Customers consistently praise the firm for guiding families through complex VA Aid and Attendance and Medicaid benefit applications, highlighting clear communication, thorough documentation assistance, and professional support. Recurring themes include the team's patience with elderly clients and their ability to simplify confusing government processes. However, low-star reviews cite severe dissatisfaction with specific insurance advice that resulted in significant tax penalties, alongside complaints about the company's handling of negative feedback.
Google rating: 4.9 out of 5 from 89 reviews (96% five-star).
Reviews on this page: 89 Google reviews (87 with written comments).
Owner responses: the business replied to 1% of reviews.
I cannot say enough good things about Burgo and Brein Wealth Management, LLC. We needed help securing VA Aid and Attendance benefits for my parents to help offset the cost of assisted living, and they were there for us every step of the way.
Their team was professional, compassionate, and extremely knowledgeable throughout the entire process. They explained everything clearly, handled the details efficiently, and kept us informed from beginning to end. The application was approved quickly, and my parents received their first benefit payment in less than two months after it was submitted.
I am incredibly grateful for their guidance and highly recommend them to anyone navigating the VA benefits process.
STEPHEN ENDERS1 reviewiTotal number of Google reviews STEPHEN has written across all businesses on Google Maps, not just this one.
Our family would highly recommend Mary Ann as she walked us through the VA process of applying and getting our Mom benefits that we didn’t even know she was eligible for!
Price assessment: Great price
Services: Service not listed
RBD Walker13 reviewsiTotal number of Google reviews RBD has written across all businesses on Google Maps, not just this one.
Mary Ann Dela Rosa with Burgos & Brein did an excellent job with getting a VA Aid in Assistance benefit approved for my sister-in-law who is in a memory care facility. Her help in keeping the process of applying, following up on all information required, and her perseverance was greatly appreciated. I can say with every confidence that I would NEVER have been able to get this completed and, finally, approved with the VA. The process was very tedious and required much paperwork and submittals, so it would not have been completed in a reasonable time frame without their assistance. The management expenditure was a huge commitment, but so worth it. The additional benefit will be so helpful in her care plan.
Jose Gonzalez1 reviewiTotal number of Google reviews Jose has written across all businesses on Google Maps, not just this one.
This firm was highly recommended, so we took the chance and have no regrets. My mother, Joan G, who resides in a Memory Care facility, needed Medicaid Assistance and Burgos & Brein took us through the process. Although it took a while for approval, we are most appreciative and thankful for their expertise and professionalism. We highly recommend their services. Thank you again.
Carli Stephens6 reviewsiTotal number of Google reviews Carli has written across all businesses on Google Maps, not just this one.
TERRIBLE EXPERIENCE. I cannot elaborate because Burgos and Brein have continued to have my negative review removed by Google. I DO NOT recommend this firm.
