Cancel

    Open app

    Search

    Gold Tree Financial

    5.0 (1 review)
    Closed 9:00 am - 5:00 pm

    Gold Tree Financial Photos

    You might also consider

    Recommended Reviews - Gold Tree Financial

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    7 months ago

    Excellent service! They handled my.parents Financials, and did a great job transitioning to us.​

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    You might also consider

    Verify this business for free

    People searched for Financial Advising 298 times last month within 15 miles of this business.

    Verify this business

    Community First Credit Union - We're picking up cash, to go, "Dutch" today. Ernie at ATM.

    Community First Credit Union

    (23 reviews)

    Greater Arlington

    Community First bank customer service is awesome.Their always friendly and willing to address all…read moreof your concerns no matter how long it takes

    Update in response to Community First: I did call in today 8/11 to try and speak to a manager, as I…read moreSTILL had no one call me after Saturday. I spoke to Jennifer on the express team, who huffed as if I was ruining her day when I asked to speak to a manager. Unbelievable! I wasn't rude or anything but she clearly had an attitude. Then proceeded to tell me that all the managers were tied up in a meeting. Really Jennifer? All the managers at Community First were tied up in a meeting? Cue the circus music. Thanks for your counter offer, looks like I dodged a bullet doing business with CF! I was denied an initially approved loan of $45k with a high income and great credit. After trying to call into a local branch to inquire about an auto loan application (docs needed and time it would take to complete and get a decision), I could only get in touch with the corporate headquarters. They pushed me to complete the application over the phone versus in branch which I did to save time. I completed the application over the phone on Wednesday morning. They said I should hear back by end of day. I didn't. I called back the next morning and they said "great, you're approved for the $45k!" They just needed some additional documents which was just supposed to be due diligence, 2 years tax returns. No problem, I uploaded this by early afternoon Thursday. They said they would be in touch shortly. No response Thursday or even Friday morning. I had to call back and see what the hold up was, to which they said the application was still pending and under review. They were going to reach out to their underwriting department and see if they could speed it up and I should have the final decision by end of day. They close at 7. I called at 6:45 as I still hadn't received a callback or any update on my loan. I've been getting ready to go car shopping all week! They said it still was in review but I could call an express team the next morning. I call back in the morning and they say "oh yes, the underwriters have a counter offer of $30k". I'm shocked!! $30k after getting approved for $45k? They tried to say it was because of the average income over 2 years, but whoever is doing the underwriting clearly doesn't understand 1040 tax returns or self-employed. The goal isn't to try and show the highest income possible (so you can be taxed on that number) but rather any deduction that is used for business should be deducted from the total income. However, the gross income before taxes clearly show a high income, or true income rather in this case and personal income is net of all eligible deductions. Absolutely unacceptable. And then to make it worse, they left my application as pending while they went home for the weekend and I'd have to *hopefully* wait to hear about the results on Monday as no one had called me to update me about the process. I'm ashamed of what community first has become. Vystar has been the worst as they've shown in the past few years but unfortunately, it looks like the service that set Community First apart from the competition is no more. I'm glad I never ended up opening a business account here and definitely never will. That's another thing I just realized: in my previous car purchase, the dealership needed to see my bank statements with a total figure. I was with Vystar at the time and they needed me to come in multiple times for them add up my total deposits for 3 months BY HAND because their online banking didn't have a simple Total deposits or withdrawals metric for statements. I had gone to CF to see if they did and they also didn't have this simple function. To the underwriting team at CF, to your counter offer, I say you need to get more training and do better at your job.

    Gold Tree Financial - financialadvising - Updated May 2026

    Loading...
    Loading...
    Loading...