Client Testimonials

  • "This experience was nothing I expected. I went from angry we were looking at a reverse mortgage to excited for the choices it created for me and my husband. Thank you for your patience. Your kindness and friendship. Thank you for spending so much time with us in our home, and with our children. We are so grateful for this in our lives."

    Mary & Tom

    Riverton, UT
  • "I just wanted to thank you for constantly following up with me. This has been an emotional decision for me. You recognize all too well how wishy washy I've been. I can tell you really believed this would benefit me, but you did it with sincerity and patience. Thank you for the friendship we've made. Now let's go fishing!"

    John S.

    Salt Lake City, UT
  • "Cory has been very helpful with assisting us with my mother's finances. As you know when people age and income, retirement, will's, trust's, taxes, estate planning, and mortgage payments can be very confusing and overwhelming. You want to find someone who is very kind and can explain things with patience and understanding. Someone that can provide peace and comfort for those difficult decisions. It is really hard to know what to do and more importantly who you can trust. Cory is one of those kind of people! As my sister says he as a reputation for getting things taken care of with a smile. His nickname is Mr. Amazing! I would agree! I am very lucky now to call him my friend!"

    Gina

    Alpine, UT
  • "You are the most professional, yet considerate businessman I have ever met. It was almost as though we were never discussing a loan. It's been enjoyable from the beginning, and you've been very aware of my needs and my concerns. Remember that we are happy to refer you to anyone else as opportunity comes up."

    Tara

    Orem, UT



    Some names are changed. Not all pictures are not of actual clients.

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