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Don Graves - Business Development Manager in Wyncote, PA

Don Graves

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Business Development Manager

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Don Graves, RICP®, CLTC®, CSA® Certified Senior Advisor, is the business development manager for Mutual of Omaha Reverse Mortgage. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income... Show More
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5 Star
92%
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7%
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Reviews from Web
  • Encompass
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    Sarah B R
    PRINCETON, NJ
    Posted on April 8th, 2023 03:37 PM
    Quick resolution of problems explanations when needed. High praise to Sarah Embry.
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    Kathleen B H
    GIBSONIA, PA
    Posted on April 1st, 2023 11:26 AM
    You made a difficult decision manageable. Thank you.
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    Sandra L R
    WARRINGTON TWP, PA
    Posted on March 26th, 2023 10:41 PM
    All the knowledge they gave us on this journey. Always there for help with answers. Good time in processing. Very friendly to deal with.
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    Beatrice C
    Philadelphia, PA
    Posted on March 26th, 2023 12:11 PM
    I was walked through everything with detail, any questions I had throughout the process were addressed and Don & his team made sure they followed up after every step.
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    John A H
    GIBSONIA, PA
    Posted on March 18th, 2023 11:45 AM
    Don Graves
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    Wendy A D
    TAUNTON, MA
    Posted on March 15th, 2023 09:45 PM
    There were several things that made me feel uneasy. In our session with Don and with the counselor at Cambridge, neither one explained to the extent that we needed about the impact on our home being in a revocable trust. It also was not explained...
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    Jean P R
    WRENTHAM, MA
    Posted on March 7th, 2023 07:13 PM
    Explanations to any concerns or questions that I had.
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    Pamela M P
    VENTURA, CA
    Posted on March 5th, 2023 08:09 PM
    Overall everything was great with Don & his team. Thorough explanations were given and all questions were answered. Everyone was very pleasant to work with.
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    Dennis W P
    VENTURA, CA
    Posted on February 26th, 2023 01:52 PM
    Very thorough explanation of how the loan works and what to expect as we go through the process. Also a good explanation is this loan for us was very helpful. Thank you
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    Karen E R
    LONG BEACH, CA
    Posted on July 25th, 2022 12:35 AM
    Took time to explain fully the costs and benefits. Very personal.
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    About
    Don Graves, RICP®, CLTC®, CSA® Certified Senior Advisor, is the business development manager for Mutual of Omaha Reverse Mortgage. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning. As both an educator and a skilled practitioner, Don has a unique perspective that very few share and he understands the powerful principles and strategies regarding retirement income planning, its design, intent, risks and limitations. He is masterful in showing how and where housing wealth/reverse mortgages intersect with retirement income planning. He is a sought-after professional speaker, and his workshops are helping advisors across the country to grow their practices.
    Products & Services
    Mortgage Loan Officer
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    Year Started

    1909

    Time Zone

    Eastern Standard Time (EST)
    Licenses
    • NMLS # 142267