Willard Acrey – 03/2021

Thank You for being so professional and trusting.  You answered all my questions and made me feel as I was your only client. I will differently recommend you to anyone I run across needing help in the field.  Sincerely  Willard Acrey and Daniel O’Shea.

Vivian Malloy – 03/2021

I wanted to convey my sincere appreciation for the extraordinary effort he made to assist me with qualifying for a reverse mortgage. We started the process this past January after which time he walked me through each step via phone calls and email. During our communications, he always maintained a professional and informative demeanor. He is a conscientious listener who addresses questions and concerns with expedient responses derived from his in-depth professional experience with the business and from inquiries with other professional staff as needed. His responses have always been prompt, specific and positive. We closed 2 months after the start point which resulted with benefits above my expectations. In the past I have done inquiries with several reverse mortgage brokers and find David to be top-of-the line. Thank you for having such a personable and knowledgeable colleague. You have my permission to use my feedback as needed to encourage other interested clients.

Ester Johnson – 03/2021

Thank you so much David for your help. I spent a lot of time worrying about my home due because my last broker did not properly explain everything. You made the whole process so quick and easy for me and my son. He and I both appreciate how much you cared for us. The whole process was easy and I had a very relaxed time. You have my permission to use this testimony, thank you and God bless you David.