Financial Advising near Midvale, UT

“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.”

“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!”

“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.”

“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!”

“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”

“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!”

“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”

“Charles Schwab is very blessed to have your employee Ben Friedberg work for you!!! Ben is such a kind, extremely helpful, very knowledgeable and caring young man!!! Truly, I can’t thank him enough for everything he did to help me to be able to carry out my sister’s wishes. I can never thank you enough, Ben. Very sincerely, Barbara”