Testimonials

A great big THANK YOU to Kate Armado of Enterprise Bank. She gave me a terrific referral. Much appreciated Kate

Lawrence  Hurwitz
,

I would like to thank Les Himes from Phillips & Associates Insurance for sharing his insights regarding Fire Insurance challenges and some best practices for professionals and owners alike to be aware of. Thank you, Les! https://www.linkedin.com/posts/craigstuartadams_0e38503-0g00719-craigstuartadams-activity-7178154795646550017-Izyk?utm_source=share&utm_medium=member_desktop

Craig  Stuart Adams
Real Estate Broker , Holmes Burrell Real Estate ~ San Francisco & Marin

Thank you to Greg Hellman from BMO Bank for the referral of a fellow colleague that works at BMO for the referral of a multifamily property owner. I love working with Greg as he is a consummate professional and excellent communicator. He gets the job done where many talk the talk but don't walk the walk. Thanks Greg!

Mike Micci
Banking & Finance , Redwood Mortgage

Thank you to Joel Bagelman of RTI properties for the opportunity on a $5.3 Million residential bridge loan and I enjoy working with Joel very much. I sincerely appreciate the opportunity to do business together and a pleasure to work with a fellow lending professional.

Mike Micci
Banking & Finance , Redwood Mortgage

A special thank you to Larry Hurwitz of Lawrence Financial for closing a loan for a very prominent celebrity in the entertainment industry and for his trust and continued business. Larry is extremely knowledgeable and is fantastic to work with, a true professional, and I look forward to doing more business with him in the future! Thank you Larry!!

Mike Micci
Banking & Finance , Redwood Mortgage

I would like to thank bankruptcy attorney Richard Brownstein for a referral to a client needing tax preparation and another client with an IRS collection Matter. Richard has been practicing in the area of bankruptcy for more than 40 years. He takes pride using his vast experience in keeping clients out of bankruptcy. When I come across someone with financial issues, Richard is always top of mind.

Matthew Cohen, CPA
Accountant , Accuvisors

I would like to thank Caitlin Chen for her referral of a client looking for a solution for a friend whose investment properties are causing her trouble. We're now discussing the possibility of her doing a 1031 exchange into a Delaware Statutory Trust so she can maintain her assets. Thank you, Caitlin, for thinking of me when your friend was in need!

Erica Traulsen
,

Caitlin Chen of California Bank and Trust has referred me 2 deals to help get financing for her client. Thank you Caitlin!

Lawrence  Hurwitz
,

Mike has been a wonderful resource for me as a reverse loan consultant. He received a call from a long-time friend of his, asking if he new of someone who would be able to provide information about reverse loans to a former co-worker of his. Mike immediately gave him my phone number, we spoke, then I chatted with the potential client's brother and ultimately met with her last week. Thank you Mike for your friendship and trust.

Lorraine Jones
Lenders , Option Funding, Inc.

I am so happy to have my name on the top of his referral list of professionals, because Richard recently sent me a referral for a new client in Los Angeles. Thank you to Richard, for always thinking of me.

Lorraine Jones
Lenders , Option Funding, Inc.