“After first meeting Pat through Provisors, I am thrilled that we connected and have been working together. She’s a patient listener and quickly grasped some of the unique characteristics of my business. She’s done a fabulous job upgrading written content and messaging for LinkedIn and an in-progress website update. Timely, caring, and kind, she is a top flight professional providing a valuable service. I cannot recommend her highly enough!” Joel Dobrin, Cost Segregation Initiatives, LLC | Americorp Financial, LLC
“Pat knows how to get the job done. Not a moment is wasted. She quickly grasped what I needed and had the expertise and focus to deliver an excellent finished product. I highly recommend her!” Lydia Miller, Senior Vice President, Portfolio Specialist
“There is no need for anyone to struggle putting thoughts to paper when you can hire Pat Kramer! I recently hired Pat to update my website, LinkedIn and my one-page biography. I am pleased beyond words at the ease at which Pat understood what I wanted. Thank you, Pat.” Vickie Intriago· CERTIFIED FINANCIAL PLANNER™
“Pat was amazing from the beginning. Great communication and completed the task on time, covering all that was needed. I will be using her again very soon!” Anup Thakkar, Accounting, Bookkeeping & US Tax Prep Services (Offices in Los Angeles, CA & Mumbai, India
“I hired Pat to write descriptions on LinkedIn and two other organizations that I am a member of. Pat was very responsive and used excellent writing skills to communicate what I do. Now I’m proud to have people go to my LinkedIn profile because it really shows my history accurately.” Jill Schuberth, Daily Money Manager/Your Personal CFO For Hire at J. Schuberth & Associates
“Pat did a phenomenal job assisting me with some LinkedIn complications. In very short order, she not only corrected the problem, but provided some navigation tips and some pointers for maximum utilization!” Danielle Stelter, Senior Vice President at Harvest Small Business Finance, LLC
- Abe Bedros, The Liberty Company
- Acacia Group, The
- Accountants 4 Contract
- Allan Kutchins, CPA
- Ameriprise Financial
- Arroyo Insurance Services
- Bank of America
- Barbara Oberman Insurance
- Benefit Strategies, Inc.
- Betty Norman, CFP
- Booth & Associates, CPA
- Brager Tax Law Group, A.P.C.
- BRC Advisors
- Brentwood Advisory Group, LLC
- Brinkman & Company
- Business Matters, Bookkeeping
- Callahan Risk
- Cedar Point Financial
- CitiusMA
- Connie McCoy, California Bank & Trust
- Compu Audit
- Cooper Moss Resnick Klein & Co., LLP
- Crescenta Valley Insurance
- Crowne Benefits, Inc.
- Daniel Zuckerman, CFP
- DDG Insurance Services
- Debe Pennington
- Diversity Risk Management
- DMJ Insurance Services
- Dunlop Financial
- Dynamics Capital Group
- E .B. Ashford & Associates
- Eric Lane, CPA
- Flagship Escrow
- Flintridge Consulting
- Ford Benefits Group
- Gable Tax Group
- Gary Barnbaum, CPA
- Glen Oaks Escrow
- Granite Escrow
- Great Western Bank
- Gregory Metzger, North Pier Fiduciary Mgmt.
- GWN Securities
- Hartman Insurance Solutions
- Hayward Tilton & Rolapp Insurance Associates, Inc.
- HUB International
- ICO Investment Group
- International Rare Diamond Group
- Jeff Dasse, First American Title
- Jennifer Bigelow, Veritas Home Office Mgmt.
- J. Schuberth & Associates
- Joseph DeSilva Insurance
- Jonathan Wernick, Kibel Green
- J.P. Morgan
- Kamerman & Associates
- Kathy McQuiggan, CPA
- Katz Financial, LLC
- Kelly & Small CPAs
- Kelly Ann Helfinstine, CFP
- Kessler Risk & Insurance Services
- Key Investment Team
- Krane Financial
- Krost CPAs
- Lakeside Virtual Family Office, LLC
- Lawrence & Lewis, LLP
- Lawrence Financial Group
- Ledger Financial (Anup Thakkar)
- LPL Financial Services
- Mark J. Campbell, commercial banker
- Maxwell Noll Investment Advisors
- Michael Ross, Certified Private Wealth Advisor
- Mona Marcos, Independent Broker/Agent
- Monrovia Trust
- Moonlight Capital Group
- Narver Insurance
- North Pier Search Consulting
- One Capital Management
- One Wealth Partners Financial & Insurance Solutions
- Open Coast Financial Solutions
- Pacific Western Bank
- Panama Wall Street
- Pathfinder Mortgage Corporation
- Paula Corsetti, CA Licensed Professional Fiduciary
- Paul Carney, CPA
- Peter Iannone, CBIZ Southern CA, Inc.
- Platinum Financial Services
- Pogosian & Company, CPA
- Rene Sarkhosh, CPA
- Richard Beach, CFP
- Ring Financial
- Rose City Realty Finance
- Shearson Lehman Brothers
- Singer Lewak Greenbaum & Goldstein, LLP
- SKMC, LLP
- Souma Group of J.P. Morgan
- Steve Smith Insurance
- StoneTapert
- Taylor Insurance & Financial Services
- TCM Bank, N.A.
- The Souma Group, J.P. Morgan Securities
- The Value Quotient
- TradeWell Tax & Financial
- TransAmerica Asset Management
- van Rijn & Associates, CPAs
- Vickie Intriago, CERTIFIED FINANCIAL PLANNER™
- Wells Fargo Advisors, LLC
- West Rim Securities
- Weal Investment, Inc.
- Winningham Becker & Co.
- William F. Hooper Insurance
- Voskanian Investment Group
- YBO Financial Group