Testimonials

I'd like to thanks James for referring me to one of his very important clients to consult on R&D credits. This was a security company, so it wasn't immediately obvious to the untrained eye exactly what that might have to do with R&D. But James had the perspicacity to understand and appreciate the potential there and to open a dialog on it with me. After just a few minutes of conversation, it became obvious that there was substantial R&D in what they do, as every venue and every event has custom elements to the planning. Beyond the referral, I very much appreciate that James felt comfortable enough with me to place his trust in me to handle this client. It meant a lot to me because we hadn’t worked together before. Rest assured James, I will treat any referrals from you like gold!

Chris Lake
Consultants , Business Group Resources

I'd like to thank Bryan Denove of Northwestern Mutual. He is a wonderful networker and a prolific adviser. He has been a wealth of referrals and together we are collaborating on a growing number of cases. All Cities is lucky to have him.

Ethan Samuels Samuels
Wealth Management , US Vet Life

I'd like to thank J.P. Hamlett Sr. of Advanced Planning Strategies. He referred me to a client of his, who was in turn referred to him by a CPA firm. This client is a 32-year-old, affluent attorney, whose CPA recommended that he set aside some of his considerable earnings in a safe, tax efficient, life insurance bucket. J.P. asked me to design a solution that would allow this young man to obtain Premium Financing so that his bucket could be filled using other people's money. This client provided a case study for a presentation that I will be giving on January 27th in Encino. J.P. is a pleasure to work with and is one of the most prolific relationship-developers I have met. I look forward to collaborating with him on many more cases.

Ethan Samuels
Wealth Management , US Vet Life

I want to thank Nelinia Varenas of Breakthrough SEO Marketing (breakthroughseomarketing.co) for the support and effort to launch our Automotive Dealer Services website (atlante-ds.com) and market our offerings in this space.

Michael Scherer
Consultants , Atlante

I want to thank Danny Cooper for sharing his knowledge of the law and making introductions to new capital partners for our multifamily apartment business.

Michael Scherer
Consultants , Atlante

I want to thank Neal Bracewell of Statefarm for ensuring that all of our personal insurance needs are met with cost effective solutions and and top notch customer experience.

Michael Scherer
Consultants , Atlante

I want to thank Ed Myska of Cal Private Bank for the support and introductions to a host of people that are interested in supporting our multifamily apartment business, from lenders, to investors, to like-minded people.

Michael Scherer
Consultants , Atlante

I want to thank Valerie Dufix of Dufix Business Capital for a multitude of introductions that have resulted in a new business partner, additional capital sources, and opportunities to grow the business, especially our multifamily apartment portfolio.

Michael Scherer
Consultants , Atlante

It can be very confusing for anyone who is considering a reverse loan as there are so many more options now then there were in the past years. I really appreciate Jerry reaching out to me on behalf of his girlfriend. At the time she wanted additional funds for remodeling projects and it made sense to her and Jerry to utilize her equity for that purpose instead of her investments. Thank you, Jerry, for allowing me to assist Arlene in the acquisition of her new loan and trusting me to complete the transaction for her.

Lorraine Jones
Lenders , Option Funding, Inc.

I'd like to thank Ethan Samuels for being a great evangelist on R&D credits. He has given me a number of leads and contacts, and always stands ready to help. My hope is that many of the people I write will also take advantage of his services, and that I can flow him leads as well.

Chris Lake
Consultants , Business Group Resources