When my clients choose to work with Alex I know they are in good hands. Alex is high competative, extremely knowledgable and a true professional to work with. I know my clients will always see first hand top notch results when closing their real estate financing deals with Alex. I always look forward to working with him. 7/7/ 2007

Alison W – Realtor, Baird & Warner
8/12/ 2007

 Recently, my wife and I worked with Alex to secure a mortgage for our house. We found Alex to be very knowledgeable, professional and with a high degree of integrity. He patiently answered all of our questions, did everything he said he would do, and never overstated our options nor pressured us to choose one option over another. He was very responsive from the first phone call to well after the closing. Both my wife and I have recommend Alex to friends and colleagues and we look forward to working with him again in the future.

Jim G – client
8/12/ 2007

 I had the pleasure of working with Alex as a lender and was absolutely thrilled with the experience. He is professional and personable. His patience with us as first time home buyers was exceptional. From day one, I felt Alex was invested in our best interests. I value his advice on an ongoing basis and find him extremely ethical and trustworthy. So much so, that Alex is who I went to when needing a subject matter expert for external client training on home buying and mortgages. Alex’s presentations have been well received and appreciated by attendees. They too appreciate his honesty and ability to make a confusing topic understandable, obtainable and real.

Jane D – client
8/14/2008

 Alex Margulis was phenomenal. He made the process as painless as possible by being there to answer our questions. Alex was patient – and took the time to explain every phase of the closing process. On the day of the closing, he even saved us $250 by finding an error in one of the documents the seller’s attorney had prepared. Alex was great. We would definitely recommend him.

Matt and Lindsey L – client
1/31/2008

 Alex Margulis was my mortgage consultant. He was recommended by my brother, whom he helped. Alex was excellent. He was very good at explaining the details to me as this was my first mortgage. He was extremely timely with returning calls, and when he was unavailable he made sure to get me in touch with his assistant. I was impressed with the quick turnover as I needed a quick closing. I would definitely recommned Alex for his outstanding job and follow up.

Sara T – client
6/16/2009

 Alex did a great job! I was very pleased. Alex was recommended by my wealth manager after I had some poor experience with my previous mortgage lenders.  As someone who has bought and sold homes over the past 30 years, I was fortunate to have him as my representative for home lending. I will continue to use him in the future and will refer him to my colleagues as well as friends and family.

Bob P – client
9/7/2010

 Alex has tremendous industry experience and guides his clients through the financing process in a seamless fashion. He understands the interest rate environment and provides wonderful market reports to strategic partners and clients. He can quickly examine your current situation and provide HONEST feedback on whether your current rate can be improved. I recommend Alex unconditionally.

Lindsey M – Estate Planning / Asset Protection Attorney, Chuhak & Tecson, P.C.
12/16/09

Alex exemplifies expert in his ability to provide sound mortgage advice and be a trusted advisor for his clients. I have referred many clients and friends over to Alex and every time the result is the same. “Thank you for sending me such a great person to work with.”

Justin B – Realtor, Jameson
3/19/2010

Thanks so much with your help. The closing went very smoothly and quickly. Jason and Jennifer said it was one of the smoothest closings ever. They also said it was in large part to your good work. So from Becky and I, thank you! We’ll certainly be in touch if needed in the future. My only regret is never meeting to shake your hand, maybe someday soon. Thanks again!
Patrick & Becky – client
11/22/11