our insurance policy was going up massively without any rhyme or reason. I called Dave over a…read moretrusted insurance agency and in less than 20 minutes he saved us close to $1500 a year.

I've referred many of my mortgage clients to Dave with Trusted insurance. Not only have I felt…read moreextremely comfortable referring people to their agency, I've had many thank you'd after Dave wrote their policies and saved them $$$. They're very responsive and have a lot of carriers available fit your niche. I highly recommend having them give you a free quote!

I have my Auto, Home and Life Insurance at the Sam Sand Agency. His team is the best in Bloomington…read moreMinnesota!

I'm a bargain hunter who threw away $1,400 a year because my insurance agent was "good enough." I…read morechecked out Yelp on a whim, and Erica Wilebski's five-star ratings got my attention. So I called her. A week later, I had exactly the same house, car, and umbrella coverage at an amazing savings! Erica worked quickly, reliably, and caringly, an agent who really knows insurance and authentically cares. Our texts became occasions for sharing who we really are. That's Erica. Her ethics, loyalty, professionalism, and authenticity are impeccable. I could have saved heartache and $15,000 if I had talked to Erica 10 years ago. Don't make the same mistake I did. Call her and see for yourself.

Jeff and company do excellent work! They always exceed my expectations. I've had to use them…read moreseveral times and will not think of going anywhere else. Pricing is excellent as well. Can't recommend Bodywerks highly enough! Thanks Jeff and Dawn!

I had the pleasure of working with Bodywerks to repair a dent from someone backing into me while…read morethey were parking their car. I didn't see the accident happen so there was no insurance involved, just me as an individual having the repair work completed. Dawn and Jeff made it very easy to set up an appointment to get a quote, they were very reasonable in the charges, they were timely in getting the work done early and they worked with me to deliver the car to my house when finished. They also repaired two small chip/rust spots that were starting to show free of charge. I can't say enough good things about my experience and the trust that was built during the process. I highly recommend Bodywerks to anyone needing body work completed!

Great people who take the time to inform and educate and get us the best insurance for our needs…read more Highly recommend!

I live in Minneapolis, not SF. I don't know. Don't ask me. I consulted Carrol regarding a tax…read morestrategy for me as I entered retirement. At first, I did not enjoy listening to her advice. It was a bit like getting a shot from the nurse. Ouch! You said it wouldn't hurt! However, the vaccine seems to be working, and I am growing to appreciate Nurse Gatlin for giving me protection against the virus called you-know-what. Carrol is more than a nurse, and I mean no disrespect of the nursing profession. For those of you who are reading, please know that Carrol will take care of you. I have never consulted a personal financial planner. However, consulting a tax advisor, this tax advisor, was, for me, a very good idea. Ciao Carrol!

I have been working with Gatlin & Co for years, always smooth and easy tax returns. This year the…read moreIRS had other plans and I needed additional help from Carrol and her team. She was calm, despite my anxiety and reassured me everything was going to be ok. Carrol spoke to the IRS on my behalf and after several months of them sending scary letters, the situation was cleared up and I felt like I won the lottery! Carrol took amazing care of me. She is the BEST in the BIZ!

Switching to Securian for dental has allowed me to move to the best dentist I have EVER had so for…read morethat I am thankful. This is probably the only insurance that has actually covered more than expected and not less. So far, I have had no issues and I wouldn't hesitate to recommend them.

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!