Testimonials

I would like to thank Chris Lake of R & D Tax Credits Consulting for helping a developer client in Orange County to help them tax advantage of the Tax Credits available to developers that specialize in Low Income Housing. Thank you Chris!

Mike Micci
Banking & Finance , Redwood Mortgage

I would like to thank Mike Monteleone of ReMax One for the referral of a bridge loan opportunity on a 16-Unit Multifamily loan in Studio City. Mike is at the top of his game as a Real Estate professional in the Los Angeles area for both commercial & residential properties and is a fantastic persona and a great resource. I sincerely appreciate the opportunity to work with Mike and his clients. Sincerely, Mike Micci

Mike Micci
Banking & Finance , Redwood Mortgage

I would like to thank Melvin for spending time with me in mapping out a digital marketing strategy for my Panama project. Melvin was generous with his time and willingness to share information, and he was enthusiastic about what we were shooting for. I look forward to our growing relationship. Thank you, Melvin. Craig Adams W Real Estate ~ San Francisco

Craig Adams
Broker , W Real Estate ~ San Francisco

If anyone is seeking for an Executive Coach or Exit Strategist Advisor, then Jay McDowell is the professional you need to call. I have been working with Jay since October, 2021.Jay is the "Real Deal" and pushes you "gently" in a way to grow and learn with scenarios faced as a business owner. He is the support and reflection a business owner/CEO needs to make you better above the horizon in these situations. Jay is so committed to his clients that he will jump in where he sees a need or shortage to make sure deadlines and goals are delivered. His level of experience continues to groom me into the CEO I need to become for my team, firm, and community as a business owner - like polishing the diamond from the rough stone into a perfected jewel. So, thank you, Jay for your continuous time and for being an incredible coach for me and believing in the vision and mission I seek for the firm. I could not do this without you being my coach!

Stacy Benda
Accountant , Apollonian Accounting and Business Services Inc

I would like to thank Mark Porter for the introduction and opportunity to purchase and expand my firm into the Northern California Bay Area. Also, not to forget, for the many introductions and referrals he has provided us with his own clients for accounting, tax, and advisory immediate and long-term needs. My team and myself is looking forward to the many opportunities to work closely with Mark and his team for our mutual clients tax planning and investment needs. So thank you Mark, again, for these opportunities to work together and to continue building on our strategic partnership relationship.

Stacy Benda
Accountant , Apollonian Accounting and Business Services Inc

I wanted to thank Sid from MoneyMall USA. He came to me to review his insurance needs, and I was able to help him with new coverages. Thank you for your business.

Edward Levin
Insurance , Goosehead Insurance DBA Eddie Insurance

I would like to thank Rich Uzelac for introducing him to one of his friends who had a property management need. Although the project was out of my area of focus, I was able to recommend an excellent management team and follow up with the key people to ensure a smooth transition. The client was pleased and I was able to strengthen my brand with a growing firm... and with Rich and his friend. Thank you for your vote of confidence, Rich! Craig Stuart Adams Real Estate ~ San Francisco

Craig Adams
Broker , W Real Estate ~ San Francisco

I would like to thank Howard Blum for his advice regarding one of my clients. It was a great relief to call Howard and know he has our back and we can count on him when the need arises. Thank you, Howard. Craig Stuart Adams Real Estate ~ San Francisco . Howard Blum B-L-U-M... The Best Lawyer in Recovering Money

Craig Adams
Broker , W Real Estate ~ San Francisco

A huge shout-out to the talented Bob Chesney. Our team is looking forward to posting the recent endorsement you recorded. Other Realtors are often our best source of referrals and it is a blessing to share the praise... and share the love! Warmest Regards, Craig Stuart Adams Real Estate ~ San Francsico ~ The A-Team!

Craig Adams
Broker , W Real Estate ~ San Francisco

I haven't seen Valerie in quite some time, but she and I remain connected professionally and recently she referred me to someone who's grandparent had passed away and had a reverse mortgage on her home. The family was confused and had no idea as to what they needed to do to repay the loan off. I instructed the granddaughter as to what steps were to be done and reassured her the family had up to one year to pay it off. Thank you Valerie for keeping me in mind for all things "reverse".

Lorraine Jones
Lenders , Option Funding, Inc.