Testimonials

“I have known Pat for almost 20 years and we share a common interest in our love for horses. I first met Pat while purchasing my first home in 2000, while pregnant with my daughter. I had no experience navigating the home loan process and honestly was very nervous. Pat gave me tremendous confidence during the process and explained things along the way in layman terms, providing recommendations and valuable advice. I later sold that house and reached out to Pat again for the purchase of my second home, a much larger investment. Just this past January, I closed on a new construction home that Pat helped me through to closing. Pat is extremely knowledgeable. I don't think I would ever work with anyone else. I would highly recommend her to anyone with confidence.”

~ Jennifer Mitchell

"I felt very comfortable working with Patricia Whelan who assisted in securing a mortgage for my family.  This was a rather complicated situation but Pat demonstrated knowledge of different programs and strategies and found the one that would work for us.  She put in the extra time necessary and acted with efficiency, courtesy and personal concern.  We would definitely recommend her to others."

~ Dr. Ronna E. Krozy

"As we go through the daily grind of business now and then we are favored by exceptional service. I have worked with and had many transactions with Patricia Whelan over 25 years. Her expertise and knowledge regarding the banking business is beyond reproach. The customer service she extends to the client is always right on point. I look forward to a continued relationship with Patricia and would not hesitate to refer her at any given moment."

~ Lucie Lemke, Vice President

Caldwell Banker, Sturbridge, MA

"Pat was extremely helpful in the process of securing a loan for the purchase of our dream home. Moving my elderly parents into a home that was safe and a good fit for us was not an easy find. Pat was there every step of the way with the advice and information we needed."

~Debra Bedula