Rate One Financial Inc - Sierra Madre, California

Rate One Financial Inc: A Comprehensive Overview

If you're searching for expert financial planning services in the Sierra Madre area of California, Rate One Financial Inc stands out as a reputable choice. Located at Address: 25 S Baldwin Ave, Sierra Madre, CA 91024, this financial planning firm can be reached directly via phone at 82846480. Their professional services are conveniently accessible online through their website, rateonefinancial.com, which provides more insights into their offerings and how they can assist you.

Key Features:

• Specialties: Rate One Financial Inc specializes in providing tailored financial planning services.
• Their commitment to inclusivity is evident with wheelchair accessible parking lot, wheelchair accessible restroom, and wheelchair accessible entrance, ensuring easy access for everyone.
• A note of accessibility extends to their facilities, including a restroom that caters to all visitors' needs.
• They proudly declare themselves LGBTQ+ friendly, creating a welcoming environment for all customers.

Customer Insights:

Based on the reviews on Google My Business, Rate One Financial Inc has garnered 5 reviews with an impressive average opinion rating of 4.2/5. This indicates a high level of customer satisfaction and suggests that the firm delivers on its promises with a strong emphasis on quality service.

Important Information:

For anyone in search of a financial planner who combines professional expertise with an inclusive approach, Rate One Financial Inc is certainly worth considering. Their accessible location and welcoming atmosphere ensure that all potential clients can receive personalized financial advice without barriers.

Final Recommendation:

If you're looking to elevate your financial planning game in a place that values accessibility and inclusivity, don't hesitate to reach out to Rate One Financial Inc. Their website, rateonefinancial.com, provides a gateway to understanding how they can help you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards a more secure financial future. Their commitment to excellence, paired with their inclusive practices, makes them a top choice for both individuals and businesses seeking reliable financial guidance.

👍 Reviews of Rate One Financial Inc

Kevin K.

5/5

My wife and I recently worked with Martin to refinance our commercial rental property and I cannot express enough how impressed we are with his service. From start to finish, the experience was smooth, professional, and transparent. He was incredibly responsive and attentive. From the initial consultation (02/23/24) to signing (06/07/24), he made sure to understand our financial situation, our needs and goals. He was patient with our questions and took the time to explain the current market. No broker out there can make promises, but out of the 5 brokers I was in contact with, he came through with the best rates/terms that couldn't be beaten by others. I wanted a fixed rate with this current market, but he showed me all the options available and gave me his professional advice. In the end, after 3 months and 15 days, we signed and couldn't be happier. Overall, our experience with Martin was outstanding. His combination of personal service, professional expertise, and efficient process made a stressful experience both manageable and positive. I highly recommend Martin to anyone in need of mortgage services and will definitely return to him for any future needs. Thank you very much!

Matt F.

5/5

Just completed funding a SBA 504 loan for one of Martin Mesa's clients and Martin was incredible to work with. He helped the approval & closing process every step of the way and took a ton of the work off of the client's shoulders to allow him to continue operating his business. It's amazing working on deals when a guy like Martin Mesa is brokering the deal, helping both sides get to the finish line. Thanks Martin!!

Scott P.

5/5

These guys (and gals) were great when it came time to do my refinancing for my home. In a somewhat complicated financial situation, the staff at Rate One were simply awesome by being very efficient, making sure every stone was not left unturned and just made the whole process very painless. Because I'm a very satisfied customer, I highly recommend Rate One Financial to anyone doing a mortgage refinance.

Mary P.

1/5

Sadly but unfortunate will not help you get your account straight acts like your the criminal instead of client would rather choose someone else with bigger bankíng experience

Jonathan F.

5/5