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..
