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Dan Casagrande - Reverse Mortgages

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Areas Served:

Lists the geographic locations where this company operates and offers its services, including specific cities, regions, or states.

Campbell, CA | Carmel, CA | Gilroy, CA | Los Gatos, CA | Monterey, CA | Morgan Hill, CA | Mountain View, CA | Salinas, CA | San Jose, CA | Santa Cruz, CA | Watsonville, CA | Scotts Valley, CA | Aptos, CA

Address:

1414 Soquel Ave Suite 207, Santa Cruz, CA 95062

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Dan Casagrande is a reverse mortgage specialist serving the Santa Cruz, CA area. He helps clients understand their options and provides a personalized experience, advising them on HECM and jumbo reverse mortgages to increase their spendable income in retirement.

This profile was created from KeyCrew's proprietary intelligence platform and human review. Suggest Changes .

Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Residential
  • Commercial
  • Mixed-Use
  • Multi-Family
  • Affordable Housing
  • Senior Housing
  • Student Housing
  • HOA
  • COA
  • Storage
  • Specialty Properties
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Retirement Funding Solutions
  • Reverse Mortgage Specialist
  • Jumbo Reverse Mortgages
  • HECM for Purchase
  • Proprietary Reverse Mortgages
  • Trusted Reverse Mortgages
  • Retirement Planning
  • Home Equity Conversion Loan
Key Features:

Showcases what sets this company apart from others.

Unverified Business
  • Tech-Oriented
  • Above-and-Beyond Service
  • Consumer's Choice
  • Investor's Choice
  • Local Experts
  • Multi-Domain Experts
  • Budget-Friendly
  • Luxury-Focused
  • Spanish Speaking
  • Industry Veteran
  • Family-Run
  • Veteran Owned
Why Choose This Company:

KeyCrews recommendation on why this service provider may be the best fit for your needs.

For those aspiring to secure their financial future, Dan Casagrande and his team at Synergy One Lending are the trusted experts in reverse mortgages serving the Santa Cruz, CA area. With over a decade of experience, Dan specializes in HECM and jumbo reverse mortgages, providing personalized guidance to help clients understand their options and maximize the benefits of home equity conversion. Dan's commitment to client comfort and transparency is evident in his willingness to meet clients at their kitchen table or in his office, ensuring a gentle and informative experience. Backed by Synergy One Lending, a respected lender, Dan offers a wide range of reverse mortgage solutions tailored to the unique needs of retirees and seniors in Northern California. Whether you're looking to supplement your income, fund home improvements, or plan for the future, Dan's expertise and dedication make him the ideal partner for your reverse mortgage journey.

Awards & Certifications:

  • NMLS ID 561104
  • Synergy One Lending, Inc., NMLS ID 1025894
  • Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act, License 4131356

People often ask...

What services does the company offer?

The company offers reverse mortgages, including HECM reverse mortgages, jumbo reverse mortgages, and HECM for purchase.

What geographic areas does the company serve?

The company serves Santa Cruz, Monterey, Campbell, and Northern California areas.

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