At Freestone Mortgage, we believe successful homeownership and retirement planning take more than just a great mortgage loan-they require a trusted team. That’s why we’ve curated a network of recommended professionals who share our values of integrity, transparency, and exceptional service.

When our clients have questions beyond mortgage loans-whether it’s about downsizing, aging in place, legal matters, home renovations, or long-term financial planning-they often ask us, “Do you know someone who can help with this?” We’re proud to say: yes, we do.

Our Recommended Professionals directory includes real estate agents who specialize in helping retirees find the right home for their next chapter, financial advisors who understand how to align home equity with retirement income goals, estate planning attorneys, elder care consultants, and even trusted contractors for accessibility-focused renovations. Each professional listed here has been vetted through direct experience, referrals, or longstanding relationships with our clients and team.

This resource is here to support you- whether you’re navigating the sale of a family home, exploring investment strategies, or preparing your property for safe and comfortable living as you age. These professionals understand the unique needs of clients age 55+ and are committed to making your experience smooth, respectful, and informed.

We invite you to browse our trusted network, reach out with questions, and let us know if you’d like a personal introduction. At Freestone Mortgage, our mission is to help you build a brighter future, and that includes surrounding you with the right team to make confident, informed decisions every step of the way.

In addition, if you have worked with someone and had a stellar experience, we would love to hear about them! We are always looking for new and different professionals to collaborate with, and we would be honored to hear about your 5-star experience with a service provider you trust.