Dan Casagrande is your local reverse mortgage expert serving Santa Cruz County, Santa Clara County, Monterey and San Benito Counties. Dan helps people understand their options and how a reverse mortgage can help with your retirement plan.
I helped friends through what we thought should have been a much more arduous process, friends of mine who were in anxious straits, if not quite dire. I was helped with credit unfreezing, the dreaded ( but Easy, as it turned out) Appraisal, the application and the clearing of the way for the complex understandings and decisions, in this case. Dan was called many times for help, and it was amazing how responsive he was. He always answered. He made each step easier than it was expected to be, in our minds. He was fast, friendly, and non-pushy- but always, always available and quick with answers and careful scrutiny which we appreciated no end. Each step was met with ease and aplomb, and the closing was on time and without surprises. Impeccable service and thoughtful advice, every step of the way. Would not hesitate to recommend Dan if a reverse mortgage would help in your own unique big-picture situation. We were skeptical and guarded in the beginning, and wound up as grateful believers in Mutual of Omaha as well as in Dan Casagrande.
CM
Cynthia Moon
Jun 25, 2025
5.0
My husband and I saw Dan’s “Reverse Man Dan” commercials on TV and he just seemed so personable I gave him a call.
I’m so glad I did!
Dan really takes his time to explain the reverse mortgage process, goes over the numbers, and was always available to answer our questions (even when he was on vacation!). He knows what he is doing and is so easy to work with, we highly recommend him!
DB
Diana Burke
Dec 10, 2020
5.0
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.
DB
David Bindel
Sep 11, 2020
5.0
I would like to recommend to whomever is considering or just wants to get information regarding a home reverse mortgage to contact Dan. I spent a month shopping for the best terms and service regarding a reverse mortgage for my mom. I went through the process with other lenders and their representatives multiple times. I can say without a doubt that dan both in terms of the quality of the loan and the service he provided to our family that he exceeded our expectations with his knowledge and attentive, carting service he provided our family. The stipulations of the loan were far better than the other 3 lenders we got quotes from. If you have ever considered a home reverse mortgage for yourself or like me a elderly parent or loved one save yourself the time and contact dan first you will be happy you did and if you decide to go forward with the loan be rest assured it's the best loan out there and the best local services
BM
Bill Malone
May 30, 2019
5.0
My name is Bill, I live in Santa Cruz. I have been very pleased with Dan's service. He set up my reverse mortgage in 2012. I have called him several times over the last few years with questions about my loan and some of the intricacies of reverse mortgages. He has always been there to answer them and help. I wholeheartedly recommend him to anyone needing a reverse mortgage.
Frequently Asked Questions About Dan Casagrande - Reverse Mortgages
What services does Dan Casagrande - Reverse Mortgages offer?
Dan Casagrande specializes in reverse mortgages, providing expert advice on how they can help with retirement planning for residents of Santa Cruz County, Santa Clara County, Monterey, and San Benito Counties.
Where is Dan Casagrande - Reverse Mortgages located?
The business is located at 1414 Soquel Avenue, Suite 207, Santa Cruz, CA 95062, USA.
What are the business hours for Dan Casagrande - Reverse Mortgages?
Dan Casagrande is open every day of the week from 9:00 AM to 7:00 PM Pacific Time.
How can I contact Dan Casagrande - Reverse Mortgages?
You can reach Dan Casagrande by phone at +1 831-423-2900, by mobile at +1 408-297-0000, or by email at dcasagrande@rfslends.com.
Does Dan Casagrande - Reverse Mortgages have a website or social media presence?
Yes, their website is https://www.reversemandan.com/ and their Facebook page can be found at https://www.facebook.com/ReverseManDan/.
Can I visit Dan Casagrande - Reverse Mortgages in person or get advice remotely?
Dan Casagrande will answer questions by phone, email, or in person, providing flexible options to suit your needs.
Are there any ATMs near Dan Casagrande - Reverse Mortgages for convenient banking?
Yes, there is a Bank of America ATM nearby which can be useful for clients to access cash before or after their appointment.
What nearby real estate services can complement my visit to Dan Casagrande - Reverse Mortgages?
Nearby real estate agents include Dennis Scott Real Estate, Erick Fernandez I EF Homes, Denise Della-Dora Real Estate, Todd Allen EXP Realty, Fidelity National Title, Wonder Realty Group, Sally Bookman Team, Arturo Fraide Real Estate, and Lorenzo International Real Estate, offering various services that may assist in home buying or selling processes alongside mortgage advice.
Are there health and wellness services near Dan Casagrande - Reverse Mortgages?
Yes, Trami Skin Care, HearingLife, Coastside Family Medicine, Dr. Michelle Bean, Network Chiropractic Wellness Center, Monarch ILS, and Tina Clifford offer a range of health, medical, and wellness services nearby, which clients might find convenient to visit.
What types of financial services are available near Dan Casagrande - Reverse Mortgages?
Nearby financial-related services include Edward Jones for financial advising and investing, Mutual of Omaha Reverse Mortgage as another mortgage broker, and several insurance agencies such as ANB Insurance Services and Nationwide Mutual Insurance Company.