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Planatek Financial Inc

5.0
  • Thousand Oaks, CA

About this business

We specialize in home loan, mortgages from 1 to 4 units, FHA And VA loans, jumbo financing., 

Location details

340 Westlake Blvd # 240, Ste 240, Thousand Oaks, CA, 91362, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.022 reviews
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Kelli Pic's profile image
Kelli Pic 
recommend  Recommended
4 years ago

oh my gosh! I would NEVER work with anyone else. Been with Roshe and Simone over 20 years, the professionalism is amazing. yet the smiles and ease are awesome!!!! Thank you to the best TEAM and Staff ever. and helping my dreams come true..... 

Eric Sonstegard's profile image
Eric Sonstegard 
recommend  Recommended
4 years ago

Everyone at Planatek was absolutely flawless. From the beginning to the end, they had great communication and did everything they promised. I can’t recommend them enough. Thank you!! 

Gina Oddone Diez's profile image
Gina Oddone Diez 
recommend  Recommended
5 years ago

if I could give 10 stars I would. My sons first home purchase was a little bumpy but the Planatek team made it stress free. The entire team worked seamlessly to close on time and were so professional and kind throughout the process. I highly recommended! 

Camille Thornton's profile image
Camille Thornton 
recommend  Recommended
5 years ago

The team at Planatek handled me and my loan with flawless efficiency and attention to detail. They kept me in the loop the entire way and were very communicative. I’ve done all my loans with them over the last 15 years and I would t think of taking my business anywhere else. They are true professionals and the best at what they do! 

Brendan Finch's profile image
Brendan Finch 
recommend  Recommended
5 years ago

We've used this team twice for our initial home loan and refi. The team is extremely professional, clarified the process and walked us through everything that we had questions about. Highly recommended! 

Marshall Mcveigh's profile image
Marshall Mcveigh 
recommend  Recommended
5 years ago

Nobody does it like Roshe and Simone at Planatek Financial. Knowledge, service and genuine desire to do an excellent job for their customers. 

Matt Dainko's profile image
Matt Dainko 
recommend  Recommended
6 years ago

With Planatek Financial, you ultimately have a Mortgage Partner. After my Refinance, Planatek continued service, functioning as a sort of caretaker of my mortgage, helping me successfully navigate the changing market conditions and fluctuating rates. The staff is amazing, everyone is knowledgeable and quick to respond to any question or concern. I'd confidently recommend Planatek to anyone considering a new or refinanced mortgage. 

Nora Molina's profile image
Nora Molina 
6 years ago

Outstanding team! This is officially our third FABULOUS EXPERIENCE with Planatek Financial! We've worked with them on two home purchases and a refinance--- and I won't trust anyone else!! :) Dana, Roshe, Simone, and Lynette are outstanding!! They're an absolute joy to work with, and - added bonus- they work MIRACLES! Our rate was lower than expected, we closed early, and they were so responsive through the entire process. I'm truly thankful to have found such an amazing team. 

Jocelyne Kepler's profile image
Jocelyne Kepler 
7 years ago

Frequently asked questions about Planatek Financial Inc

How is Planatek Financial Inc rated?

Planatek Financial Inc has a 5 star rating with 22 reviews. 

When is Planatek Financial Inc open?

Planatek Financial Inc is open now. It will close at 5:00 p.m.  

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