Monticello Reverse Mortgage

Waynesboro, VA · Mortgage lender

Rating
4.9/5
★★★★★ 4.9
Reviews
20
Rank in Waynesboro
#3
of 26 real estate agents
City Percentile
56%
rating percentile
Address
Monticello Reverse Mortgage, 29 Stoneridge Dr #207, Waynesboro, VA 22980
Phone
(434) 249-2222
Website
monticelloreversemortgage.com
Status
Closed · Opens 10 AM Sat

Monticello Reverse Mortgage is a real estate agent located in Waynesboro, VA. It is one of 26 real estate agents listed in Waynesboro. Its 4.9-star rating is above the Waynesboro city average of 4.6 stars. It ranks #3 among Waynesboro real estate agents by combined rating and review volume. There are 4 photos associated with this location.

About Monticello Reverse Mortgage

Helping Seniors Achieve Financial Peace of Mind

Hours

Friday9 AM–5 PM

Customer Reviews

★★★★★ 5.0 Greg · Jun 2021

As a a man who has never balanced his checkbook, I was lost when it came to helping my parents navigate the details of their estate. My parents were so focused on wanting to have money to pass on to their children, grandchildren, and great children that they weren't enjoying their lives as fully as we would have liked. While their retirement financial picture is certainly adequate, we all wished for them to have that "abundant life" that is promised in John 10:10. And the reverse mortgage seemed to be a way to finance that kind of living. While we had heard of reverse mortgages and done some Google searches, we generally knew nothing about any of the details about how they worked. I was so grateful for John O'Connor's patience and grace with me--but even moreso with my parents. After

★★★★★ 5.0 Craig Minton · Jun 2021

I have known John O'Connor for over 10 years both professionally and personally. Although i am too young to obtain a reverse mortgage, if i should need a reverse mortgage once i am age eligible, I would select John to handle the transaction. John is truly a subject matter expert in the field of reverse mortgages. His approach is professional, he is not pushy but rather presents the options and lets the client decide in the end. He has a passion for seniors and truly committed to delivering best in class service to his clients. If you are considering a reverse mortgage, you owe it to yourself to contact John to learn more about the program. At the end of the day, John will simply educate you on the program so you can ultimately make an "informed" decision to whether or not this program

★★★★★ 5.0 Doris Gelbman · Jun 2021

I am an elder law attorney. I have had clients that both John and I have served. I have on several occasions, directly referred my clients to John and Monticello Reverse Mortgage. I would NEVER risk my own reputation by referring a client to someone that I was not 100% confident was a man of the highest integrity. John is the single most knowledgeable professional I know in this field. He works carefully and thoroughly with each client to ensure they fully understand and will benefit from the products he presents to them. He will call on them wherever they are most comfortable. He walks the client through every step of the process, ensuring that there can be no problems, anxiety or stress. The results, which I have directly witnessed, are that his clients are significantly calmer, more st

★★★★★ 5.0 Cheri Carter · Jun 2021

My husband & I worked with John in deciding to go with a reverse mortgage about 12 years ago. John was very detailed & answered all our questions. There was no pressure and he even let us think about it for a couple of days. John is a man of integrity & a very caring person. He was always professional & honest. It was the best decision we made. I highly recommend John to help you with your decision, as he will guide you thru all steps.

★★★★★ 5.0 Wiley & Kim Martin · Jun 2021

I have lived in the Central Virginia area since 1991. In that time I know over a dozen senior couples and individuals who have worked with John O’Connor at Monticello Reverse Mortgage and received the benefits of a reverse mortgage from his company. They all agree that John was extremely helpful throughout the process and thoroughly explained each step to their satisfaction. The proceeds they received have helped them enjoy their retirement years. I would highly recommend to anyone interested in the security and peace of mind that a reverse mortgage can bring to contact John to set up an appointment at his office or at your home. W.R.M.

Accessibility & Amenities

✓ Wheelchair Accessible Entrance ✓ Wheelchair Accessible Parking Lot

Services

Mortgage lender

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This listing is informational. Contact the business directly to verify credentials, services, and availability.