Testimonials

Alan Frankel of The Leavit group, I really appreciate your knowledge in the commercial insurance space. I've working with many insurance agents throughout the years but have not found anyone as kind or caring as you are. I was able to refer a small business to you that was outside of your daily expertise, and the way you handled it, made me look great. The client was really happy with the information and guidance that you were able to provide. The insurance space needs more professionals like yourself.

Edward Levin Levin
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Jeff Rollert of Soul of the Business, you truly are the soul of the business. When I came to your Pasadena meeting, I was nervous about announcing the launch of my new business. At the end of the ending, my nervous had vanished and I ended up stealing the meeting. I appreciate your support. After the meeting you call me and offered your assistance. You wanted to promote me on LinkedIn. You immediately jumped on the opportunity to help me find my ghost customers. I wouldn't be able to do this without your support. Thank you.

Edward Levin Levin
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Thank you to Julie Widener for introducing me to Commercial Real Estate Broker, Donegan McCuaig, from Quixotic Realty in Downtown Los Angeles. I am looking forward to developing this relationship. Thank you, Julie!

Craig Adams
Broker , W Real Estate ~ San Francisco

I want to thank Nelinia Varenas, Breakthrough SEO Marketing, for helping teamCFO, upgrade our 10 year old website. Nelinia is thorough, insightful and brings her expertise so we can streamline and better deliver our message. I also really appreciate her patience and quiet but effective style of communication. We had to delay our scheduled progress meetings several times due to our workload and she was always understanding and graceful. Thank you Nelinia, you are a true professional.

Carrie Hidding
Accountant , teamCFO

Stephen Fenster, of Schwartz and Fenster is a Business and Real Estate lawyer. He represent borrowers and lenders, buyers and sellers, tenants and landlords. He also acts as the Real Estate Trustee in commercial foreclosures. Sometimes when he is foreclosing on a property for a lender the borrower files Bankruptcy in order to avoid the foreclosure. Stephen recently referred me a case where the property owner has filed for Bankruptcy three times. We are working to get the Bankruptcy Court to either force the sale of the property or allow Steven's client to proceed with foreclosure.

Richard A. Brownstein
Attorney , Haberbush, LLP

I do my planning for the upcoming year in December. I am most grateful to Jesse Israel for taking the time to educate me on financial planning for families. I live in the Silicon Valley and have clients with $2 million to $10 million net worth. Thank you Jesse.

Sumant Pendharkar
Insurance , Moneterra Inc.

I wish to thank Rhonda Sher for introducing me her friend who is looking for understanding and enrolling in a Medicare Insurance Plan. I have also signed up Rhonda's consulting services in sprucing up my LinkedIn profile.

SUMANT PENDHARKAR
Insurance , Moneterra Inc.

Thank you Mike Micci of Redwood Mortgage for your swift response to my request for land developers in my area. The 3 referrals I got are valuable and my client is highly likely going to work with one of them. MUCH APPRECIATED MIKE!

Dima Khoury
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Thank you Howard Loeb fraud attorney for coming to me about your personal insurance. I appreciate your patience through the evaluation process, through underwriting and through the final stages of buttoning things up. You made my job super easy with all the documents and details you were able to provide. Thank you for supporting me and my business.

Edward Levin Levin
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I would like to thank the very knowledgeable business consultant, Denise Boroff, of Necie Business Solutions, for referring an editing client to me. The gentleman had an important PowerPoint presentation to give in just a few days’ time, and needed help reworking the verbiage, fixing the grammar and punctuation, condensing the information, and cleaning up the graphics. We worked on it right up until his submission deadline (midnight, Chicago time). He reported back, after giving the presentation the next morning, that “it was fantastic!” which was very gratifying. Thanks again for the referral Denise!

Anita Rodal
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