I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

So blessed to have been Mr. Feldman's clients. He is a true professional! We followed and trusted…read morehis advice and guidance throughout the bankruptcy journey. We learned so much and will always be grateful to him and his staff! We recommend his awesome work!

Dean Feldman is not to be trusted. He is unprofessional. He used to a family court attorney. He…read morerepresented my children. Only spoke to them twice maybe in the years he represented them. After the settlement, which he wasn't a part of, my kids told me how much they disliked him. No wonder he isn't practicing that anymore. He was very unqualified. He literally ruined my life. How do you have clients and only see them twice in years? And how do you not see that the other party was blocking them the whole time? He did not have very good intuition and the ability to see through lies. Unfortunately I am still trying to fix what he and my first attorney did. It has been over 7 years now and they messed up the case so badly that is has been tough to undo what they did. Please, do no trust this attorney. He is part of a system that needs change and severe overhaul. He only sees dollars and convenience for himself. My kids told me after the case was settled by my other attorney that he only spoke to them twice in years. How is that possibly if you are their legal counsel? And he seemed ok with that. I can keep going on and on in further detail but it won't help anything moving forward. I wis there was some kind of legal repercussion for this on him. However the system allows this and he is most definitely part of that system. There's a reason why he switched what type of law he is "practicing" in.

I had the best experience at Patelco in Milpitas!!! I didn't even want to go but I'm so happy I…read moredid. Jamese was the best possible teller I could've gotten. She helped me create a new checking account and gave me all the options for which savings account would be best for me that I wouldn't have even considered otherwise. Jamese made banking so quick and easy and actually so much fun. I always use online banking but now with Patelco I'm coming back in person to see Jamese anytime I need anything. Thank you, Jamese!!

I love this brach so helpful everyone was so happy to help…read moreme figure out my situation

In 4 weeks, my credit score jumped from ~500 to the low 700s. Ray and his team are wizards! They…read morehelped me remove a bunch of errors from my report, and the bump in my credit score helped me qualify for a loan to refinance debts. The interest I'm saving from being able to consolidate and refi my debt has paid for their services tenfold. A thousand thanks for helping me change my life.

From the owner: We're dedicated to helping individuals improve their credit scores. We use state of the art…read moretechnology to fix credit report errors, offer guidance on managing debts, and provide personalized strategies to help our clients get back into optimal financial health. We are here to make repairing your credit score simple, straightforward, and effective.

I wanted to take a moment to share my experience with Diana, who has been assisting me with the…read morejudgment I have against my previous employer. From our initial interaction, she has displayed a high level of professionalism and enthusiasm, which I truly appreciate. As someone who is not well-versed in legal matters such as courts and judgments, I was grateful that she reached out to me after noticing my situation. Her eagerness to work on my behalf was commendable, and I agreed to have her become the assignee for my judgment in December 2023. As of now, I am still waiting for the outcome of this process and will keep you all posted on any developments. Priscilla

Diana is incredibly honest and helpful and I couldn't be happier with the service that I got. For…read moreme, this is the first time I've gone to small claims court and got a collection judgement, but I didn't know what to do. The whole court process is so complicated and new to me. Through Google searching for judgement recovery in the local area, I found Diana. I met with her and she explained in detail all of the upcoming steps, the service fees, and (this is most important part....) expectations. Expectations are most important to me because you have to go into it knowing that judgement recovery isn't a guarantee, a high percentage of judgements are never recovered. And the best part of my experience with Wealth Recovery Solutions is that there was no sales tactics, upselling, or pressure from Diana, just an honest person trying to help me out. I really appreciated that about her. Definitely go to her for all of your judgement and collection needs!

Justin has been a long-time, trusted family friend to both my husband, Steve, and me. We chose to…read morework with Justin because we were confident in his ability to manage our financial needs with integrity and professionalism. Justin has been an excellent financial advisor. He is knowledgeable, professional, and always available to answer any of our questions. His advice has been invaluable in helping us achieve our financial goals. We highly recommend Justin and his company Truevir Financial's services. 10/10!

Nice enough interaction, but they tried to sell me life insurance which was not what I was looking…read morefor.

We enjoyed working with Sue Sengupta who helped us with our CD and assisted us with getting a line…read moreof credit. She was wonderful in keeping us informed of the process and assisting us all way until the line got funded. We look forward to working with her with any of our banking activities.

Tim was super helpful. Lost my wallet with my ATM and DL, so it was already a tough day, but he…read moremade it swell & stress free. Awesome work Tim.

My husband and I became clients at Dragon in 2011 and we met Alfred in 2013, in the midst of an…read moreout-of-state property sale (title in my name). The realtor was giving me grief about his fees during closing and this was my first big financial transaction. I was basically on the verge of tears when I called Alfred and he never flinched- we immediately got on a conference call with the realtor and Alfred didn't take any if's, and's, or but's. I don't think the realtor knew what hit him. We have absolutely trusted Alfred with anything and everything since that day and he's never disappointed. We trust him completely. He is absolutely 110% "invested" in our client-advisor relationship. He's really been a voice of calm and reason whenever we're tempted to make "emotional" financial decisions. It's hard talking money with a spouse, but Alfred knows how to talk to both of us and get us on the same page. It feels like a team and we feel lucky to have him on it! We'd highly recommend Alfred and Dragon to anyone ready to make some financial plans or has a pending financial decision, who wants someone with experience and who cares.

My biggest annoyance with Mercer is that their portal support is only open until 2 PM Pacific time,…read moreMonday through Friday. This is an easy, probably not very expensive fix. The quality of your service will depend on your specific financial advisor and their support. If you have an inattentive advisor, you should request an alternate.