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“When we enrolled with Roundleaf, we were overwhelmed and unsure what to expect. Richard and Maggie guided us through the entire process with patience, professionalism, and clear communication.
What impressed us most was that they never pressured us or made promises they couldn't keep. Instead, they explained each step of the process, answered our many questions, and helped us understand both the benefits and limitations of debt settlement. Whenever we were anxious about an account, settlement offer, or escrow balance, they took the time to explain the situation and provide realistic expectations.
As the person handling most of the communication, I especially appreciated Maggie's responsiveness and attention to detail. She was always willing to answer questions, explain settlement options, and provide guidance based on our specific situation. Richard was equally helpful from the beginning, helping us understand the program and setting realistic expectations for what the process would look like.
We are grateful to Maggie, Richard, and the entire Roundleaf team for helping us navigate a very difficult financial chapter and giving us a path forward.
We highly recommend Roundleaf to anyone looking for a professional, responsive, and trustworthy debt settlement company.”
“In late 2018 our company was seeking a new facility. AeroFund was professional and very responsive even through the holidays and accomplished what we needed. We also appreciated the personal customer service by Holly Fryer and the rest of the team. Great company to work with!”
“Member service is the best service I have received in years. Huge shoutout to Kay Amado, Olivia cedano, and Carlos in lending. Glad I made the switch from another credit union.”
“Organized and trustworthy professionals who did my payroll and corporate tax for many years. They consistently surpassed my expectations, and continued to give valued, essential advice even after the closure of my company. They are the consummate professionals and if I have a need for payroll and tax assistance in the future, there is no doubt in my mind that I will return to KNR.”
“I came to this location to make a deposit. The line was huge and a young man by the name of Lucas was helping everybody — from troubleshooting an account issue for one person, to helping another person fix his lost password, to making coffee for a lady, and then helping me deposit my check. I was so amazed at his service that I felt compelled to write something positive.
You are doing a great job, Lucas, and I hope you get recognized for the superb effort you put out there despite the obstacles. I recognize and applaud your effort and contribution at this branch.
Please keep up the good work!”
8:30AM - 5:30PM
150 East Campbell Avenue Ste 201, Campbell
Financial Advising
“Hands down the very best experience I've ever had with any company, period! This is the first time I decided to use a tax preparer, and I have complicated taxes (rentals, business income, kids, income from multiple states, etc). Jennifer and Matthew had a intro call with me, laid out the cost upfront, and were incredibly communicative throughout the process. Never ONCE did I have to reach out to check in and see how things were going. They also very patiently explained tax processes that I couldn't understand. I've never been so pleased to work with Jennifer and Matthew. Jennifer is a complete joy and incredibly efficient and professional. I'm almost EXCITED to file with them again next year!”
9:30AM - 6:30PM
1060 S White Rd D, San Jose
Financial Advising
“Amichaelrichard Carter, soy un prestamista privado que concede préstamos a particulares y empresas. ¿Ha sido rechazado por tantos bancos? ¿Necesita financiación para establecer su negocio? ¿Necesita financiación para la expansión de su negocio? ¿O necesitas un préstamo personal ?. contáctenos ahora :: (michaelrichardinvestmentment @ gmall com)”
“I have been a customer for years and have never looked anywhere else. The staff are always very friendly and helpful. We have used them for loans and checking as well as my personal finances. If you need a great business bank look no further.”
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“I've used 1st American Exchange previously . I just did again. It was a most pleasant and seamless experience. Communications couldn't be better. It was truly a pleasure dealing with you .Thank you Lydia and all others for your help in that transaction.
DB”