Our Mission Statement

West Coast Financial Group (WCFG) provides mortgage planning solutions for professionals, their clients, individuals and families to assist in accomplishing their goals. Many of our clients are referrals from legal, taxation, family planning, insurance and investment professionals assisting in achieving their client's goals. In the process, we have been fortunate to serve the professional community for their personal needs as well.

Our true, long term relationship with the client begins with the closing. When we handle every transaction in a manner that creates the highest degree of client satisfaction possible, we have earned their business, as well as all of their referrals. We do this in three macro steps.

1.We analyze the client's current financial situation (where they are now), and, through the interview process, establish their priorities, regarding their financial wishes (where they want to be). We then match their current financial situation & future financial wishes with a mortgage solution that is tailor made to their goals (it gets them on the road to where they want to be) that best aligns with the client's life style. 

2. Once the client and WCFG have agreed on the loan program, we strive to expeditiously close the transaction with the least amount of inconvenience.

3. Once the loan closes, our job truly begins. Through consistent application of my database & client retention contact program, We stay in touch with our clients on a regular basis, advising them on how to best help themselves overcome their challenges, adding true value to the relationship. In the long term, we provide the client with a "one stop shop" for all current market trends & professional services referrals.  

Thus our mission is to create "raving fans" about our company by providing customer service that is "Legendary" not just "satisfactory."

In conclusion, we earn the right to be a trusted financial advisor by providing them with so much value that they consider us to be an integral part of their lives. At this point, they have become clients not just for one transaction, but for life.

As Broker/Owner of West Coast Financial Group,Inc. I have served in both the Real Estate and Mortgage industry for the past 15 years. Working with some of the biggest companies has given me the opportunity to learn much about the mortgage industry, allowing me to pass that knowledge down to both my agents and clients as well. I am ready to help our clients meet all there financial goals, regarding refinancing, purchase money, fixed seconds, equity lines, hard money, light commercial loans,FHA, as well as credit improvement.

West Coast Financial Group ,Inc. is a full service brokrage firm, licenced in 48 states. with offices in Chatsworth Ca. and Camarillo Ca.

"Dear West Coast Financial Group,
I just want to thank you for helping me in my time of need. Because of your help, I was able to save my home and pay much needed unpaid bills. Richard was wonderful throughout whole loan process. "

With Much Gratitud
Joyce K.

"I just wanted to drop a line to tell you THANK YOU. You represent West Coast Financial Group very well. I put the request in and you responded promptly. I was impressed and glad that West Coast Financial Group came through with my loan. It COULD NOT have come at a better time."

Respectfully,
Thomas Wood

"Cindy and I wanted to check around for the best rate. Richard encouraged us to do that which, knowing he didn't surprise us. He was willing to give us advice even if we chose someone else. He wanted us to have the best deal too! We were all set to refinance our entire loan and Richard showed us a much less expensive way that we hadn't thought of. We didn't have to look very far to decide where we wanted to bring our business. The whole loan process went smoothly and he made it seem so easy. We couldn't be happier!"

Pete and Cindy

"It was such a pleasure to work with Richard! he was efficient and always had our best interest in mind. Not only would we work with him again, we would highly recommend him!" Richard's dedicated effort in finding me a better than expected interest rate and lock in is very much appreciated. His tenacity and diligence allowed me the freedom to not have to take time from my very busy work schedule knowing he would get the job done. Thanks for your efforts which allowed me a "pain free" new loan acquisition experience."

John and Melisa