About Summit Financial LLC
Summit Financial, LLC is an independently owned and operated residential mortgage brokerage firm based in the Milwaukee area, exclusively serving the Wisconsin marketplace. Owned by Paul Ailstock, this one-person operation specializes in facilitating the purchase and refinance of 1-4 unit residential properties for primary residences, second homes, and investment properties. The firm prides itself on offering highly personalized service and local expertise, distinguishing itself from larger, out-of-state lenders.
As a dedicated mortgage broker, Summit Financial, LLC leverages a broad network of wholesale lenders from across the country, providing clientele with access to a wide range of loan programs and competitive pricing models. Paul Ailstock, with decades of professional experience and thousands of successful transactions, positions himself as an expert in the mortgage industry, capable of navigating its complexities to benefit his clients.
The service approach at Summit Financial is centered on a single point of contact, with Paul handling all steps and communications from the initial tailor-made finance plan to the successful closing. He is committed to being readily available, even 24 hours a day, to ensure clients receive competent and professional representation throughout their mortgage financing journey, helping them find the best possible solutions for their specific needs and overall financial goals.
As a dedicated mortgage broker, Summit Financial, LLC leverages a broad network of wholesale lenders from across the country, providing clientele with access to a wide range of loan programs and competitive pricing models. Paul Ailstock, with decades of professional experience and thousands of successful transactions, positions himself as an expert in the mortgage industry, capable of navigating its complexities to benefit his clients.
The service approach at Summit Financial is centered on a single point of contact, with Paul handling all steps and communications from the initial tailor-made finance plan to the successful closing. He is committed to being readily available, even 24 hours a day, to ensure clients receive competent and professional representation throughout their mortgage financing journey, helping them find the best possible solutions for their specific needs and overall financial goals.
Company Information
Team Size: 1
Lender Type: Mortgage Broker
Headquarters: Mequon, WI
Total Loans Originated: thousands of successfully completed transactions
Licensed In
WI
Digital Capabilities
Online Application
Rate Calculator
Pre-Qualification Tool
Home Loan Products
Residential Purchase and Refinance Mortgages
Loan Types:
ConventionalFHAVAUSDARefinanceCash-Out Refinance
Rate Types:
Fixed RateAdjustable Rate (ARM)
Property Types:
Single-Family HomeCondoTownhouseMulti-Family (2-4 units)
Occupancy Types:
Primary ResidenceSecond HomeInvestment Property
Employment Types:
W-2 EmployeeSelf-EmployedBusiness Owner
Income Verification:
Full Documentation
Available Terms:
15 years30 years
Contact Information
375 Bishops Way Suite 222
Brookfield, WI 53204
US
Mailing Address:
1001 W Glen Oaks Ln, Suite 237 Mequon, WI 53092
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Business Information
Category: Mortgage Broker
Location: Brookfield, WI
Status: Standard
Type: Mortgage Broker
NMLS ID: 283513
Loans Originated: thousands of successfully completed transactions
Profile Views: 3
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