Conserve Financial Inc. A Private Financial Planning Company for Entrepreneurs. Specializing in…read moreRetirement Planning. Finding alternative funding for business owners to fund their retirement.

DO NOT WASTE YOUR MONEY! We are a small family owned and operated trucking company. We reached out…read moreand spoke directly to Jon Rizzo and David Cohen who is Chief of Legal Operations (let me be clear none of these people are attorneys) both assured us over 3 years ago now that they would be successful in 'getting us paid'. In an email from Jon Rizzo on 6/29/23 he states 'There are zero additional legal fees, and the one-time cost covers the entire process, but also complete enforcement of judgment against the defendants bank accounts, assets and income streams' We put our faith in his word and sent all supporting documentation for the claim. Months went by, years went by. I had to chase them via email and wait for replies from multiple individuals, to include Adam, Amanda, Jose, Ayana and that's just to name a few, and let me be clear when I tell you a few of these individuals named were very rude and unprofessional, replied as if we were bothering them. We were told frequently someone 'moved on' from HF Holdings and our case had to be 're-assigned' Basically, giving us the run around. Let me be very clear, HF Holdings is NOT a law firm, they are the middleman. We never once were able to speak to or email an attorney direct. HUGE RED FLAG! Zero follow upon HF Holdings part unless YOU (the client chases them) which I did every couple of months religiously. The customer (ERECTION & WELDING in Berlin, CT) who still owes us a very significant sum of money for work done for them is STILL operating and generating 6 to 7 million annually, they hold assets, bank accounts yet the 'attorneys' with HF Holdings failed to secure debt owed to date. Which is unacceptable without a full refund to us! Just yesterday I received an email from HF Holdings advising us that 'the attorney closed the file' due to so many outstanding cases against Erection & Welding'. THAT discovery should have been made in the early stages of them gathering info. Instead, they gave us the runaround for years! I wonder if they would just walk away from THOUSANDS owed to THEM. They do not stand by their own guarantee. The statement on their own site is 'No Recovery, No Fee' is false. DO NOT PUT YOUR HARD-EARNED MONEY OR FATH IN HF HOLDINGS.

I am a small business owner who went to them to reclaim unpaid fees from a client. Not only did no…read morefunds get reclaimed, but they also stopped responding to any attempts for communication, including phone calls and emails. No updates, no communication, nothing at all. Waste of time.

McDonough Capital Management, and Ed and Shannon are wonderful to work with. Their investment…read morestrategy makes sense and we are reaping the benefits. They are excellent to work with. Their attention to their clients and to details as well as the big picture are outstanding.

The McDonough team did a thorough analysis to get me started with the right risk-level of…read moreinvestments. We didn't just dump money randomly into the market - they use a great methodology to target my investments. And they are available for routine reviews and updates. I'm pleased with the relationship and results.

This is one of the most predatory CDFI's I have ever encountered in my 12 years as a business…read moreowner. Their application & underwriting process was bullying and unprofessional. It took over 3 months to have anyone get in contact with me about my application once submitted. Finally, when I was contacted back, I was bullied into predatory terms by Lamont Jackson after being denied for the loan, and then also declining the loan later. I was contacted back to prey on a now desperate situation and the loan was forcefully executed. When it was, my company only received 25% of the funds needed which created an immediate default. Our point of contact, Trey Alston was not able to be reached for months while trying to settle the condition of the loan. He also lied about documents that were signed without my knowledge. This company posters as a support for minority business owners but attempted to ruin our relationship with the SBA indefinity through this loan. BEWARE of this company. They act like they operate from some high level of expertise, but they are really just performative individuals using the government accreditation to keep their own pockets paid while mismanaging the funding allocated off the backs on small minority businesses.

Their customer service and turnaround time was so amazing! Never once did I feel like I was in my…read moreown throughout the process. There was always someone available to guide me each step of the way.

My company is looking to finance its receivables with Amerifactors. I had my initial call with them…read moreto discuss the terms of the deal and on the call was the founder of Amerifactors, who started the company 30 years ago. The founder was a really great person and not to mention a successful business person. After the call I had another call with another potential lender. After speaking to the founder of Amerifactors on the previous call, I thought to myself, if the founder, and owner of Amerifactors would take the time to speak to me directly, why would I want to business with the other company. He sealed the deal by being on the call.

I would be very careful about using this company. Their business practices are shady to say the…read moreleast. I was going through their on boarding process and they sent over a final contract. I signed the contract thinking the on boarding process was finalized. After signing the contract they emailed me requesting more items. I decided not to move forward with them. 10 months later I learned that they filed a UCC against my company. I called them thinking this was an honest mistake on their end. I was shocked to learn that it was not a mistake and they refused to remove it unless I paid them $2000. Then a week later they changed it to $5000. So if you enjoy being locked into an agreement before actually being through your on boarding process and then extorted for your money then use this company. If you want to do business with honest people with integrity then I would look elsewhere because i assure you Amerifactors is not any of those things.

First Union lending was able to help my husband & I with the PPP loan. We are very happy with there…read moreservice everyone was very nice.

Garret Dorsey, our funding specialist with First Union Lending, is an angel. I tried to get a loan…read morewith few other companies before and I was declined at all other places. Garret and First Union Lending team better understood my business and truly went an extra mile for me. Not only I was able to get a quick low-cost unsecured loan but they helped me to apply for the PPP loan and I received my funds this week. Now I can go and take care of my bills and pay my employees. I'm so excited!

I stopped in one afternoon just to see what they might be able to offer me banking wise. Not…read morehaving the greatest credit will sometimes hold you back from obtaining a new account. I sat down with one of the reps Valerie and went over my information. She then took it into the branch managers office Belinda Cooper, who said to give me a shot. They are a small community bank from south Florida and an overall great group of people. So happy to be gaining the trust and warmth of a community bank!

I can't say enough about the people & service at City National Bank! Not only do they have…read morecompletely FREE business checking, including free checks, they provide over & above customer service. When I have a special need or request I can just call directly to the branch with confidence that it will be taken care of. There is no way I could ever get that kind of treatment at one of the monster banks. I HIGHLY recommend CNB to everyone looking for a great bank with great products & great people!

Ali Gulzari, CPA, EA is hands down one of the best accountants I've ever worked with. He recently…read morehelped my daughter with urgent international tax forms and certificates that required immediate attention and a very fast turnaround. Not only did he deliver flawlessly under pressure, but he also brought incredible clarity and confidence to a stressful situation. Ali is not just about filing taxes--he has a deep, strategic understanding of the tax world and knows how to look at the big picture. His expertise in tax strategy sets him apart from others in the field. He anticipates issues, finds solutions, and explains everything in a way that makes sense. On top of that, he's professional, responsive, and genuinely cares about his clients' success. If you're looking for an accountant who will go above and beyond and who truly knows his craft, call Ali immediately. You won't just get an accountant--you'll get a trusted partner and strategist who makes you feel secure no matter how complex the tax situation.

the guys sounds very kaki, saying that his busy for this tax season , dont take nobody else. i…read morethink his lying, and send me to looking for someone else to do my taxes. very rude, he dont know how takecare each client, iam a professional business women, that i have restaurants businness, properties, iam a executive chef/owner and a real estate investor. to me, the reviews he have are all fake,because how you canr not take a new business client, is very weir to me. 0 stars.........................