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!

When we were looking at our insurance options Rich found us the best prices for our many different…read moreinsurance needs. Whenever we have had a question he has been quick to respond and we feel like he's always looking for the best options for us.

I really appreciate the thorough explanations I received from Jason on multiple policies for my…read morehome, auto, business, and life insurance. Patti has always been extremely helpful and I would highly recommend you giving them the opportunity to serve you. Thanks Jason, my family and I are very grateful!

After over 25 Years with Country Insurance my Agent retired and sold his business to Jason. Since…read morethat time have had next to no communication and or guidance in our insurance needs. His office made a mistake on paperwork/billings on monthly payment plan and made a big issue for myself and my family. Not ONE time did Jason or Patti reach out to review the mistake. We have multiple policies for properties through his office and now looking for a different agency after over 25 years. Very frustrating to say the least with lack of desire to service or communicate with his clients.

How much coverage do I need? What are the benefits of a lower deductible? Should I have an umbrella…read morepolicy? Is a friend covered if I let them drive my car??? In the past I've always found dealing with insurance to be overwhelming. I stuck with my last company for years even though I didn't like them because I didn't want to deal with the stress of starting over. I'm so happy I made the switch. Amy Wakem and her team at State Farm made the entire process stress free and took the time to answer all of my questions. They're so easy to speak with and I can now relax knowing that I have the right coverage for my needs and the right people available when/if I need help

Agents are very helpful and informative with our policy. They are very flexible with what we want…read moreand need with our insurance. We do love State Farm.

Bob and his staff are always very helpful and professional. Have the answers to any questions and…read morego the extra mile.

I can't thank you enough for all the help you gave me getting started with State Farm. My rates…read morehaven't been low in a long time and you helped to make it happen. I recommend State Farm and you Robert Overby very highly. Anytime I had questions on anything you have been very helpful . Again thank you very much .