Let's get started!
Let's get started!
Have you outgrown your current home and are now looking to upgrade to a brand new, larger home?
So what's our secret?
Online, on the phone, at your home, wherever our people need us – like a well-informed friend, we’ll be there.
We share trust through transparency. Because it is our job to break down the technical lingo and empower you with the options and answer questions you may have.
We work with you to create an individual financial roadmap to achieve your lifestyle and finance goals. Our individually tailored processes and plans are driven by data, facts and rigorous analysis.
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Testimonials
Exemplary communication, values and customer service
March 2023We have had the pleasure of working with UFinancial for 3 major purchases and dealt predominately with either David Flinn or Bryce Whitaker. The customer service, values demonstrated and communication from UFinancial were exemplary. I would recommend UFinancial to anyone seeking financial guidance for any of the services they offer. For us, it was navigating mortgages and we are ever appreciative of their service.
Amazing, great service. Can not speak highly enough of the team!
March 2023Amazing, great service. We were refinancing our existing home loan and an investment property loan, plus applying for construction loan. They came back to us immediately, clearly explained how the process worked (all new to us) and requested all the documents I needed to provide all in one go. Presented the options, with the pros and cons. Quick turnarounds to questions and ensured the bank did the valuations quickly. Can not speak highly enough of the team!
