Testimonials

I would like to thank Michael Goldman, a very well connected business consultant in the entertainment industry with top line education from the Wharton School of Business. Besides his expertise in the Hollywood arena, Michael is dialed into the growing AI (artificial intelligence) space. Michael offers fractional CFO services for startups as well as other companies. Michael referred a matter that involves potential violations of the federal securities laws as well as business torts under state law.

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

I would like to thank Jesse Israel of Capstone Partners for a prompt response to my request for a recommended advisor to set up a self-directed IRA. Jesse recommended Daniel Tenzer at JP Morgan for further discussion on the topic. Thanks, Jesse!

Michael Scherer, MBA, CEPA
Consultants , Plus Delta Consulting

I would like to thank Jeff Woo of R&D Incentives for a prompt response to my request for a recommended advisor to set up a self-directed IRA. Jeff recommended Jason Stone at Secura Financial who quickly turned me on to U Direct IRA. Thanks, Jeff!

Michael Scherer, MBA, CEPA
Consultants , Plus Delta Consulting

I would like to thank Eelco Niermeijer of B2B CFO for a prompt response to my request for a recommended advisor to set up a self-directed IRA. Eelco recommended Mat Sorensen at Directed IRA and we are looking into options for my clients and myself. Thanks, Eelco!

Michael Scherer, MBA, CEPA
Consultants , Plus Delta Consulting

I would like to thank Kirk Marangi of Kirk Marangi Economic Valuations for a prompt response to my request for a recommended advisor to set up a self-directed IRA. Kirk quickly recommended Barbara Schwartz, Consulting Actuary.

Michael Scherer, MBA, CEPA
Consultants , Plus Delta Consulting

I would like to thank Marc Gertz of Reverse Your Thinking Mortgage for a prompt response to my request for a recommended advisor to set up a self-directed IRA. Marc put me in touch with Brian Katz of Morgan Stanley and that started a whole discussion around business development and more. Thank you Marc for a great new connection!

Michael Scherer, MBA, CEPA
Consultants , Plus Delta Consulting

I'd like to thank Michael Micci with Redwood Mortgage for referring an investor buying a commercial property in the Shasta Lake area. Thanks for your confidence and appreciate the opportunity to be of service!

Alan Frankel
Commercial Agents , Leavitt Group

Anita Rodal of AFEX and SBPI Services, Inc. would like to thank Sahana Sridhar Mark for referring a PPP loan applicant to me to get him in the queue early, before the rush that will come once the SBA finalizes the guidelines. I am happy I could help him, and in turn, he referred three more applicants to me. Thank you again Sahana!

Anita Rodal
International , Associated Foreign Exchange & SBPI Services, Inc.

Anita Rodal of AFEX and SBPI Services, Inc. would like to thank Eric Shaw of NY Credit for referring two PPP loan applicants to me so that I could get them in the queue early. Once the SBA publishes the final guidelines for the next round of PPP loans, they'll already be in line to submit docs! Happy to be of help; thanks again Eric!

Anita Rodal
International , Associated Foreign Exchange & SBPI Services, Inc.

Anita Rodal of AFEX and SBPI Services, Inc. would like to thank Elizabeth Glynn of Glynn Export Consulting for the referral to a colleague of hers who has a client who wants to apply for a PPP loan. I was able to get him in the queue, so that he will already be in line to submit his application once the SBA opens the door for the next round of PPP loans. Happy to help - thanks again Elizabeth!

Anita Rodal
International , Associated Foreign Exchange & SBPI Services, Inc.