Client Reviews
Explore our financial services, guidance, and resources designed to help you make confident long-term decisions.
Real Americans. Real Results.
Credit Financial Progress refinanced our mortgage at 5.4% — saving us $38,000 over the life of the loan. Their team handled every document, and we closed in 19 days. Unreal service.
As a small-business owner, I needed an SBA loan fast. Capital Growth pre-qualified me in 4 hours and funded $480,000 in nine days. My advisor actually understood my industry.
I've been with Capital Growth for 3 years. My portfolio is up 28%, and they proactively called me during the last market dip to rebalance. That's fiduciary-level service.
After my husband passed, the team helped me restructure life insurance proceeds into a diversified income portfolio. I now generate $4,200/month in passive income. Lifesavers.
Their credit repair team removed 6 inaccuracies from my report and bumped my score from 612 to 728 in 14 weeks. I just got approved for a mortgage I thought was impossible.
My CPA saved me $7,200 in taxes this year through Roth conversions and charitable bunching. The fee I paid was the best ROI of any professional service I've ever used.