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December 2023 by Carnell Campbell
Awesome
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February 2023 by derek cetlinski
Elva is so good at her job, going over the details on my 401k went smooth, informative and was patient answering my questions which is hard to find in customer service! I hope one day shes the manager there because she has the qualities built for it. Never rooted for a stranger before in a review but shes just awesome to work with.
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May 2022 by Tavia Boerger
Elva Clayborn is AMAZING! Her customer service skills are top notch! So sad my company swicted to a different lender.
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April 2022 by Tyson Kerr
Website is difficult to navigate. I have to call anytime I need anything. They move very slow at processing your requests.
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March 2022 by Jon L.
I have been a customer of Greenleaf Trust for 10 years. They are talented, knowledgeable, considerate and totally focused on my family's needs. They have and continue to do an admirable job of handling my investments. Because of Greenleaf I no longer worry about my finances. I highly recommend them! A+
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January 2022 by Scott Boyd
The app is not good to say the least, I have to use a “one time pin” everytime I log in! And yes I have checked my settings…and saved my device… I have zero problem with my bank or credit union…then you have to punch in the provided code and it says there is an error with the provided code enter the provided code two more times and it locks you out then you get to wait and call go through the phone prompts to get a reset and start the process over. If this company wasn’t tied to mine via PRD for my 401k I would have left many many years ago!
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November 2021 by Katie
Wonderful customer service! Everything is quick and easy, the employees are very knowledgeable and know exactly how to help their customers.
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April 2021 by Emily Sippola
Mostly pleasant but insufficiently competentMy parents had set up a trust through Greenleaf for three main reasons: 1) my mother owned a large business, and selling or dissolving it would be a lot of work 2) my parents wanted to spare us the hassle of dealing with every moving part of their financial and property matters while we were grieving and 3) to prevent our sibling relationship from being tarnished by fighting over money and stuff. By the time I was orphaned, #1 was irrelevant. Working with Greenleaf accomplished #3 only.Throughout the process, Greenleaf asked my co-beneficiary and me to make a lot of decisions, which was fine. However, there were significant errors along the way, most notably:- We had to pay an additional $3,600 in moving costs because they failed to move property as we indicated- One child's savings account was improperly assigned to an unknown owner, requiring more than 20 hours of work on my part over eight months- Today, I learned that Greenleaf failed to claim hundreds of dollars in credits owed to the trust by a cooperative, and I have to spend time completing forms and getting documents notarized
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June 2020 by Allan Whipple
just do
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December 2019 by Ryder Russell
Rep came in to work with us. Clarified a lot of stuff. A user friendly app is coming.
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September 2019 by Jim M.
I have reached out to this place multiple times, to a guy named Oliver Kring, and have NEVER gotten a response. So unprofessional.
