Greenleaf Trust - Kalamazoo (MI)

1 /5 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!

4 /5 Ryder Russell: Rep came in to work with us. Clarified a lot of stuff. A user friendly app is coming.

5 /5 Tavia Boerger: Elva Clayborn is AMAZING! Her customer service skills are top notch! So sad my company swicted to a different lender.

2 /5 Emily Sippola: 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 childs 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

5 /5 Katie: Wonderful customer service! Everything is quick and easy, the employees are very knowledgeable and know exactly how to help their customers.