Testimonials

Howard Loeb would like to thank Matt Cohen of SST and the Tax Resolution Institute for a referral of a specialized service provider with a dispute between that service provider and a technology company. Matt did an excellent job in spotting business issues that fall within my area of concentration as a commercial fraud litigator.

Howard Loeb
Attorney , Howard M. Loeb P.C.

Les works in the Property& Casuality insurance sector. I need to thank Les for spending the time with me in determining where to place my earthquake insurance (after my previous provider upped the renewal premium by about 33%). In the overall picture , as compared to total premiums generated by Les, my prermium is probably a speck on the head of a pin. But, even so, Les was willing to spend the time to answer my numerous questions, (the "what if" kind), He sent me many e-mails, did a number of comparative schedules from different insurance companies and did not yell at me once for being "pesty". This is a man with a great disposition Thanx again

Martin Josephson
Accountant , Marcum LLP

Kirk did a great job speaking to a group of trusted advisors of mine, on divorce and the valuation issues he sees throughout the process. The group was impressed, and I was told it is something they will be discussing with their clients. He made me look good, gave me something material to discuss with existing clients and their kids. Most importantly, it has led to a referral.

Jeffery Rollert
Financial Advisor , ALM Advisors, Inc. - for Independent Financial Guidance

Sam spoke at an event I hosted and wowed the audience. He did a super job and actually helped me close a client at the meeting. I really appreciate his style and depth of knowledge.

Jeffery Rollert
Financial Advisor , ALM Advisors, Inc. - for Independent Financial Guidance

Maks handled a client's problem with patience. She wasn't technically inclined, and she really appreciated the manner in which he explained everything. Too many in the technology industry flood you with "you need to know" lists or information dumps. Maks's skill is knowing how much to convey to address the problem - and fix it. I'll be referring him more work as a result of my experience.

Jeffery Rollert
Financial Advisor , ALM Advisors, Inc. - for Independent Financial Guidance

Matt at SST CPA's gave us some great tax advice and strategy, from a leftover matter relating to a prior CPA. He made sure it got all straightened out and was very professional. Great job Matt! Thanks much!

Jeffery Rollert
Financial Advisor , ALM Advisors, Inc. - for Independent Financial Guidance

Nelinia introduced me to a fun client, who needed to understand how to change his business model from a fee basis to an annuity pricing model. This type of work involves a significant amount of time to re-work the business and to get the owner comfortable with the changes. Thanks for the referral and the trust, Nelinia!

Jeffery Rollert
Financial Advisor , ALM Advisors, Inc. - for Independent Financial Guidance

Bill at Leech Tishman helped me with a need for a real estate attorney that had a specialty in non-California law. He made the introduction and also did a good job following up to make sure the matter was resolved. Both the client and I were impressed with the combined efforts of he and his firm. Thanks!

Jeffery Rollert
Financial Advisor , ALM Advisors, Inc. - for Independent Financial Guidance

Valerie at Dufix Business Capital could be best described as a "whirlwind." She is full of energy and gracious too. Many thanks for introducing me to a $5 million prospect who need portfolio management advice. She not only made an e-mail introduction but joined us for meetings with the prospect. Quite the referral performance!

Jeffery Rollert
Financial Advisor , ALM Advisors, Inc. - for Independent Financial Guidance

Richard is very, very smart...yet is also a very humble guy. When he's answered client questions for me, you'd never know you were speaking to a former senior partner at the large law firm of Norton Rose. He speaks clearly and carefully, and it has been really appreciated. He is my "go to guy" on questions involving the nuances of tax-exempt financing.

Jeffery Rollert
Financial Advisor , ALM Advisors, Inc. - for Independent Financial Guidance