Spring Reviews & Product Details

Holberg Financial helped me to understand answers to questions I didn't even know to ask. The intentionality and care as well as expertise is evident in how they communicate. They create a warm environment for clients while remaining professional and focused on finances. I learned more in our 30-minute conversation than in my many economic courses in regards to handling my personnel finances. I recommend going to them for any questions about debt management, saving, investing and planning for the future, Review collected by and hosted on G2.com.

Nothing comes to mind! They exceeded my expectations. Review collected by and hosted on G2.com.

Holberg Financial set me up with a financial 101 plan back in March of 2019. I checked in with the group this April just to gauge how I am doing.

They are really straightforward and come off as very genuine. I felt like I was flying blind financially before our talk in 2019, and I now I feel very confident with my short, medium, and long-term financial goals. Review collected by and hosted on G2.com.

Nothing stands out and I need to make this more characters in length. Review collected by and hosted on G2.com.

What is most helpful about Holberg Financial is: everything! Their site is user-friendly, their financial health score is super helpful, and I love how easy it is to schedule a virtual chat with a financial coach. They're insightful, helpful, and informative. Review collected by and hosted on G2.com.

To date, I have never had a negative encounter with Holberg Financial. Review collected by and hosted on G2.com.

I like Holberg Financial's personalized approach. My wife and I have consulted with Holberg Financial for a variety of reasons, including getting thorough answers to complicated 401K questions, navigating mortgages and home buying, dealing with student loan issues, the ins and outs of credit cards, and investing for retirement. Holberg Financial has had my back many times, and their expertise is the best. Moreover, Holberg Financial consulted with me and answered all of my questions thoroughly and in such a way to make everything easy to understand. I never felt silly asking any questions. I highly recommend their services! Review collected by and hosted on G2.com.

I dislike nothing about Holberg Financial. Review collected by and hosted on G2.com.

Holberg Financial did a wonderful job helping me identify some of my personal finance goals and practical steps to take in order to achieve them. Their employees were helpful, knowledgeable, and friendly. Cannot recommend enough! Review collected by and hosted on G2.com.

I didn't dislike anything about Holberg Financial! Review collected by and hosted on G2.com.

Holberg Financial is AMAZING. They really define personal finance coaching. They helped me identify where I am on my finance journey, and figure out the next best steps for me, while giving me a lot of advice and options along the way. They're extremely honest and personable and factored in all the things relevant to my life/future. The website is also great for tracking my financial health and financial goals! Review collected by and hosted on G2.com.

No downsides. Holberg Financial does a great job of providing supports and an easy/interactive platform. Review collected by and hosted on G2.com.

Holberg Financial gave practical advice and values building strong relationships with their clients. Clear steps, and available for further meetings at my convenience. Review collected by and hosted on G2.com.

There were no aspects of my interaction with Holberg Financial that I disliked. Review collected by and hosted on G2.com.

Holberg Financial was great at asking the necessary questions to understand my financial situation. This meant that when we went into greater detail about a specific question I had they had a really solid understanding of my situation as a whole. Review collected by and hosted on G2.com.

Sometimes discussing things over the phone can be challenging, but they do a very good job of it. Review collected by and hosted on G2.com.

Holberg Financial presents finances in an easy to understand, easy to action way, with support available when employees need it. I implemented the benefit for my team and have wound up using this resource as much as anyone else. Review collected by and hosted on G2.com.

Part of me says that I'd like to see up-to-date balances on my financial accounts, but after thinking more about the value that provides...it's way more important that I have a grip on the general standing of my financial account than that I know exactly where each account sits. So I'm fine with this. Review collected by and hosted on G2.com.

Holberg Financial is a company that is dedicated to saving you money. When speaking with them about finances, they listen to your concerns, and goals while providing advice on how to save for the future you desire. Review collected by and hosted on G2.com.

There is nothing that I dislike about Holberg Financial Review collected by and hosted on G2.com.