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Average rating:  
 37 reviews
by Anonymous on Spinnaker Financial

Katy went beyond my expectations offering excellent service and she explained the loan process every step of the way. We had multiple time constraints involved in buying my new home but Katy made sure everything was completed on time, without worry. I highly recommend Spinnaker Financial

by Anonymous on Spinnaker Financial

Katy was so helpful making our families dream come true of owning our home. Katy walked us through the process and explained in details what was going on through out the entire process. Every question we had was answered by Katy. She was always available to help us. She made us feel like we were part of her family. I will always go to Katy in the future she is the best and I highly recommend her.

by Anonymous on Spinnaker Financial

I have worked with Katy on the purchase of our house and also refinancing it, she has made the experience worry free. Katy is very proactive and would go above and beyond making the process of purchasing a home a breeze. My experience with Katy and spinnaker was so amazing I have referred several people to her and will continue to do so. I will continue to go to Katy for any of my future loan needs.

by Anonymous on Spinnaker Financial

As a first time home buyer I didn't know where to start. Very luckily I was directed to Katy Otis by a friend. Katy was and is a blessing to me and my family. The loan process was flawless i was very impressed. I was absolutely amazed how proactive Katy was. Katy and Spinnaker financial will always have my business whatever it may be. I strongly suggest Katy Otis as a loan officer for your next home buying experience. Best of the best!!!!!

by Anonymous on Spinnaker Financial

Kay always serves my clients with Top Notch Service from beginning to end! Kay & Mary go above and beyond to make certain that everyone is kept in the loop and they strive for perfection and it shows with Happy clients at closing! Thanks again for another job WELL DONE! I appreciate the added measures both Kay & Mary go to for the client best interest at heart!

by Anonymous on Spinnaker Financial

We have several losns with Spinnaker Financisl. Tyson, Kay and Mary have always been great to work with. We look forward to working with them again in the future.

by Anonymous on Spinnaker Financial

Katy was an awesome partner. We would not have made it through the home purchase process without her. She was great about keeping us informed every step of the way, answering any questions, and easing concerns we may have had. We highly recommend Katy and Spinnaker Financial if you are looking to purchase a home. Two Enthusiastic Thumbs Up from the Jewells !!

by Anonymous on Spinnaker Financial

Not only did Katy help with the sale of our home, (which was probably a record 17 day escrow!), but walked us through the difficult new construction experience as well. She is dedicated and became a friend to me. I would most certainly refer her expertise!!

by Anonymous on Spinnaker Financial

Our escrow closed in 4 weeks. A VA loan which I was apprehensive about, but Kay had it nailed. She knew what she needed, when she needed and accepted nothing less. The trust she had from the lender was obvious and impressive. She's a real pro! I would not hesitate in referring her or using her again. An asset to Spinnaker.

by Anonymous on Spinnaker Financial

It is such a pleasure working with Katy Otis. With every call and every communication, she is positive, pleasant, and professional. The home purchasing process can mean plenty of forms to complete, requirements to meet, boxes to tick, etc., (and did I mention forms to complete?), yet Katy helped with every form, explained thoroughly and patiently what was happening when things weren’t clear to me, and was always not only on top of things, but a step ahead of the process. It was truly a pleasure working with her! I’d be happy to do so again in a heartbeat!

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Spinnaker Financial, Inc.
724 Spring Street, Paso Robles, CA 93446
(805) 238-3516