Testimonials

I'd like to thank Alexis James, Labor Law attorney with Wise Law, for calling me regarding a question a client had if overtime pay was needed for a salaried employee. She called me immediately after the questions was emailed out to the network. Thank you Alexis!

JOHN EDDOW
Accountant , A. STENGEL, ABSELET & COMPANY

I would like to thank Andrey Yakunichev, Tax Advisor with Taurus Tek, Inc., for referring me one of his close friends who is looking for an SBA or traditional business acquisition loan to purchase an existing Pharmacy. THANK YOU Andrey for thinking of me!

Steve Lavaeddin
Bankers , City National Bank

I would like to thank Grace Mitnick of Compass Real Estate for always thinking of me for her clients' and friends' banking needs. Grace recently referred me a former colleague of hers who recently moved to England and is looking for a banking relationship in the U.S. that will make transferring between US and UK simple. We have the perfect International Banking solution and are working with them remotely to get their accounts set up. THANK YOU Grace!

Steve Lavaeddin
Bankers , City National Bank

Les provides that personal touch to his business and his clients and has the ability to offer many solutions to those who are in need of causality insurance and I know this as a fact, because I referred one of my reverse loan clients to him that needed homeowners insurance. He took the time and made the effort to meet with her in her home and I think due to this effort to meet her personally, it set him apart from competitors and she purchased her policy through him. And the bonus for Les, is that my client's sister also purchased insurance with him as well.

Lorraine Jones Jones
Lenders , Option Funding, Inc.

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