Customer
Stories

See how Finance of America customers have used their home equity to navigate life’s changes, pursue what matters most, and create more financial flexibility for the years ahead.

One home. A new chapter together.

Martha is used to setting her own course. After running her own insurance agency for 36 years, she carried that independent streak into retirement—and into a new idea she and her daughter Jen had for their homes.
 The two have always been close. And maintaining separate houses in gated communities came with what Martha called "a lot of overhead." So, they asked: What if, instead of living apart, they created one space that worked for them both?

Helping family now, and later

Devotion to family led retired professor Craig Smith, 76, to buy his home in Long Beach, California, in 1997. The duplex allowed him and his ailing mother to share a home and still have their own spaces. Though his mother passed away years ago, Craig’s commitment to his family remains an important motivation in his financial decisions. With a HomeSafe reverse mortgage loan from Finance of America, he can enjoy his retirement and lend a helping hand to his family.

Turning unused equity to travel and fulfillment.

When Susan bought a fixer-upper in Hermosa Beach, California, at age 26, she never expected it would be her home for the rest of her life. But 40 years later, at 67, she's thrilled to have been able to experience so much in her beloved house. And thanks to a reverse mortgage from Finance of America, Susan can look forward to many more years in the home she loves. "There's much history and so much good feeling about all that has gone on in this home all through these years. I'm so very grateful for this house and excited I can remain in it," she says.

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.

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.

September 8, 2026

FoA from the very first phone call made the process of a RM, absolutely seamless. Everything was explained thoroughly and the actual initial 'approval' was literally handled in minutes from the first phone call with the representative. I simply could not recommend enough if you are considering a RM. "Thank you..."

September 8, 2026

I was in permanent contact with Kristina Bruno, wonderful person,always answers all my questions no matter what time, she assist me all through the processing, great support. she gave me confidence and all information i needed. The process was quick and easy. Yes, a lot of docs needed but worth it, I am free of debts, can still keep my house and have a life free of stress.

September 6, 2026

Went through a reverse mortgage with this company and couldn't have been more pleased . The people are so sweet and put so much effort into making everything go as smooth as possible. They were so helpful and appreciated all their help in making sure we were top priority. Thank you Teigs and Sarah Q.

September 6, 2026

Great reps and communication!! It wasn't a hassle for me at all because my house was paid for. A reverse mortgage was the best option for me at this time, and I'm using most of the money to remodel my house. I'm retired, so I can't make loan payments, and the reverse mortgage allows me to invest in my home and build more equity. It will absolutely work for me!

August 31, 2026

At all times, Ciro was courteous, knowledgeable and kept me informed of the current status of our loan process. He communicated frequently by both phone and email. I think he is a real asset to "Finance of America" and would recommend him to others my wife and I know for future loans.

August 31, 2026

The greatest experience was dealing with highly professional individuals who were competent, nice, thorough and knowledgeable, had an answer for all my questions, made sense out of complicated information, and were extremely timely in making phone appointments.

August 31, 2026

Finance of America is a wonderful company. Our loan process was so streamlined and organized. We had dedicated loan officers who walked us through the process every step of the way. Details of our loan were clear and concise. I can’t say enough good things! The application was easy. Communication from staff was excellent.

August 30, 2026

It was a pleasure working with Jason. From the first moment we spoke Jason wanted me to be fully aware of how the process worked and he wanted me to be sure that a reverse mortgage was the right fit for my needs. Once I made the decision to proceed, he guided me through all the steps to gather the necessary information needed.

August 17, 2026

There were many pitfalls in with the reverse mortgage procedure but the Finance of America representative, Rebekah Weiskittel was godsend. Her professionalism, expertise and patience made the whole process very palatable. If wasn't for Ms. Weiskittel, it would have been unbearable. Our family bows to Ms. Weiskittel for her help!

March 6, 2025

The representatives were knowledgeable, helpful and informative. Documents were requested early in the application process and there were no repeated requests.