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Review Counsel is affiliated with Mutual of Omaha Mortgage and Retirement Funding Solutions, and recommends them for their deep experience, customer service, and borrower reviews.

Retirement Funding Solutions

Review Counsel Rating

4.8 | ★ ★ ★ ★

About Retirement Funding Solutions

Retirement Funding Solutions is a division of Mutual of Omaha Mortgage and operates under the trade name Retirement Funding Solutions. It is based out of San Diego, California, and specializes in reverse mortgage products. It has quickly risen to be one of the top reverse mortgage loan lenders in the country.

Retirement Funding Solutions is also one of the few reverse mortgage lenders that offer a jumbo reverse mortgage loan. Retirement Funding Solutions offers the following products and tools on their website:

  • Reverse Mortgage Calculator
  • HECM For Purchase Calculator
  • Social Security Benefits Retirement Estimator
  • Social Security Benefits Calculator
  • Detailed Social Security Calculator
  • Reverse Mortgage Information Kit

They are members of NRMLA (National Reverse Mortgage Lenders Association) and an approved lender of the U.S. Department of Housing and Urban Development.

You can contact Retirement Funding Solutions for additional information and to get a free reverse mortgage information kit by clicking on the link within the contact us section or by calling their toll free number.

Pros and Cons of Retirement Funding Solutions

Pros

  • Licensed in almost all states

  • One of the largest lenders in the country

  • Multiple on-site retirement calculators for various financial “what-if” scenarios

Cons

  • Not licensed in New York or West Virginia

Retirement Funding Solution Reviews

Retirement Funding Solutions has the following online reviews available:

Consumer Review PlatformsRatings
Better Business Bureau (BBB)A+ Rating
Lending Tree 4.9/5.0 Rating with 37 Reviews

Reviews last updated: 3/1/24. (Reviews are typically updated monthly.)

Rating last updated: 2/2/24. (Ratings are typically updated once per quarter.)


Our Methodology

Reverse Mortgage companies are evaluated based on six factors that we believe are important for consumers: years in business, number of products offered, customer service availability, state licensing footprint, Better Business Bureau (BBB) Ratings, and the inclusion and functionality of a mobile application. Please find a full description of our rating system here

This information is intended to be general and educational in nature and should not be construed as financial advice. Consult your financial advisor before implementing financial strategies for your retirement. 

Address: 3131 Camino Del Rio North Suite 190 San Diego, CA 92108

NMLS# 1025894

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