Testimonials

I would like to thank Steve Fenster, real estate attorney with Schwartz & Fenster, for an outstanding job he did representing me in a litigation regarding a $10,000,000 1031 Exchange representing the buyer and the collection of my commission. Steve was extremely knowledgeable and methodical in every aspect of this case plus he gave me tremendous support and guidance throughout especially in selecting the best Mediators, Expert Witnesses and Judges in order to negotiate the very best Settlement. The case recently settled in my favor during the Mandatory Settlement Conference and my commission was wired to the bank on May 24th. Steve is truly the consummate real estate attorney! Thank you so much, Mike

Mike Monteleone
Real Estate Broker , RE/MAX ONE

Thank you to Howard Blum for helping me determine the feasibility of seeking damages against a former colleague. This former colleague had been conducting side deals with a number of my first clients with US Vet Wealth. He traded on the credibility of our name and our story to convince these clients to fork over large sums for services that were never rendered. Howard was more than generous with his time in helping me determine the proper course of action in ensuring that I took appropriate steps to prevent this guy from contacting other clients of mine.

Ethan Samuels
Wealth Management , 4358 Camino De La Rosa

Thank you to Gary Minkin for taking the time to help educate me on a tax efficient premium financing strategy for those clients with large insurance needs who lack the requisite liquidity to self-fund high premium Irrevocable Life Insurance Trusts (ILIT's). He also took some time to help me modernize some of my marketing materials. It is a testament to both his expertise and his correct understanding that success is not a zero-sum game.

Ethan Samuels
Wealth Management , 4358 Camino De La Rosa

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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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
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