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5016 Parkway Calabasas
Calabasas, California 91302
As a foreigner navigating the complexities of securing a loan in a new country, I couldn't have asked for a better experience than the one I had with George Casas. From the very beginning, George demonstrated a deep understanding of the unique challenges faced by international clients. He guided me step-by-step through the process with clarity, patience, and professionalism. Despite several hurdles along the way?including documentation requirements, eligibility concerns, and regulatory nuances?George remai
Working with Jeff was an outstanding experience from beginning to end. He was incredibly knowledgeable, transparent, and responsive throughout the entire home loan process. Every question I had was answered promptly and clearly. He worked hard to ensure I got the best rate and terms possible. His guidance made what can be a stressful process very smooth and manageable. I truly felt supported every step of the way and wouldn't hesitate to recommend him to anyone looking for a reliable and professional lender
Jeff was great?a true pro when it comes to packaging a loan. Everything was handled efficiently, and he kept in constant communication throughout the process. He made homebuying so much easier and secured the best rate for me. I can't thank him enough.
Roman was an absolute pleasure to work with. He made my first time home buying experience feel like a breeze. He walked me through every step of the way ensuring I understood what was needed, and why. He was always 3 steps ahead, because of this we were able to close 2 weeks earlier than expected! At our closing, they were impressed on how efficient and little amount of documentation had to be taken care of day of because everything had already been prepared, by Roman. I would recommend utilize Roman wether
Working with Joseph was an absolute dream. From day one, he took complete charge of the process and made it his mission to get me the best deal possible, and he delivered beyond all expectations. His dedication, strategic thinking, and deep knowledge of the market were evident at every step. I couldn't be happier, thank you Joe!
I'm incredibly grateful to Joseph for helping me and my family buy our first home. The process wasn't easy?we faced a lot of challenges and chaos along the way. But through it all, Joseph was there for us: answering every question, explaining each step, and making us feel calm and supported. We couldn't have asked for a better person to guide us through this dream come true!
Sean is wonderful. Answers all of my questions and felt like he had my best interest in mind throughout the entire process. He provided a great connection when I was struggling to find an insurance policy. Communication was always prompt and clear. Highly recommend.
Well, this was our first experience with PFN. Not real impressed with them. They waited until 2 days before closing to request a document about a transaction that had taken place almost 2 weeks prior and that was on our bank statement for that month. Almost seemed like they didn't look at the bank statement when they received it. They also pushed our closing back a day with no explanation, which caused us some headaches considering we had movers scheduled. This is the 5th house we have bought and it see
We have worked with Sean Mcdonough a number of times and he always makes the process easy. He is a great communicator and always gets the deal done. This one was particularly challenging and once again Sean came through big time and pulled it off for us despite some challenges. He never got frustrated despite the obstacles and got us across the finish line on a new property. Thanks for all your hard work and all your help. Will def continue to recommend Sean to anyone looking to buy a home.
Joe was an excellent help throughout the entire process buying our first home. Took time to explain things when needed. Very thorough and helpful, we appreciate the help and are looking forward to working with you all again. Thank you!
Jennifer Storre with Priority Financial is Spectacular! She, and her team (hat tip to Matthew Peterson) ensured my recent home purchase went even better than I could have hoped for. She made sure it was a smooth and stress free process...even though there were a couple unforeseen speedbumps that popped up along the way on my end. I strongly recommend Jennifer Storre, an outstanding mortgage lender with Priority Financial, to anyone entering into the home buying process!
It was a great experience working with Joe Gulino ! Thank you for your patience and support throughout the whole process !! I will definitely recommend him and use his support again in the future !
Thanks Joe Giuliano for everything, A very nice person. He helped us at all times. We appreciate the treatment we received. We recommend him 100%. We would trust him again in the future. We appreciate it.
It was a pleasure working with this company. The process can be difficult at times but I felt that Genny had our backs the whole time! Thank you for helping us realize our dream!
Lindsy H was the best! This was a very easy loan to process. I've only purchased once before and I anticipated a stressful application and approval. Not at all! Amazingly smooth!!!!!
?I am profoundly grateful to Priority Financial for helping turn the dream of homeownership into reality for my wife and me. From the very beginning to the final day, their unwavering support and dedication were evident. A special thank you to our loan officer, Joseph Gulino, whose professionalism and relentless effort ensured that every step of the process was smooth and stress-free. I highly recommend their services to anyone looking to achieve their homeownership dreams.?
I just have to say that Joseph Gulino is the best. Went above and beyon to help us accomplished this transaction. I would definitely recomend him truly the best of best!!!!! Thank you Joseph.
Dawn is amazing went way beyond to make buying a home possible. We will never use any one else again and will highly recommend.
Do not recommend this company!! My life has been a living nightmare and every homeowners worst fear. I was peer pressured into using this bank and I should have went with my gut feeling. They have been the worst anyone can ever imagine. I've been in my home a few years now and I got a letter in the mail a few months back from their lawyer saying they are going to foreclose on me. Not because I'm behind on my payments because they aren't able to sell my loan off to another investor. Meanwhile they have been
I have been using Robin for 20 years and, as always she has got the best everything done on time.
We have used Joseph on multiple occasions and he is simply the best at what he does. Highly Recommend!!
This was my first time buying a home and everyone was very transparent and accommodating the entire way. I had so many questions that everyone was patient in answering.
I recently applied for a mortgage through Priority Financial Network, and my experience was far from satisfactory. From the very start, the process was incredibly frustrating and inefficient. I was constantly left in the dark. Within a month after I applied for a loan, the officer handling my application contacted me only once, and I am still waiting for official pre-approval. I have no application on their portal when I check my account. Excellent way of doing business!! The loan officer went against my re
I had the pleasure of working with Mr. Tony during my recent home search, and I highly recommend him to anyone in need of a dedicated and knowledgeable real estate agent. His patience and exceptional communication skills stood out from the beginning. He took the time to understand my needs and preferences, and he guided me through every step of the process with clarity and patience. What impressed me the most was his ability to explain complex real estate concepts in a way that was easy to understand. He ne
Great company and easy to work with! They made our mortgage process a breeze and ensured we knew everything every step of the way. Nadeem Ahmad was great and we really enjoyed working with him. Definitely recommend!
It is a time consuming process, but Joe with PFN got it done. Looking forward to moving in and enjoying my new home.
Jeff did a great job facilitating our loan. He was available any time I had a question or concern. He was able to shift several times when circumstances of our purchase called for it. The process was smooth and simple as we were able to upload documents via PDF or screenshots from our phones to their secure app.
The whole process was very smooth thanks to Mr Joseph. He keeps me on the loop of every step of the process and works fast to get things done. I will definitely refer my people to him and he has gained a client for long term. Thank you for my new beautiful home!!!
I recently had the pleasure of working with Holly Gustlin, a loan broker who truly went above and beyond to secure financing for my condo purchase. From the very beginning, Holly was tenacious and persistent, qualities that proved invaluable as many lenders initially said no to financing the purchase. Holly never gave up. She tirelessly explored every possible avenue, demonstrating an impressive level of dedication and expertise. Her deep knowledge of the industry and resolute determination were evident in
My experience with David and his team for my home loan was exceptional. Their communication was top-notch, providing regular check-ins and quick responses to my queries. The professionalism they displayed, coupled with unwavering support, made the entire process a breeze. David's team went beyond the transactional, offering personalized guidance tailored to my unique financial situation. Their efficient handling of paperwork showcased a perfect blend of speed and a personal touch. In conclusion, I highly re
Improvement is needed communicating with customers on a timely bases. Better follow ups will make the process a lot easier
Rosie Pollaehne was the most caring, patient, and professional in all this process. I am so thankful for all her help she answered all my questions. Went far and beyond in helping all she could. I will forever recommend her. She made our family dream of becoming homeowners true! Thank you so much !
Pam Harris is the greatest Loan Consultant in the business. She makes the process very easy. And trust me when I say some loan applications can be complicated. If you listen to Pam Harris you will be able to qualify for a loan and achieve the goal of Home Ownership.
Our experience with Joe Gulino was excellent, we couldn't have asked for anyone better? he really went above and beyond to help us get to our goal!!! Really we have nothing negative to say about the service he provides and the professional he is .. we are so very thankful to him for this our first experience on buying a house and for sure looking forward to being able to work with him again in the near future, needless to say we will ALWAYS recommend him with no doubt to anyone who asks for suggestions. Def
We got the great opportunity and joy of working with Nancy Kellicut, she was amazing from the start and kept us in the loop of everything. It was a tough process only because I didn't have much to work with but she had faith in me when no one else would even look my way and continue on with my loan and never gave up on me. I would recommend any one who wants to work with someone caring and amazing and not just doing their job to get a pay check NAncy is the person for you Way to go Nancy and thank you for h
Me and my family would like to say thank you to priority financial network for sticking with us from the beginning of our purchase until the Final signing of purchase you made this. A lifelong and fairly easy decision .thank you and you're team, for all that you do and all that you've done again we say ....thank you
Gady and Mahshid were absolutely amazing throughout the entire process. They were always available to answer any questions I had. They are a very responsive and professional team. Everyone I dealt with at Priority Financial Network was knowledgeable, professional and pleasant to work with. I am extremely grateful for everything they did to make my journey the best, easiest home buying experience. Thank you again for everything!
Oscar was amazing, can't give enough stars, went above and beyond. Always available to answer a question or help out. Never had an issue getting ahold of him very prompt with his responses and help. Extremely grateful for your assistance and making my dream home buying process a breeze. Hope to do business with you again!
Dawn Rush is the best!! She is wonderful at what she does on the highest level.
Joseph Gulino was the best person for this job! We love how much he cared about our situation and how he always had the solution for everything! He is a truly special person and he made our dream come true. We will forever grateful for his job and the kindness he had towards us. He is a truly phenomenal person and I will recommend him to anyone. Thanks for such a beautiful experience
Joseph Gulino went above and beyond to make sure we received the conditions for our home mortgage, professional and always courteous. We are happy with his work and we highly recommend. Thank you Joe!
My home owning experience and more specifically with Gennifer McGeary was fantastic. Being a first time home owner, the process initially was daunting to say the least, but with Gennifer?s guidance/explanation/communication/efficiency/problem solving skills throughout the entire process, it made my first time experience a very smooth one. If I end up buying again, I know who I'm calling. ????
My experience was very pleasant! Patty helped and guided me through the whole process, with her expertise and background. I was confident she was able to get my loan funded. In matters of weeks I was in the escrow process! Thank you so much Patty.
Rosie Pollaehne is awesome. She assisted me and my family with process of loan. Almost seemed impossible at times. Finally, we have achieved our dream of becoming home owners. Definitely will recommend!
Joseph was the best lender we ever encountered ! He was sure to be on top of everything and make closing very smooth easy and pain free ! We are loving our new construction home ! Thanks Joe to you and your team for making our dream come true !
I can't say enough about Patty. Without her our dream of being a homeowner would be nothing She saved our deal last minute. She is very professional and she knows what she is doing. I would never use a discount lender. If you really want to get your deal done, she is the one. She went above and beyond for us. She was available every time we called her and had the answer to our questions. Thank you for everything you have done for our family
Bonnye is the best. She worked very hard and quickly to help me secure my loan for my home purchase. She kept in contact daily from beginning to closing. She and her colleagues are wonderful. I would recommend them to anyone looking to purchase a home any place in the country.
I sincerely thank Mr. Gady Gabrielzadeh for his exceptional assistance securing my home loan. His professionalism, expertise, and dedication made the process smooth and stress-free. I genuinely appreciate his timely communication and support. Thank you, Mr. Gady Gabrielzadeh, for your outstanding service.
Julie is great to work with. She provides multiple options that give you the opportunity to make an educated decision. Her experience as a loan officer allowed us to purchase our home after a bad experience we had with another loan officer from a different company. We were able to close escrow less than 3 weeks. We are so happy that a friend ours recommended Julie Segura to us. Thank you!
Overall, they got the job done and did some things really well. But, there were also some difficulties with delays on our closing that could have been avoided. What they did well was help us negotiate with the seller some to get some closing costs switched to their side and helped save us a significant amount of money. However, they also submitted the appraisal request to the VA late which then caused our closing to be delayed. This problem was compounded when there was a lack of communication about this le
I had the pleasure of working with Orly Hakimi for my recent home purchase. She ensured a smooth facilitation of my home loan. She was always easy to reach and answer any and all questions I had. Thanks Orly. - GIL
Priority Financial Network is YOUR ?GO TO? for all of your Lending and Loan requirements. Marc and Jake are true professionals and took care of me from the very first moment we discussed my needs. The transaction was very smooth and every detail was handled promptly. A nice shout out to Melleany, as we all know that it takes a team of professionals to get everything done promptly and with details. Team Priority Financial Network is the only team to work with. What are you waiting for?? Make the call today..
Nancy Kellicut at KBS Mortgage Solutions came highly recommended to us. We want to thank Nancy Kellicut and team for such a great experience in the purchasing of our new home. From start to finish of our loan process, Nancy was courteous, and a pleasure to work with. She was great at explaining and communicating all that was needed. Patient as we got things together and always answered any questions we had. Nancy and her team made this as seamless and stressless as it can be for buying a house, and we
Joe was the best loan officer. A pleasure to work with and helped us tremendously. Me and my wife had alot of questions since this was oit first home ever and Joe answered evey single one and made the experience as simple as possible.
Its was a greqt experience working whit Joe Gulino, made the entire process seamless
I am delighted to take a moment to express my heartfelt gratitude and satisfaction for the exceptional service and attention we received throughout the entire process of purchasing our home. It has been a truly rewarding experience, and we are incredibly thankful for the excellent management and diligence that you have shown. From the very first moment we approached [Company Name], we felt a genuine connection and an unwavering commitment to fulfilling our dream of owning a home. Every member of your team
Better than most unsolicited trash refi companies that harvest public records, as this one actually identifies itself in its mailing. They get a second star for that. Still, rather annoying to receive unsolicited trash in the mail, especially when it's so very misleading - 36bps in difference between the quoted interest rate and the APR is not great, Bob.
Gady words can't describe the gratitude that I have for you and your team of the remarkable job that you did to resolve my issue. I brag about you and your team to my friends and family members, I highly recommend you! Thank you again
Absolutely the best and easiest mortgage process I have ever experienced! Everything was done online or my phone! Jason Harris and his team made it so seamless and easy. Definitely a positive experience. Thanks Jason!
Rosie was an amazing Loan Officer to work with. She was always available and willing to roll up her sleeves for any problem that came up. Her knowledge and skills were truly amazing in this field. I am so grateful for all the dedication you provided for us during this transition in our lives. Thank you!
Gady and his team helped me to buy a house which it was almost impossible . With no cash in hand i was able to buy my dream house with his cleaver ideas. They also met the sellers demand for closing in just 21 days. Excellent work
I have nothing but great things to say about my Experience with PFN. A million thank yous are not enough to express my gratitude. The fast response and great customer service. Joseph Gulino went above and beyond to help make my family's dreams come true. Thank you.
Anthony was a pleasure to work with. He is the ultimate professional and so easy to work with. He communicates very well, answers and responds to emails and phone calls very quickly. I highly recommend working with Anthony and Priority Financial Network.
Holly Gustlin is the absolute best broker to work with. At no point did we feel left in the dark. She picked up the phone literally every time I called no matter the time. She is a savant when it comes to loans and we felt completely taken care of.
It was great working with Nancy, in this market houses were selling like crazy. She explained how the process goes and worked great with us explaining how everything works. I would recommend going through her. She does amazing work. Oh and FYI this process isn't an overnight process. Communication helps great and Nancy was there to answer our questions anytime not like other 9 to 5 Monday through Friday. Thank you Nancy.
Great communication and service! Joseph supported us every step of the way to secure a great mortgage for our home purchase.
Erika and her team really raised the bar on my Refi. It was a long grueling process that really wouldn't have been possible without her endless guidance & assistance. She made herself available literally while going through airport security! I'm so grateful for her and her team at Priority Financial! I would recommend her to anyone looking for help with a new loan or a refinance. Best, M
Stephanie was most instrumental in helping me get a reverse mortgage closed on my house. She is professional and thorough with obtaining all of the documents needed. I would recommend highly her to anyone looking for a good loan officer.
The staff at Priority Financial Network's Lending Shops went out of their way to see that I was given everything I needed in the way of notifications and information to help my home purchase go fast and smoothly. Personal attention is key to Robert & Nadeem. I definitely recommend Lending Shops for your next purchase!
PFN made my first time mortgage lending experience exceptional. My loan officer, TN, was a pleasure to work with. His accountability, diligence and communication all worked hand in hand together. I could not be happier with this lender, and if I had to do it all over again, I know whom I will use.
Joe Gulino and your team is the best you made it happen thank you so much and I would recommend to anyone who is thinking of buying a home in your area. Thumbs up????. You are amazing ??. Good job. You made my dream become a reality . Pull out all the stops and make it happen go above and beyond . ??.
I can speak highly enough about Gady. I thought the process of getting a loan would be worse than a root canal, but he made it so smooth and easy. I was even able to get concessions from the seller since we were able to get loan approval and funding much quicker than anticipated.
Fernando and his team were awesome! They made sure to explain the whole process and guided me through all the steps. Really great group of people!
Gady was amazing to work with!!! He helped me through the process and was very transparent. My file was not easy but he made it easy! I'm grateful. I highly recommend him and his team for any financing needs!! Moris D
Stan Cumberledge was the best. He was quick to return calls or emails, day or night, he was there to answer all my questions. He made this process easier for me. I would highly recommend him to anyone, especially if you are like me, a first time homebuyer and clueless about the whole process. He explained and walked me through every step of the way.
My relationship with Rebeca Brady goes back to 1998 when we did our first transaction together when I was a newer agent at a boutique brokerage firm. Rebeca is a loan broker with a variety of products that can be tailored to any situation. Not only has she handled financing for dozens of my residential real estate clients through the years, she has also done purchase and refinance transactions for my own personal properties. If you're looking for someone of the highest possible character that is honest,
Would give Holly 100 stars if I could. She not only answered all our questions, picking up the phone every time we called, she moved mountains to help my fiance and I get the best loan AND in time for our highly unusual 10 day escrow on our first home.
Jake was awesome from beginning to end. Super smooth. No issues. My real estate agent even said it was the best experience she's ever had with a lender.
Securing long term financing on my rental property was a bit challenging because of my particular circumstances. But, after many other lenders failed, Bonnye came through, and with the best terms offered by anybody!
I couldn't have had a more professional and knowledgeable loan officer. Joe made the process seamless, effortless and very stress free. I recommend Joe and the Priority Financial Network to anyone looking to finance their first or next home. Thank you Joe.
In March 2022 I applied for a mortgage through this company. They promised a fast and efficient closing. I provided them with all the information. They did not communicate with me about anything missing or going wrong until two days before the closing date. By that time we had all of our stuff packed up and ready excited to move into a new house. Because of my summer internship the underwriters needed a proof that showed my summer income is guaranteed. I went through a lot of communication to have such lett
Went above and beyond to close my loan. Anyone looking for a home loan should consider (KBS). Nancy was very helpful and knowledgeable in securing my loan. Would positively use her again. Thank you so much!!
If you want it Done... Jesse Lawler can do it!!! Professional, an expert in his field, diligent, hard working, responsive and informative, takes a challenge head on and drives it through the finish line. Not to mention his meticulous assistant. Thank you Lawler Capital for being the best in your class.
100% recommended, super friendly and diligent
I have made 2 purchases and 5 refi's with Dale at Priority. He has been the best loan officer I have ever had the pleasure of working with. He answered all my questions, made suggestions to make the process run smoothly and was always available. My real estate agent was impressed with how fast and efficient Dale is. Documents were generated and signed via secure electronic portals. I always felt that my personal information was being protected. All issues were dealt with in a professional and friendly manne
Nancy was very helpful in the process of buying our first investment properties! She was knowledgeable, responded in a timely manner, and made the process as easy as possible. Highly recommend!
Stephanie Gates was excellent to work with. She helped me out with every problem that I had trying to purchase my new home worked with me in every way possible and explain stuff to me I recommend going through her again.
A great home refinancing experience. We were very impressed with the ease in contacting our loan officer. In addition, the on-line resources, provided by your secure server website, gave us a true 'peace of mind'. The website features were a real time saver and a benefit to us as the borrowers. The pricing was competitive and the service was First Class. Highly recommended.
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.