PennyWise Financial

Mortgage, Money & Making it Happen


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It's all about "Friction, Full Gamut and Buy Now." Tune in and you'll know too. Navigating the world of mortgages and real estate can be a challenge, but in this episode, we're here to help! I'm joined by the fantastic Matthew Merrick from AnnieMac Home Mortgage and managing partner David Georgiev from Monarch Wealth Management, LLC for a fun and insightful conversation.We cover everything you need to know, from the current state of mortgage rates and the loan process to understanding different types of loans and real estate trends. Whether you're a first-time homebuyer, a cash-out refinancer, or an investor looking at residential and commercial properties, Matthew shares valuable insights and advice. Tune in for a great chat that will get you up to speed on the housing market and mortgage landscape.


Matthew Merrick's contact info:

Book a meeting: https://outlook.office365.com/owa/calendar/[email protected]/bookings/

Website: https://annie-mac.com/lo/mattmerrick/

Email: [email protected]

Office Phone: (585) 505-8499

Mobile Phone: (585) 509-6849

Licensed Address: 1200 Jefferson Road Suite 205 Rochester, NY 14623

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PennyWise FinancialBy Constantine J Kitrinos, CPFA - Managing Partner | Wealth Advisor