Dave Wilson's Contact Details

Dave Wilson's Company Details

Coastal Finance

Quincy, MA, US • 20 - 49 Employees
Financial Services

Coastal Finance is an active member of the National Reverse Mortgage Lenders Association. Coastal Finance is also a member of the MMA (MA Mortgage Association), MMBA (MA mortgage & banking association, and BBB (Better Business Bureau). At Coastal Finance, we take a holistic approach in working with seniors to make recommendations based on their individual circumstances. We are committed to a consultative approach in working with seniors and their loved ones to empower them with the knowledge they need to properly assess their options. The reverse mortgage is a versatile financial tool serving as a logical component of a retirement plan for so many seniors. Estate planning and financial planning are also essential ingredients to retirement plans. We work closely with prominent elder law attorneys, financial advisors, senior real estate professionals, CPA's, care providers, and others. We make these relationships readily available when necessary or requested. Our mission and privilege is to enable seniors to remain in their homes with the financial independence and comfort they deserve. Coastal Finance provides the key to unlocking the wealth in your home.