Sam helped a client of mine with an introduction, at my request. His response was both timely, warm and highly appreciated them. His work and contacts at American Healthcare Capital have helped me many times over the last few years. He also spoke at a networking group for seniors that I was running and wowed the audience. I consider Sam one of my go-to guys in the field - Jeff Rollert
Financial Advisor , ALM Advisors, Inc. - for Independent Financial Guidance
For the past 6 years I have been asking people in the industry why lenders require a copy of the complete Trust Agreement when title is in held in Trust. I've never gotten a good answer until I was in an elevator with Larry going to an All Cities meeting!! Larry is a title expert with Old Republic Title and he knows his stuff!!
Lenders , American Advisors Group
Valerie Dufix of Dufix Business Loans has used her extensive experience in commercial lending to find available lending solutions for businesses that do not at the present time qualify for traditional bank financing. Valerie reached out to me to consult with one of her many contacts about a pending business dispute.
Attorney , Howard M. Loeb P.C.
I would like to thank Gary Minkin with United American Financial Services for referring me to an adjuster for an insurance matter.
I would like to thank Carrie Jenkins Business Development Officer with Triumph Business Capital for introducing me to CFO of a company in need of business banking and lending. Bank of the West is the premier bank in hospitality industry.
I was referred a client for a reverse loan who I was unable to help, however I knew someone who could satisfy a unique mortgage situation and I had Joel handle this client's transaction. He did a superior job of setting up financing for this client to the client's complete satisfaction in a very short period of time. Thank you Joel for your professionalism and not having "step #3".
Lorraine Jones Jones
Lenders , Option Funding, Inc.
I would like to thank Valerie Dufix of Dufix Business Loans. Valerie provides conventional (and less than conventional) business loans to business owners and can do so quickly. Valerie referred a business owner to me that is looking an accountant to provide tax and accounting services as well as tax planning specific to his operation..
Accountant , SST CPA's Inc.
I need to thank Kirk Marangi with Kirk Marangi Economic Valuations. My client was working on a personal financial statement for her financial advisor and asked what value she should put down for her business. I reached out to Kirk and asked if there was a multiplier specific to her industry that could be used as an estimate and he immediately responded. My client was extremely happy and I know who I'll turn to when she does decide to sell her business. Thank you Kirk!