Jan L.
5/14/2014
We used Colton Daines as our loan broker based on a recommendation from our realtor. This was our first home-buying experience so there was a lot that we had to learn. Colton was patient and...
Sage Financial Services
Closed
(7)
750 Menlo Ave
Menlo Park, CA 94025
Sage Financial Services is a reputable financial firm based in Menlo Park, CA, specializing in providing personalized financial solutions to individuals and businesses.
With a team of experienced professionals, Sage Financial Services offers a range of services including financial planning, investment management, and retirement planning to help clients achieve their financial goals.
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Reviews
4.07 reviews
Gordon L.
3/20/2013
Colton Daines seems like a nice guy, but my mortgage refinancing experience with him was a disaster. I was trying to do a cash out refinancing on a property I own free and clear. The other...
Cynthia N.
4/25/2013
My neighbors recommended Sage Financial Services and apparently they have been quite happy with them and have refinanced a few times with them. I contacted Ted Rossi at Sage and started the...
Brian S.
12/22/2017
Just had an amazing experience with Colton Daines. I can not recommend this guy enough. Kind, patient, knowledgeable and great with communication. I was always kept in the loop and he provided...
Bob H.
4/18/2014
I worked with Colton Daines on financing my first home purchase. He was one of the people my realtor recommended when I was buying my first home. Not all lenders are willing to set up 80/10/10...
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