Our reverse mortgages are funded and serviced by some of the oldest and strongest financial institutions in the nation. Meeting the needs of older homeowners requires special knowledge and expertise. Castle Financial was formed specifically to serve those needs. Our employees are experts at helping older homeowners learn about and obtain reverse mortgages, and explore other options. 

Our approach is to provide the highest level of service and expertise. This is possible due to the experience and expertise of our employees, and by fostering a company culture of strong ethics and customer service.

Castle Financial was formed and is managed by Lance Jackson. A CPA (inactive) in the state of California, he has held positions in general management, finance, operations, risk management and sales with FreddieMac, GE Capital, Wells Fargo Bank, the international public accounting firm KPMG, and others.

We are proud to be part of the following organizations:

• NRMLA - National Reverse Mortgage Lenders Association
  
  
• NAIPC - National Aging In Place Council
  
  
• Long Beach Chamber of Commerce
  
  
• CAMB - California Association of Mortgage Brokers
  
  
• California Society of CPAs
  
  
• Better Business Bureau
  

Corporate Headquarters:

Castle Financial, Inc.
3780 Kilroy Airport Way, Suite 200
Long Beach, CA  90806
(562) 795-7014 – Local
(562) 256-7025 – Fax
(888) 488-4278 – Toll Free
www.CastleReverse.com