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What Clients & Partners Say...

What Clients Are Saying


I very well may have been the most skeptic/difficult first-time home buyer of all time. I refused to accept lending answers at face value without the numbers to back it up. Looking back, there were many times this company should have decided I wasn’t worth all the extra effort.

I am incredibly thankful for having been introduced to Compass Mortgage Planners by a good friend, where I had the privilege of working with Bert and Sandy through the lending/closing process on our very first home.

Bert went the extra mile during the loan process. As we were working through my options, he would regularly update me on the state of the very volatile market and would even send me useful articles so I could better understand the market and loan process.

Sandy was an absolute gem. As we neared the finish line, I threw every possible complication at her and she not only took them in stride, but somehow left me with a smile on my face during an otherwise very stressful time.

These folks were true experts at what they do, and (believe it or not) I’m already looking forward to the next time we purchase a property knowing we’ve got Bert/Sandy/Compass Mortgage Planners in our corner.

Thank you both for all you did for us!



Working with Brian was a wonderful experience! He got us the best rate and saved us lots of money over other companies on our re-fi. He was an active part of the process from start to finish and we loved not having to deal with several “middle men,” which was our experience in previous mortgage transactions. Brian has a warm, engaging personality and you can just feel how much he truly cares about what he does and the folks he does business with. Brian is now our go-to mortgage guy and Compass Mortgage Planners is our company!



We cannot express how grateful and impressed we are with the exceptional service provided by Adam Dittler. From the very beginning, he went above and beyond to help us reach our financial goals, finding the best rate and deal for us.

Not only Adam did secure us the best rate, but he also made the entire process smooth and stress-free. He was there to answer our questions, provide guidance, and ensure that we understood every step of the process, and he was very patient and responsive.
Thanks to Adam Dittler, we now have the financial support we needed to achieve our goals, and we couldn’t be happier with the outcome. We highly recommend COMPASS MORTGAGE PLANNERS to anyone looking for a lender who truly cares about their clients and is committed to delivering exceptional results.

Thank you once again, Adam Dittler with COMPASS MORTGAGE PLANNERS , for your extraordinary dedication and expertise!

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