Senior Funding Associates-MONTY SIMONS

Financial Planning, Real Estate Agents, Banking/Credit Unions,

About us

FHA Reverse Mortgages are available to people 62 or older. Each product allows you to tap into home equity without making payments. Can be used to pay off a current mortgage, or whatever you choose. Does not affect social security, or medicare. Available cash is tax free. Jumbo's available also.

Business highlights

21 years of trusted experience

Services we offer

Fixed rate, and variable rate products are available. All products are FHA insured. Reverse Mortgages for Home purchase are available. Always available to work with Financial Planners, accountants, and senior advisors to review plans.

Amenities

Free Estimates
Yes
Senior Discount

$500



Accepted payment methods

Financing Available

Reviews

5.02 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%


Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Showing 1-2 of 2 reviews

Marsha H.
02/2014
5.0
financial advisor
  + -1 more
Monty Simons was a true professional, he explained all aspects of the loan processing, procedures, and costs. He made sure to be available to explain all of the documentation to be signed or what was required in the processing. He was present at document signings and was always patient and helpful, there was never an issue of waiting for answers or lack of attention by him. He would follow-up on items needed and was always on top of the processing and had the answers to all our questions. I can honestly say that from my own professional background and experience with various loan officers, he is one of the best loan officers I have worked with over the past 30 plus years. I can recommend without any reservation whatsoever, Monty Simons as the right loan officer to contact for a reverse mortgage. He made the entire process worry and stress free.
Description of Work: Loan officer for my mother's reverse mortgage.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$4,200

Frank F.
01/2014
5.0
financial advisor, real estate agents
  + 0 more
It went very well because of his daily diligence. Monty constantly monitored the progress and moved things along very quickly. He worked well with the other parties and stayed on top of potential problems until they were solved.
Description of Work: Monty Simons brokered a reverse mortgage for my client.

Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$4,625

    Contact information

    23801 Calabasas Rd. 2018, Calabasas, CA 91302


    Service hours

    Sunday:
    8:30 AM - 7:00 PM
    Monday:
    8:30 AM - 7:00 PM
    Tuesday:
    8:30 AM - 7:00 PM
    Wednesday:
    8:30 AM - 7:00 PM
    Thursday:
    8:30 AM - 7:00 PM
    Friday:
    8:30 AM - 7:00 PM
    Saturday:
    8:30 AM - 7:00 PM

    Licensing


    Eco-friendly Accreditations

    LEED Accredited Professional
    No
    Energy Star Partner
    No
    EPA Lead-Safe Certified
    No
    Use Green Products or Work Practices
    Yes
    State Contractor License Requirements

    All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our State Contractor License Requirements page.

    *Contact business to see additional licenses.


    Service Categories

    Financial Planning,
    Real Estate Agents,
    Banking/Credit Unions,
    Accountants/Tax Consultants,
    Mortgage Companies

    FAQ

    Senior Funding Associates-MONTY SIMONS is currently rated 5 overall out of 5.

    Sunday: 8:30 AM - 7:00 PM

    Monday: 8:30 AM - 7:00 PM

    Tuesday: 8:30 AM - 7:00 PM

    Wednesday: 8:30 AM - 7:00 PM

    Thursday: 8:30 AM - 7:00 PM

    Friday: 8:30 AM - 7:00 PM

    Saturday: 8:30 AM - 7:00 PM

    Senior Funding Associates-MONTY SIMONS accepts the following forms of payment: Financing Available
    Yes, Senior Funding Associates-MONTY SIMONS offers free project estimates.
    Yes, Senior Funding Associates-MONTY SIMONS offers eco-friendly accreditations.
    No, Senior Funding Associates-MONTY SIMONS does not offer a senior discount.
    No, Senior Funding Associates-MONTY SIMONS does not offer emergency services.
    No, Senior Funding Associates-MONTY SIMONS does not offer warranties.
    Senior Funding Associates-MONTY SIMONS offers the following services: Fixed rate, and variable rate products are available. All products are FHA insured. Reverse Mortgages for Home purchase are available. Always available to work with Financial Planners, accountants, and senior advisors to review plans.

    Contact information

    23801 Calabasas Rd. 2018, Calabasas, CA 91302


    Service hours

    Sunday:
    8:30 AM - 7:00 PM
    Monday:
    8:30 AM - 7:00 PM
    Tuesday:
    8:30 AM - 7:00 PM
    Wednesday:
    8:30 AM - 7:00 PM
    Thursday:
    8:30 AM - 7:00 PM
    Friday:
    8:30 AM - 7:00 PM
    Saturday:
    8:30 AM - 7:00 PM