{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“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.”
“Without Utah Microloan Fund, my chances of getting to own a Dental Lab again were pretty slim. The loan I received helped me to purchase the necessary equipment, some remodeling expenses, advertising & printing expenses to initially open. When I wanted to add a Digital Department, we had half that was needed, and they were there for us again to help with the cost of the equipment.
I contacted them again when it was time to develop the Fixed Department. We needed a specialized compressor for the mill and few other specialized items. Once again, they were there for us. They have helped us along the way with every chance of success. We are very Grateful To Utah Microloan Fund and their pleasant and helpful staff. They have helped us take a dream and bring it to reality.
Fine ART Denture Lab”
Financial Advising
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.”