👍 Greenleaf Trust provides top-notch financial services. Their team is always willing to assist me with my financial needs and they have the expertise to handle any situation. I am extremely satisfied with their services and would recommend them to anyone looking for a trustworthy financial partner. 👍
Greenleaf Trust has been my go-to financial services company for years. Their team is professional, knowledgeable, and always puts the client first. I highly recommend them for all your financial needs!
I have been a client of Greenleaf Trust for several years and I am extremely satisfied with their services. The team is knowledgeable, responsive, and always keeps my best interests in mind. I highly recommend them for all your financial needs!
I have been a client of Greenleaf Trust for several years now and they have consistently provided exceptional service. Their team is knowledgeable, responsive, and always puts my financial goals first. I trust them with my investments and highly recommend their services!
I recently started working with a financial services company and I'm very happy with the level of expertise and professionalism they have exhibited. The team at Greenleaf Trust has been instrumental in helping me achieve my financial goals. I highly recommend their services!
I'm really impressed with the service I've received from Greenleaf Trust. They have a knowledgeable and friendly team that goes above and beyond to meet their clients' needs. I highly recommend them for all your financial services!
I recently started working with a financial services provider and I'm very impressed with the level of service I've received. The team is knowledgeable, responsive, and has helped me make informed financial decisions. I highly recommend their services!
Greenleaf Trust is a reliable financial services company. Their commitment to excellence is evident in every interaction I've had with them. The team is knowledgeable, professional, and always goes above and beyond to meet my financial needs. I highly recommend their services!
The level of service provided by Greenleaf Trust is exceptional. Their team is knowledgeable, responsive, and always takes the time to understand my financial goals. I trust them completely and highly recommend their services!
I recently started working with a financial services company and I'm very satisfied with the level of service I've received. The team is knowledgeable, responsive, and always willing to go the extra mile. I highly recommend their services for anyone seeking financial advice and assistance.
💯 Greenleaf Trust has exceeded my expectations in every way. Their team is highly professional and responsive, always addressing my financial concerns with expertise and care. I am extremely satisfied with their services and would recommend them to anyone. 💯
I recently began working with a financial services provider and I couldn't be happier with the level of service I've received. The team is professional, responsive, and has helped me achieve my financial goals. I highly recommend their services!
Mostly pleasant but insufficiently competent
My 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
Rep came in to work with us. Clarified a lot of stuff. A user friendly app is coming.
greenleaftrust.com