Zephyr Investment Management - Thousand Oaks (CA)

Ashley Bowen I own a small chain of barber shops, and during one location’s renovation, I ran into unexpected plumbing issues that could have delayed our reopening. I applied for an MCA and was funded within two days. That quick cash allowed me to finish the job and reopen on schedule. What I appreciated most was the repayment model since its based on credit card sales, it adjusted during slower weeks. That flexibility was key. Without it, we would’ve lost weeks of income and disappointed our loyal clients.!!

Sara Peacock Derek was referred to us by a friend after we weren’t happy with the Credit Union we were using and I’m so glad we made the decision to go through him. He is everything we could’ve asked for in a lender. He was great to work with. He is super knowledgeable, professional, quick to respond, & was very helpful throughout the entire process. I highly recommend him to anyone looking to purchase a home & will definitely use him in the future again.

David Foxx Carlos and Monica at Yolanda’s Tax & Financial Services are fantastic—knowledgeable, friendly, and always go the extra mile to help. They made my tax filing smooth and worry-free. I highly recommend their office to anyone looking for trusted financial support

Adrian Urrutia They love to add extra charges and you try to dispute them they give you attitude.