Derek Helms

Mortgage Broker

Why pick this one

Derek Helms offers reverse mortgage planning with a focus on education for financial professionals and operates in North Carolina and South Carolina.

Best for

  • homeowners aged 62 and older seeking cash from home equity
  • clients looking for educational resources about reverse mortgages

Look elsewhere if

  • needing a traditional mortgage or a conventional loan product
  • younger than 62 years old

Specialties

  • reverse mortgage planning
  • Home Equity Conversion Mortgages (HECMs)
  • HECM for Purchase (H4P)
  • Jumbo Reverse Mortgage Loans

Certifications

  • NMLS# 1494137

What makes them different

  • focuses on educating financial advisors and real estate agents
  • offers a holistic approach to financial well-being
  • licensed to operate in multiple states including North Carolina and South Carolina
  • emphasizes customer service throughout the mortgage process
Serves
Charlotte, Asheville, Matthews

Distilled from this business's own website.

Contact & Location

Address
148 E Charles St, Matthews, NC 28105-4911
Phone
+17049891669
Website
https://fairwayreverse.com/loan-officers/derek-...
Email
derek.helms@fairwaymc.com

Services

  • reverse mortgage loans
  • financial consultation

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