Testimonials

Tim Wilson from Wells Fargo Bank, Business Development Officer, Orange County, came as a guest a month ago at the All Cities meeting at Squar, Milner, Peterson, Miranda & Williamson, LLP in Newport Beach. After the meeting, we chatted 5-10mn and he wanted me to take a look at a file he was working on. One of his clients was purchasing a new business and Wells required a 35% down payment for the acquisition. Tim wanted to know if I could finance his client with a lower down payment. Long story short, I reached out to my resources and could provide financing with a 20% down payment.

Valerie Dufix
Lenders , Dufix Business Capital

I want to thank Nelinia Varenas CEO & Founder of Breakthrough SEO Marketing for introducing me to 2 separate clients looking for an SBA loan. Thanks again Nelinia for trusting my team and I to fulfill your clients organic growth thus coming up with sustainable loan options.

Valerie
Lenders , Dufix Business Capital

I want to thank Andy Tomat, CFO at Four Pillars, Inc. for trusting me with a sizeable loan for one of his clients. Andy has produced a thorough financial portfolio making my work quite easy. I really commend Andy for his financial analytical skills. Addition to that, he's an excellent communicator which helps tremendously to get things done right.

Valerie
Lenders , Dufix Business Capital

I want to THANK Lorraine Jones from Option Funding Inc, she’s a reverse mortgage consultant. Lorraine referred me a client last week she couldn’t finance. She went out of her way to find the best option to help the client and it just so happen that I can provide a solution. Thank you Lorraine, this is one of my best deals and your clients are lucky to have you because you just don’t stop at what you can do, rather, you reach out to your resources to provide them with a solution to their problems. You are a miracle worker. I Thank you very much!!!

Valerie  Dufix
Lenders , Dufix Business Capital

I wanted to thank Stuart Burlingham, Director Business Development, www.SourceHovTax.com Stuart helps companies of all sizes and across many industries meet the federal government’s test for innovation and qualify to claim research and development (R&D) tax credits. Stuart introduced us at the office to one of his client who needed few loans in order to grow his two businesses. Thank you so much Stuart for the warm hand off and for trusting us in handling your client’s business loans.

Valerie  Dufix
Lenders , Dufix Business Capital

Michael Homeier introduced me to several immigration attorneys for a friend. He was thorough, professional and timely. Thanks for the referral and the introductions.

Sean Hesami
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I would like to thank Karim Jaude "Your Partner in Real Estate" with Dynamics Capital Group for referring several Investor Commercial Real Estate deals to me. Bank of the West is very competitive in commercial real estate space.

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

Sean Hesami
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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