Testimonials

Gary Minkin - who offers large life insurance policies on steroids - has provided me with two disability income leads for young high-earning professionals. He has previously set up a small business "lunch and learn" in Moorpark, enabling me to speak with over a dozen prospects. Gary is a star when it comes to giving helpful referrals!

Dale Johnsen
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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.

Howard Loeb
Attorney , Howard M. Loeb P.C.

i would like to thank Joel Goings of Wells Fargo Bank. Joel is a commercial lender and has assembled a great team of specialists at his bank focusing on SBA and conventional business financing. Joel has been very responsive providing great information to one of my commercial clients.

Howard Loeb
Attorney , Howard M. Loeb P.C.

If you have a client that could use a subject matter expert on complex business insurance matters, especially workman's compensation. I'd highly recommend you refer them to Gino. I had a client that was developing a drone for use on construction sites and they wanted to better understand its value in workplace safety. Gino generously gave more than an hour of his time walking them though specific issues he's seen working with his construction clients and the factors whereby insurance claims could be reduced.

Andrew Tomat
Consultants , Four Pillars, Inc.

Valerie is a exceptionally adept person at putting together complex loan syndications. I referred her to one of my clients who needed several $ million in equipment financing and she's kept both myself and the lenders on our toes as we pull the deal together.

Andrew Tomat
Consultants , Four Pillars, Inc.

I would like to thank Kristy Melton for referring CFO of a company for a business banking and lending opportunity. Bank of the West is one of the premier banks in commercial and industrial space.

Sean Hesami
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I would like to thank Gary Minkin with United American Financial Services for referring me to an adjuster for an insurance matter.

Sean Hesami
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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.

Sean Hesami
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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..

Matthew Cohen
Accountant , SST CPA's Inc.