Testimonials

When reviewing the tax returns of a new client we noticed some numbers that did not seem to "Add Up". After the client sent a few years tax returns to Stacy Benda she made us aware of several large errors, and also provided a solution. THANK YOU Stacy for being an awesome resource for us an our clients.

Mark Porter
Financial Advisor , Porter, Ritchie & AAFS, LLC

I would like to thank business coach Jay McDowell of Exit Plan OC for referring his entrepreneurial client to me, who is looking to open her own salon and is interested in getting an SBA working capital loan. She is lucky to have you guiding her, Jay, and I look forward to working with her in the future!

Anita Rodal
International , SBPI Services, Inc.

I would like to thank Stacy Benda of Apollonian Accounting and Business Services, for thinking of me when a Needs & Deals came through the All Cities email blast recently (which for some reason didn't make it to my in-box that day). It was from fellow AC member Jay McDowell of Exit Plan OC, who had a client in need of an SBA working capital loan. Stacy, thanks so much for emailing Jay and me! This is the beauty of All Cities. You always have an extra set of eyes and ears looking out for you!

Anita Rodal
International , SBPI Services, Inc.

Thank you, Carrie, for presenting at the Women's Group today. Carrie talked about how to read a financial statement, trends to watch, and how to use this information to improve your business. The group was so interested that we went beyond the allotted time. Great talk!

Julie Widener
Accountant , Allegent Group, LLP

I would like to thank Eddie Levin for a great job finding home insurance for a friend and neighbor when her existing carrier was no longer offering coverage. Eddie also recently helped our daughter and her husband with home insurance when they purchased a new home. Eddie is very responsive and finds his clients the best options.

Howard Loeb Loeb
Attorney , Howard M. Loeb P.C.

So my wife and I had closed escrow on the sale of income property on the Palos Verdes Peninsula. November 25, 2021. Deal structure was a 1031 Exchange, so that started the game clock. Mike Monteleone suited up and took the snap from center. His goal: Buy the Grijalva's an upleg income property! No capital gains! Mike took the snap from center, running off-tackle (great blocking from the Old Republic Team). On January 3, 2020 he got the ball across the goal line! Closed escrow on the 1031 Exchange upleg. Beautiful piece of income property in Los Feliz. TWO SFRs! I don't know how he did it, but he got us the property in the face of stiff defensive opposition put up by other buyers offering more money! Broken field running? Leaping tall buildings at a single bound? Don't know. What I DO know is that he is a winner! Thanks Mike!

Ramon Grijalva
,

This testimonial is to nominate Eric Shaw for MVP. I messed up writing my testimonial for Mike Monteleone and Eric fixed it. Nice to know the CEO can play shortstop when one of the players bobbles the ball. Bobbler: that would be me. Thank you Eric!

Ramon Grijalva
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My wife sold income property on the Palos Verdes Peninsula in November 2021. We needed a 1031 Exchange Accumulator that we could trust, and we need them right away. The Larry and Gary team sprang into action and vectored us to Old Republic Exchange Company. We closed escrow on January 3, 2022! Thanks to the Larry and Gary team we had Old Republic protecting our capital gains exposure risk. We would never have even thought of Old Republic without Larry and Gary. Thank you guys!

Ramon Grijalva
,

As an author of 9 books, Sumant was able to offer valuable advice on publishing in today's marketplace. Thank you, Sumant.

Craig Adams
Broker , W Real Estate ~ San Francisco

Just when I thought I was getting good at videos... along comes Bob Chesney. Bob has helped me with some recent productions and we are presently working on a new series of authentic Client Endorsements for 2022. Thank you, Bob. Looking forward to our next video together!

Craig Adams
Broker , W Real Estate ~ San Francisco