Success Stories

Our Journey of Success

Discover inspiring success stories in real estate and insurance that showcase our commitment to excellence and client satisfaction.

$22,000,000

75+

Trusted by Clients

In Transactions

Recent Success Stories

HELOC - Santa Ana, CA

$500,000 HELOC - our beloved client was not approved by US Bank. She came to us as a 2nd option, and left 30 days later with $500,000 wired into her HELOC account. She needed funds to repair her roof and add an ADU

Cash Out Refinance - Lodi, CA

$1,335,000 cash out refinance. Borrower had over 15 NSF's in his business bank accounts (which most lenders only allow up to 3 in a rolling 12 month period), a few late payments, and many other "red flags" most lenders would call it. We were able to bring this hairy deal across the finish line and help my client refi out of his Interest Only loan, with extra cash on top.

Investment Purchase - Maynard, MA

$600,000; and closed with lender credits applied to closing costs. Helped my client, a single mother, finally achieve the American Dream and begin investing in her first ever Income Producing property. This was challenging as there are stricter guidelines for 1st time investors. We made it happen. all the way across the country!

Security Guard Agency

+$300,000 in Premium; placed coverage into a Group Captive for Last Mile Delivery owners, otherwise known as Amazon DSPs. I was able to get a client out of a guaranteed cost program, and allow her to receive up to 40% of her premium back, dependent on her loss ratio YoY, rather than the excess money going into the pocket of the carrier.

+$350,000 in Premium; my now client hired us on as his Broker of Record prior to his renewals after we've located holes and gaps in coverage. They lost out on jobs due to exclusions in their policy that did not allow them to fully operate as a security agency. In addition, there was a workers comp claim with over $500K in reserves, still open, after 4 years. We assigned tech resources on the claim, and provided a swift plan of action. Our proactive approach not only filled the coverage gaps but also paved the way for better risk management and contractual opportunities for the client moving forward.

Captive, Amazon DSP - Pennsylvania

Client Reviews

See what clients are saying about Sal:

Sal has been my Insurance Broker for over 3 years now. He's always come through for each renewal, and educates me on coverages. I was hesitant to buy EPLI coverage, and it ended up saving my YOU KNOW WHAT! being in CA with over 200 Employees, after getting hit with a Wage and Hour lawsuit. Thanks Sal!

R.K, CEO
San Diego, CA

I was amazed by Sal's dedication and support throughout the loan process. I was not able to get my partner approved for a loan anywhere, until I met Sal. He was able to get us a specialty program through his network of banks.
10/10 recommend!

Darius S. Esq

Orange County

★★★★★

★★★★★