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    Velocity SBA

    5.0 (1 review)
    Open 8:00 am - 5:00 pm

    Services - Velocity SBA

    Business loan

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    Recommended Reviews - Velocity SBA

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    8 years ago

    I really appreciate their attention to detail, and the amount of effort they put in to make your loan work for you. They are very very good!

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    Jeff Huang, CPA - May you have good April 15!

    Jeff Huang, CPA

    (124 reviews)

    I've been working with Jeff for over 10 years, and I can confidently say he is one of the most…read moreprofessional and detail-oriented CPAs I've ever met. Every year, he handles my tax return with great care and precision--nothing is overlooked, and he always makes sure everything is done thoroughly and correctly. What I appreciate most is his consistency and reliability. No matter how busy the season gets, Jeff remains patient, responsive, and highly attentive to every detail. That level of professionalism is rare and truly builds trust over time. Because of my positive experience, I also referred a friend's company to Jeff for their business tax needs. They were extremely grateful for the introduction and even told me that Jeff has been a "financial lifesaver" for their company. He helped them navigate complex situations and brought clarity and structure to their finances. If you're looking for someone who is knowledgeable, trustworthy, and genuinely cares about his clients, I highly recommend Jeff. It's not easy to find a CPA you can rely on year after year, but Jeff is definitely one of them.

    PAINLESS I've been…read moregoing to Jeff for my taxes for 3 years now and it is the most simple, seamless, stressless process I've ever had. A lot of document exchange is done through a portal, so it's secure quick and at my convenience. Every year we get a quick touch in before my taxes are sent off and boom all done. Found him on yelp and it would be wrong for me not to mention how much I enjoy his service. Great tax group!

    California Credit Union

    California Credit Union

    (161 reviews)

    I had another great experience working with Alan Shelley at California Credit Union. Alan took the…read moreinitiative to let me know that I was eligible to refinance my home at a lower rate. This was greatly appreciated because I do not keep my eye on the mortgage rate market since I am terrible at financial planning. Alan saved me over $200+ each month on my mortgage payments and all the closing costs were covered by the credit union. An incredible deal. Alan made the process seamless for me and explained all the technical details. Whenever I had a question about the technical jargon, Alan would break it down for me in layman's terms. I am a big believer in nonprofit banking, so it felt really great to not only refinance with a credit union but to also know that my mortgage remains with the credit union for the remainder of its term.

    I had a very disappointing experience over the phone with Sandra Middleswart from the Glendale…read morebranch while applying for a loan. When I tried to explain my income, which includes SSI disability benefits and IHSS paystubs, she repeatedly interrupted me and spoke in a disrespectful tone. She even said she didn't know what SSI was. I understand that future hours cannot be counted, but I was only trying to explain my actual verified income and offer my documents. Instead of helping me or giving clear guidance, she blamed me for listing my full income and left me feeling talked down to. Her attitude was unprofessional and dismissive, especially considering that I was only asking for fair consideration of disability and caregiving income. I hope management reviews this situation carefully and ensures applicants are treated with respect, whether in person or over the phone.

    Velocity SBA - businessfinancing - Updated September 2026

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