Roundleaf Inc.
Financial Planning
In order to achieve goals, overcome emergencies, or improve any situation; we begin with internationalizing your finances.
RESET your debt, cut your expenses, and eliminate your stress.
REBUILD your credit ratings, create more savings, and build a strong future.
REFOCUS your capital, restore your wealth, and improve your life.
Our mission is to help people achieve their most important financial goal through educated decision making. Read more
5 recommendations
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Jake W.
Met with Richard for a consultation re: student loans. He was incredibly professional, explained things in detail, and took the time to make sure I understood my debt. I was anxious going into it, but left with a sense of relief knowing I'm on the right track. Definitely recommend.
Original recommendation -
Leith M.
I've been in contact with Richard a couple times over the phone to try to become more of an adult in terms of my finances. So far, he seems very straightforward and professional. He explains everything clearly and patiently, and is willing to work with me where I'm at. He has a no-judgement approach and is exactly what I was looking for in a financial advisor.
Original recommendation -
Eric G.
Roundleaf has been paramount to helping me restore my credit to its original score. After the mortgage bubble burst, my credit was impaired to say the least and its caused my finances from auto loan to credit cards to rate hike.
Original recommendation
My initial consultation was great. Richard, the owner personally helped me and walked me through the process and educated me along the way.
There's a lot more to credit than I thought.
Their staff was friendly, upbeat, and knowledgeable. Anytime I had a question, it was answered and addressed fast.
The resolutions came back at the projected time frames, and my credit now is shiny new (excellent). All to say, they're great. I highly recommend them. -
nancy yip
A few years ago my family were looking into filing for bankruptcy because we had reached a dead end. Fortunately for us, when we went to file for bankruptcy, the lawyer we were speaking to referred us to Roundleaf and told us about their excellent services. Working with Roundleaf was a pleasure; I was always greeted with detailed and friendly service, whether I came into the office or gave them a call. Thanks for Roundleaf, I am now debt free and my credit ratings are excellent; Roundleaf was able to take care of everything perfectly and I could not have asked for better. I have recommended them to a few friends and would continue to do so.
Original recommendation -
Derek Hansen
I have worked as a loan processor for the last 3 years and found out about Roundleaf last year through my mortgage broker. Since then, I have sent some clients that couldn't qualify with our loan program guidelines due to their debt to income ratio or past history. I was AMAZED when they told me about their experienced with Roundleaf! They found a SOLID solution that helped them understand their credit ratings better and ELIMINATED debt!
Original recommendation
At first, I thought Roundleaf was just a debt settlement or credit repair firm. THEY'RE NOT! They actually worked with my clients to find a long term solution and showed them what they needed to do to be successful to QUALIFY with our loan products!
If you're in mortgage, I would encourage you give them a try!
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We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.
We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.
We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.