Devin & George L., Sudbury, MA

Buying our dream home began when we found the perfect place and applied for a loan from a large, national bank. However, as the deadline loomed to lock in the rate, we didn’t know if our realtor or loan officer would guide us.

Unfortunately, our bank was slow and not giving us the attention we needed. As the days passed, we became increasingly concerned.

That’s when a client referred us to Jon, who immediately took the lead!

First, Jon emailed us clear steps to reaching our goal. When we met, Jon carefully went over all of the paperwork.

Quickly, Jon earned our trust. Then, he did something exceptional. He made our bank pay attention to us. Every day, Jon called and emailed our bank; he was persistent yet positive. Ultimately, Jon got everything under control.

Thanks to Jon, we did not experience the ongoing headaches that can be common with first-time home buyers and large banks.

Jon is a tremendous point guard!

Jon orchestrated our bank and realtor and provided the best service imaginable. Jon reached out to us continually; we never had to search for him and, before the closing, Jon made sure that we understood the Purchase & Sale Agreement.

We’re 100 percent certain that we’ll turn to Jon for all future real estate and estate planning needs. We’re so grateful for Jon.