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I would highly recommend Jake. We have worked with him multiple times, and he is very prompt, very helpful, very accommodating, and very knowledgeable.

Anna was recommended to us by our realtor and she was excellent in every way. My wife and I had many questions about our home loan, and Anna was always very accessible and helped us every step of the way until closing. She was always quick to respond... even in the evening and weekends! We were very pleased by her service and really felt like she was there with us throughout the complicated process. She even helped answer questions that popped up months after we closed escrow, and I believe that says a lot of her excellent customer service. If you are looking for a great and reliable lender, look no further than Anna.

Rhona, Thank you so much for everything! It was a great experience working with you and your team! I still can't believe it all happened so fast. There isn't enough thanks that I can give, honestly. You were always so helpful and honest.  It's hard to find people like you now a days! I am grateful to have worked with you.

This letter is to address my journey through the process of a reverse mortgage we executed for my Mom. I contacted Steve Schaefer not knowing Steve or anything about the process. From the very start to the end Steve lead us though a detail of tasks well organized with clear instructions. The process went smoothly and he kept us well informed all the way. Steve’s overall communication and pleasant demeanor made my journey quite easy. I would strongly recommend Steve to anyone who is interested in moving forward with a Reverse Mortgage.