Testimonials

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 , Associated Foreign Exchange & SBPI Services, Inc.

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 , Associated Foreign Exchange & SBPI Services, Inc.

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 , Associated Foreign Exchange & SBPI Services, Inc.

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

I would like to personally thank Marc Gertz for taking the time to educate both myself and my clients on the benefits and financial intricacies of a Reverse Mortgage in addition to Marc referring me to a foreign national client that he works with. Marc is very well spoken, knowledgeable, and a true professional. I highly recommend him if you have any clients that are interested in finding out how a reverse mortgage can benefit them. Plus he has the best tag line in the business in "Reverse Your Thinking about Reverse Mortgages".Thank you Marc!

Mike Micci
Banking & Finance , Redwood Mortgage

Daniel Cooper is an outstanding litigation and real estate attorney in addition to providing special counsel for two clients of mine. Daniel's prompt follow up and attention to detail helped my client who owns a dance company resolve a very serious issue with his landlord regarding his current lease. He is also currently helping a real estate investor client get his deposit back from a Seller that was trying to declare Bankruptcy after having the property held up in escrow for over a year. I highly recommend Dan to anyone with a client in need of legal services!

Mike Micci
Banking & Finance , Redwood Mortgage