Testimonials

A "thank you" to Alan Insul for making an introduction to a Hotel Developer he knows.

Craig Adams Adams
Broker , W Real Estate ~ San Francisco

I want to thank Sean Hesami at Bank of the West for the numerous referrals regarding potential buyers, sellers and 1031 Exchange clients when it comes to residential and commercial real estate .The most recent referral involves a buyer which Sean has just approved for a commercial loan and has a timeline to designate his up-leg and to complete his 1031 Exchange. I truly appreciate the opportunity and trust that Sean has placed in me. I will always do my very best to meet his and the clients needs expeditiously. For anyone considering a new loan or refinancing, Sean offers extremely low rates with little to no cost in the highly competitive commercial lending market. For the Very Best...Go with Sean at Bank of the West! Thank you Sean!!

Mike Monteleone
Real Estate Broker , RE/MAX ONE

I would like to thank Alexis James at Work Wise Law for her wonderful presentation regarding the ramifications of the Dynamex court case. I was able to restructure my business and I was able to inform and help prepare several colleagues in the insurance and financial planning space. She was thorough, meticulous, well-informed, and a very effective communicator.

Ethan Samuels
Wealth Management , 4358 Camino De La Rosa

I would like to thank Sean Hesami, The Bank of the West, for the numerous commercial real estate referrals. I'm currently assisting a gentleman in the acquisition of an automotive center in the San Fernando Valley in order to complete his 1031 Exchange. Sean has referred me to numerous buyers and sellers who are interested in commercial real estate. He has an enormous resource for all types of financing and extremely favorable rates and terms. Bank of the West also offers very high savings rates, so now is a great time to call Sean. Thank you so much Sean! Your Added Value Real Estate Broker, Mike

MIKE MONTELEONE
Real Estate Broker , RE/MAX ONE

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
,

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.