Testimonials

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
,

Bradford Bach of Titan Technologies referred me to a client whose website was hacked, causing it to be blacklisted which resulted in loss of business for the client. Bradford communicated details of the situation so we could have a leg up on resolving the issues. We removed the malware that was injected into the website files, tested the website, changed all website-related passwords, made a full backup of the cleaned website, and followed up with delisting the client's website from blacklists. Further, this referral is considering ongoing business with Breakthrough SEO Marketing. Thank you Bradford very much for trusting us to serve your client and opening the door on a mutually beneficial relationship for all of us.

Nelinia Varenas
Web Development , Breakthrough SEO Marketing

Steve referred me to an entertainment transaction for equipment financing. He was very instrumental with referring the company to our bank, since it was a warm handoff.. The main issue was the client needed extended time to pay off the equipment that he purchased. The time needed was 10 years, we were able to figure out his true cash flow and the loan was approved. Thank You Steve, the loan should fund the first week in March.

Jose Troncoso
,

Thank you William Bresee, Partner at Leech Tishman. On very short notice, Bill provided key contract language to protect my consulting company in an upcoming legal matter regarding expert witness work. I certainly want to provide professional services to a large construction company. But as a small business owner, it is imperative that my business interests are protected in the area of indemnification, just in case a countersuit arises. Not only did Bill provide good language, he provided it in a very timely manner. Thank you Bill!

Ramon Grijalva
Business Broker , Venture Investors Business Group

Thank you Michael Jones from Digital Evidence. Your witness prep guidance is really helpful in structuring an approach to upcoming expert witness testimony. I did not understand the importance of video deposition techniques. I also had no idea about expert witness rights. Michael Jones' guidance is really great!

Ramon Grijalva
Business Broker , Venture Investors Business Group