Our Mission...
The mission of Avatara
Finance group is to provide exceptional
service and loan products to you with
flawless integrity and genuine personal
concern for protecting your
best interests. Our goal is to combine
providing the highest quality loans
with expert analysis and financial
strategy thus enabling you
to have all the information you need
to make wise choices that allow you
to live the good life. As stated by
in the mission statement of our parent
brokerage,
First
Priority FInancial, Inc. we agree
that "Our success will be measured
one perfectly unique referral at a time."
Our History...
Avatara was born from
the vision of Ana Trueman, a 20 year
veteran in the financial services industry.
She started Avatara as a division of
First Priority Financial, Inc. with
the intention of creating a company
of the highest integrity, who would
serve clients like you with the ultimate
respect, and who would also procure
the best financing available at fair
rates and terms. She also used her
20 plus years of experience in business
management and financial services
to streamline the way clients interact
with Avatara finance consultants in
order to eliminate many of the hassles
in time management, communication and
privacy that seem to plague the mortgage
loan industry.
This is why your Avatara consultant works with you directly throughout the process of getting your loans and beyond. Your privacy is better protected in this fashion, and this eliminates the need for you to navigate corporate phone menus endlessly, or leave multiple messages each time you need information. Instead, you are given a direct access phone number for your personal finance consultant so you can reach them any time... even evenings and weekends. You are also given a password to open any sensitive infromation that we send you via e-mail. But perhaps most importantly, you get to work with a seasoned finance expert who never forgets your name, who has the details of your scenario fresh in their mind, and who truly cares about you and your life.
We understand that the choices you make regarding your real estate financing have a dramatic affect on your lifestyle and future. We believe that you are intelligent and capable of making your own decisions when given all the available (and truthful!) information you need.
Let's face it... there are a lot of companies in the mortgage loan business who care only about their bottom line and who will do almost anything to get your business. Along the way borrowers like you (even savvy people like you) can be mislead in ways that bring devastating results. At Avatara we take a stand against this type of practice on a daily basis by being completely honest with our clients every step of the way. We also take the time to fully inform you and educate you so that you can make the best decisions for your future.
Since our approach is different, combining sound financial analysis and investment strategy with our ability to get great loans, you get more than just a loan... you get solid solutions to help you build your wealth and live the good life both now and in the future.
Located in Fairfield, California, First Priority Financial is perhaps one of the largest brokerages in the US. Avatara is very proud to be a part of this fine and innovative organization. Avatara is licensed by CA, DRE # 00654852