Financial Advising near Cottonwood Heights, UT
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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!”
Financial Advising
“I recently had three complex tax returns completed by Elizabeth Higgs. I am blown away by the professionalism and talent that she exhibited throughout the process. Not only did she finish my returns in record time but made sure I understood the process and next steps at each point during the returns. This was the most stress free return I've experienced. Thank you again Liz for all your amazing work and time!”
Financial Advising
“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!”
Financial Advising
“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.”
Financial Advising
“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!”
Financial Advising
“My husband and I are seniors, and always did our tax returns with much success. In 2021 we made a huge mistake in our tax return, and received an IRS notice last Friday, and we were really scare. A friend of ours recommended Udall CPA Group, and I went for a consultation with Mr. Alan Erickson. He was very helpful by being knowledgeable, honest, and caring about our situation. Thanks to his advice, I was able to submit an amendment, dispute IRS charges including penalty abatement with confidence. We plan on returning to have him take care of our personal taxes as needed. Definitely, great service, quality, and value.”
Financial Advising
“I worked with UMLF in the spring of 2022 to get a loan for opening my podcast and YouTube studio. They were so helpful in walking me through the steps to forecast what I needed to plan for in opening a brick and mortar space, their process was efficient and clear, and I had a great experience all around. Coming from a fully remote, solopreneur style business into this expansion was a lot of newness, but UMLF was a great partner in helping me get funded.”
Financial Advising
“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!”
Financial Advising
“I worked with Lynette McAllister as a walk in appointment and she was wonderful. She helped me get all the information I needed, she was polite and knowledgeable. I have had issues for months over the phone with customer service. I would recommend going in to talk to her if you ever have any questions. Thank you Lynette”