“We first got involved with CFG after our banker told us we had become “unbankable”. He told us he knew of a company that could probably help us and that is when we were introduced to Tracy Eden.
From the very beginning you could tell Tracy was honest. He told it ‘how it is…how it really is.’ He didn’t lead us on or leave us hanging in the wind like several banks had done…he was honest from the start and let us know whether or not he could help us. That same honesty has continued whenever we have approached him on other things since then. If it’s something he can’t do for us, he tells us.
The transition was good. For me, things make more sense when I can see everything detailed in an Excel spreadsheet. Once I saw the Excel template that CFG uses, my mind was immediately put at ease.
It’s been a year now and things have been going great. I have to say that 95% of the effort is handled between our office manager and our CFG account executive. There was a little bit of a growing pain in trying to figure out exactly how we do business and what kind of paperwork CFG needed from us, but that only lasted a month or so. Once we got that lined out everything has been great since.
We feel like we are dealing with ‘real people,’ not the typical bankers who make you feel as if you are being looked down on…we have dealt with all that before. We feel like everyone at CFG are team players that are on our side.”