Brandi Smith I’ve been in the financial services industry for over 15 years and have worked with a variety of teams—but none that match the level of care, detail, and attention that Abbie and Niralee bring to client service. Working at Osterbur Patel Wealth Management has been an incredibly fulfilling experience. Niralee leads with precision and thoughtfulness in everything she does, and Abbie brings a genuine energy and passion that makes both our team and our client relationships stronger. It’s refreshing to be part of a team that truly prioritizes people and goes above and beyond to make every client feel seen, supported, and valued.
Mark Buesing If I didnt know better, I would think I am Bretts only client. At least thats the way he makes you feel. From knowing all the details about my 4 auto, one RV, one motorcycle, home, and renters insurance to the speed at which he turns around changes and answers question -- well, hes remarkable. I have recommended Brett to several friends and will continue to do so. Ethical, smart, and responsive service is what youll get from Brett Ostertag.
Christine Miller I was referred to Dan right before my first child was born. I had never thought about life insurance until then. After our first meeting, Dan presented me with a free financial analysis of what my family would need in the future. And he presented me with several options to meet that need should an emergency arise. He was kind, patient and informative. He took every call from me and called for every birthday of my children. Dan has seen me through hardships and the polices he put into place so many years ago have helped me tremendously. I would encourage anyone to give Dan a call and work with a professional who truly cares about his clients.
Dennis Gaddis My experience was exceptional from start to finish. Had my gall bladder removed and within 4 hrs I was back at home recovering . I was very impressed with the whole process from the receptionist, nurses, doctors, and any more of their team. They definitely have their stuff together. Great Job to all of the team
