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555 W 5th St
Los Angeles, California 90013
Julie and her team helped us with our mortgage for our first home and they could not have made the process smoother! Julie is very hands on and actually took the initial intro call herself, she was super warm and knowledgeable and we knew we'd be in good hands. We also reached out to other lenders and checked rates online and the rates they provided were very competitive, with the added benefit of personal touch and attention. Julie, Mike and team worked closely with our realtor and we were able to submit b
I was a first time buyer and did not really know what I was doing whatsoever especially in terms of mortgage. With that said, it's hard to know what is considered "good" or "above average" when it comes to working with a lender, but our experience with Aragon Lending Team was definitely smooth to say the least. Julie is efficient, and gets her work done in a timely matter. She is a go-getter. She will make sure all the documents needed are submitted on time. I am thankful for her and her team!
I didn't know that buying your first home should be an experience filled with joy and not a pit of anxiety. Julie and the Aragon lending team are the gold standard for how this process should go. Incredible communication, flawless execution? couldn't have asked for any better. I will be recommending them to all our friends.
Julie Aragon and entire crew at Aragon Lending Team are nothing short of miracle workers! After hearing how banks jerked me and my wife around, our agent recommended reaching out to Julie, and we are so glad we did. From our first informational call with Jule to our detailed breakdown with Mike through final approvals, the team at Aragon Lending were empathetic, communicative, and personable. Buying a home is a stressful process, and when it's your first time, it can easily become overwhelming. Julie and c
I had an outstanding experience with Aragon Lending Team! From start to finish, Julie, Mike and team were incredibly responsive and genuinely invested in helping us through every step of the home-buying process. They always took the time to answer our questions (even on weekends) and provide clear explanations. Their expertise and guidance were invaluable, and they went above and beyond to ensure we had all the information we needed to make the best decision. Most importantly, Julie and team made the whole
Exceptional Service from Julie Aragon, Mike, and Team As a business owner, I was particularly concerned about the paperwork and complexities that come with securing a loan while being self-employed. Fortunately, I had the incredible support of Julie Aragon and her team, including Mike, throughout this entire process. From the beginning, Julie?s expertise and dedication were evident. She took the time to walk me through every step, ensuring I understood what was required and helping me navigate through the
Julie and her team were so FAST! I was the buyer's realtor during this home purchase, and they were so good at what they do that they allowed us to make a super competitive offer with a very quick closing that won us the house. Julie's team had loan docs out for closing before we had even finished negotiating the seller repairs! Wow, unheard of... Julie also has a great communication system that keeps everyone informed, so no one was ever texting me to ask what's going on. Definitely will be sharing her co
Aragon Lending is the perfect team to work with. My husband and I as first time home buyers were not very knowledgeable about the entire process at the beginning but the Aragon team helped explain everything in very simple terms with a plethora of experience! We worked mostly with Julie and Mike and they were so helpful with explaining everything in digestible terms and giving their own advice as veterans. We got our realtor recommended from Julie and it was the best decision we made! We definitely had mult
What can I say, Julie Aragon gets the job done and is fun to work with! Typically the lending process is a stressful time for most buyers however Julie makes it fun. Her text messages and email's have me smiling from ear to ear and she just closed in less than 21 days on our escrow. The Aragon team gets it done!
Julie, Mike and the entire Aragon team were a joy to work with. As two first time homebuyers with very little knowledge of the process, we had to heavily lean on them for guidance and education - which they delivered every step of the way. They are all so knowledgeable, kind and helpful. Aragon really goes out of their way to ensure that the buyer is completely comfortable and fully understands all aspects of the lending process. We highly recommend the Aragon team and will absolutely return to them for all
Julie and her team are simply THE BEST. The Aragon Lending Team made our home buying process seamless. Given our multiple streams of income, I apprehensive about being approved; without jumping through the numerous hoops that previous lenders required. Julie had us approved in just one day. After entering escrow, we closed within 15 days. Everything was so simple. The added bonuses were her witty emails. Many thanks to Julie, Michael, and Suzie.
Julie and her team are spectacular! She is an excellent loan officer and an absolute consummate professional. Her knowledge of her loan products is top tier and simply a pleasure to work with. I have worked with Julie on multiple escrows since 2008 and will continue to work with her and her team. Give Julie a call! 5 Star Pro!
I would highly recommend Julie and the entire Aragon Lending Team. As a real estate agent, I've come across a lot of lenders and you really want a lender that is trustworthy. Los Angeles is very competitive and you need a lender that can move fast. This helps in writing highly competitive terms which helps in beating multiple offers. Julie and her team are always super fast to respond and offer creative solutions to tricky situations. You want a confident, trustworthy and highly responsive lender in
From the first time that we met with Julie we were thrilled with her knowledge and being able to walk us through our first home loan process with great ease and answering all of our questions in a way that we understood completely. Every step of the way she was by our side offering guidance, making us feel like we were her only client at that time. She helped us get into our dream home and was available around the clock to make sure the deal went through without a hitch. We were able to close in 21 days and
Julie Aragon and her team are simply the best!! I have owned properties for over 40 years and I have never met a team that was more competent and well-informed. Not only do they produce results, they are an incredibly enjoyable team to work with! Just last month I asked Julie for her help to refinance one of my properties. I knew this would be an "up hill battle" due to my owning multiple properties and the restrictions due to the Pandemic, but once again, Julie quickly secured a very desirable loan and
I cannot recommend Julie Aragon and her entire team more! Julie is the FASTEST mortgage lender I have encountered in all my years buying/selling real estate. When going up against other competitive offers, and all cash, Julie has helped me and my clients WIN again and again. How do you beat all cash? Julie Aragon Lending Team! In addition to her lightning fast speed and creative lending solutions, Julie also is a PURE DELIGHT to work with. She is always kind and professional, and her communication style is
My husband and I highly recommend the Aragon Lending Team! Our experience with them was overwhelmingly positive. :) It was our first time purchasing a house which meant lots of nerves and non-stop questions. The entire team was super friendly and made themselves readily available to explain the process, answer questions, provide clarifications, and send reminders to ensure that deadlines were met. Julie's emails along the way made the process simple and fun. We would definitely work with them again in the
Julie and her team are amazing at what they do...and in general amazing people! They made getting a mortgage loan easy and fun! Julie and her team are very knowledgeable and friendly! They are always there to answer questions and met all our deadlines on time but in most cases days early! I couldn't recommend Julie and her team enough! They are great and if you're looking for an amazing mortgage broker you should give Julie and her team a call!
Julie is such a professional and was always readily available to answer my questions. Julie was wonderful when we first applied for a loan to purchase our first home. Her ability to make the entire loan process seem so effortless really impressed us that we went back to her when we needed to refinance the house a few years later. Again, she exuded the same professionalism and I never had a doubt that we weren't in good hands. She walked us through every aspect of the process and we never felt lost or overwh
Julie & team played and instrumental role in helping us become homeowners. They expedited our pre-approval process so we could put an offer in fast, and they went above and beyond by reaching out to the property's realtor and letting them know we were qualified candidates. Exactly 4 weeks after first contacting Aragon team, we got the keys to our new place. They were fast, nimble, efficient and willing to answer all of our questions at the drop of a hat. I would highly recommend Aragon if you are looking f
Julie, Mike, Suzie, and team are awesome. They are a fast and solid group who were adept at managing the many ups and downs of our home search. They are great at explaining the complex factors and machinations of getting a home loan to laymans (like my fiance and I), which helped us navigate the process. And when we eventually got an offer accepted, Julie and team were aggressive in getting the loan docs out so we could close the deal. Most of all, we felt like the lending aspect of the process was handled,
Julie?s team is amazing!! They helped us refinance our home for the first time. The team was very patient and professional. They answered all of our questions promptly and completely. The refinance process was extremely easy and painless thanks to the hard work from Julie?s team. They stayed in touch throughout the entire process, even sending texts just to say they haven't forgotten about us. I would highly recommend Julie Aragon?s team to anyone!!!
Julie Aragon and her team came highly recommended and they were every bit as fantastic as we'd hoped. They are incredibly knowledgeable, quick to respond, and flexible in this fast-paced market. Julie and Mike offered top-notch service and expertise to guide us through the home-buying process. They were also very friendly and easy to work with. We definitely recommend working with them!
Talk about a Mortgage expert! As first time home buyers, my husband and I used Julie?s services in 2019 to purchase our first home. We had NO clue what to expect. Julie goes above and beyond to explain the process step-by-step. We were always kept up to date with what was going on behind the scenes. They are on top of everything! Fast forward to 2021, she helped us refinance our home and the process was as smooth as a babies bottom! We are super grateful. Trust me when I say you won't find anyone out there
I worked with Julie many years ago to buy my first home and it was a great experience. Fast forward 7 years and my financial situation had changed a bit. I'll be honest, Julie wasn't my first call. I thought, I have good credit and make good income, I'll just go to my bank (Wells Fargo). I'm sure they'll offer me a good rate and they already have all my info. Makes sense right? That didn't work out so well. They told me to kick rocks because they couldn't see what Julie could. She and her team are the real
Julie and her team are simply amazing! Julie helped my wife and me with the first home purchase loan and later refinance. Our cases were complex and we had little loan knowledge. Julie made them work, in a quick, delightful, and professional way. I want to thank Julie for answering *all* my questions throughout the entire process. I can tell she is extraordinarily knowledgable, intelligent, and willing to help clients. Thank you. Would definitely recommend Julie and the team to our friends.
The Aragon lending team was truly amazing throughout the entire lending process. They made my first home buying experience very pleasant and I can't thank them enough for putting up with all my questions and making sure I felt comfortable along the way. I highly recommend them for first time home buyers or even experienced buyers, they get stuff done! Plus Suzie, Michael, Michelle, and Julie make you feel like part of the team and they all have a good sense of humor. Thanks again team!
Julie and team were excellent for our home purchase in 2022. They were referred to us by our realtor and couldn't have been happier. This wasn't our first home purchase but they were much better than the last lenders I worked with. Working with them felt like a white glove experience. I hope to use them again. And yes, they do try to make the process "fun"! You will get funny text reminders with witty jokes and drink recipes when you need to complete a task or hit a milestone in the process :)
Julie Aragon helped me buy my first condo in Los Angeles. The experience from start to finish was nothing short of brilliant. This girl knows her stuff and really took care of me! I loved how she would send me quick texts throughout the transaction to let me know exactly what was happening step by step. She made me feel like she was on top of everything and put me at ease. I'm so thankful I found Julie. She's a tough cookie who's got your back, knows her stuff, and is an absolute doll to work with. If you'r
Julie is the best mortgage broker, period. I came to Julie after working with 3 mortgage companies. I was frustrated everyone told me that it was impossible to get an FHA multifamily mortgage with just 3.5 percent down. Toppled with a sales job that made approval difficult. She figured it out! Not only that Julie was a delight to work, very knowledgeable and she was super quick to respond. Every question I could ask she had an answer. Thank you for making my first home buying experience so wonderful. I l
Julie & her team yet again delivered on the biggest decision my wife and I ever had to make-OUR HOME! She's everything you can ever hope for in a mortgage professional. She made my wife fall in love with the buying experience, and she also made some great recommendations with other agents to work with. We owe her so much, and I'm happy to say working with her a second time was just as satisfying as the first. We hope to make it three times a charm with her team in the future. Best believe that! We couldn't
Julie and Mike are extremely hands on. They make themselves available for questions and keep you updated on every step of the loan process so that you're not wondering where you're at or what's next. If you need a quote or wonder what loan is right for you, just ask them! It's totally free and their knowledge is TOP NOTCH in the industry. They also do every piece of work they can for you on your behalf (i.e. pre-filling out forms and retrieving available docs instead of asking you to fetch them) so that you
Mike is amazing to work with! He was so fast and allowed us to close on time. We almost went with another lender that was offering a $7,000 closing credit, but just to get the same interest rate Mike was able to get we would have to used almost the whole credit! Mike also ended up being able to close fast than that person would have been. Mike is also extremely knowledgable about the mortgage industry and happy to answer the tons of questions that we had. Couldn't recommend enough!
Julie helped us get into our new home quickly. She was great at listening to our concerns, and quickly answering our questions. We were able to speed through escrow with her help, as she was fast in tackling problems as they arose. We really enjoyed working with Julie, and look forward to working with her again!
Julie and her team are truly amazing and an absolute joy to work with! As a first time homebuyer I had a lot of questions and (admittedly) needed a bit of hand-holding. From start to finish, everyone I spoke to was incredibly professional, communicative, and helpful which put my mind at ease. I especially loved receiving the funny update emails from Julie which were a welcome breath of fresh air after all the boring contracts and legal docs I received. I'm *so* grateful that I found Julie and her knowledga
Julie and everyone at the Aragon lending team were great. They offer incredible terms - which is one of the reasons we beat out an all cash offer at the same price. For a first time home buyer, they were great with all questions, always picked up the call, and walked us through the entire process. Aragon Lending made what is usually a stressful process into smooth sailing for us.
Julie and her amazing team make obtaining a mortgage or refinancing a breeze! She directs how to gather and submit all necessary documents. The team gives timely updates along the way; she even sent a mobile notary to my home to sign final papers. I've never had the process go this smoothly! Thank you to Julie Aragon and her entire team.
Julie and her team are what every loan agent should strive to be. They are professional when needed as well as personal when needed which is such a nice and refreshing thing to have. I am currently in my second transaction with Julie and it is smooth just like the first maybe even smoother (didn't know she could out do herself) her and her team are VERY RESPONSIVE which when dealing with other loan agents/brokers in the past that has not been the case. Julie and her team are very informative and help you
As a first time home buyer, I didn't really know where to start. Thankfully I was referred to Julie through my good friend who has worked with her for many years (I often find that's the best way to do business with people.) I was pleasantly put to ease the moment I started chatting with Julie. I let her know some of my concerns, and she was more than willing to not only listen, but go above and beyond and provide the help I was looking for. She was great at translating financial jargon into language I coul
Julie and her team did a fabulous job getting our loan approved. Everything went smoothly with no issues! Super fast too. I love that almost everything was done electronically and updates were sent via email as well as texts for real time data. I would highly recommend Julie and her group to handle your lending needs.
If you're looking for a strong, empowered, independent, motivational, problem solver Julie is your girl! She super exceeded my expectations like no other. Not only did she make the impossible ?possible? but she also made me feel at ease when it came to the new purchase of my sister?s home. Here forward I will continue to use her in any of my personal transactions and will send her all of my referrals. Now that I am pursuing in getting my RE license I know I will make her my preferred lender when trying
I've been through two lenders for two different houses in just one year. All I have to say is Julie has to be the best person to go to for any issue. She was professional, friendly and got things done when she said she would, unlike my previous experience I had with my past lender. I was going through a buy out of a house while in escrow for another house. (Horrible situation by the way) When I decided to look for another home, she was available to speak and go over all the items needed right away. She got
I am a homeowner and investor and have worked with multiple lenders. I was thoroughly impressed with how well Julie?s team communicated. She has an excellent system in place and offers the best rates. Despite my somewhat complicated finances, I was able to feel confident that closing would go smoothly, because they were that on top of things. And it did! We were even ready to close early!
Julie and her team are absolutely amazing. The real estate process is stressful. It is probably one of the most stressful things you do in your life. Getting a mortgage is one of the reasons why it can be stressful. Julie walks you through everything. She is always available for a question or phone call. She works 24 hours per day. She even once responded to us within minutes from an airplane! You may have heard how busy lenders are in Southern California. In fact I've heard of several people missing dea
Aragon Lending team is amazing, they made our loan process so smooth and I am very grateful to have worked with them.
I have had the luxury of working with the Julie Aragon Lending Team and was compelled to write a review. When you work with JALT, there is something noticeably different and that's the level of care, communication, and service that they provide their clients. Whether you are working with Julie or one of the members of her team, you know that all aspects of the entire lending process are being covered with the highest level of attention. I would recommend her to anyone, nationwide, who is seeking financing.
We used Aragon Lending Team. Julie was very professional, knowledgeable, efficient; and proactive. She helped close our escrow on time in a very smooth and hassle free manner. We thank her for her efforts and if you need a a mortgage broker, use her. We recommend her strongly.
Julie and Team do wonders. I heard horror stories about home buying process. On top of that, this competitive market where your offer needs to stand out with short closing period a big factor, only phenomenal teams can deliver and with fun and feel like it was piece of cake. Julie and team made it very easy and total fun for me. These guys are awesome and highly recommended for anyone looking for Lending.
I had been working on refinancing my in-laws home for over 6 months with no success, and then I came across Julie Aragon on Facebook and decided to give her a call and ask a few questions on how to make this work, in a 10 minute phone call she told me everything I needed to know and what I needed to send her for review, I submitted all documents she requested and then I received an email saying we would be qualify based on the information I send unlike other lenders that take up to 30 days she was clear and
Julie reached out to help me when I thought I had no options left with my home and impending layoff. She introduced me to her good friend and colleague, Ricardo Perdomo with Keller Williams Realty, and he evaluated my property value and assured me, I had plenty of wiggle room to sell in plenty of time. Julie staged my home, had a good friend create a beautiful video that I will always treasure since I built the home and she helped me get the work done needed to close my permits. She did all this while I was
Julie is exceptional! She goes above and beyond to ensure that the home loan process is as quick and painless as possible. She helped my husband and I purchase our first home, easing our concerns, answering questions, and advocating for us through the entire process. Her energetic attitude, attention to detail, and generally being available for all our endless questions at odd hours, made all the difference. Highly recommended!!!! Thank you Julie!!
Julie has gone so far over and above our expectations of a mortgage broker! She was relentless getting our loan approved...and even faster than we expected. She's gotta be the best loan officer in Los Angeles. Highly recommend her and her team!
I have to tell you that I take great pride in recommending Julie Aragon as my "Go-To" Loan Officer. I have referred her many of my clients and when I do I know that they will get the same personalized service that I provide. We work in a "Service" business so making sure our clients are assisted with professionalism and care is paramount. I will continue to refer my clients to her because she is absolutely the best. If you are looking to obtain a home loan either for purchase or refinance make sure you call
I have used a number of mortgage brokers over the years and Aragon Lending was far and above the most OUTSTANDING! We did both a refi and new home purchase with the team at Aragon. Their excellent and efficient staff helped us to close each in record time. We were consistently updated about what documents were needed and where we were in the process. There are no long hold times when you call them. Everything is straight forward. I would use them again in a heartbeat and have already recommended them to s
Julie is a miracle maker. She is incredibly insightful, enthusiastic, hard working, and detail oriented. She has a talent for explaining complicated things in simple ways. And most of all, she has GRIT. Both in finding the best loan, and in seeing the loan through to closing, she worked incredibly hard, anticipating and solving problems before they emerged, all the way to the very end. Her determination is impressive. And she is a delight to work with. I couldn't recommend her enough.
I had the pleasure of working with Julie and her team in the purchase of our first home - and when I say team, I mean TEAM. They work together to make sure you understand your loan, your options, and the process. If you have any questions throughout, you can reach out to the entire team and someone will get back to you RIGHT away. They're also really great and just keeping you informed along the way with the status of your loan application. They take what feels like a complicated, overwhelming process and m
Refinanced my house with Julie and her team!! They are amazing. They are efficient, caring, thorough and keep you updated every step of the way!! I can't thank them enough! Highly recommend Julie and her team! No need to look further!!!
Julie is a ROCKSTAR!!! We found Julie while searching on Yelp. We are so glad! This has been a positive experience from day one. Julie walked us through the process and was extremely communicative! If we had any questions, she was right there with the answer! Plus there were so many personal touches! I would recommend her and her team without hesitation!
Julie and her team are truly professionals. I cannot express the level of communication and urgency put forth. She has helped me with multiple properties and was able to overcome situations that other lenders cannot.. Extremely pleased and looking forward to working with Julie and team again in the future.
We initially found Julie through a quick search online and we were impressed with her knowledge, responsiveness, and personability. Once we selected our home, we evaluated several lenders including the big banks and several small lenders. None came close to the level of service Julie provided. She actually was the lowest rate, and the most accessible of all the lenders we inquired. Would definitely recommend Julie to friends and family!
I was honestly appalled by the conversation I had with Julie the other day. My family and I have decided to purchase our first home and just as any first time homebuyers, I looked to the internet to find a firm that we would feel comfortable, well managed and go to bat for us. Julie represented from her mannerisms and rude satire, that this wouldn't be a great fit however I gave her the benefit of the doubt and continued on with my conversation instead of rudely interrupting her right in her tracks. At the
Amazing! I will never even think of using a different lender. Julie is amazing, resourceful, knowledgeable and professional. She is a problem solver and keeps you in the loop of the entire loan process. I came to her with what I was looking to do - I had one idea and once she learned my situation she advised me on what she thought would be best to do. She has done multiple loans for myself and my family. She is genuine and really cares about what is best for her clients. I've referred her to many of my pe
Thank you Julie for all of your hard work!! Working with a well-organized, honest and experienced loan officer like yourself has been such a breath of fresh air. You and your team are leaps and bounds above the competition - trust me! Thank you for putting my needs first and delivering an A+ experience. I was always at ease knowing ?It WILL" get done! I also LOVE your level of communication - never left wondering where we are and what's next. Thanks again for making the complicated process of obtaining
Julie and her team are true professionals. Responsive and highly organized and communicative. They instill confidence at each step. I would highly recommend her and her team. They make the process of getting our loan seamless. They are also knowledgeable about VA loans.
Julie handled my property purchase from beginning to end with true professionalism. She was always available to answer all of my questions promptly. I was never concerned for a minute or worried about what was or wasn't being done. It was a true pleasure doing business with Julie and I would recommend her to any of my friends. Thank you, Julie! Wendy
Julie and her team are the BOMB!!! We found her through her online reviews which were all five star. She helped me and my wife purchase our second home in Los Angeles and we couldn't have been happier with our experience! She is very knowledgable and her team is top notch! I would recommend her to all my friends and family in California.
Had an amazing experience with The Aragon Lending Team during my buyers transaction. Julie and staff were exceptionally professional, engaging, and kept all parties up to date as the loan progressed.
Julie is the absolute best! She was incredibly professional, patient and kind throughout the process. I don't think anyone works harder for her clients. We had a tough negotiation in multiples plus a quick close and she did everything she could so that the deal went smoothly. Thank you Julie!
Julie and her team were relentless getting my refinance done. They went way above my expectations to bring this loan all the way to completion (and there were definitely some hurdles!). I'd recommend her team without reservation. When the going gets tough, they'll stick with it.
Julie and her team are THE BUSINESS. Fast, intelligent, thorough and super happy to work with complex situations. I'm self employed AND live primarily outside the US which makes my financial situation basically a big fat hot mess. Julie and co were not phased at all and helped me find a great rate. I also loved that this is a team that actually knows how to use technology, something that is sorely lacking in the real estate industry. They never ask you to touch real paper, they have a super duper effectiv
I've used Julie's services twice, for FHA streamline refinance and refinance to covert my loan to conventional. She's on top of things and very understanding. She's quick and what I love she did almost everything through email which was perfect for me BECAUSE I have 3 children all under age 6 and my husband works 12 hr shifts night/day, so she made everything easy and understanding. She would send me graphs and tables about refinancing and how much we would save. I mean she always was available if my husban
Julie is just flat out awesome! Her knowledge and experience separates her from the competition. Love her straight forwardness! She has the best interest of your client which is hard to come by. Will work with her in the future again. Thank you Julie!
Julie and her team are amazing! She makes the whole lending process so easy and fast. She communicates thru the entire process so you always know how everything is going, every step of the way. I will recommended her every time!
Julie and her entire team was on top of the lending process from start to finish and all along the way. This top notch service makes such a difference when going through the home buying process which can be stressful at times. Julie and the team handled everything fast and professionally. Highly recommend
Where can I even start? As newlyweds, this was the biggest financial decision of our lives and from the minute we spoke to Julie we knew we could trust her. She and her whole crew kept in great communication with us BUT still valued our time! We highly recommend her mortgage company.
A true gem in the mortgage industry!!!!! I initially found Julie Aragon on YELP several years ago, and I called and spoke to her over the phone regarding questions that I had about the process of buying real estate. At the time, my husband and I were not in a position to make any moves, and I remember being appreciative that she took the time to talk to me. Fast forward to the present, I called her and two other lenders about my dissatisfaction with the current lender that we were working with for the purch
This is the 3rd mortgage I've had processed with Julie, Michael and their amazing team. Home loans are not supposed to be this simple. Applying for a loan is incredibly daunting, but they somehow manage to make this typically arduous process, swift, fun and exciting as you tick off each task, moving you closer and closer to the loan getting funded. They foresee every possible scenario that can transpire. They make sure that they are with you every step of the way?to guide you, and to limit any delays. I can
Me and my husband contacted Julie regarding a home loan , she was able to help and assist with all of our questions! Very professional service and kind , It's was feel like she just help from her Heart and not rushing us over the phone! Highly recommend if you're looking for a home loan to contact Julie
Thank god for Julie Aragon! My sister, mother and I needed to purchase the home my mom inherited with her 3 other siblings. Julie was there every step of the way through the complicated process and if she didn't have the answer, she always found it. She even got married during the process and we didn't feel abandoned! I am eternally grateful to her and Dulcie. I don't know what we would have done without them.
Julie and her team go above and beyond to make things easy to understand and are always available to answer any questions. I would recommend them to everyone trying to purchase a home.
I have used Julie and her team for 2 home purchases and 2 Refi's! Every time she was helpful and made the transitions smooth and painless!!! Not only did she help me get my dream house, but got me a great rate to make it financially possible!! Thanks Julie!!! I highly recommend her!!!
Julie?s team is FANTASTIC! Especially when the market is tough, you need somebody quick, responsive, kind, and super knowledgeable. I can't recommend strongly enough based on my condo purchase.
Julie and the team at Aragon were a breeze to work with. I highly recommend them for your mortgage needs! Everyone was professional, knowledgeable and friendly. Thank you all!
If there is ever a Hall of Fame for Mortgage Brokers, Julie should be in it. I recently purchased my third house and Julie and her team "Sherpa'ed" me thru a very complex and potentially frustrating loan qualification smoothly and without a hitch. I'll be referring all of my friends and clients to Julie from now on. Julie Rocks.
We worked with them to obtain our place of residence and it was great to have them on our team. As they are local, they were able to use their local knowledge to help us know what to expect and everything in between. As the first place of residence did not pan out, they kept on going with us into the next place which ended up where we bought from. To have a home during this time is a gift and so was their team. As a local lender, you just can't go wrong with them. Would highly recommend, especially as
It was my pleasure working with Julie Aragon, she went above and beyond to help me. I was struggling, and being turned away from others and running in circles. We all know how much of a HEADACHE that can be. But Julie got me answer's no one else took time to find out for me in my desperate time of need. And for that, your an Angel Julie.
Julie is super amazing. Her persistence is bound to give great results. She definitely made a home buying experience easier than it looks!!! Highly recommended!
Working with Julie and her team was truly a dream! We thought we couldn't refi because it would cost too much and take too much time, but we were wrong. And now we are saving a lot of money! I highly recommend you make a consultation right now to see if they can help you!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.