Acclivity Financial

About Acclivity Financial

Acclivity Financial, a subsidiary of Citizens Bank, is a preferred nationwide lender*. We focus exclusively on customized lending solutions for small businesses all over the US. Our lenders pride themselves on providing small businesses and entrepreneurs with financing options, payment terms and amortizations that make sense for them. In short, our small business focus allows us to dedicate the time to truly understand your business and serve as your lending partner.

*Acclivity Financial, LLC is a subsidiary of Citizens Bank, Elizabethton, TN. Loans are made by Citizens Bank. Citizens Bank is an approved nationwide Preferred Lender with the Small Business Administration (SBA). Loans are subject to credit review and approval.

Website	https://acclivityfinancial.com
Employees	51-200 employees View all Acclivity Financial employees
Industry	Financial Services
Headquarter	Nationwide Lending, US
Founded	2015
Keywords	Conventional Loans, Sba 504 Loan Program, Sba 7(A) Loan Program, Usda Loan Program

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Frequently Asked Questions about Acclivity Financial

Who is the CEO of Acclivity Financial?

Danny Preston is the CEO of Acclivity Financial. To contact Danny Preston email at [email protected]. Or you may call 404-895-9884

Who are the decision makers in Acclivity Financial?

The decision makers in Acclivity Financial are Allen Kiefer, Brian Clegg, Carolyn Robinson, etc. Click to Find Acclivity Financial decision makers emails.

What types of financial services does Acclivity Financial offer?

Acclivity Financial provides a comprehensive range of financial services including accounting, tax preparation, financial planning, and consulting. They cater to both individuals and businesses, ensuring tailored solutions that meet specific financial needs. Their services are designed to help clients manage their finances effectively, optimize tax strategies, and achieve long-term financial goals.

Which industries does Acclivity Financial serve?

Acclivity Financial serves a diverse array of industries, including but not limited to healthcare, real estate, technology, retail, and manufacturing. Their team of experts understands the unique financial challenges and regulatory requirements of each sector, allowing them to provide specialized solutions that drive growth and compliance.

How can Acclivity Financial assist with tax planning and preparation?

Acclivity Financial offers expert tax planning and preparation services aimed at minimizing tax liabilities and maximizing refunds. Their team stays updated on the latest tax laws and regulations, ensuring clients benefit from all available deductions and credits. They provide personalized strategies tailored to individual or business circumstances, helping clients navigate complex tax situations with ease.

What is the process for starting a financial consultation with Acclivity Financial?

To start a financial consultation with Acclivity Financial, potential clients can visit their website and fill out a contact form or call their office directly. A representative will reach out to discuss the client's needs, schedule an initial consultation, and outline the services that would be most beneficial. The consultation is designed to assess financial situations and develop a customized plan moving forward.

Does Acclivity Financial provide services for small businesses?

Yes, Acclivity Financial specializes in providing services for small businesses. They understand the unique challenges small businesses face and offer tailored solutions such as bookkeeping, payroll processing, and financial analysis. Their goal is to help small business owners focus on growth while ensuring their financial health is managed effectively.

Can Acclivity Financial help with retirement planning?

Absolutely! Acclivity Financial offers retirement planning services that help clients prepare for a secure financial future. Their team works with clients to assess their current financial situation, set retirement goals, and develop a comprehensive plan that includes investment strategies, savings plans, and risk management. They aim to ensure clients have the resources they need to enjoy a comfortable retirement.