We love them, they helped us out with our first loan and thought the refinance loan too. Highly, highly recommend and they quickly become like family. Thankful for them. Great company.

Name: J**** S*******
Date: 2021-03-12 22:32:47
Rating: 5
Comment: 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.

Name: R****** P****
Date: 2021-03-09 19:39:30
Rating: 5
Comment: Professional, courteous service that I highly recommend. This is the third time I used WealthWise Mortgage Planning and will use them again in the future.

Name: A******** U******
Date: 2021-02-23 16:39:37
Rating: 5
Comment: They made they loan process so easy. I’m so glad I found them after a less than ideal experience with another lender.

Name: T***** R*****
Date: 2021-02-17 20:21:32
Rating: 5
Comment: 2nd time refinancing with them and everything was so easy! Trustworthy, friendly, and quick to respond! Id do the entire process over again! Nothing bad to say!

Name: J**** R* A*****
Date: 2021-01-27 00:06:00
Rating: 5
Comment: Great people -- friendly, knowledgeable, and efficient
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Name: C**** T*******
Date: 2021-01-24 01:12:27
Rating: 5
Comment: Great communication all along the way!

Name: Z****** S******
Date: 2021-01-19 15:15:44
Rating: 5
Comment: Andrew Vierra and his team are professional, polite, and above all, RESPONSIVE! I was referred to them by my realtor when my original lenders were dragging their feet just to get me my pre-approval letter.Vierra and his team were constantly submitting new pre-approval letters for me during the home purchasing / hunting process. There was never a worry that they would get me the letter in time for the offer to be submitted.On professionalism, the team contacted me regularly via e-mails. If I was unable to view and respond to the e-mails, they called me on the phone to review the information sent, assuring that I understood what I was getting myself into.Rather than give me any interest rate that they could lock me into, the team waited until a pinnacle moment and locked me into the lowest interest rate the market has seen in... ever. Not only were they happy to help me save money, they were ecstatic! I felt like they were truly on my side and not just out for themselves.Vierra and his team felt like they were my friends who really cared about me being taken care of in the long term. I am grateful for their service and highly recommend them to anyone looking to buy a home.

Name: J*** H***
Date: 2021-01-15 20:13:10
Rating: 5
Comment: 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

Name: C**** G*****
Date: 2021-01-14 19:23:21
Rating: 5
Comment: The is the best, by far, office for planning and getting the right mortgage for your home! Someone almost always answers the phone, every message left was returned within the next 1 to 2 hours. Every email was answered just as quickly. Everyone in the office was extremely efficient at their jobs. Friendly, yet business like. They made my tasks of finding the right mortgage so much easier than any one Ive ever worked with. I would highly recommend this office .

Name: C**** N***
Date: 2020-08-27 20:47:30
Rating: 5
Comment: This was our second time refinancing through WealthWise. Both times were quickly and expertly handled. Andrew, Kim, and Cindy are simply the best.

Name: M**** L****
Date: 2020-07-25 22:08:03
Rating: 5
Comment: Thank you! Wealthwise mortgage. Andrew, Kim and Cindy. You guys are amazing. You guys made our process go smooth thank you for everything.We thank God for putting you guys in our path truly have been a blessing for us and our family...I will recommend you guys to my family and friends..💙💙💙God bless you guys.

Name: T****** C*****
Date: 2020-06-16 19:26:37
Rating: 5
Comment: Really cares about people and helping veterans. Highly recommend their lending services.

Name: D***
Date: 2019-12-18 20:38:39
Rating: 5
Comment: 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.

Name: E*** S****
Date: 2019-11-09 06:26:05
Rating: 5
Comment: We are extremly happy with the prompt service we have received. Maybe Cindy & Kims prompt and curtious service is their standard office practice and procedure, but they certainly made us feel like royalty. This experience made the home buying process so calm and easy. We would and will recommend them without hesitation. Thank you Andrew, Cindy, Kim and all the Staff who assisted.

Name: S***** D********
Date: 2017-10-26 21:28:24
Rating: 5
Comment: Andrew and his team have been my go-to for the past 10 years. They are attentive, accurate, knowledgeable, and experienced. They use up-to-date technology to streamline the process and keep things efficient. They also make me feel cared about and Andrew does wonderful work in the community, making me only happier to give him my business. Wealth Wise gets my highest recommendation.

Name: M**** K******
Date: 2017-07-26 19:05:59
Rating: 5
Comment: We will suggest Andrew to friends and family for purchasing or refinancing homes due to his honest assessment of each situation. We are so pleased with our successful refinance experience.

Name: V****** G******
Date: 2017-06-29 22:38:05
Rating: 5
Comment: Andrew, Cindy, and Mikiala are exceptional at meeting our needs with warmth and expediency. Thank you for making us a priority!

Name: C**** T******
Date: 2017-06-01 18:05:13
Rating: 5
Comment: 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!

Name: T***** S****
Date: 2017-02-04 18:23:59
Rating: 5
Comment: Extremely helpful with my home refinance. Great staff.

Name: A**** M****
Date: 2017-01-10 04:45:27
Rating: 5
Comment: SIMPLY WONDERFUL, Cindy made sure to answer all of our questions and she along with the team worked so hard to make it all come together for us. They even were going through a system change, working with a new lender. Everything worked out so well.

Name: S******** H*******
Date: 2016-11-27 04:30:56
Rating: 5
Comment: I would recommend Andrew and his staff in a heartbeat! Very professional and understanding; we were dealing with some medical issues and they demonstrated such patience and kindness throughout the process. Forever grateful.

Name: M****** W*********
Date: 2016-11-09 23:08:39
Rating: 5
Comment: Andrew and his team performed a miracle, as our situation was not ideal with large debt and not so great credit. They worked with us to find a solution. Highly Recommend especially when it comes to VA LOANS!

Name: K**** H***
Date: 2016-11-08 18:02:15
Rating: 5
Comment: From the start to the Finish Outstanding. They all Andrew, Kim and Cindy place emphasis on Veterans. If you want a fast courtesy home loan that provides Veterans with the greatest service go here. You will not be disappointed.

Name: R** S******
Date: 2016-08-08 23:16:01
Rating: 5
Comment: Kim,Cindy, and Andrew; Honest, trustworthy with a great sense of humor. We were fortunate to have them as our team. They were efficient, actually listened and showed up for our needs. We are seniors and have done a few mortgages and would recommend them to our family.

Name: S**** P*****
Date: 2016-06-28 16:28:36
Rating: 5
Comment: Andrew and the team at Wealthwise mortgage planning did an excellentjob with our loan. He was the first to help us get out of a jumbo loan into our VA and then do a new re-fi with the VA when the rates dropped. I highly recommend this team for a VA loan. Thank you.

Name: B**** D******
Date: 2016-06-21 14:45:39
Rating: 5
Comment: 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.

Name: R***** L*****
Date: 2016-06-21 01:47:33
Rating: 5
Comment: Top notch service from Wealthwise Mortgage. 10/10 100% A +

Name: C****** K*****
Date: 2016-03-19 14:52:09
Rating: 5
Comment: The process for my home loan was very long and difficult but Andrew, Kim and Cindy made it amazingly easy to do. They made my first home with a VA loan awesome and if I ever have to do this again they are my first choice. Awesome work you guys!!!

Name: M G******
Date: 2016-02-02 16:52:56
Rating: 5
Comment: Always a great experience working with Andrew and his team at WealthWise Mortgage. If youre looking for a no hassle, easy process with knowledgeable people, then WealthWise Mortgage is it!!

Name: N****** M******
Date: 2015-12-02 19:47:21
Rating: 5
Comment: Andrew and his staff are knowledgeable about VA Home Loans. The experience with our initial home loan and our refinance was easy and fast.

Name: N***** B******
Date: 2015-12-02 12:46:02
Rating: 5
Comment: 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.ThanksMichael & Nicole

Name: C******** S******
Date: 2015-12-01 18:46:49
Rating: 5
Comment: Working with Wealthwise Mortgage for our VA Refi was great. The team was quick to respond and answer all of our questions. Very professional and fast. They know VA process well. Thanks for saving us $$$

Name: B** T*****
Date: 2012-08-17 22:01:34
Rating: 5
Comment: I’m a Real Estate Broke in Sacramento/Folsom and my wife and I literally know hundreds of lenders and mortgage professionals. All of them would have done a great job with our re-fi, but we placed out trust in Andrew and his staff of professional at Wealthwise Mortgage. We were re-financing with a new program and the day the program came out our information was submitted and we closed 20 days later. Well done Andrew and Cindy!!