There's so much to say about Valerie Dufix of Diamant Carre Capital Group. She is a true professional and a very knowledgeable business loan broker. But she doesn't stop there. She takes a holistic approach to consulting her clients and uncovers other needs such as residential mortgage lending needs. I greatly appreciate Valerie always thinking of me when she identifies a mortgage need and we work seemingly together to help her clients through the "fun" process, all the way to a successful closing! Thank you, Valerie!!

I would like to thank Matt Cohen of AccuVisors CPA's and Tax Resolution Institute for thinking of me when a business client of his was in search of a more responsive bank that can be more of a trusted advisor and consultant. Matt has been in constant contact with me and is helping his clients through the process and his attention to detail and follow up has been top-notch! Thank you Matt!

I'd like to give a shout-out to our illustrious leader, Eric Shaw of NY Credit / All Cities Network. He thought of me when one of his business clients was experiencing exponential growth and could not get the financing they needed from their existing bank/lender. We were able to quickly get them approved for a $250,000 Evergreen LOC to help with gaps in A/R and A/P. Eric and NY Credit manage and audit A/R among other credit related consulting. Banks leverage his expertise to watch the collateral that they lend on. Thank you Eric!

Big THANK YOU to Lorraine Jones of Option Funding, specializing in Reverse Mortgages. She thought of me for one of her client's grandson's business banking needs and we were able to assist in opening a US Bank account for his Canadian construction company. Lorraine is extremely knowledgeable on Reverse Mortgages so when you have an older family member or friend needs some financial help, think of Lorraine and ask her advice to see if a Reverse Mortgage might be a good solution.

Stephen very kindly thought of me when an acquaintance of his mentioned they wanted to purchase a home using the funds from a reverse loan. I had only recently mentioned in one of our morning meetings, that seniors can buy a home and use a reverse loan to complete the transaction. I want to thank Stephen for the introduction to his friends, as referrals are my only source of business.

Thank you to Stephen Fenster of Schwartz-Fenster for helping me with a contract for a warehouse line of credit to make sure I was legally protected and that there were no clauses that could have caught me in a bad position. Thank you Stephen!

I would like to thank Chris Lake of R & D Tax Credits Consulting for helping a developer client in Orange County to help them tax advantage of the Tax Credits available to developers that specialize in Low Income Housing. Thank you Chris!

I would like to thank Mike Monteleone of ReMax One for the referral of a bridge loan opportunity on a 16-Unit Multifamily loan in Studio City. Mike is at the top of his game as a Real Estate professional in the Los Angeles area for both commercial & residential properties and is a fantastic persona and a great resource. I sincerely appreciate the opportunity to work with Mike and his clients. Sincerely, Mike Micci

I would like to thank Melvin for spending time with me in mapping out a digital marketing strategy for my Panama project. Melvin was generous with his time and willingness to share information, and he was enthusiastic about what we were shooting for. I look forward to our growing relationship. Thank you, Melvin. Craig Adams W Real Estate ~ San Francisco

I would like to thank Rich Uzelac for introducing him to one of his friends who had a property management need. Although the project was out of my area of focus, I was able to recommend an excellent management team and follow up with the key people to ensure a smooth transition. The client was pleased and I was able to strengthen my brand with a growing firm... and with Rich and his friend. Thank you for your vote of confidence, Rich! Craig Stuart Adams Real Estate ~ San Francisco