Compare Reverse Mortgage Lenders in Portola Valley, California

If you're searching for reverse mortgage lenders in Portola Valley, you'll find a mix of local brokers and nationwide lenders. We've algorithmically sorted the closest and most highly-rated mortgage experts directly serving your neighborhood. Use our breakdown to confidently reach out to the professional closest to your zip code.

We may receive compensation from some lenders featured on this page. This does not influence our rankings, which are based on independent research, product availability, and borrower fit.

Recommended Partners

Top Reverse Mortgage Lenders Serving Portola Valley

BEST FOR LOCAL SUPPORT
Fairway Independent Mortgage
NMLS#2289
Editor's Rating
4.9
Reverse Mortgages
Best For
Personalized Support
Availability
National

Our Take on Fairway

Fairway is best suited for borrowers who want a guided, advisor-led experience rather than navigating a fully digital process. Compared to specialized reverse mortgage lenders, Fairway leans more traditional, which can be beneficial for first-time borrowers but may limit flexibility for higher-value or more complex scenarios.

What we like

  • Strong retail network with local advisors
  • Standard HECM options (fixed + adjustable)
  • In-house reverse mortgage specialists
  • Best for borrowers who want a guided, advisor-driven experience rather than a fully digital process.

What we don't like

  • Jumbo reverse options have strict minimums.
  • Mobile app experience can be lacking.
BEST FOR JUMBO REVERSE MORTGAGES
Longbridge Financial
NMLS#957935
Editor's Rating
4.6
Reverse Mortgages
Best For
High-Value Homes
Availability
National
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MOST TRUSTED BRAND
Mutual of Omaha Mortgage
NMLS#1025894
Editor's Rating
4.4
Reverse Mortgages
Best For
Trusted Brand
Availability
National
BEST FOR FLEXIBILITY
Finance of America Reverse
NMLS#2285
Editor's Rating
4.2
Reverse Mortgages
Best For
Flexible Options
Availability
National

Nearby Lenders to Portola Valley200 Providers Total

Yvonne Wu & Maria Chen - The Loan Story

Independent Broker

5(46)

Status: Operational

San Jose, CA
(408) 780-9991
USDA LoanConventional LoanHELOC / Home EquityRefinanceReverse MortgageFHA LoanVA LoanJumbo LoanInvestment Property Loan

Richard Wang - Mortgage Broker

Independent Broker

No Reviews

Status: Operational

Santa Clara, CA
N/A
USDA LoanReverse MortgageFHA LoanVA LoanJumbo LoanConstruction / Rehab Loan

Veridian Mortgage

Independent Broker

5(92)

Status: Operational

Santa Clara, CA
(408) 457-9978
USDA LoanReverse MortgageFHA LoanVA LoanJumbo LoanConstruction / Rehab Loan

Maria G Guardado - Mortgage Broker

Independent Broker

5(21)

Status: Operational

Santa Clara, CA
(408) 406-0285
USDA LoanReverse MortgageFHA LoanVA LoanJumbo LoanConstruction / Rehab Loan

Katy Care - Mortgage Broker

Independent Broker

5(2)

Status: Operational

Santa Clara, CA
(408) 367-9700
USDA LoanReverse MortgageFHA LoanVA LoanJumbo LoanConstruction / Rehab Loan

Don’t Apply for a Reverse Mortgage Until You Read This

A Free Reverse Mortgage Guide for Homeowners 62+

Most homeowners don’t fully understand reverse mortgage costs, eligibility, and payout options. This quick guide shows you exactly what to expect before you move forward.

Download the Free Guide

Built specifically for homeowners age 62 and older

Eddie Oberoi at Rate (NMLS #302648)

Independent Broker

No Reviews

Status: Operational

Santa Clara, CA
(510) 257-0286
USDA LoanHELOC / Home EquityRefinanceReverse MortgageFHA LoanVA LoanJumbo LoanInvestment Property LoanConstruction / Rehab Loan

Adrian Azali at Rate (NMLS #298767)

Independent Broker

5(21)

Status: Operational

Santa Clara, CA
(415) 276-6882
USDA LoanHELOC / Home EquityRefinanceReverse MortgageFHA LoanVA LoanJumbo LoanInvestment Property LoanConstruction / Rehab Loan

Rate

Independent Broker

1(1)

Status: Operational

Santa Clara, CA
(408) 726-4113
USDA LoanConventional LoanHELOC / Home EquityRefinanceFHA LoanVA LoanJumbo LoanConstruction / Rehab Loan

Supreme Lending - Scott Eaton

Independent Broker

5(11)

Status: Operational

San Mateo, CA
(925) 980-9862
USDA LoanConventional LoanRefinanceReverse MortgageFHA LoanVA LoanJumbo Loan

InstaMortgage Inc.

Independent Broker

4.9(275)

Status: Operational

San Jose, CA
(855) 644-5626
Conventional LoanReverse MortgageFHA LoanVA Loan

Guarantee Mortgage

Independent Broker

No Reviews

Status: Operational

San Mateo, CA
(650) 212-5050
Reverse MortgageRefinance

Butler Home Loans - David Butler

Independent Broker

5(21)

Status: Operational

San Jose, CA
(408) 604-8448
FHA LoanReverse MortgageJumbo LoanUSDA Loan

Alliance Bay Funding Inc

Independent Broker

5(1)

Status: Operational

Newark, CA
(510) 742-6600
HELOC / Home EquityConventional LoanRefinanceCommercial LoanFHA LoanVA LoanJumbo LoanInvestment Property Loan

Mortgage Services

Independent Broker

No Reviews

Status: Operational

San Mateo, CA
(650) 703-0758
USDA LoanConventional LoanRefinanceCommercial LoanReverse MortgageFHA LoanVA LoanJumbo LoanInvestment Property LoanConstruction / Rehab Loan

Mortgage Services

Independent Broker

5(1)

Status: Operational

San Mateo, CA
(650) 762-3014
USDA LoanConventional LoanRefinanceCommercial LoanReverse MortgageFHA LoanVA LoanJumbo LoanInvestment Property Loan

Local Area Summary

Active Coverage

Portola Valley has 200 reverse mortgage providers actively serving the radius.

Nearest Specialist

The closest highly-rated lender is Andre Gutierrez at Rate (NMLS #251241), located in Los Altos just 5.6 miles away.

Community Trust

These local professionals maintain a combined 7305 verified reviews with a strong 3.0 average rating.

Don’t Apply for a Reverse Mortgage Until You Read This

A Free Reverse Mortgage Guide for Homeowners 62+

Most homeowners don’t fully understand reverse mortgage costs, eligibility, and payout options. This quick guide shows you exactly what to expect before you move forward.

Download the Free Guide

Built specifically for homeowners age 62 and older

Verified Google Reviews

To ensure transparency in your neighborhood, the star ratings and review counts featured for our independent local brokers are sourced directly from continuous live Google Maps data.