Spring Reviews & Product Details

In a tight budgetary environment, it was difficult for us to raise salaries as much as our teachers deserved - our teachers deserve to make millions! Holberg Financial provided a creative and cost-effective way for us to help our teachers improve their financial health and their lives. Joe is easy to work with, and we love this service. Review collected by and hosted on G2.com.

I wish more of our people knew how easy it was to book time with Joe and make big strides in their financial health. Review collected by and hosted on G2.com.

The HF site makes managing personal finances seamless. Everything is customizable and easy to use regardless of your financial situation. I love the ability to set personal goals and manage multiple accounts at once on the site. Review collected by and hosted on G2.com.

Honestly, nothing! This site is comparable with Mint in terms of ease of use and function in personal finance. Review collected by and hosted on G2.com.

Joe was great - our phone conversation was about 30 minutes and in that 30 minutes he gave me some basic financial information, we talked about my husband and my long term and short term financial goals. At the end of our conversation he set up next steps for us as well. Review collected by and hosted on G2.com.

I haven't encountered any downsides yet. Review collected by and hosted on G2.com.

Holberg Financial has been very helpful for our employees. Employees who have had an opportunity to avail their services have only had good things to say about it. It has helped all of them set financial goals and work towards achieving them. We always have employees come in for repeat sessions to seek financial advice. 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.

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. Review collected by and hosted on G2.com.

I currently do not dislike anything; thank you for your help. Review collected by and hosted on G2.com.

I had a really great call about my finances with an associate at Holberg. He was personable, relatable and non-judgmental. He gave me great advice about where to go based on where I currently am. He made me feel empowered, for real. Review collected by and hosted on G2.com.

I would have liked to have had another scheduled date on the books. Review collected by and hosted on G2.com.