Since we have not worked with this group before, I am hoping to get some references.

Check current mortgage rates as a reference.

I also refer him to all my clients as well.

That's likely to lead to them referring you to a potential employer.

Our Realtor would frequently reference properties we were interested in as being "in the hood."

Do you check Landlord references?

Piercing the veil refers to holding an individual or other entity responsible for the actions of an entity they hold an ownership or managerial interest in.  

happen to see your reply and I currently own a several SFH in Springfield, I wonder if you can refer several good property management which I try to automate the whole portfolio?

Instead we refer our clients to Solera bank, they have dedicated department for IRA/401k clients so if you contact them - you will be speaking with a rep experienced with this types of accounts.

When people refer to a "credit line against your home," they are typically talking about a HELOC.