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!!!

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 the absolute best!! I was so nervous to file and he guided me through the entire…read moreprocess start to finish. I had a lot of questions and he always answered my calls and emails. Never once did I feel in the dark or unsure of the next step. The absolute best customer service! Five star from start to finish! Dean is the way to go!

I have been working with Tiffany for 4 years on my personal finances. I can tell you straight out,…read moreI would not be where I am right now without her! I am completely organized with an excel sheet that covers incoming/ outgoing expenditures so that I am set up for recurring items, as well as prepared for one-offs. My credit cards are paid off and I have a significant sum of money in my savings (something I hadn't been able to do before). I have separate accounts such as my "weekly allowance" for things like gas, groceries, movies, etc where I can track day to day where I stand; a Vacation fund, an Emergency account, etc. It's very convenient to meet on zoom on a periodic basis to keep things lined up and flowing smoothly. The relief of knowing where I stand financially on an ongoing basis is priceless! Not to mention that she is such an easy person to work with; smart and experienced beyond general personal financial management.

Where to start? I guess by saying that Tiffany "saved" me, well she saved me loads in credit card…read morefees and saved me from so much stress! My husband had died 2 years prior and I inherited his business and some of his debt, in the grief-fog I had been making the most of those dam credit cards. I was over $100k in debt, multiple credit cards some at 30% APY and my credit score was shot. I had held off going to a financial advisor for 2 reasons - 1. I thought I knew how to get out of debt - cut up credit cards and make payments - simple (wrong). and 2. It seemed weird to spend more money when you're already in debt. But I'm so glad I did! Tiffany and her knowledge and non-judgemental approach was worth every penny (and more tbh). Tiffany provided clarity and a kick up the butt to get my debts down. Not only focusing on what I can do now, but what I can also do in the future to prevent getting in debt again. Its been over 2 years since I first met Tiffany and I can say I am debt free, credit cards are at $0 balance and low APR and my credit score is crushing it! I plan to go back to Tiffany to work on my next stage of financial growth. Do it - you will be pleased that you did!

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.

I had my initial conversation with Mercer today. The gentleman I spoke with was not really helpful,…read moreas i dont currently work with Mercer. Its like when I was in my 20's just starting out with TD Ameritrade and couldn't speak with anyone because I only had 25K invested. Now im in my 60's and have more but because I dont currently have my investments with them they wont give any advice. Just want to know how taking a distribution from an inherited IRA might effect my social security. They wouldnt work with me at T D Waterhouse and Mercer does want to give out any ( free advice ) is what Mr Deskin called it. Glad im with Schwab, the young man I work with there is great. SHWAB EVERYONE

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

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.

Called RL Professional services back in August of 2020 as I had extremely poor credit (504 FICO…read morescore). At first I was a little skeptic, but once I met up with Rudy and he told me and guaranteed what he could do for me, I was all in! He gave me a FREE credit analysis and laid out my plan to delete the negative items on my credit report, and by December 2020 he had my Fico score at 662, and by March 2021 I was at 732! The plan he put in place for me was awesome and I can now say I have great credit and don't need any more co-signers!!! RL professional services will meet up with you if need be and best of all they accept payments. I am currently going through escrow on a home purchase, which I never thought was possible a year ago. If you need your credit repaired call these guys, they really worked for me!

From the owner: We remove ALL negative items from your credit report including collections, repos, late payments,…read moreinquiries and charge offs! Before you settle with those collection companies or settle your debt with your creditors give us a call for a FREE credit report evaluation. We are also now offering immigration services.

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!

1. this branch offices lied and was extremely harassing me. i had payment scheduled on 7/15. i…read morecancelled it because i was going to payoff in person. The branch called on 7/15 demanding payment- i told them that i will going to pay off loan with bank draft. the person then told me they can do that over the phone. So i paid the loan off. after i did that - then they told me ACH hold will be 3-5 days. This was never disclosed until after the fact. it screwed me over. 2. i have to trade in my car as my new car arrived 2 weeks ahead. So i have been asking them to provide me with a letter stating that the account has been paid and they are working to get lien released. But they have changed the tons completely and lied about everything A. ACH hold could take up to 15 days B. CA DMV has a 20 working day rule (it's only 8) C. CA has law that this take another 20 days (no there isn't) So they have my money since 7/16. As of today- they are more than happy to sit on my money and title- while i don't have a car for up to my 45 days based on their internal process time. Avoid this place

Don't waste your time! For months, they sent me offers by…read moremail, all kinds of them; when I applied, the system showed me approval. The catastrophe begins when the representative reaches out to you; they asked me to provide more than nine documents. I provided all of them; after that, the back and forth game started to provide more information, and I did that. after two days of frustration, the representative called and told me, "we can't help you." And when I asked why? She doesn't answer, so rude! Not sure how these companies think and why you were wasting my time from the beginning, and you can feel that they are racist.

First time requiring the need of a tax professional and being a CPA myself, I thought Sophia…read moreprovided excellent service. Sophia and team provided detailed list of items and a safe portal to upload them, no more sending in paper receipts! I have heard horror stories of preparers ghosting their clients, not Sophia, she kept us informed all along the process. Efiled today- 15 days early! Taxes made simple!!

I have been using Sophia's business for years now and really appreciate the great service and…read moreadvice.