Testimonials

I would like to thank Matt Cohen of AccuVisors CPA's and Tax Resolution Institute for thinking of me when a business client of his was in search of a more responsive bank that can be more of a trusted advisor and consultant. Matt has been in constant contact with me and is helping his clients through the process and his attention to detail and follow up has been top-notch! Thank you Matt!

Steve Lavaeddin
Bankers , City National Bank

I'd like to give a shout-out to our illustrious leader, Eric Shaw of NY Credit / All Cities Network. He thought of me when one of his business clients was experiencing exponential growth and could not get the financing they needed from their existing bank/lender. We were able to quickly get them approved for a $250,000 Evergreen LOC to help with gaps in A/R and A/P. Eric and NY Credit manage and audit A/R among other credit related consulting. Banks leverage his expertise to watch the collateral that they lend on. Thank you Eric!

Steve Lavaeddin
Bankers , City National Bank

Big THANK YOU to Lorraine Jones of Option Funding, specializing in Reverse Mortgages. She thought of me for one of her client's grandson's business banking needs and we were able to assist in opening a US Bank account for his Canadian construction company. Lorraine is extremely knowledgeable on Reverse Mortgages so when you have an older family member or friend needs some financial help, think of Lorraine and ask her advice to see if a Reverse Mortgage might be a good solution.

Steve Lavaeddin
Bankers , City National Bank

I'd like to thank Sevana Janian with Green Plus CPA for referring me a client who needs some advice on, and help with, various Online Marketing Services. It's been great working with her client. It looks like we are becoming great friends and I appreciate her thinking of me for Marketing Services. Thanks Sevana....Yay! :)

Melvin Termain
,

I referred a colleague to Anita. The colleague was so grateful that she emailed the following praises to me. "Thanks for the referral to Anita. We had a great conversation today. She is very informative about purchasing property in Europe and gave me a lot of information. I really appreciate your introducing me to her." It's great to work with such a high level professional as Anita!

Julie Widener
Accountant , Allegent Group, LLP

Stephen very kindly thought of me when an acquaintance of his mentioned they wanted to purchase a home using the funds from a reverse loan. I had only recently mentioned in one of our morning meetings, that seniors can buy a home and use a reverse loan to complete the transaction. I want to thank Stephen for the introduction to his friends, as referrals are my only source of business.

Lorraine Jones
Lenders , Option Funding, Inc.

Thank you to Stephen Fenster of Schwartz-Fenster for helping me with a contract for a warehouse line of credit to make sure I was legally protected and that there were no clauses that could have caught me in a bad position. Thank you Stephen!

Mike Micci
Banking & Finance , Redwood Mortgage

I'd like to thank Stacy Benda for reaching out to one of my loan clients for help with their business accounting and tax services. Stacy is a true professional and has spectacular customer service. She's the best!

Mike Micci
Banking & Finance , Redwood Mortgage

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