They were really helpful and found me insurance I could afford even though I've had some accidents.read more

Not good about answering e-mails. I was Purchasing a new home, was working with Northwest Insurance…read moreBrokers for homeowners and flood insurance. Quotes needed to be submitted to the lender by a specific date and the agent I was working with was aware of these dates and said he could do it. He missed the deadline and didn't have a good explanation as to why. Because of this my closing date had to be changed.

April is amazing. I don't how many ways to express that…read more I was a nervous first-time homebuyer who thought she would just rent forever. April not only went over all of my financing options, she kept in close touch every step of the way from the initial offer through the closing, offering good advice. Her calm, soothing demeanor talked me off the ledge more than once, especially when we had a low appraisal at our first attempted purchase. She and her team made a seamless transition in moving everything over to the second property we found. Thanks again, April!

April invests time in every potential customer. She is very generous with her knowledge and…read morestrategizes with you based on your circumstances. When I first contacted April, she educated me on buying a home. Years later, she navigated me through the purchasing process and directed me to the best product for my circumstances when I was ready to buy. She later seamlessly refinanced my loan in record time. April is a trusted partner when considering any real estate transactions.

Hopeless - can't handle the simple task of removing a vehicle! I cancelled a vehicle when it was…read moresold in July & even received credit from State Farm for rest of semiannual premium. I have contacted the office 3 times as it still shows on the policy. Today I get a bill in the mail for it!!!! I changed all my other policies to another agent.

A small but highly personable insurance agency. I moved all of my policies and banking to State…read moreFarm after having been with USAA for almost 40 years. USAA has, as of late, become very inflexible with certain aspects of their business. State Farm has competitive rates as well as an agent who knows me versus a voice on the phone. Plus, as the largest Property and Casualty insurer in the US, they're not going anywhere. Give Joe and team a try!

We are just starting to look at how to finance retirement, although we have been saving money and…read morehave a good amount saved. We took a class taught by David Herbeck of Berger Financial Group, and the purpose of the class was for us to understand our current financial position for retirement and look at cash flow projections. The class was excellent, and we had a lot of work to do. For example, I had a pension in my maiden name even though we had been married 24 years! David was very thorough and respectful. He put together a cash flow analysis by looking at our investments, our expected Social Security, our pensions, and our current income. This was a great way to start getting serious about retirement planning. Thank you, David!

We are disappointed with Mark Berger, Rachel Meyer, and Patrick Noll. We met with Mark and Rachel…read moreand thoroughly described our situation four months ago, which clearly detailed our assets, and plans in real estate investing. They convinced us that they were a good match for our needs, so we indicate to them that we would like to move forward. Subsequently, after three months of waiting for an action plan, there was no effort made to move assets or take any action to improve our current financial situation or even make plans for the future. After a long period of inactivity, we reached out to express our frustrations. While Patrick offered some advice regarding a specific tax form that could help us recover some past year's taxes, he made a point to insinuate that we should be happy to have received "free" advice from him, and informed us that it sounded like we were not going to be comfortable paying his elevated tax service fees. He subsequently produced a fabricated email, claiming that he sent it to us previously, which indicated that he did not want to help us further, that he did not have familiarity with real estate matters. Our final communication from Rachel this week stated, "At this point, I don't feel that Berger is a good "fit" and I wouldn't feel good about moving forward only to come to a potential stopping point that would hinder your process and future goals." As a family of two teachers and three young children, we really needed help to plan for retirement. We had received a high recommendation about Berger Financial. Some people apparently have had great success with Berger financial, and I would hope that their success stories would also show up in these reviews. But it seems as though the majority of these successes were under the leadership of Mark Berger's father, as Mark specifically mentioned that he had recently taken over the business from his father and he knew that he needed to work hard to earn our trust. Well Mark, you and your team failed to accomplish this. We took a leap of faith that you and your team could help us with our financial planning for our family of five, and you only convinced us to help steer others away from your services, which is the goal of our review today. Good luck to you and your international investment ventures, and whatever strange advice that you gave us regarding bitcoin. I'm sure that you and your team will find ways to retire early and very wealthy off of the backs of other working class families. This family of teachers will look elsewhere for financial advice and tax preparation services. We would advise others to do the same.

They are very easy to work with. I got approved for an home improvement loan through the contractor…read moreI was working with at the time

The best experience i've ever had with buying real estate. The team worked so hard to make this…read morework, while keeping me informed and abreast every step of the process. They took the time to make sure I understood the process details clearly, was there whenever I needed their advice or guidance, and was extremely helpful. Everyone on the team was polite and pleasant to work with. They also they knew their stuff very well. I've established a lifetime relationship with LeaderOne and there isn't anyone else I would rather work with regarding real estate.