Reviews
I think Richard is the only person who could have successfully found a lender for us, given the difficulties of financing our co-op building. He was always on top of the process and immediately available with responses. His staff was first-rate and helped us through a situation in which we couldn’t electronically sign documents because we were in a country that blocked such websites from the United States. Richard was confident, calm, and encouraging throughout the process, and when one lender changed its rules midstream, he quickly found an alternative. In the end, we got a surprisingly good rate and a smooth closing. I highly recommend his services to everyone.
5
8 years ago (19-12-2017)
I worked with Steven Weiss at GaurdHill and really loved working with him. He was there every step of the way to answer questions and was super quick to respond. I loved this as this could have been a really stressful and confusing process but Steven made it feel simple and seamless, there was always a personal touch. I am happy in my new home largely in part of the help Steven provided.
5
7 years ago (14-03-2018)
Wendy Huang was fantastic to work with. My clients are mostly from overseas, at the beginning they are completely unfamiliar with the mortgage process and requirements in the States. Wendy's friendly demeanor and patience always put them at ease. Her professionalism and extensive knowledge produce the result, she always find the perfect solution and product based on my clients' unique need. Will definitely look forward to working with her again.
5
8 years ago (20-12-2017)
I work for a US domestic bank. Many of my foreign customers are not able to get mortgages from my bank because they do not have US income documentation. Wendy Huang from Guardhill Financial Group is able to help them on mortgages.
I have heard so many compliments about Wendy from my customers! Wendy is very professional and courteous with her customer's' applications. No matter how complicated the loan is, she patiently explains to customers the procedures, set expectations and work together with her entire team to assist customers obtain required documents. Her customers are very appreciative of Wendy's hard work in helping them realize the dream of home ownership.
5
8 years ago (07-12-2017)
I closely worked with Wendy Huang’s group and am more than satisfied with everything. Wendy leveraged her deep professional experience and network to develop a highly disciplined process that prioritizes intelligent planning. Wendy and her tram firmly believe that the only way to build a customized strategy that is both financially optimal and sustainable is to develop a genuine understanding of what a client hopes to achieve, what causes they care about and what keeps them up at night. The team and I had a very collaborative and open relationship. Wendy and her teammate Yanyan would actively listening and learning in order to gain insight that extends beyond my balance sheet to my values and my financial and emotional decision-making process.
5
8 years ago (07-12-2017)