Recommended resources for your present and future planning:
REAL ESTATE AGENT
Scott Cheng, Realtor at Providential Real Estate
(619) 846-5843 email@example.com
Scott is a real estate broker who has been working in San Diego for the past 11 years. Based on his production and sales volume, Scott is one of the top 3% of all agents in San Diego County, according to the San Diego Association of Realtors. His primary goal is to provide a great client experience for all his clients, and there are many rave reviews about Scott going above and beyond the call of duty.
Scott offers all of his clients 4 different options when it comes to their real estate needs: (1) List and sell your home traditionally on the MLS and obtain the top market price; (2) Scott can buy the home from the client with his investors (10 days close with zero contingencies); (3) Scott can provide option #2, but allow the client to stay in the home for up to two weeks for free as part of a transition process; or (4) Scott can help the clients flip their own home and keep any equity which is in the home after selling the home for top market price.
BEST OPTIONS FOR SENIORS IN NEED OF ASSISTED LIVING
Brenda-Lee Smith, Registered Nurse and Certified Senior Advisor at Oasis Senior Advisor
(760) 688-7618 BSmith@youroasisadvisor.com
Brenda-Lee Smith empowers the seniors of San Diego by providing personalized choices in home placement through Oasis Senior Advisors. Utilizing her Bachelor of Science in Nursing, with a specialty in mental health care, and an extensive professional networking system, Brenda-
Lee finds the right solutions for sustainable support as care needs evolve. Whether independent or assisted living arrangements are needed, or memory or residential care, her personal relationship with those she serves facilitates life transitions with respect and dignity.
Skilled in creative problem solving, she understands what it takes for client satisfaction, using her expertise in intuition and communication to streamline this important process. A confident public speaker, Brenda-Lee shares her knowledge as a compassionate, informative leader in the senior care placement industry.
Brenda-Lee is a member of several local and national organizations, including the Society of
Certified Senior Advisors, San Diego County Council on Aging, Golden Age Interactive
Network, Estate Planning Group Network, and the San Diego Dementia Consortium.
RECOMMENDED BANKING INSTITUTION
Karen Barrons, Assistant Vice President & Branch Operations Manager at
Pacific Western Bank (858) 618-7272 firstname.lastname@example.org
With our BUSINESS BANKING, we help identify the right products & services for your business – for today and for the right future opportunity. With our PERSONAL BANKING, our experienced Bankers will help you determine the best accounts to achieve your personal financial goals. With our LENDING SOLUTIONS, we help bring your potential into focus with lending solutions tailored to your industry and needs.
At Pacific Western Bank, we’re more than a bank; we’re an advocate for every client’s vision. By investing in people, we grow more than money. We build the kind of deeply invested relationships that put the power of people in a world of numbers. We may have a local footprint, but we have national capabilities. Community giving is also a big part of our focus.
Steve Rabin, CPA
Annick’s Insurance Services
1012 Main Street, #105
Ramona, CA 92065
Abel Fregoso, Jr.
Homeowners Financial Group