Reverse Mortgage Advisor S Ln, San Clemente

Reverse Mortgage Advisor Reviews

• D

  Debra Sharp
  5

  Angela was wonderful and going above and beyond to help me get my reverse mortgage. I don't think she's ever had such a difficult one to handle but in the end I got my reverse mortgage and I can only put the thank yous to her. If you need reverse mortgage help I would definitely choose her for your agent.

  Response from the owner

  Thank you Debra. I appreciate you and the opportunity to be of service. Yippee! We got it done. :)

• J

  Jessica Schultz
  5

  Angella is an expert in Reverse Mortgages, I never fully understood the benefits of them... in addition to her strong skillset, she is so friendly and quick to respond to my questions or concerns. I highly recommend Angella, Thank you!

  Response from the owner

  Thank you Jessica, you are an outstanding individual. I loved working with you. I send you good vibes and warm thoughts. :)

• R

  Rob Smith
  5

  Angela was thorough, competent, available, patient, and friendly at all times. She went out of her way to help me understand if I was a good candidate, or not, for a Reverse Mortgage. She makes sure her clients fully understand what a Reverse Mortgage is and the process of getting one. Great customer orientation/service at a time when this important characteristic of business professionalism is all too often lacking. I highly recommend Angela if you're considering a Reverse mortgage.

  Response from the owner

  Thank you Rob, I enjoyed working with you.

• B

  Bill Harper
  5

  We recently closed on a reverse mortgage that was set up for us by Angella Conrard. We had also considered 2 local reverse mortgage brokers, but after receiving presentations from all 3 and then corresponding and talking to them, it became obvious that Angella was the most knowledgeable and more effective at looking out for our best interests. Interestingly, the fees were all essentially the same which made the decision even easier. Working remotely with her was not a problem. I think our situation is different than most in that we have a more than adequate income in retirement and did not need a reverse mortgage for additional income. We plan to primarily use our reverse mortgage line of credit for long term care if we need it in the future. It is much better than buying long term care insurance like my mother had purchased that she could never use because of the policy restrictions. In the interim, for the next 5 years we will use the line of credit to pay the taxes on Roth conversions from our IRAs, instead of taking money from the investments to pay the taxes. At age 70 when we start to take Social Security and our income increases, we will then start to repay the reverse mortgage line of credit back down to $1,000 so that it can grow more quickly to the 1.5x maximum, in case we need to use it for long term care. And since reverse mortgage draws are income tax free and don’t affect Medicare or Social Security payments, it was an easy decision. Discussions with Angella verified this somewhat unusual plan and we proceeded to get our reverse mortgage through Angella. It was an educational process for us and Angella greatly helped with the information she provided and books she recommended. We would both strongly recommend contacting Angella Conrard if you are considering getting a reverse mortgage and we have recommended her to 2 friends already. - W H & E H, Washington state

  Response from the owner

  Hello Bill, I appreciate you and your thorough research in how a reverse mortgage can be strategically used in a sound and progressive financial plan. No longer are these loans used as "last resort". Thank you for sharing your insights and your innovative thinking. Kind regards, Angella

• G

  Gene Powell
  5

  I am 74 and my wife is 69 and it was a real pleasure working with Angella. She took us through the process from start to finish and we could not have hoped for it to have been any smoother. She was able to answer all our question's and help us understand the process.We would highly recommend her to anyone considering going through the process.

  Response from the owner

  Thank you Gene & Sue, thank you for being delightful clients. I thoroughly enjoyed working with you. Be well. :)

• K

  Kay Uyeda
  5

  Angella is a professional and kind person to work with. I appreciate her quick response to questions and knowledge of the industry.

  Response from the owner

  Thank you Kay, it was a pleasure to work with you. Your outstanding!

• L

  Les Edwins
  5

  My personal experience working with Angella Conrard on a reverse mortgage, and one of the top things I first look for, is that she is honest and will not try to sales pitch you just to close a deal. She's prompt, returns calls, explains procedures that you might not have knowledge to complete or fill out, and works hard on your behalf! If you're looking into getting a reverse mortgage I will highly recommend Angella Conrard! Les Edwins Antioch, CA.

  Response from the owner

  Thank you Les, I appreciate, you, and the opportunity to be of service. It’s my pleasure.