Testimonials

I'd like to thank Sevana Janian with Green Plus CPA for referring me a client who needs some advice on, and help with, various Online Marketing Services. It's been great working with her client. It looks like we are becoming great friends and I appreciate her thinking of me for Marketing Services. Thanks Sevana....Yay! :)

Melvin Termain
Consultants , MelvinTermain.com

I referred a colleague to Anita. The colleague was so grateful that she emailed the following praises to me. "Thanks for the referral to Anita. We had a great conversation today. She is very informative about purchasing property in Europe and gave me a lot of information. I really appreciate your introducing me to her." It's great to work with such a high level professional as Anita!

Julie Widener
Accountant , Allegent Group, LLP

Stephen very kindly thought of me when an acquaintance of his mentioned they wanted to purchase a home using the funds from a reverse loan. I had only recently mentioned in one of our morning meetings, that seniors can buy a home and use a reverse loan to complete the transaction. I want to thank Stephen for the introduction to his friends, as referrals are my only source of business.

Lorraine Jones
Lenders , Option Funding, Inc.

I wanted to thank Jay for referring his daughter to me for her insurance needs. It was a pleasure to review things with her and get her better coverage.

Edward Levin
Insurance , Goosehead Insurance DBA Eddie Insurance

Thank you to Stephen Fenster of Schwartz-Fenster for helping me with a contract for a warehouse line of credit to make sure I was legally protected and that there were no clauses that could have caught me in a bad position. Thank you Stephen!

Mike Micci
Banking & Finance , Redwood Mortgage

I'd like to thank Stacy Benda for reaching out to one of my loan clients for help with their business accounting and tax services. Stacy is a true professional and has spectacular customer service. She's the best!

Mike Micci
Banking & Finance , Redwood Mortgage

I would like to thank Chris Lake of R & D Tax Credits Consulting for helping a developer client in Orange County to help them tax advantage of the Tax Credits available to developers that specialize in Low Income Housing. Thank you Chris!

Mike Micci
Banking & Finance , Redwood Mortgage

I would like to thank Mike Monteleone of ReMax One for the referral of a bridge loan opportunity on a 16-Unit Multifamily loan in Studio City. Mike is at the top of his game as a Real Estate professional in the Los Angeles area for both commercial & residential properties and is a fantastic persona and a great resource. I sincerely appreciate the opportunity to work with Mike and his clients. Sincerely, Mike Micci

Mike Micci
Banking & Finance , Redwood Mortgage

I would like to thank Melvin for spending time with me in mapping out a digital marketing strategy for my Panama project. Melvin was generous with his time and willingness to share information, and he was enthusiastic about what we were shooting for. I look forward to our growing relationship. Thank you, Melvin. Craig Adams W Real Estate ~ San Francisco

Craig Adams
Broker , W Real Estate ~ San Francisco

If anyone is seeking for an Executive Coach or Exit Strategist Advisor, then Jay McDowell is the professional you need to call. I have been working with Jay since October, 2021.Jay is the "Real Deal" and pushes you "gently" in a way to grow and learn with scenarios faced as a business owner. He is the support and reflection a business owner/CEO needs to make you better above the horizon in these situations. Jay is so committed to his clients that he will jump in where he sees a need or shortage to make sure deadlines and goals are delivered. His level of experience continues to groom me into the CEO I need to become for my team, firm, and community as a business owner - like polishing the diamond from the rough stone into a perfected jewel. So, thank you, Jay for your continuous time and for being an incredible coach for me and believing in the vision and mission I seek for the firm. I could not do this without you being my coach!

Stacy Benda
Accountant , Apollonian Accounting and Business Services Inc