Testimonials

I would like to thank Jeff Rollert of The Soul of the Business for his swift response to my request for a connection to a floor planning finance company. Jeff is a tremendous resource not only for business connections, but for best practices as well!

Anita Rodal
International , AFEX/Corpay & SBPI Services, Inc./Pronunciation Coaching

I would like to thank Michael Goldman, owner Migoldman Consulting, Manhattan Beach for his partnership. Michael and I frequently talk about the current situation and how we can better help our clients during these challenging covid times. Great ideas always come out of our meetings. So I'm really grateful for our mastermind sessions. Michael has an extensive network (being to few events with him and saw for myself, impressive! Must be nice to be a Wharton alumni lol!). Just yesterday, he introduced me to one of his high profile client and we are looking forward to starting the loan process. Michael non only is a fun person to work with but also, as a CFO, he has a great knowledge in helping companies maximize their profits and maintain sustainable growth. I highly recommend him for his services, being a first hand witness to all the great work he does.

Valerie  Dufix
Lenders , Dufix Business Capital

Many thanks go out to Denise Boroff of Niecie Insurance and Financial Services for responding to my request for a connection to a floor planning finance company. Your quick response and excellent follow-up are very much appreciated!

Anita Rodal
International , AFEX/Corpay & SBPI Services, Inc./Pronunciation Coaching

I want to thank Jason Gorowitz who is a Personal Injury attorney .Jason is a real expert in this field. He assisted me in recommending that I improve my coverage with auto and home insurance policy. Jason does not write Insurance but he knows how to protect us properly when involved in a lawsuit. Thank you so much Jason! :)

Mike Monteleone
Real Estate Broker , RE/MAX ONE

Many thanks to Valerie Dufix, a remarkable business-lending professional, for referring two potential clients to me for Securities Based Loans (lines of credit). It is always pleasure to work with you, and I appreciate your trust in me.

Anita Rodal
International , AFEX/Corpay & SBPI Services, Inc./Pronunciation Coaching

I would like to thank Denise Boroff, Owner at Necie Insurance Services Inc/dba Necie Business Solutions. What an AMAZING, well rounded individual! I'm so glad we've been closely collaborating lately on few of my Commercial real estate deals. Not only my clients are getting money from the loans we process, on top of that, Denise & Associates get them extra funding through cost segregation. I consider myself pretty savvy in the Commercial lending arena but boy! what an agreeable surprise when i sat down with Denise, I learned so much about cost seg. and you'll do yourself a great favor sitting down with her and learning more about what she does. Thanks again Denise Boroff, OUSTANDING work!!!

Valerie  Dufix
Lenders , Dufix Business Capital

I would like to thank Danny Cooper, Esq. of TLD Law, attorney par excellence, for a referral to a client of his doing business in Hong Kong. The client will be getting paid in HK dollars (HKD). We are able to save him the headache of having to open a HK entity, bank account, maintain a physical address there, and all the other reporting and administrative procedures that he would have been subjected to. By giving him access to our Hong Kong holding account, not only can he receive payments in HKD, he can also make payments in HKD without having to change the currency into USD each time.

Anita Rodal
International , AFEX/Corpay & SBPI Services, Inc./Pronunciation Coaching

i would like to thank jeff rollert from sole of business who took over an hour with me..discussing zoom meeting and my opening pitch..he is extremely patient and very knowledgeable..thx jeff..

David Goldstein
Wealth Management , Wealth Plan Network, Inc

I would like to thank David Goldstein of Wealth Management for taking great care of a high net worth foreign national client with their revocable trust and providing them with excellent financial planning and advice for their large estate here in Newport Coast. David is a true professional, provides excellent follow up and a straight shooting financial advisor that is hard to find in today's world of internet over promising and under delivering. I highly recommend David for any current or potential clients that are looking to preserve their wealth & assets. Thank you David!

Mike Micci
Banking & Finance , Redwood Mortgage

I would like to personally thank Valerie Dufix for helping me place several Commercial Mortgage loans for my out of state clients as Redwood Mortgage only lends in the State of California. She is very professional, fantastic at communication with the clients, and always delivers on what she promises. She has also referred me several clients including the most recent $12 Million Hotel Construction loan in Orange County. I highly recommend her to anyone that needs commercial loan & SBA financing!

Mike Micci
Banking & Finance , Redwood Mortgage