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From our first client Sun Community Credit Union back in 2011, to our most recent, we know we are only as good as our last completed project. It's our goal to make 100% of our clients completely satisfied, and a reference for future prospects. Below are some of our clients and we make each one of them available to any prospect to talk about their impressions of our work.

State Employees CU NM.tiff
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Sound Community.tiff
Bank of Hope.tiff
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Citizens State Bank.tiff
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“We were impressed with Smith Financial Consulting’s ability to create a seven figure funding package for us in just a few short months. It seemed too good to be true at first, but everything worked out as promised. SFC was friendly, professional and fought to get us the best results possible.”

Robin Lentz - Retired CEO
Cabrillo Credit Union (San Diego, CA.)


“We recently concluded an exclusive branding agreement that resulted in substantial funding to the credit union.  We retained SFC after we received the initial proposal from one of the vendors.  Due to SFC’s extensive knowledge of the market and experience negotiating similar deals, we were able to very quickly get competing bids. Within a short period, we were able to negotiate a significantly improved contract with 37% increased funding than the original proposal.  SFC’s reputation among the vendors helped us to get the vendors’ best pricing very quickly.”

Patrick Carey - General Counsel/CAO
California Credit Union (Glendale, CA.)
“We hired Smith Financial Consulting to help us better utilize our card program by negotiating new contracts.  At first, we though Sean’s projections were extremely high, but with his experience and tenacity, I am happy to state that Smith Financial Consulting helped us gain  a revenue package 400% higher than we were negotiating without his assistance.  I would highly recommend Sean to help increase your revenue streams associated with your card program.”

Chris Fitzgerald - Former President/CEO
Rio Grande Credit Union (Albuequerque, NM.)

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