Jacob Dax

They may give good service when the borrower is alive and they are getting money, but after the borrower has passed and you are the trustee, the customer servicer is very very poor! I called the maturities department as I have received 7 letters that all say the same thing. «Please contact our maturities department at the number referenced below to provide evidence of your representation of the estate and obtain the exact amount due». I called the maturities dept and was placed on hold only to be told I have to sent in a written request with customer service. I get sent over to customer service and they tell me I need maturities and send me back to maturities only to be place on hold again!!! This is the worst customer service I have ever encountered!!! It is hard enough to deal with the loss of a loved one and then have to deal with unprofessional and uncaring behavior! If you care about your family, do not use this company for your reverse mortgage!

When it comes to financial advice the one thing that trumps everything is the ability to trust the person you are dealing with. Placing your financial future in someone else’s hands can be terrifying. Fortunately there are people like Jake Dax who will give you a well planned road map to financial freedom. He thoroughly reviewed my entire financial picture taking every last asset and liability into consideration. I feel so relieved that I found him and have complete confidence that his advice was designed to benefit one person and one person only… me!