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  1. US
  2. WI
  3. Appleton
Breitenfeldt Group
Breitenfeldt Group
Breitenfeldt Group

Breitenfeldt Group

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3701 E Evergreen Dr Suite 250, Appleton, WI 54913, USA Get Directions
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ABOUT   Services Excellence Summary

I was out of a job when I turned thirty. I worked at a factory producing computer keyboards, and I was told that my job had ended. The only job I could get was an insurance agent. I knocked on doors all over central Minnesota to learn more about insurance needs and how they were addressed. I knew my hard work on the farm was paying off. I sold my 1998 Pontiac Grand Am that I had used as an office and moved my desk from my living room to a rented office in a nearby town 20 miles away. My experience working as an insurance agent allowed me to understand the situation of many people I had met, as well as how best I could help them with the information that they needed. I offered my services to the people who were ready to listen to me. I traveled across Minnesota giving presentations and explaining how insurance worked and the available options for veterans, seniors, people with diabetes, retired persons, individuals working past 65, and low- and high-income workers. I had never thought that helping people regardless of their circumstances to understand certain benefits available to them was a fulfilling experience. I didn’t charge any fees.

 

SUMMARY   Reviews Summary

Customers find the Breitenfeldt Group to be proficient and credible, with a welcoming and approachable staff. Testimonies often emphasize that the staff, specifically due to Megan or Dale's in-depth knowledge, are quick to respond to concerns and proactively guide clients through their retirement planning decisions. The district is also highlighted for its comfort and ease of access, with Aaron getting special mention as being focused and clear in all of his interactions. Clients were also impressed with the staff's friendliness and personal touch, as some noted that their encounters in the office felt less like negotiations and more like conversations. Clients advised both new and experienced retirees to look at the team as their commitment paid excellent dividends. Other customers are still deliberating, although they acknowledge the team's professionalism, and they thank all the staff for their attention, regardless of their final choice. Emphatically, other clients reported efficient communication and service. The players got fast, thorough answers and consistent steps that made their sign-up stress-free and informative. The duties did not end in a blunder. Breitenfeldt Group testifies to happy retirement and compassionate staff focusing on customer service and experience.

 

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Pros & Cons

PROS
very knowledgeab ... (2)
great experience ... (1)
questions were a ... (1)
very personable (1)
good experience (1)
knowledgeable an ... (1)
recommend (1)
great job (1)
very friendly (1)
knowledgeable st ... (1)
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Breitenfeldt Group Reviews: 16. Average Rating: 5.0
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