Financial Advising near Draper, UT

“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!”

“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!”

“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”

“We have been dealing with the Charles Schwab Cottonwood Heights Branch location since they opened 2022. VP Tamara Taylor the Branch Manager has a stellar team of financial Consultants and support team at this Branch.Tamara is a leader that manages her team with support and a rarity these days,she cares to get to know her branch customers.

Our personal VP Financial Consultant Collin Rigby has guided us through several major life changes with professionalism, financial expertise and attention to detail.Collins follow through and follow up is excellent.Collins expertise in financial planning and recommendations have empowered us to make informed decisions.Thank you Collin!

Walking in the front door of this branch you are greeted by Ben Friedburg or Clove who are Relationship Specialists.They are there to answer all questions and if they do not know the answer they will cheerfully research until the answer is found.Both these Specialists are professionals and always upbeat in demeanor. Ben goes beyond at times and is an information highway to everything Charles Schwab. Charles Schwab Cottonwood Heights Branch has such an excellent team at this location.I highly recommend them for any financial needs you may need.”