BeneTrends, Inc. Review

I researched doing a ROBS on and off for many months and most of the articles I found recommended Guidant Financial (now that I have purchased an online business and understand SEO better I realize that most of those articles were not legitimate recommendations). I also had a few business brokers recommend them as well but each time I talked
to them (3+ occasions) their sales people were rude and not very helpful.
Then I found Benetrends, and they were great to deal with (Chelsea D, in particular was awesome). It was like a breath of fresh air compared to Guidant so I decided to move forward with them. They had my 401k converted to an IRA, which we parked for a while while I looked for the right business to purchase. Ultimately my plans changed and I requested a refund and they took care of me without any objections. This is a very ethical company with great customer service. If I ever wind up doing a ROBS again they will be who I go to. As far as I am concerned, they are the only choice.

Thanks to Benetrends for all their help and assistance. I am very happy with their service and their Rainmaker product.

Benetrends was very good to work with and did an excellent job and was responsive whenever I had questions. We through some challenges at them in that we needed to set up the corporation and then hold off on the IRA Transfers until after we had received SBA loan approval. Everything went very smooth. Since it was all new and there are several processes it got confusing at times but all I had to do was ask for clarification and my account rep or one of the other Team members would clarify for me.

Just being the process, but the team has been great thus far!!

We used Benetrends to help us start up our new Ace Hardware store. We dealt with Wendy there and she was terrific! I would highly recommend speaking with Benetrends (Wendy) if you are trying to figure out a way to fund a new business investment using your retirement funds.

Benetrends is great getting new clients setup then their customer service becomes unresponsive. The most recent example is I emailed our "Total Administration Specialist" on 08/14/2019 with a fairly simple question and, over a week later, have yet to receive any sort of reply - just terrible customer service!

I recently decided to go into business for myself after a long and successful career. Once the decision was made, Benetrends was recommended to aid in the SBA application process. Their Rainmaker program is absolutely great. My first communication with Benetrends was at the end of January. My loan funded April 16 - 10 weeks start to finish. While there was a lot of work on my end from a paperwork, admin perspective, the process was virtually seamless with very few hiccups along the way. With what I had heard of the SBA process, I was prepared for the worst. Benetrends made it easy. The entire staff, beginning with Jelena was professional and urgent in their approach to take care of my business. I would definitely recommend them to anyone going through this process.

I was very impressed by the level of professionalism of Brittany Militello, Kathy Sergio and the terrific service I received from Benetrends Financial. Keep up the great work!

The Benetrends team was quick to respond to our questions and to overcome issues that came up. The process was not issue-free, but the issues were resolved and the process moved forward on schedule. I would use them again!