Lendvia Financial Better Business Bureau - Financial Services of America.

The Better Business Bureau (BBB) is a non-profit organization that helps consumers find trustworthy businesses and charities. This post aims to provide an in-depth look at personal loans, the need for instant cash, and how Lendvia Financial. despite the lack of a record with the Better Business Bureau (BBB) or the American Fair Credit Council (AFCC). Looking up their reputation with the Better Business Bureau (BBB) and checking for any complaints filed with your state's attorney general is a great start. 6010 Golding Center Dr, Winston Salem, NC 27103-9815. We signed up on March 12, 2024 for the debt solutions program. Interest rate: The percentage charged on the principal amount of a loan. Our straightforward standard repayment option ensures you stay on. Such testimonies are hard to come by in an industry known for its controversies and skepticism. Ready to transform your home? Check your home improvement loan rate in as little as 5 minutes and take the first step towards making your dream home a reality. 1425 Greenway Dr STE 400, Irving, TX 75038-2480. reviews and whether or not this program is a scam or a Simple Path Financial Reviews 2:54 Crucial Lendvia: Scam Alert or Reliable Service?. The specific loan amount you qualify for depends on various factors, including your creditworthiness and financial profile. In total, between a few credit cards and a personal loan through Lending Club I owe about $25,000 in debt. 50 foot telescopic antenna mast Whether you are an individual or a business owner, staying on top of your financial transactions. Lendvia Financial's fees vary depending on the individual client's situation and the type of debt consolidation services required. "Get all the info on Lendvia BBB reviews and complaints. This post aims to provide an in-depth look at personal loans, …. See BBB Accreditation information for Lendvia. Unfortunately, Lendvia does not have a Better Business Bureau (BBB) rating. In the meantime, try refreshing this page or visiting our homepage. Consolidation Loan; Home Improvement Loans; At Lendvia, we. The Better Business Bureau (BBB) is an organization that helps consumers find trustworthy businesses and charities. , separately incorporated Better Business Bureau organizations in the US, Canada and Mexico and. A Point Break Financial affiliate is Kuber Financial, LLC dba Mobilend. 16020 W Bluemound Rd, Brookfield, WI 53005-6009. Feb 13, 2023 · Unfortunately, Lendvia does not have a Better Business Bureau (BBB) rating. 2819 Wilmington Rd, New Castle, PA 16105-1231. Business Incorporated: 5/16/2007. Each month, Id make payments, but my balances hardly budged. 49% fixed (with all discounts) Loan Amount Range. 89% debt consolidation loan when it's not even a loan. However, there are local Better Business Bureau offices that may have their own con. Beyond the aforementioned, Better Debt Solutions champions various debt management techniques, such as adaptable monthly payment blueprints. When considering Lendvia for your financial needs, it's crucial to weigh the advantages and drawbacks. The BBB rates its accredited businesses on a scale fr. 4949 Liberty Ln Ste 310 Suite 310, Allentown, PA 18106-9048. 64 complaints closed in the last 12 months. These complaints come from various platforms, including Trustpilot and the Better Business Bureau, casting a dark shadow over Lendvia’s reputation. 1 Orchard Ste 100, Lake Forest, CA 92630-8315. 21031 Ventura Blvd #512, Woodland Hills, CA 91364-2266. John Hancock Financial is the U. minn kota ulterra deploy problems It takes between 24 and 48 months for the project to be completed. watch beetlejuice free 2022 In today’s fast-paced business environment, small businesses need efficient and reliable financial management tools to stay competitive. 52/5 stars) however it has also received a number of negative reviews. Oh, and you'll have to pay the fee. Corebridge Financial has 86 locations, International Association of Better Business Bureaus, Inc. We will process requests within 15 business days, subject to any applicable exceptions and extensions permitted by law. The whole process took less than 3 days to complete. Lendvia Financial was founded in 2014 and is …. If your FICO credit score is at least 560, you may be eligible for a Universal Credit personal. When evaluating offers from Lendvia Financial or any other lending service, exercise caution if the deals appear too good to be true. However, with LendVia, you can expect a fast and streamlined process. Just research Strategic Consulting and look up their Better Business Bureau. Explore Options for your quick loan approval decision. They claim to offer loans with flexible terms and competitive rates. 26 total complaints in the last 3 years. 3724 Lake Washington Blvd NE, Kirkland, WA 98033. 6801 S Cimarron Rd, Las Vegas, NV 89113-2273. Our goal is to provide timely financial support when you need it most for your education. They lure you by offering you a reasonable rate and once you are through the application process, they. Be the First to Review! This business has 0 complaints. tile hatch pattern 1701 Towanda Ave, Bloomington, IL 61701-2057. Business Started Locally: 1/1/2009. Since 2019, Lendvia Financial has operated from 15303 Ventura Blvd. These agencies may include: California Department of Business Oversight. To check a company’s Better Business Bureau reputation, search for it on the online BBB directory at BBB. 4902 Eisenhower Blvd STE 190, Tampa, FL 33634-6343. Business Incorporated: 7/8/2013. 330 Primrose Road Suite 412, Burlingame, CA 94010. With equal monthly payments over a fixed period, you can confidently plan your budget and watch your loan balance shrink month by month. salary or other personal financial or health information) is collected and transmitted via. Maybe they haven’t delivered on their promises to you, or perhaps they engaged in false advertising. Looking up their reputation with the Better Business Bureau (BBB) and checking for any complaints filed with your state’s attorney general is a great start. Financing Consultants in Elmhurst, IL. Achieve financial goals with a Lendvia personal loan. 500 5th Ave Suite 1700, New York, NY 10110-1899. 1193 W 2400 S, Salt Lake Cty, UT 84119-1547. These terms and conditions outline the rules and regulations for the. 11531 Lake Underhill Rd, Orlando, FL 32825-5001. 5565 Glenridge Connector Ste 700, Atlanta, GA 30342. What are Lendvia Financial rates? Lendvia does not provide specific pricing information for its services. Since Sep 29, 2023 I have been in contact with this company and they gave me run around. 2500 Lake Cook Rd, Riverwoods, IL 60015. Uncover customer experiences and see how Lendvia compares in the market. Standard Repayment: This is the tried-and-true option that most borrowers prefer. As a matter of policy, BBB does not endorse any product, service or business. 4B-555 Wellington Rd, London, ON N6C 4R3. 3155 Gateway Ln, Cantonment, FL 32533-5832. bad bad lyrics Simplii Financial has 2 locations, International Association of Better Business Bureaus, Inc. separately incorporated Better Business Bureau organizations in the US and Canada, and BBB Institute for. Need to find a different location? Location of This Business. BBB rating: A rating given by the Better Business Bureau that reflects the organization’s opinion of how the business interacts with its customers. Some common misconceptions about Lendvia Financial include the belief that their services are too good to be true and that they are out to lure unsuspecting victims into their trap. They were very transparent along. If approved, 99% of our funds are sent directly to your account in as fast as 1 business day. The time it takes to receive funds from a travel loan can vary. Your Local BBB is: BBB Serving Central Virginia. Business Started Locally: 1/1/1925. Financial administration is a crucial aspect of running a small business. 10 Pointe Dr Ste 330, Brea, CA 92821-7620. The organization promotes high standards of consumer satisfaction, transp. 245 Summer Street, Boston, MA 02210-1133. Business Incorporated: 5/25/2016. At LendVIA, we prioritize the privacy and satisfaction of all individuals, whether they are current clients or not. Follow this step-by-step guide to get started: Step 1: Check Your Rate Visit our website and click on the "Check Your Rate" button in the personal loan section. BBB Directory of Loan Servicing near Irvine, CA. Connect with Lendvia: We're here to help! Phone Number: 800-216-5799 Email Address: success@lendvia. Genworth Financial has 1 locations, International Association of Better Business Bureaus, Inc. BBB Business Tip: Choosing the best accounting software for your small business. The process of securing a loan through Lendvia Financial is pretty straightforward. This was my 1st experience with Lendvious and I must say it was quite seamless albeit easy to navigate. Mortgage Broker, Mortgage Lenders. 99% APR for loan amounts from $5,000 to $100,000. com, PO Box 7352 Bloomfield Hills, MI 48302, and 2042 Woodale Dr Woodbury, MN 55125. The Better Business Bureau (BBB) is an organization that helps consumers find trustworthy businesses and services. The goal is to make the debt easier to manage, often by lowering the overall interest rate and extending the repayment period. BBB Tip: How to shop for financial services. The Better Business Bureau (BBB) is one of the most trusted sources for customer reviews, and i. The Better Business Bureau (BBB) plays a crucial role in establishing the credibility and reliability of businesses in the eyes of consumers. Lendvia Financial offers loan amounts ranging from $5,000 to $100,000 for debt consolidation purposes. 168 total complaints in the last 3 years. Jun 20, 2023 · Lendvia Financial: A financial services company that offers personal loans to individuals. 201 School St Ste 200, Williamston, MI 48895-1341. 9525 Bryn Mawr Ave Ste 900, Rosemont, IL 60018-5264. Business Incorporated: 5/22/2000. Let's look at it and its Banking industry through an in-depth review. Financial debt consolidation is the process of taking multiple loans, such as credit card debts, personal loans, or other forms of debt, and combining them into a single loan. Coupled with financial counseling sessions, clients receive clarity on their financial trajectory. $1600 next payment 12/03 Monthly since in same amount $329 per month x15 = ******* total $6535. Matt Nia Co-Founder at Better Debt Solutions, Better Tax Relief & LendVia #DebtRelief #TaxRelief #PersonalLoans. Business Incorporated: 12/18/1986. Find BBB Rated businesses and charities serving your area. of Commerce for violations of Minnesota Statutes. 10/20/23 My first payment to National Debt relief. Licensing Information: This business is in an industry. We focus on helping our clients map out a …. One term that you may have come across is BNN. Fixed Rates and Terms Choose from 3-year or 5-year options, with rates ranging from 4. Among these reports, monthly financial reports hold a si. The Better Business Bureau (BBB) is a trusted organization that helps consumers find businesses they can trust and assists businesses in maintaining ethical practices. 1055 Lpl Way, Fort Mill, SC 29715-8101. BBB records show a license number of CRD 285300 for this business, issued by FINRA-Financial of Better Business Bureaus, Inc. 36500 Corporate Dr, Farmington Hills, MI 48331-3553. Let’s say you’ve had a bad experience with a business. Business Incorporated: 3/19/2016. Claim your profile to access Trustpilot's free business tools and connect with customers. In the constantly evolving world of finance, personal loans have become a popular solution for individuals to meet their financial needs. Empowering the community to fight fraud together Lookup and Report Scams. 4811 Merlot Ave Unit 110, Grapevine, TX 76051-7389. Business Incorporated: 4/7/1999. The complainant purchased a used 2009 Jeep Liberty with ******* miles from a used car retailer in September 2021. Advancing financial well-being Lendvia is committed to supporting your financial health by offering personalized insights and guidance. Business Started Locally: 1/1/1922. This company uses a marketing company called One Street Financial. Sincerely, *******************. This information can help gauge Lendvia's credibility and customer service quality, aiding in making an informed decision about their loan services. Lendvia has 1 locations, listed below. Lendvia Financial: A financial services provider that offers loans to individuals and businesses and identifies itself as a financial wellness company. LPL Financial, LLC has 2 locations International Association of Better Business Bureaus, Inc. 230 Park Ave, New York, NY 10169-0005. In some cases, you may receive the funds as quickly as 1 business day after approval. They provide ratings and reviews of businesses, as well as advice. Stidham Financial Services has 3 locations, International Association of Better Business Bureaus, Inc. See BBB rating, reviews, complaints, & more. Better Business Bureau (BBB) Reviews: The BBB is a trusted source for assessing a company’s customer service quality and ethical business practices. INC 500 member fastest growing companies. Lendio is a highly rated financial institution and is considered financially stable. Business Incorporated: 5/3/1994. Better Business Bureau: At this time, I have not been contacted by Synergy Financial regarding complaint ID ********. 3701 Arco Corporate Dr STE 200, Charlotte, NC 28273-7204. BBB Accredited Payday Loans in USA. We respect your time and will make sure our loan specialists are available when it's most convenient for. 6227 Cermak Rd Ste 200, Berwyn, IL 60402-2317. find an obituary for a specific person near phoenix az Business finance companies look at the sho. Investigating the Legitimacy of Lendvia Financial. 131 Belle Forest Circle Suite 210, Nashville, TN 37221. Loan terms, including amounts and availability may not be offered and/or may vary. Best Debt Consolidation Reviews of 2024. File a complaint, leave a review, report a scam. (Large businesses with more than 2,000 employees can pay over $10,000. It's a company that offers low-interest loans to help people get out of all their debt. Yep, something sounds fishy about a non-profit sending you to another company but then again, I don't know all the details. Their range of services covers personal loans for debt consolidation, home improvement, major purchases, and other financial needs. According to the Better Business Bureau, main phone number for the organization is 703-276-0100. 401 Warren St, Redwood City, CA 94063-1578. They have a wrap sheet of complaints of them luring people in with the same 3. Find out more about how BBB Accreditation works. What is Lendvia Financial’s BBB rating? As of August 2021, Lendvia Financial has a BBB rating of A+ which is the highest rating possible. Discover a better way to handle your moving loan with Lendvia - personalized rates tailored Make Your Move with Confidence with Lendvia's Moving Loan Personalized Rates in Minutes No Prepayment Charges Apply for Moving Loan from $5,000-$100,000 Explore Your Options ** Applying will not impact your credit score. Financial Services in Carlsbad, CA. Lendvia's legitimacy is further supported by its accreditation and an A+ rating from the Better Business Bureau (BBB), a credential that it has held since July 11, 2023. Lendvia Financial is a company that provides loans to people with bad credit. According to the information provided by Securian Financial Group, this company offers financial and insurance services and plans. 650 California St Fl 12, San Francisco, CA 94108-2716. Before cashing or depositing a live check, you should make sure you understand the terms, and shop around for other loan options to see if you can find a better rate. 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It is usually sent in the mail, and if you cash or deposit the check you are bound by its loan terms, which may include high interest rates for multiple years. Home; Apply Now; Debt Comparison; Debt Education. General Inquiries: Email this BBB. Business Incorporated: 4/1/2010. 530 Technology Dr Ste 100, Irvine, CA 92618-1350. Lendvia Financial also states that they can provide fast funding, with some loans being deposited into a borrower’s account as soon as the next business day. Explore Lendvia's loan services, interest rates, and customer experiences to make an informed borrowing decision. 2764 N Green Valley Pkwy STE 372, Henderson, NV 89014-2120. OneMain Financial has 1473 locations, International Association of Better Business Bureaus, Inc. Higher Education: Investing in education pays dividends for a lifetime. Lendvia’s accreditation and rating on the BBB can provide insights into how seriously they take customer satisfaction and dispute resolution. Loans made or arranged pursuant to a California Financing Law license #60DBO-127304. I recently utilized Lendvia for a personal loan, and I couldn't be more satisfied with the experience. 15000 Capital One Dr, Richmond, VA 23238. BSI Financial Services has 5 locations, International Association of Better Business Bureaus, Inc. Date of experience: April 09, 2024. Type the name of the company in the search form, and specify the location of the business by city or zip code. 816 W Springfield Rd, Springfield, PA 19064-1222. So they write it up like a 5000 dollar loan. The company prides itself on being a flexible lender with a quick and easy application process. Find the type of the business you need, using the BBB Business Category listing for Canada. Click the "Search" button to begin the search. Can I use a loan obtained through Lendvia Financial for business purposes? Yes, loans obtained through Lendvia can be used for various purposes, including business-related expenses. Business Incorporated: 5/27/2010. Here's a straightforward look at the pros and cons to help you make an informed decision. On 6/01/2021, National Debt Relief, LLC was ordered to pay a civil penalty in the amount of $5,000 to the State of Minnesota by the Minnesota Dept. Consolidation Loan; Home Improvement Loans; Travel Loans; Educational Loans; Wedding Loans; Resources; At Lendvia, we understand that repaying your loan is a significant part of your financial. Complaint Type: Customer Service Issues. 37000 Grand River Ave Ste 250, Farmington Hills, MI 48335-2868. Patriot Funding is a debt consolidation company that provides a variety of funding options to individuals. Lendvia Financial does not have a Better Business Bureau (BBB) or American Fair Credit Council (AFCC) file (AFCC). Business Incorporated: 2/27/2004. In addition, Lendvia lacks evaluations on Google, Trustpilot, and Yelp. Lendvia's portfolio expansion aims to provide customized loan solutions, promoting financial self-reliance. 1000 W Saint Joseph St Ste 300, Lansing, MI 48915-2552. To verify the existence and standing of a business using. Lendvia Financial: A financial institution that provides loans to individuals and businesses. 8440 Burnet Rd Ste 116, Austin, TX 78757-7069. , separately incorporated Better Business Bureau organizations in the US and Canada, and BBB. This is even though they don’t have a file with the Better Business Bureau (BBB) or the American Fair Credit Council (AFCC). Reviews on platforms such as the Better Business Bureau (BBB), Trustpilot, and other review sites offer insights into the company's reliability, customer service quality, and the overall satisfaction. 13 complaints closed in the last 12 months. Lendvia stands as a financial entity designed to offer individuals a helping hand through various loan services. I filed a complaint with Consumer Financial ****************** Geneva Responded to CFPB on 8-9-2022 that they would refi our loan back to pre-Notice to Cancel to make us whole. Currently, Pacific Debt services are available only in 25 states. Business Incorporated: 8/30/2012. 5221 Ameriprise Financial Ctr, Minneapolis, MN 55474-0052. 10740 Meridian Ave N Ste 105, Seattle, WA 98133-9010. Trusted partner: Beyond just providing loans, Lendvia serves as a trusted partner and guide, as The Better Business Bureau gave them an A+ rating back in 2023. The BBB has received more than 200 complaints about the company in …. Lendvia Financial is a company that helps people get loans by matching them with lenders. *This company may be headquartered in or have additional locations in another country. The PNC Financial Services Group, Inc. Applying won't impact your credit score. Find trusted BBB Accredited Businesses. Mar 17, 2023 · Lendvia Financial does not have a Better Business Bureau (BBB) or American Fair Credit Council (AFCC) file (AFCC). BBB encourages you to check with the appropriate agency to be certain any. A telephone offer is an immediate red flag. Lendvia Financial was founded in 2014 and is headquartered in San Francisco, California. scratch and dent appliances deer park Ranked the 25th best financial services company in USA by INC Magazine. To begin with, several complaints have been raised against Lendvia Financial, primarily concerning their lack of transparency, poor customer service, and unmet promises. This BBB accreditation signifies Lendvia's commitment to customer service, ethical business practices, and transparency. Aug 8, 2023 · Like any financial institution, Lendvia Financial has faced its share of skepticism and criticism. Rest assured, we are working hard to fix the problem as soon as possible. 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Another layer of protection from predatory lending comes from learning how to recognize some of the most common red-flag behaviors employed by scam businesses. The time it takes to receive funds from an educational loan can vary. Financial Services in Fresno, CA. Moreover, Lendvia has been in business for 6 years. 11100 USA Pkwy Ste B100, Fishers, IN 46037-9256. Our loans are simple and easy with a single, fixed, and affordable monthly payment. Introducing Lendvia's Personal Loan Calculator At Lendvia, we offer a powerful tool to help you calculate your potential savings. 15303 Ventura Blvd # 1190, Sherman Oaks, CA 91403-3110. They are not a scam, and they are legitimate. Insurance Services Office, Homeowners Insurance, Auto Insurance BBB Rating: A+. From start to finish, the process was smooth and efficient. LPL Financial has 1 locations, International Association of Better Business Bureaus, Inc. Financial Planning Consultants, Financial Services, Financing BBB Rating: A+. Mortgage Lenders in Woodland Hills, CA. Founded on a passion for helping people and guided by core values of transparency, integrity, and support, Lendvia has quickly become a trusted partner for individuals …. 1980 Orange Tree Ln, Redlands, CA 92374-4534. 45 Braintree Hill Park Ste 304, Braintree, MA 02184-8731. 303 E Wacker Dr Fl 5, Chicago, IL 60601-5212. The soft pull is not a tradeline entry, does not affect your credit score or creditworthiness, and only takes a few minutes. Customer Reviews are not used in the calculation of BBB Rating. wolfie stern show Lendvia Financial might be the solution you’re looking for. 14, 2023 /PRNewswire/ -- Lendvia, a leading financial institution. Liberty First Lending helps people nationwide by providing personal loans to consolidate debt at lower rates than your credit cards. 2118 Usher St NW, Covington, GA 30014-2434. division of Manulife Financial Corporation, a leading Canadian-based financial services group operating in 22 countries and territories worldwide. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. The company is rated A+ by the Better Business Bureau, indicating its solid financial history and commitment to providing excellent customer …. From managing expenses and cash flow to tracking sales and generating financial reports, it requires metic. 234 W 39th St Fl 7, New York, NY 10018-4945. BBB records show a license number of 6054789 for this business, issued by Department of Business Oversight. 580 White Plains Road, Tarrytown, NY 10591. 15660 Dallas Parkway Suite 860, Dallas, TX 75248. Consumer Finance Companies in Jonesboro, GA. 99% APR, Lendvia offers competitive rates that cater to a diverse range of credit profiles. I received updates, responses, etc. move in specials dallas tx This level of flexibility and transparency is often what potential customers are looking for. After doing some research, it seems that Lendvia Financial is a legitimate company and not a scam. 500 - 155 Queens Quay E, Box 3, Toronto, ON M5A 0W4. Oliphant Financial, LLC Response. Tally ERP 9 is a robust software solution t. View customer complaints of LendingTree Financial Co, BBB helps resolve disputes. It’s located at 1968 S Coast Highway #1028 Laguna Beach, CA 92651. Our complete Lendvia Review can help you learn more about this lender. Lendvia is a d/b/a of Range View Management LLC. 180 Maiden Lane, Suite 2801, New York, NY 10038. The best small business credit cards for fair credit have low fees and report to major credit bureaus to help improve your credit score. Lendvia has 1 locations, International Association of Better Business Bureaus, Inc. Please click on the country abbreviation in the search box below to. Lol, this would be one of those fake Financial places or phone number that will get your social security number , address , information and they're going to share it with many other sharks or God knows what other types of con artists and you're going to receive crazy text messages with malicious scams and viruses to click on and to be in. Eligibility requirements for Lendvia Financial's debt consolidation loans include a minimum credit score of 600, a minimum annual income of $20,000, and a debt-to-income ratio of 40%. The Better Business Bureau (BBB) is an invaluable resource for business owners and entrepreneurs looking to research potential partners, vendors, and customers. Lendvia helps improve your financial well-being with tips and personal loan options for managing your finances, budgeting, and investing. 4707 Executive Dr, San Diego, CA 92121-3091. 7744 Union Grove Rd, Lithonia, GA 30058-5063. 711 High Street, Des Moines, IA 50392-0001. 2115 Lexington Rd Ste 210 Ste 210, Louisville, KY 40206-2816. In today’s highly competitive business landscape, it is crucial for companies to establish trust and credibility with their customers. 8 stars with over 7,300 reviews. Financial reports are an essential tool for small businesses to monitor their financial health and make informed decisions. Business Incorporated: 11/15/2010. Better Debt Solutions has 5 stars! Check out what 1,571 people have written so far, and share your own experience. 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Instead, they partner with companies that employ IRS-enrolled agents, tax attorneys, and Certified Public Accountants that help consumers resolve their tax debts. BBB (Better Business Bureau) Reviews. Scam: A fraudulent activity or scheme designed to deceive people and take their money. 118 Morlake Dr STE 202, Mooresville, NC 28117-9540. , BBB helps resolve disputes with the services or products a business provides. Be the First to Review! 1 complaints closed in last 3 years. 8900 Prominence Pkwy, Jacksonville, FL 32256-8200. Read More Business Details and See Alerts. Among the myriad of loan providers, Lendvia Financial stands out for its commitment to providing quick, reliable and accessible personal loans. BBB accreditation fees depend on your business location and size, but you can expect to pay at least $500 for a small business. 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We put to work 53 powerful factors to expose high-risk activity and see if lendvia. Debt resolution services and negotiations may be done by fully licensed and accredited third-party companies. I had a balance around $515 and made a $400 payment. In addition to an exceptional lowest price promise, the company provides a free discovery call and a single flat fee for each of the next two rounds of their tax relief. georgia gateway portal. Multiple reports were submitted to BBB Scam Tracker in 2022, detailing consumer interactions with unethical. Credit and Debt Counseling, Debt Consolidation Services, Credit Services BBB Rating: A+. There are a lot of places you can vet companies: online reviews by objective publishers or by consumers, or—better yet—official agencies such as the Financial Industry Regulatory Authority (FINRA)’s BrokerCheck and the Consumer Financial Protection Bureau’s complaint database. In the ever-evolving landscape of personal lending, one company stands out for its revolutionary approach and unwavering commitment to its clients’ financial well-being.