My one on one appointment was very insightful. I was taken step by step to create a plan that is tailored to my financial needs. Review collected by and hosted on G2.com.

No notes here, my experience was positive and helpful. Review collected by and hosted on G2.com.

Holberg Financial has been a AMAZING resource for me! I met with them in person on two occasions & they sat down & took their time with me. Holberg Financial looked at my finances & gave me great insight into financial lingo & trends that I wasn’t previously aware of.

I also recently reached out to the Holberg Financial team to see how I personally could get into their line of work since I’m passionate about finances & they do such a great job with their organization. I had a great conversation with a rep from their team & he really was just honest & transparent about the difficulties of getting into this work the way I want to, all the while providing concrete strategies for me to do so if I was serious about pursuing this. It was one of the most invigorating conversations I’ve had about this work & I left the conversation feeling empowered/knowing what I needed to do in order to move forward with my goals.

I HIGHLY recommend Holberg Financial to any & everyone who is looking for financial help & guidance no matter the level. I strongly believe that utilizing them as a resources will be a valuable investment of your time! Review collected by and hosted on G2.com.

NOTHING!!! I love everything about this organization & what they stand for/are seeking to accomplish! Review collected by and hosted on G2.com.

Having access to Holberg Financial through my business has been a major game changer for me. Their thoughtful and clear online resources paired with their individualized coaching has allowed me to feel that I have more agency over my finances than I ever have. Review collected by and hosted on G2.com.

There isn't anything I dislike about Holberg Financial-- it has been incredibly helpful. Review collected by and hosted on G2.com.

I really appreciate how honest and knowledgeable Joe is. He's great to talk to for planning life decisions and comes ready with advice, stories, jokes, and more. The website portal is easy to navigate and keeps all my information is one secure place Review collected by and hosted on G2.com.

There are no downsides that I can see, all my problems were addressed Review collected by and hosted on G2.com.

Client web portal and learning center are very user friendly and have great information within them. There is a professional and friendly composure and I felt immediately like I am listened to and the answers I'm given are explained in a way that I could easily understand and relate to. Review collected by and hosted on G2.com.

At one point in the beginning of my company's relationship with Holberg Financial, I could not get the web portal to work for me. Review collected by and hosted on G2.com.

Holberg Financial is great to work with. At the company level, Joe is extremely responsive and has worked with us to offer lunch & learns and on-site visits. At the employee level, we hear nothing but rave reviews about the approachable technique! Review collected by and hosted on G2.com.

If anything, I would say the ability to pull accurate data from the HR/Admin side would be helpful. I know this is something Joe and his team are working on. Review collected by and hosted on G2.com.

Joe was really easy to understand and helped me figure out how to set my savings accounts set up. We talked about a lot of different parts of financial fitness, and it really helped me clear my head about what I did and did not want. Review collected by and hosted on G2.com.

If you're someone who likes face-to-face interaction, maybe this option could be a bit tough for you! Review collected by and hosted on G2.com.

I love that Joe has my best interests in mind. He doesn’t have an ulterior motive for giving me financial advice. Getting in contact was easy. If I had a question about my finances, he was happy to set up an impromptu meeting and talk things through with me. I feel so much more confident in terms of my finances because of his help. Review collected by and hosted on G2.com.

I had the benefit through my former employer. So, I’m excited to see them grow to support individuals in the future. Review collected by and hosted on G2.com.

So many people struggle with financial stress. In schools, where compensation is already constrained and the talent market is declining, this problem is exacerbated.

To help with this, we've offered Holberg Financial as a free perk for all 1,400 employees at Noble for the past couple of years after a successful pilot a few years ago. Not only has the feedback around people's experience with the company been overwhelmingly positive but the average employee who took advantage of the resource saw hundreds of dollars in personal savings and/or gain. The more our educators feel empowered and in control of their finances the more likely it is they'll be able to stay in a role they love longer and be their best selves for our students each day. Review collected by and hosted on G2.com.

We've not had much to dislike. I'd like to see the dashboards and data-reporting continue to evolve for the employer side. It's not a particularly game-changing perk on the talent-recruitment front end like "free lunch" which is too bad because I think it's of more value-add in terms of both costs to the employer and benefit to the employee. Review collected by and hosted on G2.com.

Holberg Financial reviewed all our of life insurance policies and helped us identify the ones we truly needed, and which were unnecessary. The review of our policies was done efficiently and quickly to help us save a substantial amount of money. Review collected by and hosted on G2.com.

There wasn't anything we disliked. The website is easy to navigate and emails/phone calls are returned quickly. Review collected by and hosted on G2.com.