UM

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

1/21/2022

"Wonderful platform for managing finances!"

5/5

What do you like best about Spring?

Very user friendly, easy to use, visually appealing and easy to navigate Review collected by and hosted on G2.com.

What do you dislike about Spring?

Sometimes you cannot automatically upload your account and enter, which is time-consuming manually. Review collected by and hosted on G2.com.

UA

Verified User in Accounting

Mid-Market (51-1000 emp.)

12/7/2021

"Very personal, good listener and helpful Financial Coach for my wife and I."

5/5

What do you like best about Spring?

The online platform that has the budgeting tools, account information and direct access to schedule a meeting with one of the reps at Spring. Review collected by and hosted on G2.com.

What do you dislike about Spring?

Have yet to find something I dont like about Spring. Review collected by and hosted on G2.com.

GV

Gabrielle V.

S

Enterprise (> 1000 emp.)

3/23/2021

"Extremely Helpful"

5/5

What do you like best about Spring?

I liked the fact that time was taken to meet with me, go through all of my information, and talk through what my next steps were. I left my meeting knowing exactly what I could do next and what goals I am now working towards. Review collected by and hosted on G2.com.

What do you dislike about Spring?

I have not experienced anything I dislike up to this moment. Review collected by and hosted on G2.com.

Recommendations to others considering Spring:

I would highly recommend Spring! I was able to save time I would have had to use researching my options and determining what my best options were on my own. Spring presented me with all my options and helped me make choices that were best for my situation! Review collected by and hosted on G2.com.

What problems is Spring solving and how is that benefiting you?

I am working on the rollover process with Spring. I have realized that this will allow me to have all of my investments in one place and make it easier for me down the road. Review collected by and hosted on G2.com.

UP

Verified User in Primary/Secondary Education

Small-Business (50 or fewer emp.)

12/7/2021

"Really positive experience"

4.5/5

What do you like best about Spring?

Spring really listened to my goals and helped me work through issues specific to what I wanted to work on. Review collected by and hosted on G2.com.

What do you dislike about Spring?

Nothing! Working with spring has been incredibly positive. Review collected by and hosted on G2.com.

UP

Verified User in Primary/Secondary Education

Mid-Market (51-1000 emp.)

1/2/2022

"Fantastic financial support!"

5/5

What do you like best about Spring?

Flexibility and guidance is key to growth! Review collected by and hosted on G2.com.

What do you dislike about Spring?

Not applicable. All services are fantastic! Review collected by and hosted on G2.com.

KS

Katherine S.

Speech-Language Pathologist

Mid-Market (51-1000 emp.)

2/5/2021

"Great Experience"

5/5

What do you like best about Spring?

I loved having the opportunity to talk with Holberg Financial and ask questions about topics that I didn't feel confident in. I like the website where I can connect all of my finances in one place and set up goals. Review collected by and hosted on G2.com.

What do you dislike about Spring?

There was nothing I disliked, I just wish we had more time to discuss personal finance during my coaching session! I will definitely be scheduling a follow-up session. Review collected by and hosted on G2.com.

Recommendations to others considering Spring:

Enter in all of your information in the accounts to give you an idea of all of your finances. Schedule a coaching session and have questions prepared! Review collected by and hosted on G2.com.

What problems is Spring solving and how is that benefiting you?

I was able to look at my finances in a different way after talking with Holberg Financial, I learned more about debt payoff vs. investing. Review collected by and hosted on G2.com.

KA

Kayla A.

Teacher

Mid-Market (51-1000 emp.)

9/13/2020

"Helpful and humanizing!"

5/5

What do you like best about Spring?

I loved the ease with which I can schedule and participate in coaching sessions. There are options available that work with my busy schedule, and the details of the session are documented so that the next session can pick back up right where it left off, even if it's months later or a different coach! The session itself is perfectly timed, enough to take away a new goal or action step, and not feel overwhelmed but rather determined and capable. I love that I can document and track these goals right in the website, and I even get a score that I can follow to see my progress (which is way more fun than tracking a FICO/credit score!) I have already taken action and made pivots in my financial plan that I know will save me thousands of dollars and set me up for a more credit-worthy profile, all thanks to Holberg Financial. Review collected by and hosted on G2.com.

What do you dislike about Spring?

Honestly have not found ANY downsides about Holberg Financial, this is an awesome service. Review collected by and hosted on G2.com.

What problems is Spring solving and how is that benefiting you?

I am tackling student loans more efficiently, by holistically looking at the overall economy, federal loan forgiveness options, private loan refinancing options, and my specific finances. I know that I will ultimately save about $4,000 in interest by following through with the adjustments Holberg Financial suggested. I also received a fresh (and professional) set of eyes on my personal budget, which I felt very unsure and a bit self-conscious about--the feedback was very helpful and reassuring! Review collected by and hosted on G2.com.

LM

Lauren M.

Mid-Market (51-1000 emp.)

12/2/2020

"Exceptional!"

5/5

What do you like best about Spring?

Holberg Financial is a wonderful investment that my company has chosen to begin sponsoring as a benefit for my coworkers and I. So far, Holberg Financial has taken a holistic view of my financial picture and has been thorough and insightful with offering tips and strategies that my family and I can take to maintain financial health, wellness, and freedom going forward. I am looking forward to more sessions with their partners! Review collected by and hosted on G2.com.

What do you dislike about Spring?

I can't think of any downsides at the moment. Review collected by and hosted on G2.com.

AW

Anna W.

Kindergarten Teacher

Small-Business (50 or fewer emp.)

12/3/2020

"So helpful!"

5/5

What do you like best about Spring?

Holberg Financial helped me learn that it is crucial to be intentional with my money rather than playing a guessing game. Review collected by and hosted on G2.com.

What do you dislike about Spring?

I did not have any dislikes of Holberg Financial! Review collected by and hosted on G2.com.

UM

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

9/22/2020

"So appreciative of Holberg Financial for helping me work toward my personal financial goals!"

5/5

What do you like best about Spring?

I never knew I could feel so at ease and even empowered discussing my personal finances, a topic I largely deprioritized before using HF. I've learned SO much about investing, maximizing my employer 401K / other savings accounts, and long-termfinancial planning / setting and achieving financial goals under HF's coaching. The advisors are friendly, approachable, flexible with accommodating busy schedules and incredibly knowledgeable & professional. Review collected by and hosted on G2.com.

What do you dislike about Spring?

Truly can't think of anything - working with HF has been an overwhelmingly positive experience. Review collected by and hosted on G2.com.

What problems is Spring solving and how is that benefiting you?

Holberg Financial helped me save for a down payment. I've also grown my 401k and other savings accounts at a much faster rate through new investment strategies. These were my 2 most urgent savings goals but the long-terms budgeting strategies I've learned from HF will be invaluable for years to come! Review collected by and hosted on G2.com.