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!

Holberg Financial helped me develop a long term financial plan as I was in the midst of change. They are consistently responsive, work around my schedule for meetings, and have introduced me to financial options and decisions that I would otherwise be unaware of. I am a happily satisfied client.

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.