Read Dan Casagrande's Client Testimonials
★★★★★
"Very supportive while we took several years to make our decision. Then everything happened rapidly."
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Rowan L W
★★★★★
"Dan has patience and can really communicate with old folks. Lots to do but he made it so it was not overwhelming! Thanks @dan casagrande"
- Dianna R
“Dan is with you every step of the way and can trusted”
“all questions answered promptly and clearly. mostly done on line and when in person no problem being covid safe. the entire process was fairly quick and painless thanks to Dan.”
“Dan and his staff made the whole process very easy, Communication was excellent. Thank you all!”
“Excellent communication throughout.”
“Hi, I am Bennett from Rio Del Mar, I had nowhere to turn and it looked like I was going to lose my house and because of Dan I didn't and it was amazing. I just didn't know how we could do it, but he did, we did, and he never minded when I called, ever.”
“This is Harry from the Monterey Bay Area. I spent quite a bit of time researching reverse mortgages and contacted a number of reverse mortgage providers. Dan Casagrande was the one we wanted to work with. He was knowledgeable, a good communicator and able to explain it all to us. Professional, honest, personable. I really do recommend highly Dan.”
“I'm Mari from Aptos. Were really enjoying it. It's nice not to pay the mortgage. Mr. Casagrande was very good at explaining the whole thing. Were quite happy with it. There's a lot of doctor bills. It's tough to stay in our home, which we really want to do. We love our home. “
“I'm Patricia, Sherman Oaks, CA. He was awesome from the very beginning and even now if I have any issues or questions he's always available. He always calls me back. He's a complete pro in every way. He got me a wonderful reverse mortgage which really saved my home financial situation. And he's a very good human being. You can't get any better, that's what I say about Dan Casagrande.”
“I am Scott and I live in Scotts Valley. I'm actually a mathematician so I have a very good idea about numbers involved but the whole process was something I really didn't understand and Dan was the one that sort of sorted that out for me. “
“Hi I'm Susan and I'm from Santa Cruz, Dan Casagrande sold me the reverse mortgage. Its allowed me to have extra money to go on vacation and for special projects that I needed them for. I'm just been delighted with this.”
“Trust, trust, trust....Dan Casagrande presents himself as a good, honest, old-fashioned work person. and local. Easy to put your trust in him. He was also very informative along the way and answered all our questions. Everything went so smoothly, something I was not expecting. I would not hesitate to refer anyone to Mr. Casagrande. Also, Marsha, the Notary Public, was so trustworthy and knew the paperwork extremely well. This is the kind of service that need to be replicated in today's world.
"Dan is a very nice man ! He is also very professional . He followed up with me with phone calls . I knew I found the right guy after my first phone call to him."
- Dean
"all questions answered promptly and clearly. mostly done on line and when in person no problem being covid safe. the entire process was fairly quick and painless thanks to Dan"
- Margaret
" Dan is extremely knowledgeable about all facets of the reverse mortgage field. Because of his expertise, intelligence and experience, it was a smooth process. We understood all that was presented to us and he and his team were wonderful in dealing in all matters to get this done. Our appointment times were always at our convenience, our phone calls either answered promptly or returned immediately, emails were answered quickly. It was a great experience and very happy to have met Dan! "
- Steve
" I was very pleased with Dan’s informative information he gave me. He was always very responsive to any questions I had about the process. There is no doubt that I would refer him to anyone. "
- Carolynn
"Dan and his staff made the whole process very easy, Communication was excellent. Thank you all!"
- Suzanne
"Made process easy for me. Explained everything clearly. "
- Ann
"Excellent communication throughout."
- Mike
"Dan is not only extremely knowledgeable but is very empathetic and always has the well-being of his applicants in mind. I trust him implicitly and would even buy a used car from him. :) In a nutshell, Dan rocks!!! "
- Jean
"Dan and his team were excellent! I loved his professional and friendly attitude. I would highly recommend him to my family and friends. "
- Edward
"Dan is very nice, really informative, and takes care of your questions and needs. I was his very first client years ago."
- Susan
"Dan is great! He gathered much of the information himself so that we did not feel overwhelmed. He was informative and did not hurry us in the process. We like his easy going nature and would recommend his services."
- Patricia
★★★★★
"Great Rate, Good Services"
- Charles
"He's Knowlegde, Personality and Ability to Properly Help the Client is Outstanding"
- Jimmy
★★★★★
"Dan was very Knowlegdeable about the whole process and kept us informed throughout the entire process. Thank you Dan!"
-Yonald
★★★★★
"Communication and timely responses"
- David F
★★★★★
"Thank you so much Dan! I wanted to express our sincere thanks for all your help throughout the reverse mortgage process. Navigating every step was much easier with your guidance, patience, and expertise! Thank you again from
The Lopez Family"
★★★★★
"Dan was extremely helpful and attentive throughout the process of obtaining my Reverse Mortgage. He made the entire process seamless, and if you are looking for a broker you can trust to do an excellent job for you, Dan is the one.
Lucy Morton"
★★★★★
"We did not have a "cookie cutter" type of property and Dan got us the money we needed, like the pro he is! He always personally answered the phone, even when he was on vacation in Florida! If anyone is looking into a reverse mortgage, I would highly recommend Dan Casagrande, he is honest but straight forward. His right hand lady Therese is highly competent and very helpful. Thank you Dan and Therese!
Hap + Susan Bullard"
★★★★★
"Dan is a phenomenal broker. I found him professional yet kind, helpful, and friendly. Always responded to my questions and concerns promptly. He has extensive knowledge of the industry. If you're considering a reverse mortgage I can highly recommend him.
Linda Monroe"
★★★★★
"The most wonderful experience all because of "Dan-Dan the Money Man" Dan was there each and every time I called, text, or emailed him. He kept me informed every step of the way and made this, once a scary move for me to make, very calm & a pleasant experience. Anyone wanting info for a Reverse Mortgage need to contact Mutual of Omaha & Dan Casagrande. Thank you Dan, it was truly a pleasure.
Lil VanWinkle"
★★★★★
I always felt like Dan was looking out for my best interests. He handled my dad's reverse mortgage and when I needed help after my dad died, he stepped in and offered to help me with getting a reverse mortgage for my inherited property. He was caring and looked out for my interests. Dan always felt like extended family, so though the process felt rocky at times (underwriters), I felt he had my back and he advocated for me to get my loan so I could secure my home. Thank you Dan.
Michelle MyBelle"
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