Testimonials

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

Thanks again to Chris Lake! Chris sent me a referral who has become a client. Great way to start the new year!

Julie Widener
Accountant , Allegent Group, LLP

Julie Widener of Allegent Group, LLP, a Certified Public Accountants and Advisor firm referred a client to me that required a partial interest discount in an LLC holding an apartment complex. I very much appreciate it. Thank you Julie!

Michael Perlmutter Perlmutter
Business Valuations , Valuation and Litigation Group

I recently had a great meeting with Stacy Benda , CPA. She has impressed me with her tax mitigation strategies for Corporations, and Business owners. Having a 1:1 with her is a great use of your time if you also work with High Net Worth Clients, or business owners.

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

I had a great meeting with Sid learning about DST, TIC, 1031's and Conservation Easements. A great resource!

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

I had the pleasure of connecting with Rhonda as we prepared for her to be a guest speaker at the DT Santa Monica meeting in November, as well as my regional branch managers' meeting. Rhonda was gracious enough to spend a few minutes with me during a phone call to briefly look through my LinkedIn profile and give me her professional opinion and a few pointers on how I can improve my presence and image on LinkedIn. I must say...I was blown away with her expertise and innovative ideas and I made several changes she recommended. Almost instantly I started to receive more relevant connection requests and even a few leads from my network. I highly recommend anyone who is on LinkedIn to consult with Rhonda and let her do a quick audit of your profile and indulge in her expertise in helping you leverage LinkedIn to increase your presence and gain more business. Thank you Rhonda!!

Steve Lavaeddin
Bankers , City National Bank

Thank you, Chris, for taking care of our clients. Chris is preparing a Research and Development credit for an entertainment client. They qualify based on their research in sound. Their credit is approximately $25k. Chris really knows her business!

Julie Widener
Accountant , Allegent Group, LLP

Thank you to Michael Perlmutter for his valuation expertise. He is working quickly and professionally on a discounted valuation for a 100 unit apartment building in Los Angeles. Most people in his industry are back logged a few months.

Julie Widener
Accountant , Allegent Group, LLP

I had a great conversation with Mr. Levine regarding Property and Casualty Insurance. I am impressed with his deep knowledge of the insurance carriers, underwriting and High Net Worth coverage.

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

A big thank you to Jason Stone, wealth advisor with Secura Financial Planning and Wealth Management, for referring me to a client of his who is purchasing a boat in Canada for $320K CAD. My people were able to save the client $12,096 USD on the conversion of the funds vs his bank (a 4% difference), and no foreign wire transfer fees. He is a very happy client! Thanks again Jason!

Anita Rodal
International , SBPI Services, Inc.