Testimonials

I would like to thank Jerry Friedman Real Estate Broker with RE/MAX for referring a trust attorney to me.

Sean Hesami
Banking & Finance , Bank of the West

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

Congrats to Aaron on his new position with Spotlight Asset Group. He will continue to be performing excellent financial planning services to his clients. I also want to thank him for a very recent referral regarding a senior who is interested in a reverse mortgage.

Alan Altschul
Lenders , American Advisors Group

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

Thanks to CJ Gross of Calfed Investigations. CJ is highly responsive and highly efficient in his work, and also on matters where I've called him for an opinion on a client matter. Thanks also for introducing us to specific attorneys who he thought could use our management consulting services. I recommend CJ wholeheartedly! He is my "go-to" private investigator.

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

Sid Hasan from Resolve Internet Marketing has been extraordinarily helpful in handling the All Cities members questions. I found his team's website work to be fast-loading, well structured and optimized appropriately. Overall, it's a clean and fast site. Good work Sid! I will be recommending you to client going forward. Your firm is now one of my "go-to" trusted partners.

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