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

YOU need this service. Macel and her team have been nothing short of amazing. I started out wanting…read moreto repair my credit because it was on my goal list for 2023, and now I'm so excited and grateful that my score is on its way up. Macel is attentive, thorough and always provides a listening ear. She goes over each and every step with you to make sure you understand the entire process. If you're on the fence about getting her services don't be. You need this. You won't regret it.

I consulted with Macel I believe almost 6 months ago, as promised, she has sent me regular…read morenotifications of all the foot work she has done and challenges sent on my behalf, so far she has gotten two accounts dropped that were negatively effecting my credit which resulted in an increase to my score! I came to review Macel especially because I want to acknowledge how she has went extra miles for me and helped me with a situation that went beyond her services, I was given a notice by my employer that a law group representing a major credit card that I previously had which was closed with an outstanding balance that I had not paid due to hardship was attempting to garnish my wages, being a single person living alone, this was devastating for me, I wasn't sure how I was going to be able to live with a portion of my wages being intercepted. I reached out to Macel in desperation since this was an account that she was assisting me with on challenges to the bureaus, Macel helped redirected me and calmed me, I sent her the paper work that was served to me, she went through it with a fine tooth comb and informed me that she seen some major discrepancies in their notice with how much I owed, compared to my credit report, they were attempting to collect more than what I owed on that account; it wasn't much more but the fact was that it was incorrect, which Macel informed me is illegal ! Macel wrote me a letter to present to the county sheriff dept where I was instructed to send my notice to appeal the garnishment stating the discrepancy found. Macel also gathered my personal documents and set me up in preparation if I was to take the next steps and request a court date to fight my case, two weeks later, I was given another notice from my employer, the garnishment was thrown out by the courts ! With Macel's hard work and drafting a statement on my behalf, she helped me avoid this garnishment which could've affected my livelihood, I want to thank Macel for helping me and providing me the tools I needed to stand up for myself! I want to give recognition to this woman for her knowledge and strength and how she has went above and beyond for me as her client. Thank you again Macel, I recommend Diamond Credit Care to anyone who is need of assistance with credit repair!

My experience with the staff and my attorney was nothing but professional. They supported me every…read morestep of the way and I had some challenges. I appreciate their support and assistance, they truly worked with me.

There are many steps in bankruptcy, though tedious and time-consuming, and everyone at Lincoln…read moreLawkept me on track until the job was done. Don't try to do bankruptcy alone; do it with Lincoln Law.

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 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!

I cannot say enough great things about The Law Offices of Michael Primus…read more The entire team was professional, responsive, and incredibly knowledgeable. They took the time to explain every step of the process clearly and made sure I felt comfortable and informed. They were thorough in gathering all my information, and were always available to answer my questions. Thanks to their hard work and expertise, the outcome exceeded my expectations. If you're looking for an attorney who combines professionalism, compassion, and results, I highly recommend them. An outstanding firm.

From the very first conversation with Mr. Primus, all my fears about filing just melted away. I was…read moreso nervous going into this, but he made the entire process feel clear, organized, and actually manageable. The communication was top-tier, every step was explained in a way that made sense, and I never felt left in the dark. And listen... when I say I had a million questions, I mean it . Anytime I felt overwhelmed, Mr. Primus and his team answered every single question with patience and zero attitude. They really took their time with me, and that meant everything. This level of service is more than I could ask for. The professionalism? Unmatched. The consistency? On point. The peace of mind I have now because of them is priceless. I'm truly grateful for the service and care they provided. If you're feeling scared like I was, trust me , you'll be in good hands.

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.

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 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!

Mary is a thorough and detail oriented accountant. I've been her client for about 4 years and I…read morealways feel like I'm in the best hands. She helped me navigate the confusing financial and tax things that happens after a parent passes away, including the final tax return and how to ensure things were organized and filed correctly. Mary is also direct, to the point, and available and super responsive when I needed her. I am planning to be her client for a very long time!

Mary has prepared my tax returns for the last three years. I am so glad to have switched to…read moresomebody I can rely on to answer my questions, who responds quickly and freely offers her encyclopedic knowledge. She is so efficient, and I have absolute confidence in her.