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“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.”
“I received a loan from the UMLF back in 2015. Looking back almost 10 years later, I can't even begin to explain how helpful the UMLF was in helping jumpstart my business. In 2015, I had been in business for only 1 year and didn't have a lot of business history, but their team worked with me and told me what they needed from me in order to get me the funding I needed. It was not an easy journey, but it was well worth the hard work. If you're considering applying, be ready to put in the work, ask questions, be patient, and listen to their advice. Make sure to follow through. Building a legitimate business takes time. If it was easy, everyone would do it.”
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.”