Lea was extremely helpful in providing me with excellent spreadsheet showing me how the industry is…read moredoing. And a great explanation of the health of the industry in general. Great people to work with! 5 Star rating

After taking the time to go to their office and working with them for two hours, we were promised…read moreinsurance quotes within a couple of days. After a waiting for a week I tried calling and the agent was unavailable but I left a message. After two more days of no response, I Emailed the agent, still no response!!! If they don't want your business, they should at least have the professional courtesy of not wasting your time waiting for their response!!!!!

Emma has always been very helpful and quick to respond if I ever have any questions. Fast and…read morereliable

I've been with this company for over 10 years and has enjoyed their outstanding services. Emma,…read moreChris and Kristy has been extremely wonderful and pleasant to work with. The payroll department is professional and knowledgeable concerning taxes. Highly recommend CSI for your payroll services.

I am deeply disappointed with Credit Alliances services and ethics. I feel swindled. I had a…read moreconsultation appointment, our next steps were outlined, I issued them a check...then ZERO communication from that point on. I have contacted the owner weekly (by both phone and email) asking for her to provide an update. It has been over three weeks, and I have not received a response. I was referred to Credit Alliances through a trusted mortgage broker, the goal was to work with them to prepare me for purchasing a home. When I reached out to my broker, he mentioned their services have gone down hill drastically and I am not the only client to reach out to him with this negative experience. Stay far away from this organization...instead, consider the National Foundation for Credit Counseling https://www.nfcc.org/

These people are super nice but anything they can do for you, you can do yourself. If you have…read morenegative credit history look up your credit report and contact the creditor yourself. They are willing to negotiate with you personally, there is absolutely no need to involve a third party.

I was very happy to receive prompt attention upon contacting Christensen Law Office and was…read morepleased that I didn't have to drive all the way to their offices just to sign agreements for service; they had everything I needed to do online. Very convenient and time saving. Everything worked out from my perspective and even promptly received money back as the issue resolved quicker and simpler than it may have.

I cannot emphasize enough how awesome Chris Wilcox, Carl Christensen, and the rest of the team at…read moreChristensen Law Office handle my case. Chris was extremely knowledgable, patient, respectful, and communicated all important information with me. The value of service is outstanding. If you are dealing with any consumer rights issues and need a great representative, look no further than Christensen Law Office.

Great value for the clarity and peace of mind!…read more I'll be honest -- I wasn't sure about hiring a bookkeeper. I've always tried to handle things myself and figured I was "close enough." Turns out I wasn't. After talking with Nicholas at Ledger Loop, I had him review and clean up my QuickBooks, reconcile everything properly, and prepare updated financial statements. He showed me where my numbers actually stood and fixed things I didn't even realize were off. I ended up getting several services from them including QuickBooks cleanup, account reconciliation, financial statements on a monthly basis. No sales pressure, no making me feel dumb -- just straight, honest help. For what I paid, the clarity and stress relief alone made it worth it. Glad I made the call.

Met with Erica Ochs today to review our auto and homeowners coverage. She effectively gave us the…read moreinformation we needed to make the best use of our time, listened and showed attentiveness to our concerns and put a plan of action together to address our needs. Meeting with her was a satisfying experience. Thanks for your time, Erica!

I switched to Brad Billings, Amber was very helpful, personable, and assisted me in all of my…read moreinsurance. I highly recommend!

I have several policies (home, life, and ATV) with Tou Thai Lee. He is knowledgeable and supportive…read morethrough the process.

I needed life insurance and decided to contact Select Quote and Tou Thai Lee SF. Never thought…read morethat I can get a better deal with SF. Now, my home rental insurance, car insurance and life are all with one agency. Saved more $$ moving from American Family to State Farm!

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!