Rate One Financial Inc - Sierra Madre, California

Address: 25 S Baldwin Ave, Sierra Madre, CA 91024, United States.
Phone: 8182846480.
Website: rateonefinancial.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Wheelchair-accessible entrance, Toilet, LGBTQ+ friendly.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 4.2/5.

📌 Location of Rate One Financial Inc

☎️8182846480

Rate One Financial Inc is a reputable financial planning company located at 25 S Baldwin Ave, Sierra Madre, CA 91024, United States. The company can be contacted by phone at 8182846480 or through their website at rateonefinancial.com. This firm specializes in financial planning, helping clients make informed decisions about their financial future.

In addition to their specialization in financial planning, Rate One Financial Inc offers several other amenities and services to ensure accessibility and comfort for all clients. These include a wheelchair-accessible car park, wheelchair-accessible toilet, wheelchair-accessible entrance, and a toilet facility. The company is also committed to providing a welcoming environment for all, as indicated by their LGBTQ+ friendly policy.

Rate One Financial Inc has received positive feedback from its clients, garnering a total of 5 reviews on Google My Business. With an impressive average opinion rating of 4.2/5, it is clear that the company is dedicated to delivering high-quality service to its clients.

If you are looking for a reliable and accessible financial planning company, Rate One Financial Inc is an excellent choice. With their commitment to providing exceptional service, coupled with their welcoming environment and accessible facilities, Rate One Financial Inc is sure to meet your financial planning needs. To learn more about their services or to schedule a consultation, visit their website at rateonefinancial.com or contact them directly at 8182846480.

👍 Reviews of Rate One Financial Inc

Rate One Financial Inc - Sierra Madre, California

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