Old Republic Exchange
Shanaé is the local expert on 1031 exchange. She'll make sure you meet your requirements and deadlines to maximize this wealth management tool.
Sofia Nadjibi, MBA
Bridge Loan Expert, Golden Gate Lending Group
Sofia specializes in individualized mortgage lending solutions for long term financial goals.
Direct Lender, Sun Pacific Mortgage and Real Estate
Forrest and his team provide hard money loans and other alternative financing options for depressed properties and other special situations.
Old Republic Title, Mill Valley Branch Manger
Reg is an escrow veteran in Marin and has the experience to handle even the most complicated transactions.
Estate Planning / Probate
Susan Marchant Angel, Esq.
Law Offices of Susan Marchant Angel
Susan has 30 years experience in estate planning, probate, trusts and real estate legal matters in Marin.
Wealth Plus, Inc.
Alexandra brings decades of experience and a diverse professional background to her holistic approach for helping clients meet their financial goals.
Floating & Mobile Home Escrows
Bay Area Escrow Services
Sonia has years of experience in closing escrows on floating homes. She is the Bay Area expert.
Floating Home Financing
Mortgage Consultant, Bank of Marin
Linda and her team have tons of experience in floating home loans and offer a wealth of information on this specialized type of financing.
American Home Shield
Kimberly will help you fully understand what a home warranty can cover and help you choose the right level of protection for your new home.
Money Manager, Caldwell Daily Money Management
Karen is a licensed DMM who helps seniors and busy people manage bills, budgets and record keeping to provide freedom and peace of mind for her clients.
VP of Mortgage Lending. Guaranteed Rate Affinity
Sean should be your first stop for exploring your best loan options. He has decades of experience helping homebuyers, is detail oriented, patient and an excellent communicator.
Home Mortgage Consultant, Wells Fargo Bank
Rosette has 24 years of experience as an independent mortgage broker. She's always willing to go the extra mile. Easy to talk to and very responsive.
Brittany is the best for helping you get exactly the coverage you need for your new home. She can also review your current policies to make sure you have just what you need. Home, auto, life - she's your gal!
New Front Insurance
Adrianne has a wealth of experience, expertise and is a fantastic resources for all things insurance related.
Real Estate Law
Reverse Mortgage Specialist
Mary Jo Lafaye
HECM Specialist, Retirement Funding Solutions
Mary Jo will help you to look at retirement funding in a whole new light. She is exceptionably skilled at what she does and an absolute pleasure to work with.