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Client Testimonials


Dear Jay,

I cannot “Thank You” enough for your professionalism and patience in obtaining my reverse mortgage.  You taught me a great deal, answered all my questions, returned my calls promptly, and really eased my anxiety during this transaction.  Most of all, I never felt pressured as I had with so many competitive agents and I appreciated that more than I can say.  I especially felt confident that you were truly an “expert” in the confusing reverse mortgage market and always kept my specific needs in mind.

Now that the transaction is complete I am enjoying the rewards of your hard work.  Please feel free to use me as a reference if I may be of help.  I would highly recommend you without reservation.




You have so much to offer!!  I could NEVER get through this process without you!

I will let you know when the loan is finalized. Again I have to tell you how much I have enjoyed working with Jay on the loan. He is incredibly helpful and on top of making sure I know what steps I need to do.




Hi Jay

Thanks for the update. I checked and the money was wired into the account today. 

Thank you for sticking with this through the whole process and persevering until you found a solution. I am grateful to you and thankful that we now have the means to take care of my mom and keep her in her house for as long as possible, per our Dad’s wishes. Thank you so much!
Look forward to hearing from you soon. 




Good morning Jay,

First of all, no matter how this goes, I would like to thank you from the bottom of my heart and let you know how much I appreciate all your help and hard work on this!! I truly am thankful! 





I want to write a short note to let you know how much I have enjoyed living with my new financing.
It was my attorney that first suggested I get a reverse mortgage. At first was not happy with his suggestion because I simply had not taken the time to research them. I feel as if a weight has
been lifted and life has more choices. I was going to say more about how much Jay was a real help, but he wants me to write more about how important this has been for me more than
about him.

Hi Jay,

Hope all is well with you.  Than you for always being there for me.

Sincerely, Jackie