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David Garrison - Reverse Mortgage and HECM for Purchase Advisor in San Diego, CA

David Garrison

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Reverse Mortgage and HECM for Purchase Advisor

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I have spent my career in sales and business management; recently selling and retiring from my own company after 36 years. I advised my mother on a HECM a number of years ago and it served her well as her assets dwindled and she could no lo... Show More
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Reviews from Web
  • Encompass
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    Clarinda C
    FRANKLIN, IN
    Posted on August 16th, 2023 11:19 AM
    David's knowledge and expertise are outstanding, so I know is well-versed and experienced in this area. He did not pressure or push, and that is a plus. The fact that the closing was quick and easy, as was the whole process, made the experience...
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    Reply from David Garrison
    August 16th, 2023 11:28 AM
    Thank you Rinn. Best to you in the future
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    Gail R
    KOKOMO, IN
    Posted on August 12th, 2023 12:27 PM
    Dave made it personal on that he treated me like he cared about me and my needs. I would not hesitate to call him fr questions
    Reply from David Garrison
    August 12th, 2023 02:04 PM
    Thank you Gail. Best to you in the future
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    Cathy S
    WESTFIELD, IN
    Posted on August 9th, 2023 05:56 PM
    Dave is very knowledgeable and helpful.
    Reply from David Garrison
    August 9th, 2023 06:44 PM
    Thank you, Cathy, for your kind review of Mutual of Omaha Reverse Mortgage and me. I'm glad I was able to be a help to you.
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    Ronald E B
    WESTFIELD, IN
    Posted on July 5th, 2023 12:48 PM
    All concerns and questions answered in a timely manner.
    Reply from David Garrison
    July 5th, 2023 01:37 PM
    Thanks Ron and Gail. It was a pleasure. (Tell your friends this great secret.) Best; DG
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    Romeo C
    Posted on January 1st, 2023 08:20 AM
    We financed the purchase of our first home through Mrs Lisa Codwell and had such a great experience that we’ve since refinanced with her twice. MRS Lisa Codwell and her team are fantastic! They make the process easy to understand, walked us...
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    Raymond W M
    INDIANAPOLIS, IN
    Posted on December 21st, 2022 01:53 PM
    Explained everything so we could understand the process and gave us a level of comfort. Very caring individual.
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    Emmett R C
    MARTINSVILLE, IN
    Posted on November 2nd, 2022 06:52 PM
    Just a lot of paperwork, digging up documents, etc. Nothing that David could have avoided
    Reply from David Garrison
    November 2nd, 2022 07:59 PM
    Thank you. It was a pleasure working with you. Best; DG
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    Stephen H F
    JASPER, IN
    Posted on October 22nd, 2022 10:27 PM
    Mr. Garrison was very knowledgeable and put us at ease during this process. He really took his time with us and made sure we understood everything. He was very accommodating and punctual for our meetings.
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    Therese G
    INDIANAPOLIS, IN
    Posted on July 27th, 2022 01:58 PM
    Great communication and help with interest rate.
    Reply from David Garrison
    July 27th, 2022 02:09 PM
    Thank you Therese and Dave. Great working with you. DG
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    Nan E D
    Martinsville, IN
    Posted on July 1st, 2022 08:21 PM
    It was just me I was nervous and anxious about taking this step. You tried to explain the reverse mortgage but I just have trouble understanding
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    About
    I have spent my career in sales and business management; recently selling and retiring from my own company after 36 years. I advised my mother on a HECM a number of years ago and it served her well as her assets dwindled and she could no longer manage her affairs. I practice what I preach. My wife Carol and I recently entered into a Home Equity Conversion Mortgage, primarily as a hedge against future market sequence of returns. I have always felt the the equity in one’s home was a largely ignored asset that needed to be leveraged. The HECM has a very strong value proposition for us baby boomers and I think it important to be considered in one’s retirement planning.
    Products & Services
    Mortgage Loan Officer
    Specialities
    HECM, HECM For Purchase, Lifestyle Loan
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    Year Started

    2017

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS #1595194
    Gallery
    David Garrison - Gallery Photo
    Hobbies
    • Sailing, Music, Reading, Volunteering, Cruising