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    Naylor Financial Group

    5.0 (1 review)
    Closed 9:00 am - 4:30 pm

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    Services - Naylor Financial Group

    Business consulting

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    9 years ago

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    CDC Small Business Finance - Momentus Capital's branded family of organizations.

    CDC Small Business Finance

    (13 reviews)

    Liberty Station, Point Loma

    We just received wonderful news with our loan application today but working with this team for…read moremonths! We are a new business and they prepared us in advance before submitting anything to credit committee. Extremely knowledgeable and even referred us to business mentors to help us with our accounting projections. The team was patient through our process as we suggest to any applicants to do your due diligence with everything regarding the funding and finances even if it takes 6 months preparation as it will pay off and provide you real numbers. We are ever so grateful and glad to work with Loren, Annik, Iliana and the other team members to help us with our application as a new business. Thanks for your support we wont let you down!!!!

    It speaks volumes when a business hasn't had a positive Yelp review since 2017. What a joke!…read more My husband has been trying to work with these disorganized, forgetful, and inept people from 9/30/24 until today to provide all the requested documents to get an SBA loan for his small business. He has had to interface with no fewer than 5 people to get one loan. And since my financial and personal information was required, I definitely have a right to write this review. We have a mortgage, I have refinanced a house twice, I have had to deal with probate, estates, and being a fiduciary, so I understand that things can be complicated when ensuring proper compliance. But this has been a complete sh*t show. One egregious example from Iliana: to move forward, my husband had to have a signed lease for his business, which started on Dec 1. They approved that it was for a year with the option to extend. They had two full months to convey that it wasn't ok and that it needed to state on the lease that it was for 10 years. They had copies of the lease documents. Then today, Dec 5, they back tracked and said the lease needed to be written for 10 years. Who gets a 10 year lease for a new business? Don't the lenders hope the business grows and needs a bigger space? How do they propose someone gets out of a 10 year lease if they outgrow it in 5 or 6 years? Perla also told my husband that it was ok for him to have his LLC filed for January before he submitted it in Nov. Several days later Iliana backtracked and said he had to have his LLC active to fund the loan. When he asked why Perla had given him incorrect information, Iliana got defensive. That mistake cost him an extra $300. She didn't even apologize. I honestly wonder if they're a scam that just gets money from the government for "handling" SBA loans, or some kind of boiler room that collects people's information and later sells it because I cannot imagine that they ever get anything done. Perla, Iliana, Kelly, and the rest of you should be ashamed of yourselves and find another job, because you're shamefully terrible at this one.

    Driven Wealth Management - President and Financial Advisor - Rick Vazza, CFA, CFP®

    Driven Wealth Management

    (1 review)

    Ocean Beach, Point Loma

    I started working with Rick after my father in law passed away unexpectedly in August of '18. My…read morewife and I made the decision to move from San Antonio to the Austin area to be closer to her Mom and sister so that we could all grieve and heal together. At the same time, I left my corporate job and started my own business which has presented its own set of financial and marital challenges. We realized that we needed help because we were overwhelmed. Rick has been our rock. His compassion and expertise have given us clarity and peace of mind to make the right financial decisions for now and for the future. Rick's unique ability to be human and focus on wholistic advising has made all the difference. I would give Rick and Driven Wealth Management my highest recommendation. Any person or company looking for a world class financial advisor--look no further. Rick helped us take the necessary steps to create clarity and alignment between where we are today and where we want to be in the future! We are now working our plan and taking it one day at a time. Thank you Driven Wealth Management for helping us through this challenging time!

    From the owner: Driven Wealth Management provides company and personal financial planning for business owners…read more 1) We offer cost effective, outsourced CFO services to help owners with their company's financial projections, cash flow analysis and business strategy. 2) We educate employers and employees on the best business retirement plan available to them and can handle investment management responsibilities as needed. 3) We help owners and their families develop financial plans that ensure they are maximizing the value of their business and protected from any blind spots. Get started by scheduling your free introductory call today!

    Shaver Financial Coaching - Dave Ramsey and Sue Shaver, Financial Coaching Conference 2019

    Shaver Financial Coaching

    (2 reviews)

    La Playa, Point Loma

    Student loans, the seemingly ever-present emergencies of life, high cost of living, health care…read more.. there are a lot of valid reasons why good, smart, hard-working people can get in the hole financially. I was really lost about how to get out of it. I read books on how to manage debt and get on more stable financial footing but never had much success on my own. I needed more guidance, accountability, and coaching. But I was hesitant to access a financial advisor--I felt like I didn't have the savvy or assets to do that and wouldn't know where to start. I also was afraid of judgment. Enter Sue! With Sue's help, and as a single person on a public service salary in an expensive city, I have built an emergency fund, paid off two credit cards and a car loan, learned to budget, and developed a plan for the short and long-term. Money issues are hard and emotional, and Sue's kindness, confidence, patience, and great sense of humor got me through the times I felt overwhelmed and hopeless. I always felt like no question is a bad one, and let me tell you, for a smart person in other aspects of life, I have some pretty dumb questions about money. I highly recommend Sue's coaching for anyone who needs direction, accountability, or counsel about finances whether you make minimum wage or six figures! If you're going to start somewhere, start here.

    After working with Shaver Financial my finances has been changed for the better. I was given clear…read moreand concise information and assistance. I was also directed on how to make better financial decisions moving forward. Suzan is very knowledgeable, professional as well as patient. I would highly recommend this company for both personal and business needs!

    Naylor Financial Group - financialadvising - Updated May 2026

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