Testimonials

A Thank You to Lorraine Jones, Reverse Loans Consultant. She referred me to one of her clients which led to the writing of a Homeowners and Personal Auto policy. Thanks, Lorraine!

Les Himes
Insurance , Phillipp & Associates Insurance Services, Inc.

I cannot say enough positive things about Mike Monteleone with RE/MAX Olson, and his commitment to professionalism and patience with one of my reverse loan clients who I referred him to help her List and sell her home in Redondo Beach, and then purchase a new property where I would represent her in the transaction, using funds from a reverse loan. She did make things a bit difficult for each of us and moving things forward to a successful close, but Mike was extraordinarily patient with her and helped her in so many ways that would take too long to describe here. He is amazing and I cannot ever recall working with a Realtor of his caliber and expertise. He's experienced, kind and knows how to navigate purchase transactions and is always available to help with the loan process and in conclusion, we closed and funded my new purchase after some "drama" and she is very happy.

Lorraine Jones
Lenders , Option Funding, Inc.

Thank you Lawrence Hurwitz, LFG, for the Medicare referral. Best, Reeva Rivkin Rivkin Insurance Services

Reeva Simon Rivkin Simon Rivkin
Insurance , Rivkin Insurance Services

I met Liat Cohen for the first time at an AC Women's group and she immediately referred a potential client-a manufacturer and internet sales company- to me. Liat has her own firm and is an employment attorney. I truly appreciate her referral and trusting me. Thank you Liat! December 2018.

Carrie Hidding
Accountant , teamCFO

I appreciate John Eddow's referral to a potential client needing help to restart the inventory tracking system on QB Enterprise. John is a CPA, tax accountant and business adviser at Stengel, Abselet and Company. Aside from tax practice, his firm also works as business managers to their clients. December 2018

carrie hidding
Accountant , teamCFO

I wanted to thank Eric Olson, whose firm handles most all legal matters with great ability, but needed to refer a small bankruptcy client in Orange County who I am now working with. Thank you Eric.

David Brownstein
Attorney , Law Office of David I. Brownstein

I would like to thank Allan Drazen with Lone Oak Fund for helping one of my clients. Client was looking to obtain a construction loan and refinance his existing loan on his commercial property. I referred my client to Allan and he was able to issue a letter of interest quickly. Allan was diligent, professional and prompt. Thank you Allan.

Sean Hesami
,

I would like to thank Allan Drazen with Lone Oaks Fund. Allan wan able to help one of my clients that was looking to refinance and cash out of his commercial property and we were unable to accommodate his request. Allan was able to help and issue a commitment letter in no time. Allan was prompt, professional and diligent. Thank you Allan.

Sean Hesami
,

I would like to thank Pallavi Shah for introducing me to her client in San Francisco's Richmond District. The meeting went well and by working together we put much more value on the table than approaching his challenges individually. I look forward to working with you!

Craig Adams
Broker , W Real Estate ~ San Francisco

I would like to thank Peter Stephan with the Tax Resolution Institute for providing me with some advice in regards to an unintended IRS situation I found myself involved with due to my previous CPA. I know Peter is extremely busy, but he took the time to speak with me about it and it's appreciated.

Lorraine Jones
Lenders , Option Funding, Inc.