CWC Financial Customer Reviews

"CWC provided excellent financial service advice and solutions to accommodate a fast move from southern California to northern California. If ever there was someone who in crunch time can produce results, think outside the box, and do so with the utmost integrity and reliability, it's CWC. Thanks!"
—George, Tiburon, CA

"In the many years we have been homeowners we have never had an experience even as remotely positive as the one we had with you. The older I get, the more I appreciate being treated with respect and concern. We will recommend you to anyone we know who is seeking a loan. Thank you."
—Sue, Union City, CA

"Gary, Thanks to you and Charlie. You were the best loan people that I have ever had the opportunity to work with. And, even though I know that this is only business, character and relationship mean a lot to me - and you both came across with integrity."
Stefanie, Pasadena

"Dear Charlie, Lynn and I appreciate all your help on our refi. It was the most trouble-free refi we've ever experienced. I particularly like that you took the application over the phone. We will definitely recommend you to our friends."

Neil, San Rafael

"Hey Charlie, I just wanted to take the time and commend CWC's choice of employees. Christiana and Melody are not only professional but have been very kind when I call them frantically with issues. Not to mention they often have gone way beyond the call of duty. They have really helped us get through this refi and I wanted you to know the fantastic job they have been doing. I can certainly see why CWC received its Diamond Certification. Thanks for your help.

Babak and Mailana, Lafayette, CA

"Thank you so much for your help (& that of all in your office). We were so pleased with the attention and response that your staff gave us during the insanity of purchasing a house!

Lisa and Benjamin, Mill Valley, CA

"We just wanted to give a warm heartfelt thank you to the family of CWC. The entire staff made our fist home buying experience wonderful. We appreciate all of the time and effort that went into making our dream turn into a reality. Thanks again!

Sincerely, Joel and Kristy, Pleasanton, CA

"Charlie, we are situated in our new home in Novato in record time! Your company's timely and professional service made a big difference during the escrow process. We enjoyed working with you and appreciate your responsiveness and your excellent staff. Thank you!"

Marty and Deanna, Novato, CA

"I have been meaning to come by one morning to personally thank you and your team for the awesome job you did with our refinance. Everything you told us about the process was 100% correct! I will be sure to refer you to family and friends as you are truly the experts."

Theresa, Benicia, CA

"Charlie, I don't normally write but I feel compelled to to let you know how grateful I am to you. You were so nice to spend so much time explaining stuff to us - and re-explaining again and again! You really made this happen for us. We appreciate all your hard work so much - even the work we can't possibly know you did. You are so good at your job and I'm glad we had you by our side. I'm telling everyone I know to use you."

Liberty, Novato, CA

"Charlie, Alas, I wanted to thank you for making my refinance such a pleasant experience. It was short and sweet; thanks for clearly explaining all my options so that I could make the best decision for me and my future goals. You and your professional staff are to be commended and, with first-hand experience, I will gladly recommend you to my clients."

Desiree, Oakland, CA

"Charlie, I can't tell you or explain to you how much we appreciate everything you have done for us as well as the time Donna spent helping us look for a home. This is one of biggest steps in our lives and you have really made it happen for us. It is hard to put into words how grateful we are to you but I do want you to understand that we know that this wouldn't have been possible without your time, effort, and concern for our future. You are an awesome broker and friend and I hope in the future there will be some way to be able to show our true appreciation for all that you have done. While this a huge commitment, we are both beside ourselves in excitement. You are the greatest...thank you, thank you, thank you!!!"

Mike, Novato, CA

"You have been extremely responsive and helpful to us and
we appreciate your patience and hard work in addressing these few remaining concerns. Both Ann and I greatly appreciate your patience, hard work, and assistance in working with us to obtain a mortgage loan for the Belle Terre property. Thank you again for all your efforts."

Thomas and Ann, Novato, CA

"Charlie, thank you for including me in your newsletter mailing. Great information! It was so much fun to meet you the other day - and what a fantastic gift! You know I crave my new toolkit! What a keen thing and how sweet of you to give it to me. I'll keep your cards on hand and will definitely recommend you to others! Best wishes!"

Lyn, San Rafael

"Dear CWC, This is my third home purchase and this has been the best experience by far. The work you did with me to improve my credit scores was fantastic! I calculated my savings, as a result of the credit score work, and you saved me $73,125! Thank you very, very much."

Vince, San Francisco, CA

"Charlie, thanks for all your help. You were great to work with and a true professional. I will be back in a few years to refi, so keep me in your files! I will send people your way if anyone I know is interested in a first time home loan or re-if. Thanks"

Nick, Novato CA

"Professional, courteous, excellent follow up. Like taking a step back into the past where customer service was something of value."

David and Phyllis, Castro Valley, CA

"Dear CWC, you guys were the best. We've done a lot of these transactions and NEVER has it been so smooth. Unlike the other deals we've done, there was no bull and no surprises throughout the entire process. You guys are absolutely the best."

Lisa & Brad, Concord, CA

"We have really appreciated working with you. In the many years we have been homeowners we have never had an experience even as remotely positive as the one we had with you. Your customer service rates A-1. The older I get, the more I appreciate being treated with respect and concern. Rest assured that we will recommend you to anyone we know who is seeking a loan. Thank you."

Sue, Union City, CA

"Charlie, just a quick note to say thanks for your efforts on our new home purchase in San Rafael. CWC Financial is making the move so simple."

George and Cynthia, Novato, CA

"We just wanted to say thank you from both of us to all of you. You and your entire staff made it happen and it was quite remarkable. We are in our new home by the bay in Vallejo.....and it is better than we ever expected. We absolutely love it!. Thanks again for all the hard work. Take care and God bless." Michelle and Jim, Vallejo, CA

"You were great. This was the easiest escrow we have ever had!"

Stella, Novato, CA

"Charlie made this a very simple process. Our calls were always returned or answered - even in the busy environment that must exist now. Thanks."

Ed, Mill Valley, CA

"Just a quick note to say thanks to you and your staff for taking care of our refinance and purchase. I appreciate how smoothly the process went. I've already passed on your contact information to friends, so you may hear from them soon. Cheers."

Sudha, San Rafael, CA

"I know this thank you is way overdue. My family appreciates the extra special way that you have finished off our refinance. I will never forget how you kept the commitments that you made to me and my family all through the process of making our refinance a reality. We felt like we were dealing with a close friend, because we found we could count on you to be available to honestly answer our questions and concerns on an as needed basis. It has been refreshing to find a businessman with such high standards and integrity. Good luck to you in your future!! I would just like to finish by saying I am totally honored to do business with you because you have shown so much integrity in standing behind all of the promises that were made. Working with you both has been definitely uplifting."
Carole, Newark, CA

"Charles, our man: Thank you, thank you, thank you...you saved us with the fastest home equity line in history - that was everything we wished for. Please enjoy an Omaha Steaks cookout as part of our thanks while we search for home-buying friends to send your way"

Joce and Bob, Lafayette, CA

"You did a fantastic job on the analysis. Thank you...If we need a loan in the future, I will definitely keep you in mind. Thanks so much for your prompt and professional work."
Carmen, North Bay

"Thank you so much for all you did for us. You have taken a lot of stress out of our lives!"
Kaela and Tim, Belmont, CA

"Charlie and his team were professional, knowledgeable, and responsive to our needs. I will refer them to my family and friends without hesitation."

John and Denise, Petaluma, CA

"Charlie is bright, friendly and resourceful. He made our lives easier as we made our way through the loan process."
Jeffrey and Dianne, Mill Valley, CA

The following are verbatim responses given during research phone calls to randomly selected customers:

"They made me comfortable, and they listened to my concerns." - Kathleen C.

"The customer service" - Vincent M.

"They're experienced." - Michael K.

"They made me comfortable, and they listened to my concerns." - Kathleen C.

"He was able to take care of all our financing needs." - Kevin K.

"They gave me a lot of information." - Frederick W.

"Their follow up and communication skills were excellent." - Gary P.

"We got very good service on our loan." - Michael Y.

"They were professional, responsive, and they had quick turnaround time." - Kim S.

"Speed, efficiency, and the product" - Ian C.

"They were easy to work with, and they responded to calls quickly." - Gary B.

"His was proficient." - Matthew B.

"They were prompt, and they gave me personalized attention." - Judith H.

"He came through." - Dwight S.

"He is upfront and straightforward." - Malamatenia M.

"I like that I can get a hold of people when I need to." - Scott B.

"I liked working with Charlie, and he was able to close the loan very fast." - Michael S.

"It worked." - James G.

"Charlie was great to work with, and he explained everything very well." - Heidi E.

"He got the job done quickly and efficiently." - Timothy H.

"I like Charlie." - James K.

"I liked the process and the promptness." - Paul B.

"Charlie is quick, intelligent, and professional." - Lyn G.

"It was not overly complicated, and it didn't require a lot of time to satisfy the requirements." - Jack A.

"He was very competent. His experience came off in his personality, and I didn't feel any reservations about doing business with him." - Mark L.

"Their personal service" - Sarah D.

"I have confidence in Charlie. I trust him and his expertise. I trust his flow, his abilities, and his integrity as a person." - Wendy K.

"Charlie is accessible and convenient." - Shahriar A.

"They were great." - Robert R.

"They were easy to get in touch with, and they were always available when we needed them." - John D.

"Charlie" - Stephen D.

"Customer service" - Thomas W.

"The process was easy, and they were very prompt." - Peter L.

"They were very flexible." - Gerald M.

"They know what they are doing, and they have a lot of resources." - Richard W.

"Charles got involved and helped make it happen." - Tim N.

"He gets the job done." - John S.

"Personal service" - Gerry M.

"Charlie has a great personality. He made things work on a tough loan." - Peter H.

"He got the mortgage I wanted." - Ivar J.

"I liked Charlie's ability to get the job done way ahead of time." - Joseph M.

"All of the staff is really helpful. Charlie is very straightforward, he provides written quotes, and he responds quickly." - Deborah Z.

"They follow up on new rates constantly." - John A.

"I think I got a good rate." - Heather R.

"They were easy and fast." - Paul W.

"Everything went smoothly. They were honest, and I didn't have to call them for anything." - James S.

"He was very honest and efficient." - Andrew P.

"I like Charlie's friendly service." - Jeff N.

"They were very responsive, and they took care of business for us." - Gordon B.

"They were convenient and hassle free." - John G.

"I liked the personal service we got from the representative." - David A.

"They are local, and their prices are reasonable." - Ronald P.

"Dave Clark was very helpful." - Alan R.

"The follow through was good." - Barbara P.

"Accommodating" - Nicolas P.

"It was all done via e-mail." - Mark S.

"He was straightforward and simple." - Patricia T.

"They were friendly." - Toby G.

"They gave clear instructions." - Jerry Z.

"He was well mannered." - Joseph M.

"They are very professional, and they put out an electronic newsletter." - Nicholas L.

"It was pretty easy working with them." - Richard G.

"The people there are very knowledgeable." - Thomas K.

"Friendly" - James S.

"I felt very comfortable with Charlie." - Rebecca R.

"I liked dealing with Charlie." - Patrick W.

"He was informative about the different options." - Scott B.

"Charles seems competent." - Edward S.

"They were very creative with the loans." - Thomas M.

"I like his responsiveness and the ability to get things done." - Nicholas O.

"The reliability and availability" - Policarpo L.

"I got the rate I wanted." - Julie H.

"He fixed everything when it was starting to go wrong." - Deborah D.

"We got a good loan." - Jeffery B.