{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“Charles Schwab is very blessed to have your employee Ben Friedberg work for you!!! Ben is such a kind, extremely helpful, very knowledgeable and caring young man!!! Truly, I can’t thank him enough for everything he did to help me to be able to carry out my sister’s wishes. I can never thank you enough, Ben. Very sincerely, Barbara”
“I recently worked with Avery Ballantyne and Kaitlin Collins for their First Annual Women's Gala. They were both a dream to work with and we look forward to many more events with them in the future!”
“I cannot recommend CMP more. They've gone way above and beyond several times. If you need accounting help, don't bother with anyone else. This is the team you need regardless of how big your company is. Josh L. is fantastic and he's who I recommend to my friends and family when they ask.”
“We had the privilege of working with Leslie Moss on our refinance and she was terrific. She was quick to respond to questions and knowledgeable. She communicated quickly and took care to keep us in the loop. We closed very quickly and saved a lot from our previous mortgage. Thanks for helping us out Leslie!”
“We have been with Lefavi for many years in taking care of a 401(k) from a previous employer. We have great respect and appreciation for their team. The team has always been focused on protecting our investments long-term and helping them to grow. And they don’t get commissions for 'selling' us different investments or transferring our funds.
Also, the Lefavi team doesn’t have a narrow view of just the 401(k) – instead, they look at the whole financial picture, considering Social Security, inflation, taxes, health, and clear ‘what-if’ projections for a future retirement that is funded and safe.
In recent years we have worked with Jeff, and also with Jay, Stuart, and other team members. They are great teachers, and are helpful, honest, expert, and personable in answering our many questions and keeping us up-to-date. The Lefavi team has earned our trust.”
“Helped me make my *** up in business credit within minutes! Helped reveal and answer questions with ***** RE: my Paydex score and got it resolved within less than an hour. Excellent place to start and monitor your business credit!”
“I received a loan from the UMLF back in 2015. Looking back almost 10 years later, I can't even begin to explain how helpful the UMLF was in helping jumpstart my business. In 2015, I had been in business for only 1 year and didn't have a lot of business history, but their team worked with me and told me what they needed from me in order to get me the funding I needed. It was not an easy journey, but it was well worth the hard work. If you're considering applying, be ready to put in the work, ask questions, be patient, and listen to their advice. Make sure to follow through. Building a legitimate business takes time. If it was easy, everyone would do it.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“This is a very good option for businesses in need of quick liquidity. This company is not the right fit for every business, but has been a lifesaver for my company during the pandemic and was referred to me by an advisor. These poor reviews make me think business owners aren't reading their contracts and that's on them. If they don't read or understand the terms of their contracts, they probably shouldn't own a business or at least hire the right people to do that for them. I negotiated the terms of my contract with VFI. The lending requirements are much less strict than banks and the processing time was much faster. They made exceptions on things and bent over backwards to help me pay my vendors. I will refer them anytime! To all the Administrative assistants and secretaries out there, give an email for the rep to send info to. You don't know the financials of the company you work for, this may be just what your company needs to stay in business or expand!”