Testimonials

Marc Gertz made the process easy and extremely efficient.

Mr. Gertz is a very, very smart man. He’s honest and he knows what he’s talking about. I will trust him for my reverse mortgage and I strongly endorse him to any and all.

Is very professional and pleasant to work with. Marc Gertz made things easy to understand because he took his time to explain the process from A to Z. Compare to other places his financing fees were very reasonable. He worked hard to find the best options and solutions that suited our situation. The bottom line, I received better services than expected. HIGHLY RECOMMEND!

If anybody needs to refinancing or get a reverse mortgage there is nobody better, more tenacious and knowledgeable than Marc. My wife and I were in desperate straits. Drowning in credit card debt. Our fault. This close to having to sell our condo when Marc came to the rescue. We didn’t qualify for a reverse mortgage. Our FICO’s were shot. It took him six months to find the right vehicle, but he finally found another way to get the funds to pay off our debt and live month to month within our means. Nobody else suggested to us what Marc did. Besides everything else he is compassionate and a great financial advisor and planner in general. He’s like a dog with a bone. My advice — heed his advice.Link

I’m here to tell about my experience in dealing with Marc Gertz. We put together a reverse loan program for my father-in-law and I had looked at about four or five different proposals. Marc Gertz was one of them that we looked at and we ultimately settled on Marc. What we liked about Marc is he presented a solution that seemed to work well for our situation and not only that but Marc was very diligent and followed up very well. He had great rapport with my father in law who was 96 or 95 at that time and that was really the key to get this program through. Marc had a great rapport with my sister-in-law and my wife who were basically pushing the program forward. We needed the funds to keep my father-in-law in his home with long term of caregivers. Marc was very thorough, explained the program very well and we all understood it and at the end of the Day so had my father in law. I had no problem in signing the papers and going forward with it. I’d like to say that we had a very positive experience with Marc and we highly recommend him for anybody looking for reverse mortgage.

Marc Gertz did a reverse mortgage for my mother in law. He did an excellent job. Marc Gertz is extremely knowledge based. He took the time to fully explain the process to my mother in law. Marc was timely and lived to all his commitments. I highly recommend Marc Gertz Feel free to contact me.Link

Marc Gertz did a reverse mortgage for my father in law. The reverse mortgage afforded my father in law to stay in his home with in home care. Marc was diligent in getting the job done. I highly recommend Marc Gertz. He can be reached at 310-447-5266. Link

This was an amazingly difficult reverse mortgage, made worse because it was during the Covid pandemic. Marc never gave up. His personal attention (many house calls) and creativity made this happen. If you are looking to obtain a reverse mortgage, I would highly recommend Marc – he knows his stuff!!

Knowledgeable, friendly, experienced, service oriented, problem solving, ethical… there are not enough superlatives to talk about Marc Gertz and  Reverse. If there is EVER a need or question, Marc is your guy.

Marc Gertz of  Reverse is a great resource of information on reverse mortgages. His ability to easily explain what a reverse mortgage is (and is not), helps homeowners age 62+ clearly understand the benefits. What I appreciate most about Marc is that he serves his clients by not only educating them, but also providing them with solutions that make sense.

The simplest way to describe Marc Gertz and the way he does business is to use the term, consummate professional, and for two very important reasons. First and foremost, Marc completely understands the product. I think it’s safe to say that many if not most of us (and that included me) have significant misunderstandings and misconceptions about reverse mortgages—what they are, what they do and how they work. In a very short period of time in plain language that I could understand, Marc explained just how versatile and powerful a reverse mortgage can be as a financial tool. The second reason is that he truly cares about his clients and that they get the very best service and product—even if it’s not his— available to suit their needs. He truly goes above and beyond and that is a very rare quality these days. I couldn’t recommend him more highly.

I’ve been in mortgage and commercial lending for over 20 years so i know the difference between a sales person and a consultant. I am very impressed by Marc’s knowledge and his professionalism. He is a true advocate for his clients and in this industry it’s difficult that’s difficult to find!

As an insurance and financial professional my clients are extremely important to me. I help my clients in a variety of ways and refer them to others as needed; but I’m very particular who I recommend to my clients. I research all recommendations that I receive. I also check to see if any former or present clients have had experiences with any professional recommended to me. I don’t like surprises. Recently, a 92-year-old client and his family asked about reverse mortgages. I researched who is the best and most knowledgeable expert in Southern California. One name that kept coming up again and again was Marc Gertz of  Reverse. I introduced Marc to my client, his family and his CPA. Marc was insightful, patient and explained in detail how the reverse mortgage process worked. He collaborated with the CPA and the adult children to design a program to solve my client’s issues. Marc illustrated the steps and what to expect. He kept me informed and funded them faster than I anticipated. Marc was great and made me look good. This was an amazing experience. I highly recommend Marc Gertz..

I have clients that want to retire and do a lot of traveling but sometimes have limited means on a reduced and fixed budget.
Marc is a business friend and thought he might have a solution for me so he and I met for coffee.
Marc thoughtfully and thoroughly explained to me how reverse mortgages could solve lifestyle problems for seniors and corrected my thinking about them!
He has solutions for people who think they are stuck, and is a great financial counselor. I recommend you talk with him.

Marc the most knowledge and trusted reverse mortgage specialist I have ever worked with. His educational approach is the perfect approach and he genuinely cares about his clients! Being in the financial industry I have worked with a lot of reverse mortgage lenders he is by far the best!

Marc Gertz dispels whatever myths, pre-conceived ideas, or negative images that you may have about the art and practice of a reverse mortgage. Let’s face, we all know people who are house rich and cash poor, people who could benefit from less struggle and ease of mind. Marc has a very clear understanding of the history of reverse mortgage industry, why it went south, and how the industry corrected itself. He’s an active volunteer in the senior care community, and is a wonderful resource for all things “senior” in Los Angeles.

Marc Gertz is extremely knowledgeable about reverse mortgages. I’ve interviewed several people that have used Marc and they extremely happy with his work. I also preach reverse mortgages which this video is about. I highly recommend Marc Gertz for reverse mortgages.

Recently I had a business together with Marc Gertz at Reverse. My involvement was pretty minimal. I simply notarized some paperwork. Here,… Read more…

Marc Gertz is a premier financial consultant for fiduciaries and their clients.  He understands deeply the myriad ways reverse mortgages can be used to provide an income stream, a lump-sum payment or to match cash flow distributions to your clients unique financial, retirement, estate planning and business succession needs. He also understands how to use these products for asset protection. He is both a strategist who sees the big picture, and a tactician who can sift through the details to find the key information that matters. His skill as a story-teller helps you translate complex information into easy-to-understand ideas that your clients will understand. He will collaborate with you to decide whether a reverse mortgage is a right solution for your client.  You will be well-served to get to know Marc before you need him.

Marc Gertz is a wonderful collaborator. He has been a true  professional partner through the process of getting liquidity out of my clients estates, so that I can help them live out their lives according to their wishes. He has helped me with difficult to resolve loan issues. He also is a great resource in finding other professionals that may be needed in the course of my work. I highly recommend that all fiduciaries consider consulting with him about anything to do with reverse mortgages. I trust him with my clients. You can too.

Meet Shela Jackson
She is a trusted advisor and reached out to Marc to help her client’s situation.

Shela is an actual trusted advisor and not an actor.