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“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 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
“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.”