Financial Advising near Cottonwood Heights, UT

“I won't use Scwab again. I've been a customer for 6 months, been investing whole time. Every check I deposit gets released, except this one. The one I need the most, to BUT DIAPERS AND PAY ELECTRICITY BEFORE IT GETS TURNED OFF! Why now, Schwab? Why THIS particular check?!? Oh, but I'm allowed to invest it?!? No, guys, I needed this paycheck deposited right now, and instead, I'm waiting another full week! Sorry kids, Daddy will now steal the diapers from the store!

You ALL know I am always brutally honest with my reviews! I never review out of anger or frustration. I am telling you right now, if you value your money, Schwab is unforgiving, and unhelpful with this. I asked for help to release these funds from the bank, and nobody would help me. I am leaving and never investing again until they learn how to fix it!

Until they fix this, and help me ACTUALLY get diapers for both of these darn kids with the money I've earned, I'm leaving this up for future clients. Please please please don't go here. Read the rest of my reviews: they are honest and truthful. Take your time before going to Schwab! They have yet to fix this issue!”

“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!”

“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.”

“My husband and I have been clients of Lefavi Wealth Management since 2009. We have always had great success with them. Our advisors Jay is very knowledgeable and helpful no matter what our questions are. The rest of the staff members are all very professional and helpful. Would recommend them very highly.”

“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!”

“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.”