Testimonials

Phoenix Financial creates an environment for success. The process of obtaining a loan for a small business can be a daunting task, but Phoenix Financial eases the undertaking tremendously and makes the loan process a positive worthwhile experience.

~ Dr. Trent Smallwood

Lindsay was wonderful to work with. She walked me through the entire process and did not leave anything out. She even went out of her way to send me a hand written thank you note after the transaction. I look forward to working with her again and I highly recommend Phoenix Financial.

~ Ryan from Scottsdale, Arizona

I have to say, “I definitely enjoyed working with Phoenix Financial”. We were treated very professionally.  All of our concerns were addressed and everything was expedited in a timely manner.  I would use Phoenix Financial again, and recommend them to my clients.

~Daymude Dental Studio

"Lindsay at Phoenix Financial has been a very responsive leasing agent to work with. We have had the pleasure of working with the organization over the last year. We are impressed with the relationship she builds with the clients in helping them to achieve the best financing available. We look forward to our continued mutually beneficial relationship."

~ JF

Case Studies

Medical Spa located in Chandler, Arizona.

Two doctors were trying to open a new med spa but were facing significant challenges obtaining financing because they were a brand new business and because of the considerable amount of money they were trying to acquire. We took the time to understand their background and assess their situation and were able to provide financing on 8 pieces of equipment for a total of $350,000.

Manufacturer of therapeutic shoe inserts located in Las Vegas, Nevada.

A podiatrist and his partner were trying to secure $75,000 in financing for a start up company that produced high end shoe inserts. Phoenix Financial was able to obtain the moneys needed to purchase the molding machine despite the limitations that banks place on start up businesses and custom molds.

General Dentist located in Denver, Colorado.

This established dentist was trying to add a specialized machine to his practice that treated sleep apnea. The dentist had some hiccups on his credit that should have limited him to a ‘B’ credit lender. We were able to work with the doctor and over come some of his credit issues. We financed him with an ‘A’ credit lender and he received the best rate possible because we took the time to listen to his story and work with him on a personal level.

Restaurant located in San Francisco, California.

This restaurant was founded in 2001 and is quickly expanding throughout California. The company needed financing to open up its 5th site and was facing some challenges because of the high risk nature of the restaurant industry. We were able to finance over $50,000 in new kitchen equipment despite it being a new location.

Excavating Company located in Patoka, Illinois.

The owner of the company had limited credit as well as limited financials. By taking the time to understand the customer’s needs, we were able to look beyond the credit and provide an innovative program allowing him to purchase his workman truck for $107,500.

Specialized Dentist located in Chandler, Arizona

This dentist was looking to refinance several leases and loans as well as obtain working capital. He was unsuccessful in working with several other banks because of the large amount of money he was seeking. We worked with the customer diligently and were able to secure $250,000 for refinancing, working capital and new equipment.

Salon located in Chandler, Arizona

This customer wanted to open a new salon but was faced with high interest rates because of a few late pays and a high risk business. We met with the customer a number of times and were able to discover what had caused the late pays as well as how he was going to mitigate the risks of being in a cautionary industry. We were then able to finance $30,000 in new salon equipment at an ‘A’ credit rate.

Cleaning company located in Gilbert, Arizona

This customer was paying on 5 different leases and loans and wanted to consolidate all of them into 1 low monthly payment. We were able to refinance all of the outstanding debt and lower his rate; thereby saving him time and money.