Testimonials

November 22, 2005

 

 Dear Ilana,

I needed to take a moment to let you know how much I appreciate you and EVERYTHING you’ve done for me, thank you so much. 

 

You are a wonderful agent, not only because you’re knowledgeable and competent, but also because you instill in me a confidence and trust that are invaluable.  Additionally, you have me invested in accounts that are exactly perfect for my current needs as well as the situation we hope I grow into.  I will continue referring you to my peers, as I know they will be in the best hands,

 

Thanks again, I feel fortunate to have you on my team!!!

 

Best personal regards,

DonnaAnn W

Teacher

LAUSD

 

 

 

 

June 16, 2008

 

Dear Ilana,

 

I feel truly blessed to have you as my financial advisor.  When we first met over five years ago, I had no idea how it all worked or what was available to me as a teacher, you took me under your wing and guided me financially to a position today that is quite remarkable…I wouldn’t have believed it was possible…a very big thank you!

 

You always display complete professionalism, integrity, competence, availablity and knowledge, resulting in me feeling secure and confident.  Thank you Ilana, it’s been a pleasure working with you and I look forward to many more years together.

 

Warmest regards,

Mary C

Teacher – Burbank Unified School District

 

 

October 1, 2006

 

 

 

TO WHOM IT MAY CONCERN

I have worked with Teachers Financial Services, Mr. Len Osviowitz, for the past few years. I have yet to find another company that offers such outstanding service and that is always available to answer any questions relating to my retirement and insurance needs. They are very professional and knowledgeable and keep up to date on all the latest developments pertaining to the 403(b) program.

I have referred them to several of my peers and would like to strongly recommend that Teachers Financial Services become an approved vendor for UTLA. I have no doubt that our members would benefit greatly from this.

Yours truly,
Michelle D.
Union Chair / Dana Middle School

 

 

 

 

 

 

 

 

LOS ANGELES UNIFIED SCHOOL DISTRICT                           
William Mulholland Middle School
17120 VANoWEN STREET, VAN NUYS, CA 91406       
TELEPHONE: (818) 609-2500   FAX: (818) 345-1933  
 
 
 
 
December 5, 2007
 
 
 
 
Dear Mr. Magnus,
 
I would like to personally thank you for your expert and professional service for the last four years to Mulholland Middle School and its staff.
 
Many staff members have commented how “user friendly” and professional Teacher Financial Services has been in its service to them. I also would like to praise you and your partner, Mr. Len Ovsiowitz, for your valuable service to our school community.
 
Sincerely,
 
 
Dr. John L. White
Principal
 
 
 
 
 
 
 
Jack S. Moscowitz-Executive Director                                      December 5, 2007
ACSA, Region XVI                                                                            
2890 Woodwardia Drive
Los Angeles, ca. 90077
 
 
To Whom It May Concern:
 
I have had the pleasure of meeting with Stan Magnus for the past 8-10 years, including both social and professional interaction. I find him to be an interesting, engaging person with a long and interesting background. Growing up in South Africa has given him a perspective that is quite evident in that he shows respect for the individual with whom he communicates. He is respectful of that person’s political, professional and economic feelings, attitudes, and knowledge. In addition, one feels that Stan takes a special interest in that person during a conversation.
 
In observing his business relationships with clients, or potential clients, he demonstrates a strong desire to be up-front and truthful on all matters, even to the extent of pointing out problems or errors of which the client needs to be aware of because of prior investments or poor management of the clients account…without trashing or bad-mouthing others in the field.
 I have found him to be a good salesperson who is anxious that those with whom he is working feel no pressure or arm-twisting; a difficult task in the world of money/finance management.
 In summery, let me state that I have found Stan Magnus to be an honest, forthright and respectful professional and respectfully suggest that you give him the opportunity to work with your members. They can only gain from the opportunity.
 
Sincerely,
 
Jack S. Moscowitz
 
 
 
 
 

 

To whom this may concern,

June 19, 2006

I am a third grade teacher and UTLA representative from Melvin Avenue E.S. in Reseda, California. Stan Magnus contacted me so he could help the teachers here with their financial planning. He presented himself very professionally. Not only did he make phone calls to set up appointments, provide lunches, and explain complicated finances, but he did so with the utmost respect for teachers' busy schedules. I am very impressed with their professionalism and he will always be welcome at our school. Thank you for your time.

Sincerely,
Rebekah R.

 

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