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The people I trust with your move

Over the years I've worked with people who do right by my clients. Here they are, mortgage brokers, attorneys, accountants, and more, all in one place.

Mortgage Brokers

People who actually return your calls

Financing can make or break a timeline. These are the brokers I trust to move fast and tell clients the truth about what they qualify for.

Headshot of Mike Ferraro, mortgage broker

Mike Ferraro

Ferraro Lending Group

I've closed a dozen deals with Mike. He's fast, honest about what you qualify for, and picks up the phone.

Headshot of Denise Okafor, mortgage professional

Denise Okafor

Harbor Point Mortgage

Denise is who I send first-time buyers to. She explains every fee before it shows up on paper.

Real Estate Attorneys

Someone who reads every line so you don't have to worry

New York requires an attorney for closing. These are the ones I've seen handle contracts carefully and keep deals from falling apart over small things.

Headshot of Robert Chen, real estate attorney

Robert Chen, Esq.

Chen & Associates

Robert catches things other attorneys miss. He's saved a few of my clients from bad contract terms.

Headshot of Patricia Wallace, real estate attorney

Patricia Wallace

Wallace Real Estate Law

Patricia is thorough and calm under pressure, exactly what you want when a closing gets complicated.

Accountants

For the tax side of buying, selling, or owning

Whether it's capital gains on a sale or figuring out what's deductible, these are the accountants my clients have trusted.

Headshot of Sanjay Patel, CPA

Sanjay Patel, CPA

Patel Tax & Accounting

Sanjay helped one of my selling clients understand capital gains before they made a decision, not after.

Headshot of Linda Marchetti, CPA

Linda Marchetti, CPA

Marchetti Financial Services

Linda has worked with a handful of my investment property clients. Sharp, and easy to reach during tax season.

Financial Advisors

For thinking beyond the closing table

Buying or selling a home is often part of a bigger financial picture. These are advisors I'd trust with that conversation.

Headshot of Gregory Anders, financial advisor

Gregory Anders

Anders Wealth Partners

Greg has helped a few of my downsizing clients think through what comes after the sale.

Headshot of Monica Reyes, financial advisor

Monica Reyes

Reyes Financial Group

Monica takes the time to explain things clearly, no jargon, no pressure.

Home Insurance

Coverage that's actually explained to you

Homeowners insurance shouldn't be a mystery. These agents take the time to walk through what's covered and what isn't.

Headshot of Tom Bianchi, insurance agent

Tom Bianchi

Bianchi Insurance Agency

Tom shops multiple carriers instead of pushing one option. My clients appreciate that.

Headshot of Angela Ruiz, insurance agent

Angela Ruiz

Ruiz Insurance Group

Angela is responsive and great with first-time homeowners who have a lot of questions.

Life Insurance

Worth a conversation, especially with a new mortgage

A few clients have asked about this after buying, so I keep a couple of names on hand for anyone who wants to look into it.

Headshot of David Kessler, insurance advisor

David Kessler

Kessler Insurance Advisors

David is low-pressure and good about explaining term versus whole life in plain terms.

Headshot of Renee Thibodeaux, financial professional

Renee Thibodeaux

Thibodeaux Financial

Renee has worked with a few of my clients after closing. Patient and never pushy.

These are people Lynda has worked with and recommends personally. This is not a formal referral or compensation arrangement, and you're always free to choose your own professionals for any part of the process.

Need a recommendation for something else?

If you don't see what you're looking for here, ask. I likely know someone.

Ask Lynda