Financial Advising near Draper, UT

“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!”

“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 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!”

“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!”

“It was so extraordinary and remarkable I never believe it works this way, I was very doubtful about Forex trading but I decided to risk my $1,000 with Mrs Emily Alison a skilled broker in Forex Trading, when I saw testimonies of people on how he help them earn through the market, I was very skeptical and he proved me wrong when I made a successful withdrawal of $14,900 and I'm so happy now! Emily is super trustworthy im short of words Emily Nocked me off my feet , honest and a professional in Forex/binary trading, hit her up directly to set up crypto/trade(s) for you. Email; [email protected] Whats-app; +1(434) 373‑2110”

“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!”