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

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.

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.

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.

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.

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

Jose Troncoso

I have had the great pleasure to work with Lorraine Jones over the past 2 years and aside from being the most knowledgeable in Reverse Mortgages she has proven over and over to be one of the most thoughtful and caring person that I have had the opportunity to work with. We recently worked together in representing a handicapped woman wherein Lorraine selected me to sell her home in Redondo Beach and upon that sale Lorraine would provide a Reverse Mortgage for her to purchase a new condominium. I represented this woman on both the sale and the purchase. Lorraine handled the purchase of the condominium utilizing a Reverse Mortgage. This new loan went through easily and quickly within 30 days specifically because of Lorraine's knowledge and her highly skilled support team. The follow-up and communication between everyone was remarkable and so appreciated. It also became apparent to me from the start that the most important person in this transaction was always the client. Lorraine was looking out for her during the sale of her home as well as the purchase of her condominium making sure everyone was doing their very best and to close escrow on time. This was truly an amazing experience working with such a professional. Thank you Lorraine!

Mike Monteleone
Real Estate Broker , RE/MAX ONE

Shout out to Peter Stephan- our illustrious Tax Resolution Go To Person. Peter, at SST Tax Resolution helps clients reduce their mind boggling, excessive tax assessments to a small fraction of what the taxing agencies originally wanted. About six months ago, Peter had a client who needed his expertise. Peter realized that the former accountant for the business overlooked the fact that significant tax credits( Research and Development Expenses –“R&D”)-in the hundreds of thousands of dollars- were available and were not used to reduce prior years’ tax liabilities. Peter asked Marcum to assist him in researching the “R&D” expenditures, from the accounting records, and analyze and determine the exact amounts available for use. We were able to commence work within a few days (there was a 10 day Statute of Limitations deadline) of his call. This resulted in insignificant tax recoveries, as well as the availability of credits to be used against future tax liabilities. Marcum and I thank Peter for the opportunity to work with him on this case

Martin Josephson
Accountant , Marcum LLP

I would like to thank Franklin Pelletier, an attorney concentrating in high value injury and damage cases, plaintiff's employment litigation, and mediating significant disputes. Franklin reached out to me to consult with a former officer of a tech startup. Thanks Franklin for thinking of me to consult with this potential client.

Howard Loeb
Attorney , Howard M. Loeb P.C.