Client Reviews
See what clients say about their experience with the platform.
Six households. Six different problems. Same team.
Names shortened for privacy. Locations and scenarios verbatim. Reviewed and authorized by each client.
We were three weeks from closing on a refi when our old lender's underwriter went on vacation. Capital Bloom Finances picked up the file Tuesday morning and we closed the following Friday. Same rate they quoted on day one.
I run a plumbing company with 14 trucks. Needed an SBA 7(a) and commercial auto on the same timeline. They got both done in 21 days and the insurance bundled $4,200 off what I was paying Travelers.
My old advisor had me in four different mutual funds all charging 1.1% on top of his 1% fee. They showed me the math, moved me to a three-fund portfolio, and my expense ratio went from 2.1% to 0.12%. That's $4,800 a year back in my account.
We have two kids, one in elementary, one in preschool. They built a 529 ladder for both, set up $1.2M in laddered term life on my husband (we both work, he earns more), and explained every trade-off in language my mother-in-law could follow. Worth every dollar.
I'm 67, retiring at 70. They ran a Medicare Advantage vs. supplement comparison that showed the supplement was $1,100/yr more upfront but $3,400/yr cheaper once I factored in my COPD meds. The agent spent 90 minutes on the phone with me. No one at Humana ever did that.
First-time homebuyers, terrified, didn't know the difference between APR and interest rate. Our advisor walked us through every line of the Loan Estimate, called the listing agent to confirm closing timeline, and was on the phone at 7am the day of closing. We have recommended them to four friends.