Milestone Financial LLC (“Milestone”) provides lending and investment solutions throughout California.

For Brokers:

We are the go to real estate lender for quick turn-around financing without any pre-payment penalties.

For Investors:

We provide lucrative investment opportunities in notes secured by 1st and 2nd deeds of trust secured by Califorifornia real estate. We sell whole loans, provide servicing, and allow investment participation in the Company for as little as $50,000.

Milestone Financial is a California Limited Liability Company located in Palo Alto, California which focuses on the origination and acquisition of non consumer secured real estate loans mainly in California.

Milestone is operated by:

Will Stuart
Principal

Will Stuart has been in the real estate lending and brokerage business for his entire professional career spanning over 24 years. He has closed transactions involving all forms of real estate and real estate loans throughout the Western U.S. with emphasis in California. He currently serves as the Principal of Milestone Financial LLC and as Vice President of Marcus & Millichap Real Estate Services in Palo Alto, CA. Will has extensive brokerage, lending and ownership experience in numerous types of real estate, including mobile home parks, industrial property, office property, retail shopping centers, residential land (subdivisions),and single tenant investments. Will also has extensive experience in real estate loan originations, escrows, exchanges, title abstracts, title insurance, and environmental compliance. He has represented numerous secured lenders including Wells Fargo Bank, Citigroup, U.S. Small Business Administration, and U.S. Federal Bankruptcy Courts.

Linda Jonsson
Manager-Loan Originations

Susan Dillard
Manager-Servicing Operations