Customer
Stories

Discover what’s possible with a reverse mortgage.

I have been living in Corona Del Mar for 40 years

An avid entrepreneur finds his happy place watching the sunset over the Pacific Ocean. Right out of college, Richard and a couple of his fraternity brothers started the Cask and Cleaver chain of steak houses in California. They were young and committed to working long hours for several years to see the chain grow to 30 restaurants and finally sold the business.

It was time to move on

Being able to experience the great outdoors on his terms is Ron’s greatest joy. As a semi-retired accountant, Ron has been living in the home he shared with his wife for over 35 years in the San Fernando Valley. “She wanted this house, and now it has made me over a million bucks!” Eight years after losing his wife, Ron had finally accepted that she is not coming back and wanted to move on with his life and focus on his finances.

Seeing the world together

Living a full life and doing what they love meant finding a way to fund their travels. Mario had been working full-time since he was twelve years old and never stopped until he retired from his role as a motion picture technician. After the loss of his first wife, and mother of his three children at an early age, Mario was only focused on providing for his family. After several years, he finally met Veronica, an elementary school teacher and now wife of 24 years. After they both retired, they started planning how they wanted to live out their golden years and agreed that it was all about traveling the world. They just needed to figure out how they were going to fund it.

For me, it was a life-changing experience

A love of art has driven Steven to focus on what matters most to him and his wife. After a successful career practicing real estate and business law, Steven was beginning to feel slightly slighted that time was passing by so quickly, that he may not be able to do everything he wanted to. At the age of 75, Steven had developed a new hobby of practicing art, which was pulling at his heart while putting a new perspective on his priorities.

How Ann is thriving in retirement

Everyone’s path to retirement is different. There’s no such thing as an identical, repeatable retirement plan. Sometimes, a plan is rife with challenges or complicating circumstances that are as unique as the person trekking on that path. In Ann’s retirement journey, she realized that some changes needed to happen with her house. Her home was getting worse with time and, in Ann’s words, “everything needed to be done.” In addition, she also had to help clear out belongings from her parents, two sets of grandparents, and cousins. Every room was filled with things that they left behind. Ann felt she had a few options and likely had to sell the place.

January 8, 2025

Everyone that I had contact with was professional, polite, knowledgeable, and friendly. They took the time to listen to what I was asking/saying…Phone calls were returned very promptly.

January 22, 2025

“Finance of America was very thorough and kept me informed of the status and next steps…They clearly had the experience needed to get the job done.”

January 23, 2025

Our experience was excellent. My sales agent was professional from the beginning to the end... It was life-changing for our situation.

January 27, 2025

Both loan officer and loan processor provided excellent customer service all the way until my loan got closed… I am very happy with my decision to go with this company.

January 30, 2025

The staff is extremely helpful. They are caring and have a lot of patience especially as they are dealing with the elderly.

February 6, 2025

The people are knowledgeable, courteous, explain and communicate what is happening during the process from beginning to end. They are not there just to close on a loan.