McCarthy Asset Management, Inc.

Jul 2016

I have known Steve for a number of years through a mutual friend who's portfolio Steve manages. Our mutual friend is an extremely smart, astute investor in the real estate field. Steve has served him very well as manager of his assets. My interactions with Steve have all been very positive. I recently originated a reverse mortgage for one of his clients. Steve took a personal interest in the transaction making sure the product was appropriate and in the best interest of his client, and followed the process through completion. Once he gave his blessing to the client to go forward, Steve's office was very responsive in providing the documentation the lender needed to do the job. A big thank you and unqualified recommendation of Steve and staff. Rick Southern