Testimonials

Thank you, Chris, for taking care of our clients. Chris is preparing a Research and Development credit for an entertainment client. They qualify based on their research in sound. Their credit is approximately $25k. Chris really knows her business!

Julie Widener
Accountant , Allegent Group, LLP

Thank you to Michael Perlmutter for his valuation expertise. He is working quickly and professionally on a discounted valuation for a 100 unit apartment building in Los Angeles. Most people in his industry are back logged a few months.

Julie Widener
Accountant , Allegent Group, LLP

I had a great conversation with Mr. Levine regarding Property and Casualty Insurance. I am impressed with his deep knowledge of the insurance carriers, underwriting and High Net Worth coverage.

Mark Porter
Financial Advisor , Porter, Ritchie & Associates Ameriprise Financial Services, LLC

A big thank you to Jason Stone, wealth advisor with Secura Financial Planning and Wealth Management, for referring me to a client of his who is purchasing a boat in Canada for $320K CAD. My people were able to save the client $12,096 USD on the conversion of the funds vs his bank (a 4% difference), and no foreign wire transfer fees. He is a very happy client! Thanks again Jason!

Anita Rodal
International , SBPI Services, Inc.

I wanted to thank Dante Miller for the opportunity to present to his team. It was great to be able to discuss industry changes as well as provide some education and helpful tips, so they can be the best resource for their clients. Your team has already started reaching out, and I'm ever so grateful for the referrals! Looking forward to providing additional value to you and your team.

Edward Levin
Insurance , Goosehead Insurance DBA Eddie Insurance

Thank you Tam for referring your client to me for their insurance needs. It was a unique situation where the client was purchasing a new rental property and because they were going to do some cosmetic remodeling, the lender was requiring a vacancy clause on the insurance policy. I appreciate you thinking of me, and trusting me to deliver the right results for your client.

Edward Levin
Insurance , Goosehead Insurance DBA Eddie Insurance

Recently I received a phone call from a possible new client who was referred to me by Norm Blieden, who is a CPA. I really appreciate his referral to me and trusting me with providing reverse loan information to his clients.

Lorraine Jones
Lenders , Option Funding, Inc.

I called Larry for help on understanding more about title insurance . He was incredibly helpful, gave freely of his time to give me direction and answer me questions. For anyone attending meetings, you know that Larry is generally thanked be members in every meeting with the highest of accolades. He is truly amazing at what he does.

Chris Lake
,

Craig was a huge help to me in locating a property across the country! This is not something that he got a personal gain from - it was strictly a help flow to me. He followed up and checked on how things were going periodically with and really demonstrated care and interest in how it was going. A truly amazing asset and friend. Thanks Craig! Can't speak highly enough of him.

Christine Lake
,

Sending my thanks to Marc Gertz, reverse mortgage specialist with Reverse Your Thinking Mortgage, for referring his wife who needed advice on currency exchange for an upcoming business trip to Europe. She in turn, offered to tell her company about me, as they often find themselves working in foreign countries on projects. Thanks again Marc!

Anita Rodal
International , SBPI Services, Inc.