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.

I have been living in Corona Del Mar for 40 years

An avid entrepreneur finds his happy place watching the sunset over the Pacific Ocean. Right out of college, Richard and a couple of his fraternity brothers started the Cask and Cleaver chain of steak houses in California. They were young and committed to working long hours for several years to see the chain grow to 30 restaurants and finally sold the business.

It was time to move on

Being able to experience the great outdoors on his terms is Ron’s greatest joy. As a semi-retired accountant, Ron has been living in the home he shared with his wife for over 35 years in the San Fernando Valley. “She wanted this house, and now it has made me over a million bucks!” Eight years after losing his wife, Ron had finally accepted that she is not coming back and wanted to move on with his life and focus on his finances.

Seeing the world together

Living a full life and doing what they love meant finding a way to fund their travels. Mario had been working full-time since he was twelve years old and never stopped until he retired from his role as a motion picture technician. After the loss of his first wife, and mother of his three children at an early age, Mario was only focused on providing for his family. After several years, he finally met Veronica, an elementary school teacher and now wife of 24 years. After they both retired, they started planning how they wanted to live out their golden years and agreed that it was all about traveling the world. They just needed to figure out how they were going to fund it.

How a reverse mortgage helped after a natural disaster

We can have everything perfectly planned and ready to go, and then disaster strikes. When we least expect it, an emergency situation can present itself, causing us to rethink everything we thought we knew and challenge our assumptions about how we can power through and reach a positive resolution. Two years ago, Dave was applying for a reverse mortgage loan when his community was hit by devastating fires, leaving his neighborhood susceptible to landslides.

A retirement that lives up to the adventure

Many of us aspire to retire early, but only some accomplish that goal. The things we do in our professional lives are often driven by the age in which we retire. Until we get there, our investments, savings, and other life choices dictate the reality of these goals. For Hassan and Dennie, retiring early was made possible by savvy decisions that put them in the position they dreamed about for their entire lives.

January 1, 2025

The entire process was made simple by those people whom I talked. From start through the end, they explained everything, and everyone was friendly and knowledgeable. I would recommend to anyone. Start to closing took about a month and 1/2 which is rather fast compared to past experiences.

January 8, 2025

Everyone that I had contact with was professional, polite, knowledgeable, and friendly. They took the time to listen to what I was asking/saying…Phone calls were returned very promptly.

January 22, 2025

“Finance of America was very thorough and kept me informed of the status and next steps…They clearly had the experience needed to get the job done.”

January 23, 2025

Our experience was excellent. My sales agent was professional from the beginning to the end... It was life-changing for our situation.

January 25, 2025

This experience was so far above my expectations. Carla made this process so easy and alleviated so much stress in my life. I’m disabled and house bound. At every point Carla was caring, helpful, empathetic, knowledgeable and just plain GREAT! I will refer everyone I know to her.

January 27, 2025

Both loan officer and loan processor provided excellent customer service all the way until my loan got closed… I am very happy with my decision to go with this company.

January 29, 2025

Every person I spoke with was professional, helpful, knowledgeable, and friendly. I was kept advised of everything through the entire process. I would not hesitate to recommend this company.

January 30, 2025

The staff is extremely helpful. They are caring and have a lot of patience especially as they are dealing with the elderly.

February 6, 2025

The people are knowledgeable, courteous, explain and communicate what is happening during the process from beginning to end. They are not there just to close on a loan.

February 28, 2025

I liked the agent I worked with at Finance of America. The process was done over the phone and I faxed and photocopied a few documents, which was much simpler than I anticipated. We own our home outright, and we were about to start having issues with paying our property taxes. The reverse mortgage was the best way to go. It's helped immensely.