Fund-Ex, LLC

4.4 star rating Rating - based on 25 reviews & complaints
Our financing solutions are designed to meet the evolving needs of today’s healthcare professionals. We take the time to understand your situation and we work alongside you to determine which solution is the best fit for you and your business.  
.
View map / directions
Fund-Ex, LLC Categories
Financial Planning and Management Services
https://www.trustlink.org/Image.aspx?ImageID=65947e
Preferred Members
Nettworth Financial Group
5.0 star rating 0 miles
Regal Assets
4.6 star rating 0 miles
Coast One Tax Group
4.8 star rating 0 miles
Elizabeth Shutters
4.8 star rating 0 miles
5.0 star rating 0 miles

          23449 visitors
Customer Reviews, Ratings & Complaints
Review Posted 11/21/2013
Thanks Fund-Ex!
We just completed working with Fund-Ex for a loan to consolidate debt for our company. Andy and Melissa were incredible to work with. The process can be very tedious but they made it run smooth and helped us tremendously through the whole process.... Read More »
 
 
 
Review Posted 11/19/2013
Professional to end
My company was in need of not only a loan but a rather large debt consolidation which included working capital when I contacted Andy Peck at FundEx. I had done loans before with the parent company BHG. Long story, short this large SBA loan closed... Read More »
 
 
 
Review Posted 11/1/2013
Great experience, helpful people
I obtained a debt consolidation loan through Fund-Ex. Thank you to Dan Okhman, Andy Peck, and Susan Noone (with Windsor Advantage), for getting me through the process. They were all very helpful and professional. Read More »
 
 
 
Complaint Posted 10/17/2013
Pathetic
Spoke to Michael Race, a senior finance manager, who told me I was approved for a loan. After several weeks, they said they couldn't finance me. Incredibly frustrating that wasted so much time with them after he told me I was approved. Read More »
 
 
 
Review Posted 9/20/2013
Great Customer Service
Most of the local banks and even the big corporate lenders could not understand my unique situation. These people completely understand all the possible ways to make a deal work well, even when it seemed there was no way to make it work. They were... Read More »
 
 
 
Review Posted 5/15/2013
Fund-Ex Top Notch
I am very pleased with Fund-Ex. They quickly approved my loan at a great interest rate, allowing me to consolidate some debt and save a good deal of money.Much thanks to Andy Peck and his coworkers. Read More »
 
 
 
Review Posted 5/1/2013
Medical Business
I worked with Joe Todora and Fund-Ex who did an excellent job getting me my dream loan throught SBA . They work hard and they know what they are doing , and I highly recommend them to your business if you need a loan. Read More »
 
 
 
Review Posted 3/5/2013
Fund Ex
In 2012 I used Fund Ex to expand our business with a business loan. Joe Todora was excellent to work with and made the process seamless and efficient. Their efforts have allowed us to continue to grow and expand our business platforms. Their commu... Read More »
 
 
 
Review Posted 2/28/2013
Joe Todora Hit A Homerun
Joe Todora is my hero. He and all of the folks at Fund-Ex have worked for almost a year to get the funding I needed to restructure my dental practice. They have worked hard to get the funding and at an unbelievable interest rate. I appreciate all... Read More »
 
 
 
Review Posted 2/26/2013
Group You Can Trust
We were need of funds to expand the practice, and Fund-Ex was there for me. Their representative, Andy, assisted greatly in the process, of which I never felt pressured. When dealing with funds, I am often very conservative on sharing information.... Read More »
 
 
 
Review Posted 2/25/2013
Fast loan process
Fund-Ex was able to help me during a time when finances were tight and traditional banks were just not lending. I was able to secure a loan to consolidate debt to make one payment a month instead of multiple payments. It helped with our cash flow.... Read More »
 
 
 
Review Posted 2/25/2013
Fund-Ex provided excellent service and made available to me many different loan packages. Five Star Performance!
Fund-Ex, LLC was very helpful in helping me obtain a loan for my expansion. What impressed me most was the large number of loan programs they offered, with differing interest rates and payback times. I was also most impressed with the personal ser... Read More »
 
 
 
Review Posted 2/18/2013
SBA approved!
We had applied to all the usual local and national banks, but after considering our application they politely declined our loan. Fund-Ex helped us when no other bank would. Nellie and her team believed in our dream and gave us the chance to open o... Read More »
 
 
 
Review Posted 2/18/2013
Need Business Financing? Fund-Ex is the way to go!
I have been in practice for 10 years and opened my private practice 5 years ago. One of the biggest questions when opening a practice is who to use for financing. I went with Bank of America Practice Solutions only to find myself gridlocked and pr... Read More »
 
 
 
Review Posted 2/12/2013
Thank You!
I very much appreciate the unrelenting care and help given by Melissa Whelan and Fund-EX. There was never a lack of solutions along the way to funding my SBA loan. Fun to work with, always cheerful! And, I have just completed the office renovation... Read More »
 
 
 
Review Posted 2/11/2013
Fund-Ex LLC review
I have dealt with Fund-Ex, LLC, twice already. The experience has proven rewarding. The process is long, but consistent and with support, understanding and guidance. I believe they are conducting one good business. Thank you and good luck in your... Read More »
 
 
 
Review Posted 2/7/2013
Got it done!
What can I say? Joe Todora and Patrick Hunt got the loans I needed completed; it took literally over 15 months i will say, but in the end it was done and my monthly fees are less than half of what they were! A big monkey has been lifted off my bac... Read More »
 
 
 
Review Posted 2/4/2013
Kudos to Fund-EX
Our attempts to get an SBA loan through another bank had come to a standstill due to paperwork and unanswered questions. Then, I met Melissa at Fund-EX. She answered all my questions and helped me through every aspect of the SBA loan process - all... Read More »
 
 
 
Review Posted 2/4/2013
Excellent in the assisatnce of obtaining a loan!!!
We would like to thank the Fund-ex team including Joe Todora and Susan Noone who assisted my brother and myself with obtaining the financial assistance we needed to continue our medical practice.

This team of professionals were dependable, trus... Read More »
 
 
 
Review Posted 2/1/2013
Efficient and first class; and exceptional experience
Fund-Ex provides tailored financial services to medical providers and their business endeavors. I have been fortunate to have experienced Fund-Ex's specialized and highly efficient capital funding to found and expand my clinical health care consul... Read More »
 
 
 
12
You are viewing page 1 of 2
How To edit your review
 
Additional Business Information
Hours   Monday-Friday
8:30am to 5:30pm
Phone   (866) 297-4309 Address   201 Solar Street
Syracuse, NY 13204
Website   http://www.fund-ex.com Email   jkennedy@fund-ex.com
Contact   Jim Kennedy Other  
 
 
 
© Copyright 2017 TrustLink All Rights Reserved.