What Others Say About Us

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Gloria L., Tucson, AZ

Marc did a great job getting me qualified so I could use a reverse mortgage-for- purchase to buy my retirement home. He overcame many financial obstacles on my behalf and succeeded where others would have failed. I’ve actually come to think of him as a loyal friend.

Gigi & Sam R., Camarillo, CA

It took Marc a lot of time to make our loan work. My husband is disabled so it was all on me. He helped me to put the paperwork together and worked very hard.
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He made me feel safe. Marc cares about people and has made our lives better. Now we don’t have to worry about bills and can enjoy life again, which, for me, is painting and travel.

Doug & Mary D., Saratoga, CA

Marc did a great job for us. He really helped us to organize our paperwork so that that we could qualify for a reverse mortgage. He also helped us to find a contractor to fix our roof. Few financial counselors would have had the patience that he does. He is a great guy to have on your side. You can feel safe with him.

Ancelot F., Cerritos, CA

I never expected to be going through a divorce in my 60’s, but I did. Our home was free and clear and I wanted to keep it but my wife wanted her 50%. Marc helped me to qualify for a reverse mortgage so that I could pay her off and remain in the house with my sons. He was very sensitive to my needs and even came to court to testify.

David H., Beverly Hills, CA

Marc came to my rescue. He structured the Jumbo-Reverse loan so I was able to set aside $1,000,000 towards monthly income.
He made sure my appraisal came in at full value. Now I will be able to stay here for the rest of my life. He is the best at what he does. Call him!

Paul Z., Lake Arrowhead, CA

Marc did a financial analysis for me and showed me how I was going to run out of money in 6 months. He was honest and he structured a reverse mortgage for me that not only cleaned up my bills, but also fixed up my house and gave me time to sell my business. Today I am debt free, my stress is down and my health and quality of life is better thanks to him.

Gerda S., Los Angeles, CA

Marc helped me to solve a legal problem so I wouldn’t lose my home. Because I am 92, it took time to get everything together. But he was patient and we got all the papers he needed to get the reverse mortgage approved. He also provided the mediator with what he needed to settle our case. You’ll be safe and secure working with him.

Harold K., Los Angeles, CA 

Marc set me up with $9200 a month for life so I could pay for my in home health care worker and stay in my home where I have lived for 50 years.  Without him I would be in a nursing home.

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What The Professionals Say

Stephen N., Estate Planning Law,
​Los Angeles, CA

I recommend Marc Gertz with no reservations to my clients who have any questions about reverse, forward, or commercial mortgages. He is a trustworthy, honest and caring professional.

Irene P., CPA,
​Los Angeles, CA

Whenever any of my clients has questions about or interest in getting a reverse mortgage, I send them to Marc Gertz.  He knows what he is doing and is a pleasure to work with.

Hedieh F. Law Group,
Newport Beach & Beverly Hills, CA

My office has no problem recommending Marc Gertz to our clients when they have questions about mortgages, especially reverse mortgages. He is an honest and knowledgeable professional.