Thank YOU Danny from the Larry & Gary Team for the confidence in allowing us to insure your personal transaction this past month. Danny is also very generous with his time and suggestions. You are a jewel and it shows with all the other referrals and Thank you comments in the meetings. It does not go unnoticed. .

Sarah Eley is an expert in designing and building Mobile Apps and Websites. She is bright and empathetic with her connections here and is a great source for referrals within the group.

“Chris Lake secured all the tax credits my two companies had coming from both the State and Federal governments. Chris is an expert in the field having work in Manufacturing R&D for years and authoring several important industry articles on R&D tax credits. Her company, BIS, gave us a clear and easy to understand document on what we were to receive. Due to time it took the government to pay us our tax credits, (and interest earned based on that time), ALL our checks exceeded the amounts BIS said they would be. We still were only required to make your payments based on the original smaller BIS estimates, which was nice! I highly recommend Chris Lake and BIS as the company that can recoup your tax credits earned.”

I want to thank Alexis James, the absolute best employment/labor legal cornerwoman in the business for putting me in touch with her husband's client, the Combined American Physicians Co-op. We are putting together a tax efficiency strategy that will revolutionize the way these physicians will be able to save for retirement.

I want to thank Howard Blum for his quick and efficient way in helping our firm collect outstanding receivables from a challenging ex-client. We completed a project cleaning up a manufacturing's accounting records for a potential merger. Because the owner is not in the US and the general manager does not like to pay bills, we were not paid timely and as a result, we resigned from the work. Howard stepped in and helped us with getting a judgement and now trying to collect. I have used Howard's expertise in collection before and he is absolutely the best in the business. I love his low key style, yet aggressive when needed. Any business should have a Howard on their side. I appreciate you, Howard and many thanks!!

Mark Robbins with Lending Resources Group contacted me about the possibility of utilizing a reverse mortgage for his client in Monterey, CA And I want to thank him for reaching out to me for his client and her unusual situation. Thank you very much, Mark.

Thank you Michael Goldman, Michael Goldman Consulting, for the Medicare referral. I greatly appreciate you. Best, Reeva

Many thanks to Hezi Korn of Future State Engineering, a brilliant consultant with expertise in improving manufacturing, wholesaling, retailing, and supply chain management. Hezi referred his cousin to me for help with currency exchange. He is doing business in a variety of countries, and I will be able to lower his cost of currency as well as the cost of sending (i.e. to zero) and receiving (also to zero) international payments.

I really appreciate Larry Christian from the Larry/Gary team at Old Republic Title. I reached out to him recently for recommendations related to a family “Quit Claim Deed” for an out of State property. He called me back immediately and really spent time to understand the context before providing advice. He gave me good tips to add a binder to our insurance and connected me with qualified professionals that can help. He did not miss a step, eager to help, generous with his time. He is a GEM and I am so thankful for his guidance. No doubt Gary is the go to PERSON for anything to do with real estate title transactions. Thank You Gary!

I would like to thank Jeff Rollert for doing an awesome follow up Zoom call for Howard Loeb, Larry Christian and I with more depth on what he does. He had perspicuous insights for each of us individually on how we can break through the “noise” and get a client’s attention very quickly on what we do. Jeff is truly knowledgeable and clearly stays on top of what is happening in business all the time, but that does not translate into a boring diatribe of facts and figures. Instead, you get engaging, relevant and enjoyable data on how to improve your business. The clients he works with are clearly very lucky.