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“Mary Jo took us efficiently and quickly through the process of obtaining a reverse mortgage. She spelled out the process in a most intelligent and informative way, patiently answering all questions. She came to our home and assisted us with all the paperwork. She also alerted us to community organizations for further counseling, advice, and assistance with the process. On paper this is what happened, essentially what Mary Jo did for us. But I could not put on paper or express enough gratitude for Mary Jo’s emotional support during this most difficult time of my life. Three years have passed and I still consider Mary Jo my friend and most trusted reverse mortgage advisor. Mary Jo has strict work ethics and is compassionate about her customers, considering their needs and benefits first and foremost. I am fortunate to have Mary Jo as an advisor in reverse mortgage decisions and most especially I am fortunate to have her friendship. She is exceptional in regards to both.”

“Thank you, Mary Jo. I really appreciated the patience and professionalism you showed in working with my parents. I took them out to dinner last week to celebrate their 60th wedding anniversary. This reverse mortgage program is just what they need to make their remaining years much easier.”

“Thank you Mary Jo. We appreciate your help making this happen. Initially it was a scary prospect for my folks, so your calm and pleasant manner helped them get the comfort level they needed to proceed.”

“Thank you so very much for helping make our class so successful by sharing this bit of your time and expertise with our students. Public colleges have not always been blessed with the support and participation of business leaders – your visit helps our students tremendously and I just want to THANK YOU AGAIN for sharing with them.”

“We thank you for your very friendly, pleasant and, most of all, your very professional handling and executing of our loan. [Your lenders] must be very pleased to have people such as you operating at such a high level.”

“It gives me great comfort to know I can call you [if I am] in need of advice. I trust your judgment.”

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