Testimonials

Chris knows a little bit about our industry and introduced me to one of her tax credit programs. To my surprise, we actually qualified and were able to recover funds we would not have otherwise. Thank you, Chris for thinking of us and sharing your expertise in this specialized area.

Craig  Stuart Adams Stuart Adams
Broker , W Real Estate ~ San Francisco

Susan has been amazing to work with. I referred a trustee client of mine to her, and she prepared their property for sale in record time, working professionally with the trustee. Her team made improvements to the property efficiently, and closed within 30 days after the sale. Susan is truly wonderful to work with!

JOE ENGLE
Attorney , Englelegal.net

A great big THANK YOU to Kate Armado of Enterprise Bank. She gave me a terrific referral. Much appreciated Kate

Lawrence  Hurwitz
Banking & Finance , Lawrence Financial Group

I would like to thank Les Himes from Phillips & Associates Insurance for sharing his insights regarding Fire Insurance challenges and some best practices for professionals and owners alike to be aware of. Thank you, Les! https://www.linkedin.com/posts/craigstuartadams_0e38503-0g00719-craigstuartadams-activity-7178154795646550017-Izyk?utm_source=share&utm_medium=member_desktop

Craig  Stuart Adams
Broker , W Real Estate ~ San Francisco

Thank you to Greg Hellman from BMO Bank for the referral of a fellow colleague that works at BMO for the referral of a multifamily property owner. I love working with Greg as he is a consummate professional and excellent communicator. He gets the job done where many talk the talk but don't walk the walk. Thanks Greg!

Mike Micci
Banking & Finance , Redwood Mortgage

Thank you to Joel Bagelman of RTI properties for the opportunity on a $5.3 Million residential bridge loan and I enjoy working with Joel very much. I sincerely appreciate the opportunity to do business together and a pleasure to work with a fellow lending professional.

Mike Micci
Banking & Finance , Redwood Mortgage

A special thank you to Larry Hurwitz of Lawrence Financial for closing a loan for a very prominent celebrity in the entertainment industry and for his trust and continued business. Larry is extremely knowledgeable and is fantastic to work with, a true professional, and I look forward to doing more business with him in the future! Thank you Larry!!

Mike Micci
Banking & Finance , Redwood Mortgage

I would like to thank bankruptcy attorney Richard Brownstein for a referral to a client needing tax preparation and another client with an IRS collection Matter. Richard has been practicing in the area of bankruptcy for more than 40 years. He takes pride using his vast experience in keeping clients out of bankruptcy. When I come across someone with financial issues, Richard is always top of mind.

Matthew Cohen, CPA
Accountant , Accuvisors

I would like to thank Caitlin Chen for her referral of a client looking for a solution for a friend whose investment properties are causing her trouble. We're now discussing the possibility of her doing a 1031 exchange into a Delaware Statutory Trust so she can maintain her assets. Thank you, Caitlin, for thinking of me when your friend was in need!

Erica Traulsen
,

Caitlin Chen of California Bank and Trust has referred me 2 deals to help get financing for her client. Thank you Caitlin!

Lawrence  Hurwitz
Banking & Finance , Lawrence Financial Group