NEXT Financial Group

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.

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!

LPL Financial

3.0

I've worked with Todd and Anna for years and am so grateful for their expertise. In everything from…read moresaving for our house to maximizing our work retirement accounts and planning for future education, they have been an excellent financial partner. A few reasons we have chosen to work with Giere Investment Services: Professional All interactions are very professional and free of any judgment. We choose the lifestyle and investment level that suits us and they are there to support us with strategic advice that accomplishes our goals. True Partners I know I can call any time and speak with Todd and Anna. They don't refer me to a help desk that doesn't know me or my accounts. They've helped us understand the tax implications of different strategies and even show us how accounts at work (which they don't manage) can be used most strategically in our portfolio. Timely Todd and Anna work quickly to set up accounts, transfer money and distribute important information. The option to sign documentation electronically makes transfers and account changes very simple.

Spoke with Todd on the phone, basic interview about their services. Continually talked over us on…read morethe phone, felt very rushed like he had something more important to do, barely was able to answer any of our questions and kept pushing us to meet up and see if it is even a fit for them. I understand that their company works with your money for investment purposes, mostly doing things behind the scenes, but it would not kill you to maybe be nicer to potential customers on the phone and help answer questions they have verses talking over them and being in a hurry. I would not recommend investing even a cent with these guys behind the wheel, don't waste your time.

To The Penny Bookkeeping

Super knowledgeable Quick books expert. We call Loretta anytime we need professional advice with…read moreour accounting system. Highly recommend. Jeff

Profiler Consulting

(3 reviews)

I have been a customer of Profiler Consulting for many years. They are extremely professional and…read morevery knowledgeable about taxation. When my taxes are finished each year, I sleep very good at night knowing that every deduction possible was taken and that I could feel comfortable with my tax return. They are available during the year to help with questions that surface and to provide advice on matters affecting my taxes. I would highly recumbent Profiler Consulting. Dave T.

Micheal and his team are excellent. One of the best things i did for my Buisness was to go see…read moremicheal. He is very good at what he does. He also has an easy way about him that makes going to see the account not a dreaded thing anymore. Thank you mike for all your help Ryan miller Freshlook painting

Ramsay & Associates, Ltd - CPA

We have had Ramsay & Associates do our taxes for years. They provide excellent services. Highly…read morereccommend

This is an excellent local accounting firm which provides additional financial services. We have…read morebeen very happy with their services and can recommend them in the strongest possible way.

Rodenz Accounting & Tax Services

Darrell was great to work with and I got my return back the next day. My taxes were fairly…read morecomplicated, so to get them back so quickly was very impressive. I highly recommend Rodenz Accounting to everyone looking for a new tax accountant!

Scott Drommerhausen - State Farm Insurance Agent

If I could give this business more starts I would. I have all my insurance needs covered by State…read moreFarm and this agency has a great team to help you with the best rates and excellent coverage. I highly recommend them.

Hemgren Family Insurance

hemergen family insurance is one of the best places to work with, I deal with merrisa for all my…read moreneeds and she is THE BEST!!!! I will not be changing agents anytime soon or ever for that matter! great customer service and always a cheerful attitude love it!! was getting ripped off for insurance rates and marrisa gave me better rates for everything I needed insured I wouldnt think of going thru another agent ever!!

Mike Mattingley - State Farm Insurance Agent

3.0

Horrible! I have never been spoken to as a customer like this. Mike failed to call me at the…read moreappointed time that his office set up. When I called, Melissa put me through to Mike and instead of acknowledging that he missed the call, he asked me if I was bored today and said he knows all about me. I have never spoken with him and only have my life insurance through him. I'm shocked at how I was treated and I'm still unaware of what I did wrong. I wanted to speak with him about my term life insurance expiring next year and an increase in my premiums. No big deal. He missed the appointment.

I have been with State Farm for over 25 years and have NO intention of switching. Yesterday I was…read morein a jam when my car key broke in my trunk lock and I couldn't start my car. Andy was an excellent resource and calmed down a very anxious client (ME!). He went over my policy to help direct me to road service. Mike was also extremely helpful and came up with a game plan when the first road service truck couldn't help me. Thanks to Mike and Andy, I was able get a replacement key and was on my way. What could have been an extremely stressful situation was not a big deal thanks to Mike and his team!! Whenever I call, I always get a friendly voice. Thank you for doing an exceptional job!!!

Wikstorm Insurance Agency