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“I had a good experience with Libertas in connection with a 1031 Exchange. I utilized their service to place 1031 Exchange monies in DSTs. Their business model is very good in comparison to companies that do not act as fiduciary advisers. If you have a need for DSTs connected to a 1031 exchange, I recommend Libertas.”
“Our experience with Perfect Balance has been nothing short of exceptional. They are not only professional but communicative and proactive in keeping our books and ensuring we are in compliance. We so appreciated Sue and Jenni for their great work and help.
Paul Demboski
CFO
Certified Real Estate, Inc.”
“Wendy has been great to work with over the last decade. We have been very pleased with her communications and our portfolio performance. She is a great resource to us and we have referred two family members who work with her as well.”
“I just finished a session with Marne in Piccolomini and I have to say she surpassed my expectations. Not only is she versed with lending and gave me new insight but she coached me through my barriers and really helped me walk away with an actionable plan moving forward.”
“Upsourced has been an extremely beneficial partner for me and my agency. I always get the answers I need, and expert guidance to help in our decisions. Their support on everything from accounting and bookkeeping, to budget planning, cost accounting, and even benchmarking have been invaluable to helping me and my team navigate the tough economy the last 1.5 years. Thank you especially to Cameron and Riley for their tremendous support.”
“Our company, Cap Dental Lab, needed a private equity partner in order to achieve our vision for growth. Copper Run exceeded our expectations. They represented us well by efficiently and professionally taking control of the process. In the end, they presented us with multiple offers from which to choose. It was an excellent experience. Great work CR. Thank you.”
“I opened accounts online and was contacted by the local advisors to see if I needed assistance. I was consolidating multiple accounts and they were quite helpful and attentive at making sure my needs were met.”
“Mike is fantastic. It's one thing to have the knowledge, but Mike and the rest of the crew at Blankenbecler Advisors help explain sophisticated tax issues and make planning recommendations in a way that business owners can understand and implement. In the two years we've worked with Mike, we've grown from a staff of four to a staff of 14.”
“I have been working with Nate Smock and his team in the Polaris office for a number of yrs prior to retiring 18 months ago. His responsiveness and professionalism has been outstanding in helping me navigate the transition. I appreciate his support and relationship. I would recommend.”
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“Professional, insightful, knowledgeable and respectful. Great advice and what to do and has steered me right! All moves have lead to positive credit changes! Definitely recommend”