Avenir Mortgage Planners

Avenir Mortgage Planners

Reviews Summary

Customers consistently praise Avenir Mortgage Planners for their professionalism, efficiency, and exceptional service. The team, particularly Greg, Brent, and Lisa, is commended for closing loans quickly (often in record time), offering competitive rates, and providing clear, honest guidance. First-time buyers and refinancers highlight their patience, responsiveness, and ability to simplify complex processes. Many appreciate the personalized attention, local expertise, and hassle-free experiences, leading to strong recommendations. The team’s reliability, transparency, and dedication to client needs stand out across all reviews.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Real Estate

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
Financial Advisory
Real Estate

Contact Information

Address

140 Mayhew Way Suite 1000

Pleasant Hill, California 94523

Hours

Sunday Closed
Monday 8:30AM-6PM
Tuesday 8:30AM-6PM
Wednesday 8:30AM-6PM
Thursday 8:30AM-6PM
Friday 8:30AM-6PM
Saturday Closed

Customer Reviews

Simply put, Avenir is the perfect team to guide you through the home-buying process. Greg clearly explained each step and ensured I understood the entire journey from start to finish. Brent was incredibly diligent with his follow-ups and instructions?I always knew what to expect and why it mattered. Together, they made the process straightforward, smooth, and easy to navigate. As a first-time homebuyer, I couldn't be more satisfied with my experience at Avenir and highly recommend this team to anyone purcha

We used Avenir for our re-finance of our home late last year, and had such a wonderful experience! I can not recommend Greg and Brent enough. They made the process so straight forward and smooth. We will definitely use again in the future!

The entire team is extremely professional and organized. I've done a few refinances with them and they will find the right package, explain it properly, and then execute flawlessly. Highly recommend Avenir Mortgage Planners. I happily am making this review.

These guys are great! I appreciate doing business with them. They are very professional. I did a refinance with them everything went very smoothly. They respond to my calls, emails in a timely manner. Will definitely recommend them 100% and do business again! Thanks Brent and Greg!

As first-time homebuyers, we were glad to have Avenir Mortgage Planners on our side. We initially met Cedric at an open house, and he was very kind and informative. He followed up by spending an hour on the phone to discuss and help us understand the home buying process. Initially, we did not feel ready to purchase a home, but Cedric remained patient with us and was receptive to our questions throughout the year. Also shout out to Lisa who was working with Cedric at the time to keep our file updated. When w

We had a great experience with Avenir Mortgage Planners. Ellice and Brent were on top of it and kept us informed every step of the way. They took care of us and were always available to answer questions. We've done several loans with them and they are the best there is. We would love to work with them again.

I recently worked with Avenir Mortgage Planners when buying my first home. Greg, Brent, and Lisa were very proactive, communicative, and knowledgeable. With their guidance, I was able to buy the property and close on it in less than a month! They made the process as smooth as it could possibly be, and I felt supported throughout it all. I highly recommend working with them if you are interested in buying a house!

It was our first home purchase and managing everything can feel overwhelming. Greg and his team have done a fantastic job helping us throughout the whole loan process. We felt super confident at every step. The whole Avenir Mortgage Planners team helped us to navigate through the details and get approved quickly. The team was very friendly, responsive, and always there for us to answer our questions and guide us. We were able to close in less than 21 days :) Thanks again to Greg, Cedric, Lisa, and Brent!!

Avenir Mortgage Planners were recommended by good friends. From day 1, the experience was great. This is was our first purchase in California and Greg and his team made it super smooth. Their explanations were well detailed whilst remaining simple to understand; the communication remained super effective until we close the escrow. And even then, they gave us some recommendations of what would happen next. We could not be happier with our experience and in turn, we highly recommend working with them!

Greg, Brent and Lisa at Avenir Mortgage Planners did an excellent job with a refinance on my home loan. I bought my first home a little over 10 months ago and already did a refinance because the rate they offered to me was very appealing. They were able to close quickly and did not require too much information or hassle. They were also very straight forward and honest during the process and did not pressure me in any way. Greg offered several different rates and credits for my loan and gave me all the infor

We had nothing but a positive experience working with Avenir to get our mortgage and close on our house. We shopped around at several nationwide brokers, but went with Avenir because they were able to match the lowest rate we got, they were the nicest to work with, and they are local, which meant that they understood additional things about closing costs that the bigger companies did not. They made our closing process smooth and uncomplicated. Would highly recommend, and a shout-out to Cedric and Brent, who

Greg and the team at Avenir we're an absolute joy to work with. They secured financing (on a short timeline) for my first home purchase and I went to them again for a refinance. In both cases they were extremely communicative, happy to answer all my questions and make sure I understood every detail of the process, and went above and beyond to ensure that the process was as smooth as possible. I highly recommend talking to Greg and his team with any mortgage planning questions! 5-stars.

Greg, Brent and Lisa are a wonderful team! They recently helped me refinance my condo loan to a lower annual interest rate, with no money down and lower monthly mortgage payments. The Avenir team worked swiftly through all the paperwork and diligently with the appropriate partners. I have a very busy work schedule and they coordinated a notary to come to my office to sign all the paperwork. Several of my family members have also worked with Greg. I highly recommend Avenir for your mortgage planning needs!

The team at Avenir Mortgage Planners did an outstanding job with re-financing our mortgage at the best rate. We were immediately impressed with Greg, who was extremely responsive to our emails and phone calls and patiently answered all of our questions. Brent provided us with excellent customer service and meticulously guided us through each step of the process. Overall, we had a great experience and I wouldn't hesitate to recommend Greg, Brent and the rest of the Avenir Mortgage team!

I can't recommend Avenir Mortgage Planners enough. After many years using their services, they have always come through finding me the best mortgage given my needs and constraints. They have always been professional and responsive. They definitely earn all five stars.

The team at Avenir Mortgage Planners are truly the best! They are knowledgeable, efficient, prompt and respectful to their customers. I cannot say enough good things about them. We decided to refinance and contacted them as we had worked with them previously. They responded to us with estimates within 24 hours, gave us a good rate, requested the relevant paperwork from us, and business was signed, sealed, and delivered within 2 weeks! No hassles! How amazing is that? Maria C. and S. D.

Greg, Brent, and Lisa are amazing to work with!!! My husband and I have worked with them multiple times for our home purchase and refinancing. Greg took the time to explain the process, listen to and understand our needs, and answer a ton of our questions as new homeowners. Greg goes above and beyond for his clients and takes great care to serve them well. Brent guided us from start to finish, making sure we had clear instructions every step of the way and was very responsive to every email and call. The te

We had a great experience working with Greg and his team. They are a high quality team who are very professional and responsive. They offered me the best interest rate for my Mortgage needs and it was a hassle-free process in quick time. I would recommend Avenir and Greg to everyone.

Greg and his team at Avenir made our mortgage refinancing a very easy experience. We had 2 properties to refinance which required extra work to get the best rates and terms for both: A rental and our own residence. Greg was very thorough, timely, knowledgeable, and supportive throughout the process and we got a fantastic deal. 2 years later when rates got even better, we turned to Greg once again for a repeat of the seamless, and complete handling of our refinancing. We highly recommend Avenir and Greg for

Absolutely phenomenal experience, so fast in responding to all our questions, very professional, we got a rate that was so much better than what we were expecting, reliable and our loan closed in record time, can't recommend them enough! We worked with both Greg & Brent and they were both spectacular!

I have worked with Avenir Mortgage Planners- they handled my home purchase and then helped refinancing the home. Team Avenir comprises of absolute professionals. My experience is all the more relevant as I had worked with them, not once but twice in 6 months!! Their approach, suggestions, transparency, communication, speed, just makes buying or refinancing of the home an easy proposition. I strongly recommend Greg and His team of professionals for all your mortgage needs. Their consistency literally mak

The Avenir team was great ? I felt like I had hired a team of personal assistants to help me through this process. I originally selected Avenir because of Greg's patience in explaining how things worked to me as a first time home buyer. After my offer was accepted, the team of Brent, Lisa, and Greg jumped into action and saw things through to a timely and efficient close. I originally thought that a mortgage broker was a luxury, saving me a bit of time searching online; I hadn't appreciated how much work

I've worked with several different brokers over the years and the folks at Avenir Mortgage Planners are the best I've ever had the pleasure of doing business with. Greg, Brent, and Lisa listened to what my wife and I were trying to accomplish through a refinance and helped us meet and far exceed those goals. They were incredibly attentive and communicative and responded to our emails usually within minutes of us sending them. We would recommend Avenir to anybody with a real estate need without giving it a s

NOV 2020 UPDATE: We're back! It's no surprise we returned to Avenir to refinance our home yet again. As always, the team's communication and efficiency is always something we can count on to make the process quick and easy. We're extremely satisfied with our current rate and I can't being to express how much of a difference that makes given today's situation. Thank you, Greg, Brent, Jeremy and Lisa! This is the team that you can trust. ** APR 2019 UPDATE: It's not surprising we went back to Avenir to do our

We found Greg through our real estate agent, Nancy Bennett, and we're forever grateful that we did. We bought a second house for the first time, and Greg and his team were incredibly helpful, responsive, and creative in providing us with funding solutions. Originally, we had used another mortgage broker, who had trouble helping us because of our complicated situation. After weeks of trying, we had to give up on them because they simply couldn't provide us with any good financing solutions. But after a sing

What a great job again! After buying our home in 2015, we just completed a refinancing for our home with Avenir Mortgage. They helped us smoothly in every steps of transactions. Greg, Brent and Lisa were wonderful to work with. From pre approval to closing they were on it from day one! It was very nice to work with a team who would explain things in a straightforward way. They were on top of everything and always took the time to answer our questions. Thank you Avenir Mortgage. I wouldn't hesitate to contac

It was such a pleasure to work with Greg, Brent, and Lisa at Avenir Mortgage Planners. They were extremely professional throughout the entire process and helped us to close on our home purchase very quickly and painlessly. Originally we had thought we would go with a big bank or direct lender, but Greg and team were able to not only get us a better deal, but they were very personable and friendly throughout the entire process. As first-time homebuyers, the steps to purchasing a house can seem overwhelming,

I loved working with Avenir Mortgage to do our refinance. From the very first contact with Lisa, the whole group was top notch! They are very professional, helpful, knowledgeable people who genuinely had our best interest in mind. Every step of the way, no question was too small or too big, no concern was too trite. Greg and Brent were in constant contact with my husband and myself, often answering questions as soon as they arose, before I could even ask them! The whole experience made us feel valued and un

We have worked with Greg and his team on several refinances for our home and investment property and have always been very impressed with their customer service and ability to delivery what they promised quickly and with the least hassle for us. Before coming to Avenir we had worked with others who were not so good, so we really appreciate Avenir. We were originally referred by friends who had also been very happy with Avenir, and we can see why. Excellent company to work with! Just refinanced again wit

I am SO glad we came across Avenir Mortgage Planners for our home purchase. Greg, Lisa, Brent and Cedric made our home buying experience smoother than even imaginable - it really felt like we were their only client during the whole process. From the pre-approval letter to officially closing today, the whole team was extremely responsive, kind, and helpful. Due to their efficiencies, we even closed on our home purchase early. I'll forever recommend Avenir to anyone looking for their home purchase or refi! Th

Greg and his team are THE BEST in mortgage planning. He recently got my home loan closed in 19 days, during the COVID crisis, with an unbelievably low interest rate. I've worked with him on three different home loans over the past 13 years, and I've been pleased with the outcome every time. Greg is extremely knowledgeable, and he knows how to educate his clients in order to help them make the best and most informed decision. I highly recommend Avenir Mortgage Planners!

Thanks to Greg and his team we just bought our first house. Greg, Emma and Brent were extremely helpful, explaining every step that goes into buying a home, giving us really good advice and answered all our questions. As first time buyers, it was very reassuring to have someone like Greg who always had our best interest in mind. Thanks to them we got a loan with less than 20% down payment in a very tight schedule. We can't thank them enough for everything they have done for us. We highly recommend Avenir Mo

We are first time home buyers and our mortgage planner, Greg Lartilleux, and his team at Avenir were a pleasure to work with. They were extremely patient and thorough in explaining the details of how a mortgage works, the home buying process, and the costs involved. Throughout the home buying process they were very quick to respond and were always there when we needed them. Once our offer was accepted the team was highly efficient in obtaining all of the required documents, answering our questions, and work

This team is amazing : efficient, fast, thorough, professional and pleasant. As our first time home buyer, we were a little nervous about loan approval process. We worked with Avenir and we have been so satisfied that we went back to do our refinance. They made the process easy and quick. We highly recommend this team. Thanks to Greg, Lisa & Brent.

Greg, Brent, and Lisa were an absolutely wonderful team to work with. When my wife and I were looking for our first home we we referred to Avenir. We couldn't have been steered in a better direction! From the pre-approval to securing financing, and most recently a refinance, the team at Avenir explained everything in a very forthright manner and ensured that we understood all of the details throughout the process. We couldn't ask for a more professional, responsive, and caring team to work with. I highly re

I had the pleasure of working with the exceptional team at Avenir Mortgage Planners once again! They helped me obtain the loan on my very first home purchase 5.5 years ago. With interest rates so low, I reached out to Greg to work on my refinance. My refinance team consisted of Greg, Brent, Lisa and Jeremy. Since we're practicing social distancing, our interactions were primarily via email. Greg presented a number of loan options for me to choose from and once I made my selection, the process was underw

Greg and his team were a pleasure to work with. Since day one, Greg has been a straight-shooter, answered all my questions thoroughly, worked hard to get us pre-approved in one day, and was able to get us fully approved so we could put a no-loan contingency to make our offer stronger than the rest. Throughout the loan process, Greg, Lisa, and Brent were professional and were diligent to ensuring our concerns were answered. In the end, they were able to close our loan in just 22 days and were able to offer a

We were referred to Avenir by friends and couldn't be happier. Thanks to Greg and his team we were able to refinance our mortgage to an outstandingly low rate. Greg is kind, easy to talk to and so helpful in providing options and explaining everything. The process was easy and painless. Go with them, you'll be happy you did.

My wife and I had a very positive experience working with Greg and Emma at Avenir Mortgage Planners. They were able to get us a low fixed rate on our mortgage for our first home purchase. They also took the time to analyze our monthly budget to find a monthly mortgage payment that we were comfortable with. They helped explain everything along the way so there were no surprises. We are very happy with our new house and our mortgage. I highly recommend Avenir Mortgage Planners!

I would highly recommend Avenir Mortgage Planners. With their help, the whole refinance process was pretty painless from start to finish. The transaction was completed in just over four weeks. I dealt mainly with Greg and Brent. Both of them were extremely knowledgeable as well as dependable in getting back to me when they said they would and providing info when I requested it. During COVID, almost everything can be done on-line. They managed to make a potentially worrisome procedure very manageable.

Avenir Mortgage Planners helped me with the refinance of my home. Greg and his team were amazing. They helped me with every step of the process, they responded timely and professionally. I could not be happier with their service, their professionalism and their caring. I would highly recommend them to anyone who is looking for a loan and wants to work with a company that can get it done!

We were first time home buyers and we would 100% recommend Avenir Mortgage Planners. Their team was incredibly patient and helpful in not only walking us through how mortgages work, but how the home buying process in general is conducted. They worked very quickly to get us the best rates and were responsive to us and our realtor when the time came to put in an offer and complete the closing process. They made things a lot easier on us and we couldn't be happier with how everything went.

Awesome team! Really enjoyed working with Greg, Lisa and Brent through my loan process. They not only gave out the best rates on the market, but also very customer obsessed along the way. Both my wife and I felt very comfortable working with them. I would recommend everyone around me who wants to buy a house to work with Greg's team. It was definitely a pleasure!

We just completed the refinancing of our condo and we are very very happy with the amazing service, the information and updates we received along the way, and that we were able to complete the whole process in under a month. Greg was highly recommended by a friend of mine and he was able to help us find the right mortgage rate and term. Then Brent and Lisa kicked in with all the paperwork, appraisal and loan requirements. They even arranged for a mobile notary to meet my husband at his hotel room while in

If you ever dreamt of buying a home and would like your dream to come true, then I suggest you work with Greg, Brent, Lisa and the entire team at Avenir mortgage. As first time homebuyers, we did not know what to expect but Brent and Greg made everything seamless from Day 1. We needed someone to handhold us through the process, and that's exactly what we got from Avenir. They were able to close out the loan process and complete the home purchase in a record 23 days (including the Thanksgiving holidays). I h

I had the great pleasure of working with Avenir Mortgage Planners to help finance my very first home. I was terrified to start the process as a first time home buyer, afraid that my ignorance would leave me vulnerable to mistakes. On a single income, I didn't think I would be approved for a home, but the guys did a great job to find the perfect program to meet my needs. Greg and Brent were extremely patient and walked me through every step of the process. They were attentive to my concerns and made sure

Greg, Brent and Lisa are truly professional. My mortgage is definitely not a straight forward one, but they handled it so well and delivered what I need. Every single step during the process was well explained, and they addressed and resolved every tiny bit of hiccups and issues. Moreover, they had continuously striving the best option and solution for me, which I am truly impressed. I highly recommend Avenir Mortgage Planners to anyone who is looking to find the best of the best to handle their mortgag

We went with Avenir Mortgage Planners to refinance our loan. Their awesome team--Greg, Brent, Lisa and Jeremy helped us through what I thought would be a long stressful refinancing process. The communication was seamless from the beginning up until after we closed?within 3 weeks! All our documents were submitted electronically through their secured portal, and we were able to sign all paper works thru DocuSign, which also made the process quick and safe. We will definitely go with Avenir again when we decid

Another smooth transaction with Avenir Mortgage. Thank you again to Greg and team, for the painless and quick refi! Avenir Mortgage helped us with the mortgage for our home we bought last year. I was very pleased with the quick responses, the friendly demeanor and over the top research that is provided. Since mortgage rates are currently so low, I decided to send a quick email to Greg for a quote on our condo that was on an ARM. Not only did he give us a great quote on that, he also went ahead and ran a qu

I can't say enough about the stellar service I received from Greg, Brent and Lisa at Avenir Mortgage. They are THE reason we are in our new house, because they closed our loan in 12 days (yes - closed our loan and we had the keys in 12 days!). We were competing with an investor who had mostly cash and offered the sellers a 12 day close. Greg promised that he could close our loan in the same time frame, thus making us competitive. Greg, Brent and Lisa worked so hard to make that deadline. They were extremel

Working with Greg and Emma was such a great experience. Greg walks you through every number, answer all your questions and lays out all the information openly in a simple to understand way. It's been first time for me financing a house on my own but right after I've spoken to Greg the first time I felt to be with the right person to do so. Honest, open, easy to talk to, patient and very respectful. I feel very confident in recommending this service to my friends an co-workers. Thank you Greg and Emma!

I will not do justice to the quality of service that my family received from Avenir Mortgage Planners. Greg, Brent, and Lisa went well beyond our expectations. Every idea and question we had was taken seriously. Greg would do the numbers to look at the various scenarios we had available to us and he would show us exactly what the best course of action would be. For us the decision was between selling or refinancing. Rather than going on blind hunches, Greg provided hard numbers which made the decision clear

Greg and Brent are excellent! ?I was referred to Greg regarding refinancing my home to do some upgrades. ?I was a bit nervous at first as this was a first for me, but they completely set my mind at ease and explained the process from start to finish. ?Completely professional and made the entire process so effortless. ?I would recommend Greg and his team to anyone looking purchase a home or anyone looking to refinance. ?Thank you so much guys!!

From the first day we received a call from Greg, and all through the official closing of the loan, Greg, Brent and Lisa of Avenir Mortgage Planners provided us with a very thorough, professional and seamless service. It was a worry-free and painless experience. We highly recommend them.

Greg and his team were extremely helpful throughout the process of buying a home. We especially were grateful for the assistance in setting realistic expectations for our price point. The entire team was great to work with and were very speedy with getting the information we needed once our offer was accepted. I look forward to working with Avenir again someday.

Being a first time home buyer, if I was thankful for something besides my house, then it was having Greg and his team as my Mortgage Planners. From the first time we spoke, he was very clear and upfront about my expectations and my requirements. At the very first meeting, he explained to me the entire process of buying a house, including steps in which he was not involved. He went above and beyond in explaining and guiding me through the process. I had a tight budget to work on and he made sure he got the b

Avenir Mortgage Planners have successfully helped me with purchasing my first home ever! This was a dream come true and I want to thank them and take the time on sharing my amazing experience with Avenir. Avenir is extremely professional, patient, sanitary, and provides phenomenal customer service. Lisa helped gather all my personal information and started my application for the mortgage loan. She was very sweet and patient with me and my wife. Greg is the head of Avenir's team and he was very professional.

I needed to refinance my home in a relatively short time frame last spring. I also have a unique income situation with a mix of short term employment and independent contractor work. After spending time searching through tons of online mortgage brokers, starting paperwork, giving up when I got to the income verification section, and receiving annoying sales calls, I finally started looking for a local broker. I found Avenir Mortgage Planners in Pleasant Hill and I'm so glad I did! I called up Greg and we q

The team at Avenir Mortage Planners was a delight to work with. All throughout the home buying process, they were on top of communication and I appreciated their candor and conservative approach when it came down to numbers. This helped prevent any surprises. Response time was always insanely quick and they were always willing to clear any confusion. I was out of the country for the entirety of the process and it went so smoothly and stress-free. I will definitely plan to use them again for future properti

Excellent is the word we would use to describe our experience with Avenir as we refinanced our mortgage! Both Greg and Brent were professional and quick to respond to any questions that we had throughout the process. Brent kept us informed as to the status of our loan application and he was able to quickly resolve any bumps along the way. We highly recommend Avenir and will definitely use them again.

Avenir is consistently providing excellent service to us. We have been using them for our refinancing needs since 2014 and we are very happy with them. Greg and his team especially Brent are very professional and do a tremendous job in explaining every important detail. They are honest people and always have the best interest of their clients. Highly recommended !!!

The team at Avenir is absolutely fantastic! My partner and I found a house we wanted really quickly (we went to one open house and decided to put an offer on it... i know, i know). Of course, we weren't pre-approved and, frankly, we only had a rough idea of what we could afford. Since the housing market in Oakland is bananas, we expected the process of finding and buying a house to 1) take years and 2) be extremely intimidating. Low and behold, with the patient guidance and help from Greg and Brent at Aven

My wife and I have worked with Greg and Emma Lartilleux at Avenir Mortgage Planners twice now, from buying our first condo to our new town home. Each time they have gone above and beyond with their patience and accessibility to us. Greg and Emma were extremely helpful when explaining all the intricate details that go into buying a home. They provided print outs that easily explained the numbers to us, what all the costs were and took the time to walk through each step as the process moved along. They helped

We have used Greg and his team multiple times over the last several years whenever our mortgage needs have changed. They have always been able to provide the most thorough options in understandable terms. They make the process smooth with no hassles. We trust them implicitly to have our best interests in mind.

Greg and Emma did an outstanding job to get the best rate for my loan, but more importantly to guide us all along this long (and stressful) process of buying our first home. Thanks to Greg and Emma professionalism, listening, availability, responsiveness, the whole process was easy and very smooth. Whatever you need the best loan for your specific case, and / or extra support, I would wholeheartedly recommend Greg and Emma.

For years, I have seen Greg Lartilleux's & Avenir Mortgage's information in flyer coming from a realtor to all homes in our neighborhood. I thought that one day I will call him to look into refinancing our home. I kept putting off that call year after year. Until about a month ago, when I heard on the radio that mortgage rates went to lows not seen since the 2008/09 crash. So, I decided to call Greg. We made an appointment and met at his office, in Pleasant Hill. Prior to meeting, I provided Greg with all

The team at Avenir Mortgage with Greg, Brent, and Lisa was wonderful. When the buyers of our house defaulted on their loan so that we couldn't purchase a new house, they came to our rescue. They expertly and efficiently worked to get a bridge loan for us in record time. With a lot of hand holding, we closed escrow today on our new home. We couldn't be happier with them.

Our family completed a whirlwind purchase of a home in the beautiful Crossings community in Concord. The house was brought to our attention by local Realtor Nancy Bennet and after viewing it we knew it was right for us. The owners needed to sell the home very quickly, so Nancy put us in touch with the Avenir Mortgage Planners which is owned by broker/owner Greg Lartilleux. Over the next three weeks with the support of Nancy, her ?right-hand gal? Jana Loureiro, and transaction coordinator Kara Clifton, they

Greg and his team at Avenir Mortgage Planners processed a second loan for me - a refi. They secured a great rate and are saving me a bundle each month. Their professionalism, attention to detail, and work ethic are unmatched. I unconditionally recommend Greg and his team for new mortgages, re-fi's, investments, etc.

My situation was complicated because I wanted to keep my current home as a rental. I spent over 4 months working with 3 other loan brokers and all three concluded that I couldn't qualify for a loan unless I sold my first home. Working with Greg and team at Avenir I got pre approved within two weeks, and they worked closely with me through the purchase of my new home to make sure I would not only submit an offer, but be qualified as a good buyer. I am happily in my new home now while still keeping my rent

Avenir is by far the best mortgage planner I have used. Greg found me a great deal that was in line with my personal finances. Greg and Emma kept me informed each step along the way. I recommend Avenir without hesitation. You will not be disappointed, and at the end of the process you will save money.

Greg and his team helped me buy my first house. Greg took a lots of time to explain and help me navigate the process of financing for a house. They very quickly got me a pre-approval (in a matter of days). After a couple month, had an offer accepted on a house. Because I was flying abroad, and moving out of an apartment in the city at the same time, the deadline to close with tight. Bent had an incredible patience with the mortgage company they picked. I got a great rate. At the end, they achieved an incred

The Avenir Mortgage team was great to work with when my wife and I decided to refinance our mortgage loan. The entire team was very responsive and answered all our questions from start to end. I would definitely recommend to any family member and friends.

I can't recommend Greg and Brent enough. I was referred by my State Farm broker in the beginning. Avenir did my first mortgage a couple years back and now they've done my refi in record time. Professional, timely, thorough, and reliable. I am a freelance film maker so it can be a challenge at times to make the lender see the writing on the wall as far as income. Greg and Brent were able to get it all in order to make all clear. Well done. You cannot go wrong with Avenir. Luke

There's not much more I can say than what has already been said by other reviewers. We switched lenders during the escrow process and Avenir was up for the challenge. Not only did they get us a better rate than our previous lender (on a jumbo loan!), but they also were so efficient that we were ready to close early and it was the seller that held us up. This team is just the best. Fast, efficient, patient.

The team at Avenir is excellent in all aspects. They are always available to answer any questions and look out for the best interest of their clients. Pleasant to work with and highly efficient. We have used them now for a purchase of our home and a refinance and couldn't be happier with them or the process. I will continue to refer friends and family to them and will use them in the future without hesitation. HIGHLY RECOMMENDED!!

I have nothing but positive things to say about Avenir Mortgage Planners. Last year they helped us with our primary loan during a home purchase. The process was smooth with clear communication at every step of the way. Recently Avenir contacted us to notify us that rates had dropped and that we might be able to save money with a refinance. We wondered if a refi would make sense being this close to our original We ended up getting a lower rate and saving several hundred dollars a month with no out of poc

Greg and Brent were great! They are really professional and helped us close in only 23 days! I would recommend Avenir Mortgage Planners to anyone looking to buy a house. I thought the entire process would be more painful that it actually was. Brent was really patient with us and would always answer our emails in less than an hour. Thanks!

Greg helped me for my first home purchase. Being foreign, everything was even more complicated for me. I worked with several mortgage brokers and I can affirm that Greg had been the most involved of all. He explained every steps and costs in detail where other tend to avoid mentioning some hidden fees and provided documents with many detailed loan options. He will accompany you, make you understand every aspect of the process and make you feel in control. Plus his rates are extremely competitive. Last thing

We were the first time home buyers and were very nervous to make this step. Greg helped up to understand the process patiently describing each step with examples and options during multiple sessions. We were able to complete the purchase on time with a better rate we found ourselves (we got 5 quotes online). We never felt any pressure to make a decision. Also, the amount of information provided to us as well as the way this financial information was delivered was perfect (full, but not overwhelming). Greg

All I have to say, is that Brent and Greg at Avenir know how to get it done. It took just 22 days from start to finish for our refi. They were able to lock in a great rate and walked us through the entire process. They made it easy to get them all the documents they were requesting by providing a secure link we could download them to. I would highly recommend calling Brent and Greg for your mortgage needs. You will be glad you did. Dennis and George

Greg is a great person to work with. He has your best interest at heart. I had called earlier in the year about a refi and he told us the rates were not good, it would not be worth it for us. Later this year he called us to let us know of a great opportunity as the rates had dropped. With no out of pocket expense he reduced our mortgage by $175 per month with a lower fixed interest rate. He and his team make the refi process easy!

After countless envelopes full of refinance offers in the mail, I finally decided to give it some more thought. Greg is very responsive and answers questions in a context that clears the muddy finance lingo. For me, Greg made the process of refinancing my FHA extremely easy and I ended up reducing my mortgage payment by about 25%. I would highly recommend Greg and I will be using Avenir in the future for the purchase of my next property.

Greg and Emma Lartilleux made the processes of financing a home easy and uncomplicated. I'd owned three previous properties, however the latest transaction was by far the easiest. Greg is professional , super efficient and extremely clear in every step of the process. Greg's patient explanations together with his knowledge of the field was valuable in the stressful experience of buying a home. I have recommended Greg and Emma to a friend and will do so in the future. Thank you Greg and Emma.

We have worked with Greg and his team on 2 different projects, and have each time received five star service. Greg has this amazing skill that he adapts himself to your needs and your understanding of the mortgage process, and makes everything sound simple, easy and straightforward. He has deep expertise and is incredibly good at delivering on very tight deadlines

My wife and i had a great experience with Greg, Lisa and Brent. All were very knowledgeable, provided sound advice and helped close our cash out refinance within 3 weeks. It was a pleasure to work with them and I'd advice anyone needing assistance to use them. I know if I have a need in the future I would go back to them.

I have worked with Greg and the staff at Avenir on at least three refinances over the past decade and each time i have found them to be responsive, efficient and professional. I highly recommend Avenir for a quick and painless refinance process! I have send many, many people i know to Avenir based on my experiences.

Greg and his team (Lisa, Brent, and Cedric) are all true professionals. They will provide you with the best advise and tell you the truth of what you can and cannot do upfront. Everything on my transaction went as smooth as it can be, and all exactly according to what Avenir Mortgage projected. Highly recommend to anyone who is looking to finance a property.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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