Testimonials

Thank you, Jeff Cristol for referring one of your clients to us. Jeff is great at connecting people and is always looking out for his clients.

Arti Dutt Dutt
Tech , TeamLogic IT

Thank you Eugene Kim of Nano Law Group for referring me to your start-up client.Clearly they value your input and assistance to get them this far as they try to get off the ground. Helping them with a business plan and projections has been a fun project.

Jeff Cristol
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Thank you to Alan Insul for taking the time to assist me in preparing a Stock Purchase Agreement for my client. Alan is a specialist in doing corporate deals, and he enabled me to select from options I had not considered, and thereby provide the best service to my client.

Jon Morse
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Thank you to Steven Fenster for assisting me with a real estate question. Steve is an experienced real estate attorney and his advice enabled me to answer a client's question without having to do hours of research.

JON MORSE
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I would like to thank Jeff Cristol of Fit Right Financial for referring a a potential client to me, whose company does business all over the world. Helping our clients navigate the challenges of working in multiple currencies is one of our many specialties.

Anita Rodal
International , SBPI Services, Inc. Currency Exchange/Pronunciation Coaching

Thank you to Stephen Strocker of AFLAC! Last year he went out of his way to help me set up two policies with AFLAC (which pays YOU in case of life-altering health events). One of the benefits is that they also pay you to take care of yourself. In spite of the fact that I don't have to pay for my well-woman annual exams/screenings, AFLAC pays me bonuses for doing the screenings. Stephen was also wonderful in helping me set up my online account so I could apply for the bonuses.

Anita Rodal
International , SBPI Services, Inc. Currency Exchange/Pronunciation Coaching

I want to thank Michael Lipton of TPx Communications for referring me to a friend of his who is starting a wine importing business and needs to make payments in foreign currencies. I appreciate the vote of confidence Michael, and look forward to saving your friend a lot of money on the cost of the currencies he sends, and by eliminating fees for him.

Anita Rodal
International , SBPI Services, Inc. Currency Exchange/Pronunciation Coaching

I would like to thank Taura for coming out to visit my apartments in Pacific Heights on a rainy day. This is not the right product for her client but she is smart to be out and about examining the inventory. Something good comes from activity. Always a pleasure to see her around!

Craig Adams
Broker , W Real Estate ~ San Francisco

I would like to thank Carrie Hidding, CPA, MBA of CFO Edge for inviting a guest to the recent Pasadena meeting. I reached out to him, we met up for coffee, and he connected me to four excellent referral sources for my corporate currency exchange business.

Anita Rodal
International , SBPI Services, Inc. Currency Exchange/Pronunciation Coaching

I wanted to thank Eric, for several referrals into the Cannabis Industry.

Jose Troncoso
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