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Here are statements made by clients who have taken advantage of this very unique lending program. |
I have been doing business with this lender for the past
year and we have done business on many different levels. I find
the staff to be of high caliber and credibility. Being in
greater business for over 30 years, the individuals that I can
say that about are very few and far between. In short, it is
very easy to do business with them, and I look forward to our
continued relationship now and into the future.
I transferred ownership
of thousands of shares of stock (my entire portfolio) to the lender and promptly received a much higher
loan-to-value than I would have received through my broker and
at a much lower interest rate. The transaction went smoother as
silk and I had access to the money within two business days.
I found the sales team to be knowledgeable
and very professional. All my questions and concerns were
answered to my satisfaction and I am extremely confident that
stock holdings will be available to me in their entirety at the
end of the loan term.
Bottom line: I have no hesitation
whatsoever in recommending this stock loan program to my friends
and colleagues if they are in need of capital for personal or
business use but may be unwilling or unable to sell their equity
positions.
Over the past several months, I have been doing business with
this lender. Our first deal together was for a client that had a
complex situation, and this team expedited the situation with
finesse and professionalism. I have been in the securities
business for over 14 years and have enjoyed my experiences with
this firm. This venture has been one of the most enjoyable
ventures in my tenure as a securities principal. My clients have
been extremely satisfied with the lenders services and we look
forward to a long and rewarding relationship between our two
firms.
Your program represents great customer
service benefits, many flexible options, and really offers a
tremendous value in a marketplace that has so many confusing
options.
I completed a loan transaction recently with this
lender in an effort to raise some much needed capital and wanted to
take a moment to thank you for making this a smooth transaction.
I was of the belief that my stock still had tremendous upside
potential; however due to the wedding, I had the need for
liquidity. Your representatives showed me how it was possible to
have that liquidity and maintain the upside potential in the
stock. I have to admit, I was nervous at first, but am very glad
that I gave the situation the time it took so that I was
comfortable moving forward. This was a lifesaver for me and I
appreciated your patience throughout. I feel very comfortable
recommending this program to others that have a need but do not
want to sell their stock.
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