Testimonials

I would like to thank Peter Stephan of SST CPAs and the Tax Resolution Institute for providing guidance on an approach to reduce or eliminate capital gains on the sale of a home. Peter took my message after hours and responded before the next morning, providing a thorough explanation of the financial option. Peter is a great resource and highly responsive. Thank you Peter!

Alan Frankel
Commercial Agents , Leavitt Group

I want to thank Sean Hesami at Bank of the West for the numerous referrals regarding potential buyers, sellers and 1031 Exchange clients when it comes to residential and commercial real estate .The most recent referral involves a buyer which Sean has just approved for a commercial loan and has a timeline to designate his up-leg and to complete his 1031 Exchange. I truly appreciate the opportunity and trust that Sean has placed in me. I will always do my very best to meet his and the clients needs expeditiously. For anyone considering a new loan or refinancing, Sean offers extremely low rates with little to no cost in the highly competitive commercial lending market. For the Very Best...Go with Sean at Bank of the West! Thank you Sean!!

Mike Monteleone
Real Estate Broker , RE/MAX Olson

I would like to take this opportunity to recommend Howard Tenn, HECM Vice President at the Federal Savings Bank. In the space in which Howard and I operate, you run across a lot of poorly-trained, aggressive, transaction-oriented individuals. Howard is anything but. He is a relationship-oriented professional in every sense of the word. He is a master of his craft, able to explain at an elementary level the use of a reverse-mortgage as a cash-flow tool. Furthermore, he is a problem-solver at heart. While you see many financial professionals angling for larger pieces of their clients' pie, his gift can be found in his ability to show a client how to expand the pie. As we work to help ensure our clients never outlive their assets, Howard is able to help a client to liquefy without having to liquidate one of their largest and most expensive assets. I would highly encourage that you spend a few minutes with Howard to see how he may be able to help you do this.

Ethan Samuels
Wealth Management , US Vet Life

I would like to thank Alexis James at Work Wise Law for her wonderful presentation regarding the ramifications of the Dynamex court case. I was able to restructure my business and I was able to inform and help prepare several colleagues in the insurance and financial planning space. She was thorough, meticulous, well-informed, and a very effective communicator.

Ethan Samuels
Wealth Management , US Vet Life

I would like to thank Sean Hesami, The Bank of the West, for the numerous commercial real estate referrals. I'm currently assisting a gentleman in the acquisition of an automotive center in the San Fernando Valley in order to complete his 1031 Exchange. Sean has referred me to numerous buyers and sellers who are interested in commercial real estate. He has an enormous resource for all types of financing and extremely favorable rates and terms. Bank of the West also offers very high savings rates, so now is a great time to call Sean. Thank you so much Sean! Your Added Value Real Estate Broker, Mike

MIKE MONTELEONE
Real Estate Broker , RE/MAX Olson

I would like to thank Steve Fenster, real estate attorney with Schwartz & Fenster, for an outstanding job he did representing me in a litigation regarding a $10,000,000 1031 Exchange representing the buyer and the collection of my commission. Steve was extremely knowledgeable and methodical in every aspect of this case plus he gave me tremendous support and guidance throughout especially in selecting the best Mediators, Expert Witnesses and Judges in order to negotiate the very best Settlement. The case recently settled in my favor during the Mandatory Settlement Conference and my commission was wired to the bank on May 24th. Steve is truly the consummate real estate attorney! Thank you so much, Mike

Mike Monteleone
Real Estate Broker , RE/MAX Olson

I am very grateful to Stephen Fenster, who is a business and real estate lawyer with the Schwartz & Fenster firm. He was very kind to take my unscheduled call and to spend 15 minutes of his time, allowing me to pick his brain. It was about a relatively basic, but important and urgent legal matter pertaining to the purchase of a residential property. His words were very clear and helpful.

CARLO GALLO
Consultants , Enquirisk, LLC

Thank you to Howard Blum for helping me determine the feasibility of seeking damages against a former colleague. This former colleague had been conducting side deals with a number of my first clients with US Vet Wealth. He traded on the credibility of our name and our story to convince these clients to fork over large sums for services that were never rendered. Howard was more than generous with his time in helping me determine the proper course of action in ensuring that I took appropriate steps to prevent this guy from contacting other clients of mine.

Ethan Samuels
Wealth Management , US Vet Life

Thank you to Gary Minkin for taking the time to help educate me on a tax efficient premium financing strategy for those clients with large insurance needs who lack the requisite liquidity to self-fund high premium Irrevocable Life Insurance Trusts (ILIT's). He also took some time to help me modernize some of my marketing materials. It is a testament to both his expertise and his correct understanding that success is not a zero-sum game.

Ethan Samuels
Wealth Management , US Vet Life

Thanks to Eugene Kim for putting me in touch with one of his clients, a cannabis distribution organization with the goal of helping veterans get off of addictive prescription drugs in favor of cannabis-based solution. I look forward to helping them mitigate their Section 280e limitations and I look forward to watching their company grow with great interest. They spoke highly of Eugene as well.

Ethan Samuels
Wealth Management , US Vet Life