Lennar Mortgage, LLC Central Valley

Lennar Mortgage, LLC Central Valley

Reviews Summary

The overwhelming majority of reviews praise the exceptional service, responsiveness, and professionalism of the loan officers. Customers highlight smooth, stress-free processes with clear communication, timely updates, and dedicated support throughout. Many appreciate the team's ability to overcome challenges and meet tight deadlines. A few negative reviews cite poor communication and unresponsiveness from specific agents, but these are rare exceptions. Overall, the service is highly recommended for its efficiency, transparency, and personalized attention.

About This Listing

Tax Preparation
Tax Planning
Financial Advisory
Real Estate
Construction

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
Construction

Contact Information

Address

5 River Park Pl E suite 210B

Fresno, California 93720

Hours

Sunday Closed
Monday 8:30AM-5:30PM
Tuesday 8:30AM-5:30PM
Wednesday 8:30AM-5:30PM
Thursday 8:30AM-5:30PM
Friday 8:30AM-5:30PM
Saturday Closed

Customer Reviews

Our real estate agent, Kelly Wyatt, guided and introduced us to a fabulous Lennar home buying experience. We sourced our mortgage through Lennar for easy closing more than competetive costs and the thoughtful and experienced loan officer Aubrey Alejo. If we had do do this again, I would assemble this team because of their care, experience, and professionalism--Jack D.

Working with Karrie from Lennar Mortgage was a fantastic experience! She was thorough and highly responsive to all of the questions my wife and I had, no matter the time of day. As first-time homebuyers, we had a long list of questions, and Karrie?s knowledge and patience made all the difference. She took the time to answer every question clearly and thoughtfully. We couldn't be happier with the support and guidance we received throughout the process.

Working with loan officer Rachel Alcaraz gave me immense pleasure. Rachel helped me at each and every step. She is like 24x7 available. When I left with no option for home insurance, she found reliable and low cost insurance quote in no time. The entire process was smooth, efficient and transparent. She kept me updated at every stage. I highly recommend her services to anyone.

Katrina and the team did an EXCEPTIONAL job taking great care of my family. Now for the SECOND time. She'll do the same for you. We love our new LENNAR home.

I had an amazing experience working with Aubrey Alejo, Loan Officer from Lennar Mortgage! I just purchased a home from Lennar, and the entire process was incredibly easy, straightforward, and seamlessly integrated. Aubrey was extremely helpful throughout every step, answering all my questions and ensuring everything went smoothly. Her expertise and professionalism made the process stress-free and efficient. I highly recommend Aubrey and Lennar Mortgage to anyone looking to purchase a home! Thank you for mak

Working with Lennar Mortgage was great. We had Rachel as our loan officer and she was amazing. She told us from the beginning what we needed, straightforward, she had good communication with us , if we ever had a question or anything, we were able to text her and she would respond. I recommend asking for Rachel as your loan officer, she was easy to work with.

Everyone at Lennar was fantastic! Joanna was so responsive when we wanted to check out several available homes. She helped us get connected with Cole, our Lennar Loan officer. Cole was absolutely on top of everything and happy to explain any steps along the way. Finally, we never would have gotten through escrow so smoothly without Chevon! We are excited to be moving into our wonderful new Lennar home!

Lennar Team has two stars you should want to work with when buying, Cole from Lennar Mortgage and Denise from sales. They are why we work with Lennar. They made this process streamline and were willing to go above and beyond for us.

I want to thank Javier for being a huge help during our loan home buying process. He was very patient with us and took the time to explain things nicely over the phone and respond to our email inquiries in a timely manner. I have no hesitation recommending Javier to friends and loved ones.

Lennar team was wonderful from start to finish. Well knowledgeable in every aspect and kept me updated along the way. This experience was a lasting one and my only wish is that I went through their lender from the beginning, instead of using my own, which only delayed my process. But I am happy how it ended, very happy. ??????

My husband and I recently bought our first home through Lennar, and we had a fantastic experience with our loan officer, Rachel Alcaraz. She was not only friendly and professional but also kept us well-informed throughout the process. As first-time homebuyers, we had plenty of questions, and Rachel was always there to help us understand everything. Thanks to her, the entire experience was smooth and enjoyable. We're thrilled with our new home and the service we received!

6 months are over. Lennar Mortgage walked me through the process to get our house. The people at Lennar made it pleasant.

I was a little nervous as a first time buyer but Aubrey and team made the process easy to understand. They responded to my questions in a timely manner and the entire process was efficient from the very beginning. I would strongly recommend Lennar Mortgage for first time buyers! I'm grateful for my work colleague who recommended Lennar.

Working with Lennar Mortgage and Loan Officer Rachel Alcaraz was nothing short of a great experience. Rachel was a blessing to my family and me. Her professionalism, responsive nature, and knowledge created minimal stress and anxiety in making the process of selling our home and buying a new one very smooth. At all times she kept a pleasant demeanor, was understanding, and worked tirelessly to get my family and me into what we feel is our forever home.

I had a great experience working with Rachel Alcaraz! She was a great loan officer and really handled my application well, she went above and beyond to make sure things got done. Towards the end we were delayed a few days but Rachel worked over time to get everything submitted and handled. She was great at answering any concerns or questions I had.

We had very good experience with lennar mortgage, everything went well and very smoothly. Karrie was amazing.

Great experience with Lennar. Javier, Jenna, Sharron, Jake and the rest of their team did a great job. They were patient with me and got after it when it was crunch time, I appreciated that. Javier handled the loan very well, he exhausted all option and I was happy with what where we ended up with the loan. Jenna did a great job facilitating. Jake took the walk through seriously and made sure the house was perfect for us. Sharron wrapped up escrow and put a bow on the well coordinated process. We are happy

Lennar Mortgage made buying our new home easy. Everything was done online. We uploaded verification documents and signed documents online instead of having to go into an office in person. Rachel Alcaraz was always available to answer questions and stayed in contact with us on what steps needed to be done during the loan process. Talking on the phone with her was always a pleasant experience. Our house closed escrow on time and we are very pleased with the whole experience. Highly recommend using Rachel at L

Mr. Cameron Brown is very knowledgeable ! I don't even know where to begin, I have too many good things about Cameron. I'm going to break it down into two parts: 1. Professionalism: Cameron was well-versed with the Mortgage process and was always on top of it. He took the time to co-ordinate with multiple team-members and contacted me with updates. He would also, give me a work flow of what to expect and timelines, which was very helpful and comforting. 2. Genuity: He was 10/10 in his efforts and "did w

Working with Lennar Mortgage was a great experience! My family and I worked with Rachel and she was extremely helpful, responsive, and attentive to all details throughout the entire mortgage process. Would highly recommend to anyone! Thank you all for making the process so stress free!

My experience working with Katrina was always positive. She is very knowledgeable and so was supporting staff. I wanted some things done quicker than scheduled and she pleasantly accommodated me. I have nothing but positive recommendations for her.

My experience and the process with the Lennar team was excellent. Rachael did an amazing job, she took care of all questions and concerns at any hour of the day. I feel the process was very easy and fast. This is my second new construction home and comparing Lennar with my previous company, the Lennars team out performed the previous builders. 100% recommendation to all the Lennar team.

Cole with Lennar mortgage was very knowledgeable, friendly and great at communicating!! He is definitely the go to guy for Lennar. Thank you Cole for all your help!!

My experience with Lennar mortgage and loan officer Katrina was awesome, she is responsive and easily approachable, answer my questions patiently , guide and support all the time. My paper works done smoothly and it reduce my stress.

Horrible from start to finish. Sales person was unresponsive. Several of our emails and texts went unanswered. Then came the mortgage. We missed out on a great rate and ended up locking in on a higher rate. Kind of expected this from Lennar . Bad reviews on them online. I've dealt with better and professional salespersons at other builders such as Wathen etc. I even had wells Fargo in the past and they helped me secure a low rate unlike these people. I thin we just got the wrong people from Lennar unfortuna

Working with Lennar Mortgage and Katrina Velez was a pleasure. Katrina is very responsive and knowledgeable. She answered all my questions and helped to make the process run smoothly. In addition, others in the Lennar Mortgage team with whom I interacted were pleasant, helpful and acted in a timely manner to get me to closing. I would definitely recommend them!

Lennar did a really nice job with the mortgage on our new home in Visalia. Katrina Velez was our loan officer and always prompt in letting us know of updates and responding quickly when we had questions. It was clear that she and her team were very knowledgeable about mortgages, rates, etc. The document management system they use was also easy to work with and allowed you to upload and view key documents during the process. Lennar advertises that they are creating the world's simplest path to homeowners

Aubrey has been amazing and on it from the start. She answered my questions quickly even on the weekend. The experience has been fantastic from start to finish and would recommend her to everyone I know. Thank you Aubrey for all you do.

Lennar made the home buying process as simple as possible and efficient. From start to finish we always had help from our loan team, construction team, and title contact. For a great home that has the ?Everything Included? plan it's clear that Lennar is the best choice for your future home. Special thanks to Rachel and Lucy for all their help.

We are thrilled with our new home & extremely satisfied with the service we were provided with during the entire process. Our loan officer, Javier Morales, helped the entire process run smoothly! Any question we had was answered in a timely manner & we felt comfortable throughout the entire process. Thank you so much!

We purchased a new Lennar home and used Lennar Mortgage. The experience was great and they kept us informed from to start of finish. Our loan officer Zenaida, was available any time to answer questions during and after our home closed, even after hours when I was planning on waiting till the next day to get my question answered. I highly recommend Lennar Mortgage.

Went super smooth and my LO and Loan processor were amazing and helped me with everything! And they always answer texts or phone calls and emails!

Where do I start lennar team was just absolutely great and professional and made us feel like family every step of the way! Thank you!!

They were truly transparent the whole way, made the home buying process easy to understand and answered all questions I had. I was a first time home buyer and used my VA benefit. We closed on time and me and my family are very thankful for Katrina, Patricia and everyone else that helped us through this process thank you!

I worked with the Lennar Team especially Aubrey and Haley who were kind, professional, efficient, and able to help my wife and I close on a new townhome quickly and without any problems. They went above and beyond what we expected. We would be happy to work with them again and recommend them to our friends and family.

Nick is amazing. He is patient and answers all our questions. Being first time home buyer, we weren't sure what the process/expectations were. Nick took the time to return our call if he wasn't available. All in all, we couldn't have asked for a better loan officer!

I would like to say THANK YOU to everyone that helped my husband and I make this dream of homeownership a reality. This was not an easy process but the Lennar team made it all possible. Lisa, Cam, Aubrey, and Pam a special thank you to you guys. I am truly grateful.

Daniel Bowman was very professional, helpful and patient with us. We are new to buying a new home, and had many questions. He was always on time returing our call, texts and emails. He went above and beyond his job description to help us out. We are very happy with the whole process of Lennar loan process.

The teams at Lennar are very exceptional from sales consultants to title they all made our days from the beginning to closure ?? ??

My refinance experience with Lennar Mortgage was the best I have ever had! Being self-employed is always a detriment, it seems, when it comes to mortgage companies especially underwriting. The broker was very helpful and thorough with the process explanation, his time in answering our questions and most importantly responsive in his replies. He was very good communicating with us even if it was that he was in a meeting and would get back to us later. I highly recommend looking at Lennar Mortgage for refinan

Javier is professional as it gets! Quick to respond & worked around the clock to ensure escrow closed on time. Any hurdle he was there to help with! You will enjoy working with him. Thanks brother!!

Lennar Mortgage was excellent for my lending needs. It was a loan for my brand new construction home and Loan Officer Nic Ditto was really knowledgeable, enthusiastic, and gave his best effort to help me make the loan process less painful. My scenario was really complicated, but Nic was able to work with me and smoothen the whole loan process. Really great loan officer in Nic Ditto and Lennar Mortgage was very professional. I highly recommend Lennar Mortgage and loan officer Nic Ditto for any lending nee

The process of securing a mortgage including uploading documents and understanding all of the documents that were sent to my wife and I was surprisingly smooth! I couldn't be happier. Working with Rachel and her team was anything but stressful, especially for a process that is usually quite stressful. I'd be more than happy to work with Lennar Mortgage again in the future.

We had a bad experience with the loan officer Aubrey Alejo. She was not responsive to our text messages/calls thoughout our home buying process. Very bad communication, customer service and unprofessional. She made us feel like we were bothering her. Everyone was very, very difficult to get a hold of when you need them before and after the home buying process.

Overall, our experience with Lennar mortgage was pretty smooth. There were some hiccups along the way, which was to be expected. We would definitely recommend them to friends!

Nic was very friendly, professional, polite throughout the process. He never misses my calls/messages, gets right back. He is knowledgeable, very helpful to understand some jargons. Also, helped to get good rates. Definitely recommend Nic not just for lennar homes, but for any mortgage requirements.

Javier and John were fantastic. They were responsive, helpful and took time to answer all my questions. Their customer service was standout and I appreciated working with them.

I really appreciate Aubrey and her team as well as Lennar team who helped to make our first own home . Process was very smooth and very fast and on time .Keep it up the good job and thanks again for your support

Lennar mortgage was great, and I wanted to thank Miguel Bustos. Miguel Bustos helped my parents out every step of the way. They were first time Homebuyers and he always took the time to go over any questions they had. I have recommended him to my friends and family.

Lennar made my home buying smooth and easy. Zenaida and the rest of the team are helpful and accommodating. Highly recommended to everyone!!! Thank you very much!!!

Transaction went really well, did not have any issues at all from start to closing. I will for sure recommend Lennar Mortgage!

Javier made the whole process so easy! He returned all emails and phone calls quickly and was always able to answer any questions. Would definitely go back to him again.

The Lennar Mortgage team was great! Their service, quality and quick responses to my questions made the buying process super easy and a great experience for me.

Great and fast escrow close. Everything worked just as they said ; smooth and quick. We closed in less than 30 days. They were prompt in answering and resolving issues that arise. Thank you so much team Lennar

It was a great experience. Nic was the best :)

Waste of time. Had an application submitted, but poor communication by their lender agent Miguel. Failed to return calls multiple times and ultimately stopped hearing back from him. Never received an official answer on our loan application. After finding another lender, we received the loan we were looking for. I can't speak on behalf of their other agents, but despite giving a good first impression, Miguel left us disappointed.

I had a great experience with Lennar. Everything was handled in such a professional way. Katrina was very helpful in every which way. Thank you

Good and excellent experience, service and communication. Well satisfied.

I was very impressed with Lennar Mortgage. From start to finish, our representative was professional, timely, and quick to respond to questions.

Nic was absolutely fantastic. Helped us every step of the way to get us in the house we wanted at a great rate for the current market.

Thanks for your guidance, assistance and patience thur our process. You were great, a fabulous job. We both appreciate and thank you. Loving the house. ??

My loan experience was full of stress free. I had the normal requirements to make sure I had everything by the book.

Matt was incredibly helpful with my loan application process and most importantly, kept the original closing date for my home within 20 days!

Katrina Renee Velez did an outstanding job in getting my loan approved. Very happy with my new home.

Communication and coordination was on point. The closing experience was seamless.

Rachel is the best, it was soo comfortable to get all information regarding loan process.. she help us a lot..

Karry, thank you so much for your help! You were amazing from loan origination to closing. Thank you so much.

Daniel, Haley, Patricia and everyone that has walked me through this process were all absolutely wonderful!

It was smooth closure. Zenaida S was helpful and informative throughout the process.

Thank you Matt for making this process so easy for me. I appreciate you taking the time to get me into the right loan for me!

Great experience with Rachel .

Great team of people that worked with us to make sure we got our dream home.

Miguel Bustos was awesome and very informative during the process I would highly recommend him for anything.

Despite some twists and turns, the loan was eventually approved and closing was delayed for a week.

Very Professional, answered all questions and provided clear explanations for everything.

Very good experience with Denise Hunt & Daniel bowam, raj sing ..thanks

They work very fast and efficient nd easy process

Wasting tons of time with Zenaida Santos, very bad communication.

It is a great place to be their do everything great and just its wonderful

Katrina Velez is our super star

Everything was smooth and painless.

Completely wrong information

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.