Morningtide Financial Group Marrett Rd, Lexington

Morningtide Financial Group Reviews

• C

  Chantelle DelOrfano
  5

  What a great experience working with Morningtide Financial Group. Tom was so helpful, we completed the re-finance application in hours from contacting him and locked in a great rate to save hundreds of dollars per month. Tom is an expert in the field. He is knowledgeable and genuinely looking to help you whether it's buying your first home or re-financing. Ula was great with handling the paperwork and everything was done quickly and online. Thank you both and will be working with you on all future home purchases! :)

  Response from the owner

  Hi Chantelle, thank you kindly for your review! I greatly appreciate it. I love it when a plan comes together.

• J

  Joe Danis
  5

  I highly recommend Tom if you're looking to buy a new home. As a first time buyer, the Boston market can seem overwhelming. However, Tom and his team did a great job managing the entire process from start to finish. I never felt pressured and Tom did a great job answering all my questions. We looked at a few different rates and thanks to Tom we were able to lock in a low rate that fit my timeline and helped save me money. Thanks Tom!

  Response from the owner

  Thank you Joe. I appreciate the feedback. It was truly excellent to work with you. Our reviews are a reflection of how awesome our clients and real estate partners are to work with, I simply can't take all the credit!! I am glad to hear you liked reviewing options and finding the best plan for you. Helping clients understand their rate and cost options is my personal/professional goal on a loan to loan basis, and it's great to see recognition of that. I hope you enjoy many happy years in your new home, and I hope we keep in touch my friend.

• R

  Robert Sawyer
  5

  This is the second time i've worked with Tom on a mortgage and it is one of the easiest processes with him coordinating things. Very responsive. Very clear in explaining the process. And he gets great rates to boot! I would highly recommend using Morningtide for mortgage & refinancing.

  Response from the owner

  You have worked with me twice, and both times the pleasure was ours Bob. Thank you for the kind words. We know you have high standards and we we love being able to deliver on your expectations. Thank you again for working with us my friend.

• K

  Ken Medeiros
  5

  Tom and his team are amazing and great to work with. I’ve worked with Tom and his team on two occasions, one a business transaction and the other my own personal transaction. I will definitely work with Morningtide again and will recommend them to anyone looking for a mortgage broker.

  Response from the owner

  Thank you so much for the kind words! Congrats on buying your new home, we're so happy for you!! We look forward to working with you in the future.

• J

  Jessica Medeiros
  5

  Tom helped us with purchasing our first home and made the process quick and smooth! He was able to answer any questions we had and always communicated updates no matter what time of day. Highly skilled and trustworthy. Thankful we chose MorningTide Financial Group to work with and will continue to in the future!

  Response from the owner

  Hi Jessica, thanks for leaving us such a wonderful review. We are thrilled that you loved your experience. We put customer experience and satisfaction as our priority, and your review reaffirms the hard work we put in every day. So thanks for your kind words and we look forward to seeing you again. Congrats on getting married!!

• B

  Boris Yazlovitsky
  5

  Tom has successfully helped finance and refinance both of our home purchases and treated us like family. The results of every transaction have consistently exceeded expectations. Highly recommended!

  Response from the owner

  Boris, thank you so much for the review and kind words. I greatly appreciate it. You guys are like family after all these years. I remember the first time I spoke with you like it was yesterday, but it was actually about 9 years ago!!

• B

  BlueBird
  5

  What can I say, Tom and Ula are wonderful people who will look out for your best interests. They helped us purchase our first home and refinance twice now, each time moving us move further towards our financial goals. I’m grateful for those guys, they’re the real deal angels on earth!

  Response from the owner

  Thank you so much for the positive feedback I really appreciate it!

• I

  Ivy Dawson
  5

  As a first time homeowner, this is one of the most expensive things I’ll ever own, and for me a terrifying thing to own. Saying that l, I had a calming experience with Tom at Morningtide Financial. Tom took the time to walk me through the buy experience he is knowledgeable in my needs and my wants and was patient when I had questions in which he answered them all. Tom had alway kept in touch even when I was all through, to make sure that I was happy in my experience and if i have any questions I can call him no matter what and he have been responding. Claudette

  Response from the owner

  Thank you for reviewing us Claudette! It has been our pleasure to serve you and help you hit two major financial goals. I'm sure we'll speak soon!

• D

  Danielle Sheehan
  5

  Tom and his team helped me purchase my first home as well as refinance twice. He and his team made the process as stress free as possible. I always felt that they would move heaven and earth to not only make everything happen, but also to get me the best possible rate. On top of all of this, I also received the most thoughtful gift after moving into my home. You will be in the best of hands at Morningtide!

  Response from the owner

  Thank you very much for the kind words, Danielle! Happy to be able to help, and we're glad you liked the gift!

• A

  Anthony Tamayo
  5

  Morningtide Financial was the best when working towards my home loan. They were extremely helpful and responsive for not only the loan itself but very helpful in the entire process from starting to look at a new house to even after. 10/10 I will use them again for any home loan that I will need.

  Response from the owner

  Tony!! I replied as soon as I read this, but for some reason it didn't take.. Thank you so much for working with us, and for the great review of our work. Stay in touch my friend.