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 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!!!

I have been calling and send email. To my agent and he is not returning my call or email me back…read morehis name Rick and I want to cancel my account so to this point now on I'm getting charged 149 a month and I don't hear nothing so I have to call my bank and dispute that when I have been trying to email and call and nothing

STAY FAR FAR AWAY!! At first everything might seem good and you may see some improvement to your…read morecredit but as soon as you start to ask questions or hint at wanting to stop services, Rick becomes the most rude and inhumane monster. I texted him I wanted to cancel and he ignored me for weeks and when I called him he kept going in circles as to why we still need his services but when I tried to get a word in I got yelled at, told I was a child and hung up on. Very unprofessional for a grown man who has been running a "business" for many years. Truly disappointed at the level of maturity and customer service... just horrible!

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!

I was referred by Katharine &George Alexander Community Law Center, to Raeon Roulston @Consumer law…read moreCenter they were on their top recommended list I called the others on the list but Raeon Roulston was the most professional,affordable and most informative. I'm Glad I followed my instincts as process was smooth and definitely took off a burden of stress with very little for me to do on my list of duties.

I was referred over to Raeon at consumer law during a really difficult time in my life. He has…read moreprovided me with the best guidance I never knew I needed for the past three years. Any question I've had, every moment I wanted to quit, his words and advice led me to where I needed to go and where I am today. I am beyond grateful for his help, advice and guidance all these years and I could not have got to this better place without his help. If you ever find yourself in a hard place financially, he is your guy and he will truly help you out. Give him a try and you will not regret it. Thank you Rae!

Horrible service! I was recommended to this firm from the next door app which I will be posting…read morethere too. I was in dire need of getting my 1099 for my small business completed. I was already 6 days behind completing them. Melissa -the daughter of the owner- knows how to swindle you especially when you are desperate for help. I was told when I came in to pay $350 up front which they never told me that was just a deposit. To my knowledge it was to perform the work. All the work. And she also had said she could do it in a few days (3). Ok so I paid and I put my credit card down for them to keep. Big mistake. Never leave your card for a vendor to keep! After the 4th day I was wondering what was the hold up. They needed two more ein that Melissa never emailed on. I had to reach out and she finally responded after a day. Then she preceded to tell me since she just gotten the new ein number it would take another 5 business days! After two weeks I was asking when they will be done. I know they were slammed and trying to buy time or charge me for that time. I was right when they finally called that they were ready after 2.5 weeks they said my invoice was $1900!! They processed twenty-eight 1099s for me. I was flabbergasted. I said to the front lady Patty which I am sure she is use to swindling people for the Chan's that I was not told it would be more. She said oh yes sweetie we charge by the hour. When the invoice finally came in there were no hours listed!! It was just a straight preparing and rechecking etc all for $1900. I said I'm not paying. I ended up doing my own 1099 through a phone call with Intuit. How long did it take me less than 2 hours! And I'm a novice with QuickBooks. If I can figure it out anyone can. The only advice I can give is to do your due diligence on this firm! This mother daughter team is a modern day Bonnie and Clyde! **Update** see forms below. A picture is worth a thousand words! Do you see deposit or hourly rates listed on them?

Just thought I would add one more experience. When covid came and we were all struggling, I lost…read moreall my work, my employees bailed and when I asked for a discount on their services, I was ignored. I am sure they got PPP money to pay their employees, but the thought of paying it forward was completely lost on them.

I was reffered by a friend of mine about this. I was skeptical at first…read more I have tried many other credit repair companies and none of them worked out. So I tried them and was really suprised how they work with me and removed alot of my collection and charge-off accounts on my credit report. They are really fast and honest about what they can and cannot do. Also they are really in expensive. I recommend grapevine financial to anyone who needs there credit done fast.

I would like to thank grapevine financial for helping restore my credit. My credit score was in the…read more400s. I noticed after the 45 days my score climbed to 650. After the complete process my score rose to 720. I really appreciate the fine job that grapevine financial did with my credit and I reccomending them to all my friends that need help improving there credit

I worked with Cindy a couple of years ago, and it was a very pleasant experience. She was attentive…read moreand thorough in helping identify all applicable deductions. However, the following year my case was assigned to Kris Hung, and unfortunately it was a very frustrating experience. He did not review the documents carefully, and there were multiple careless errors in the numbers. I had to request corrections five times before the figures were finally accurate. Throughout this process, his attitude came across as dismissive and unwilling to acknowledge the mistakes. Ultimately, I lost confidence in the process and ended up completing the tax work myself.

Kris Hung has been helping us on tax filings in the past four years and he is very knowledgeable on…read moreall tax issues, including stock trading (M2M) and rental properties. He is professional and willing to go extra miles in preparing out tax returns. We are very happy!

I recently inquired about Happy retirement I'm only 30 yrs. old and who knows if Social Security…read morewill still be around when I retire. To my surprise life insurance was a solution. I purchased a Universal life policy. When you make a payment to your universal life insurance plan, part of it goes into an investment account, and any interest accrued is credited to your account. The interest you earn grows tax free, increasing your cash value. WOW! They help manage my finances I switch my Home & Auto and saved about $250.00 a year. Thank you Rohit and Susana for helping understand and manage my policies. I highly recommend this agency to help manage your risk. The best is that they were available to take all my calls and answer my questions. thank you guys. :)

After 8 years with a different company for insurance and the complexity of different types of…read morepolicies, I was very hesitant to "rock the boat". But speaking with Rohit, I realized there was so much I had never had the opportunity to learn and decided to switch to Farmers. Rohit did a ton of research for me, spent over an hour explaining benefits and also was able to save us several hundred dollars. In the end, I have a better deal, am way better insured and have a way better understanding of my policies. He has also suggested some further enhancements that I might want to make. Rohit worked hard for me and is looking out for my interests rather than just trying to sell me something which typically has been the case before. I highly recommend Rohit's agency to anyone looking for solid insurance at reasonable prices as well.