The Reverse Advisor Puerta Real, Mission Viejo

The Reverse Advisor Reviews

• D

  Doris Jean
  5

  Do not get a Reverse Mortgage until after you speak with Kent. This is the advice I will give anyone I love or care about in any way. I spoke to Kent a few days ago and he was amazing. After searching the internet and speaking with various “Mortgage Professionals” for weeks, I was so very confused. But, Kent was like a breath of fresh air because he was able to explain everything in easy-to-understand terms. Talking to Kent was like talking to a best friend in the Reverse Mortgage business. Even though my family and I live outside of his service area, Kent took the time to go over every detail with me step by step. He made sure I understood everything and he even showed me how to verify the information he gave me. Knowing he could never be compensated for the time he spent with me, I started jokingly referring to him as the man with angel wings. I know that sounds over the top, but it was truly from my heart.

  Response from the owner

  Thank you, Doris. I respect your willingness to suspend your disbelief long enough to learn the facts. There’s a lot of misinformation out there about reverse mortgages. When we talked, I think I shared one of my favorite sayings: If things you thought were true turned out not to be true, how soon would you want to know? Over the last 15 years, while helping people with reverse mortgages, two things seem true: 1) having money problems in retirement is not healthy and no fun, and 2) well-informed people tend to make better decisions and have greater peace of mind. The reason we care a lot about financial literacy is because we see educating people as our chance to make a small, positive dent in the universe. While I am only licensed in CA, AZ, CO, TX, and FL, I'm happy to talk to anyone about reverse mortgages. I believe home equity needs to be considered in the retirement planning conversation. Less financial distress leads to happier people and a happier world. Doris, I applaud your willingness to learn. You are going the right direction and I’m always happy to help where I can. Yours to count on, --Kent

• M

  Michael M
  5

  My wife and I have spent a considerable amount of time looking into securing a reverse mortgage. This recommendation doesn't address the considerable number of factors that go into that decision, but rather offers testimony to the excellence of the choice we made of advisors. We contacted more than a few, and the one that stood out for accurate information and support was Kent Kopen's Reverse Advisor. Securing a HECM is a big step, and it's crucial to have an ethical and experienced guide to help navigate the process. That's where Kent (and Dee) come in. Each phase was clearly explained and every requirement was met quickly and efficiently. The Reverse Advisor website is an excellent resource that provides thoughtful analysis about the topics surrounding reverse mortgages. The informational videos give an added dimension of depth and are helpful in simplifying the entire process. You would be making a smart choice to give Kent a call if you're considering a reverse mortgage. He has a solid base of knowledge, and an intuitive way of figuring out what is in the best interest of the client.

  Response from the owner

  Michael, I daresay you were the most knowledgeable client we’ve ever helped. I particularly enjoyed our initial conversation when I mentioned Wade Pfau’s excellent book on reverse mortgages and you said you’d read it. Dee and I really enjoyed working with you and your wife. Thank you for the kind words! Yours to count on, --Kent

• B

  Bonnie Shimasaki
  5

  First rate advisor and assistant, Kent and Dee. They arranged the first reverse mortgage and he was on it when the interest rates dropped to get us a new deal. Love this team...honest, efficient, great people skills, and like NIKE...Just Do It is their philosophy and always in our best interests!!!

  Response from the owner

  Bonnie, I often say our clients become our friends because there's so much paperwork, that takes weeks to get through. But in your case, I feel like you've become family. Thanks for always being one of the phone calls I smile when I see coming in. You are extraordinary, in a good way. And your continued trust is something we're most proud of. Call for any reason, any time! Yours to count on, --Kent and Dee

• C

  Caroll Thorsness
  5

  This is the second time that we have worked with Kent and Dee and we could not more impressed with them. They were incredibly helpful and knowledgeable about every aspect of our reverse mortgage. We would recommend them to our family and to anyone who needed their help. They are so trustworthy and truly care about the people they work with. We consider them to be our friends and are very grateful for them! Caroll Thorsness

  Response from the owner

  Caroll, earning your trust is the highest compliment. Four years and two loans later, we are definitely friends. Yours to count on, --Kent & Dee

• k

  kathryn field
  5

  I highly recommend this company. Their knowledge and professionalism is superior in every way.....Many thanks to Kent and Dee! They made it easy. I reposted this review. I just refinanced my reverse mortgage with Kent. Even in this ever changing market,! I am so happy to work with them

  Response from the owner

  Thanks Kathryn. Years ago, I mentioned our clients often become our friends. And you are one of our favorite client/friends! Thanks for being a great advocate for our efforts to reduce financial distress. Yours to count on, --Kent

• S

  Steven Sless
  5

  Kent is a treasure to the reverse mortgage industry. A professional in every sense of the word, Kent sets a high bar for others in the industry to meet. Kent possesses the skill needed to effectively educate both potential reverse mortgage borrowers and financial professionals alike. I highly recommend Kent and assure you will be in great hands.

  Response from the owner

  Steven, I feel the same about you. Even though we're on opposite sides of the U.S., I know many look up to you for guidance and encouragement - qualities you generously provide.

• P

  Peter B. Baird - Sell & Buy Smart Group
  5

  I rarely take the time to endorse anyone but in Kent Kopen's case it's my privilege. After speaking with several so-called reverse mortgage experts, my wife and I were confused to a state of non-action. A good friend referred us to Kent and immediately during the initial conversation it was clear that Kent was a true expert that took his fiduciary responsibility seriously and that he had our best interest his central priority. For anyone facing the stress and challenges of retirement on limited resources, I happily give Kent Kopen my highest personal and professional recommendation. Mr. & Mrs. Peter B.

  Response from the owner

  Thank you Peter. Reverse mortgages have to be one of the most misunderstood financial instruments in the market today. And we all face limited resources. Your words really mean a lot to us!

• K

  Karin Martin
  5

  Kent and Dee are two of the best in the Reverse Mortgage Business. They are extremely knowledgeable and trustworthy. They actually "care" about each borrower and will go above and beyond for them. They will both take that extra step to make sure the borrower is comfortable and understand the process. In this business it is hard to find a company/individual with professionalism and talent like theirs. I will recommend anyone I know to this group.

  Response from the owner

  Thanks Karin - we really appreciate your kind words.

• P

  Pat Glavin
  5

  Kent Kopen is the most intelligent caring and hard working reverse mortgage broker you will ever find! We as seniors need people like him to have our backs. I rarely have to leave a message, he always answers the phone. He is a shining gem in today's world.

  Response from the owner

  Pat, your courage and unflappable good nature are an inspiration. New home construction (renovation) is one of the most stressful projects people take on. The process is always full of unexpected challenges. You handled all those challenges with a great attitude. I see why you teach classes on "How to make your next years your best years." You walk the talk. It was a pleasure working with you. Enjoy your new home and not having to make a mortgage payment!

• L

  Linda Jamison
  5

  I've worked with Kent in the past when I refinanced my home and found him friendly, professional and easy to work with. So when I started researching Reverse Mortgages I knew he was the only one I wanted to work with when I was ready to start the process. Working with him and Dee was a pleasure. They were usually available whenever I had a question and if not they promptly returned my calls. They made a stressful process easier to deal with.

  Response from the owner

  Thanks Linda. Nothing makes a service professional feel better than to be trusted again. And I agree, Dee's attention to detail and friendly demeanor make complicated processes much easier to navigate. I'm blessed to work with her.