Testimonials

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

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