Testimonials

Thank you to Julie Widener for introducing me to Commercial Real Estate Broker, Donegan McCuaig, from Quixotic Realty in Downtown Los Angeles. I am looking forward to developing this relationship. Thank you, Julie!

Craig Adams
Broker , W Real Estate ~ San Francisco

I want to thank Nelinia Varenas, Breakthrough SEO Marketing, for helping teamCFO, upgrade our 10 year old website. Nelinia is thorough, insightful and brings her expertise so we can streamline and better deliver our message. I also really appreciate her patience and quiet but effective style of communication. We had to delay our scheduled progress meetings several times due to our workload and she was always understanding and graceful. Thank you Nelinia, you are a true professional.

Carrie Hidding
Accountant , teamCFO

Major thanks to Gabe Velez, CPA for connecting me with some of his dynamic clients for a variety of legal needs. Gabe makes warm introductions that allow me to seamless interact with his clients.

Daniel Cooper
Attorney , TLD Law

I would like to give a huge testimonial to SARAH ELEY of Agelient. I referred her to my client and since she received the introduction she was on top of it. She contacted the prospect took the time to explain the most basic concept and show him that the possibilities are endless. Since they have started working together, she and her team have been so quick and responsive, I wouldn't recommend anyone else, she is the best! Thank you Sarah for making me look good in front of my clients :)

Hala Dabboussy
Consultants , Action Coach

Stephen Fenster, of Schwartz and Fenster is a Business and Real Estate lawyer. He represent borrowers and lenders, buyers and sellers, tenants and landlords. He also acts as the Real Estate Trustee in commercial foreclosures. Sometimes when he is foreclosing on a property for a lender the borrower files Bankruptcy in order to avoid the foreclosure. Stephen recently referred me a case where the property owner has filed for Bankruptcy three times. We are working to get the Bankruptcy Court to either force the sale of the property or allow Steven's client to proceed with foreclosure.

Richard A. Brownstein
Attorney , Haberbush, LLP

I do my planning for the upcoming year in December. I am most grateful to Jesse Israel for taking the time to educate me on financial planning for families. I live in the Silicon Valley and have clients with $2 million to $10 million net worth. Thank you Jesse.

Sumant Pendharkar
Insurance , Moneterra Inc.

I wish to thank Rhonda Sher for introducing me her friend who is looking for understanding and enrolling in a Medicare Insurance Plan. I have also signed up Rhonda's consulting services in sprucing up my LinkedIn profile.

SUMANT PENDHARKAR
Insurance , Moneterra Inc.

I want to thank Mark Robbins of The Lending Resource for his amazing support, he's always available to answer my client's questions and is ready to explore his creative solutions for my clients! THANK YOU MARK!

Dima Khoury
Real Estate , Compass

Thank you Mike Micci of Redwood Mortgage for your swift response to my request for land developers in my area. The 3 referrals I got are valuable and my client is highly likely going to work with one of them. MUCH APPRECIATED MIKE!

Dima Khoury
Real Estate , Compass

Thank you Howard Loeb fraud attorney for coming to me about your personal insurance. I appreciate your patience through the evaluation process, through underwriting and through the final stages of buttoning things up. You made my job super easy with all the documents and details you were able to provide. Thank you for supporting me and my business.

Edward Levin Levin
Insurance , Goosehead Insurance DBA Eddie Insurance