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Find a financial advisor near you

In an increasingly complex world, it is better to seek competent advice and help in financial matters. Our advisors help you make the right decisions.

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Excellent ratings and recieved awards

Excellent advice to be trusted

First-class ratings and test results confirm our quality standards. Our customers are particularly impressed by the quality of our consulting concept, which is comprehensive and, above all, long-term financial and pension planning, always tailored to our customer's personal wishes and goals. 

 

ServiceRating: excellent!

ServiceRating's independent experts review our services every year. The basis for the rating "excellent" is a representative customer survey, test consultations and an analysis of our services.

We are a "Customer Champion" in Germany

Companies with particularly satisfied customers and excellent relationships with their customers are awarded as customer champions. We were once again awarded in the nationwide competition, thanks to our above-average fan quota and top scores in the areas of expertise, friendliness, advice, and service.

Wir sind „Deutschlands Kundenchampions 2021“!

Experiences and reviews

What customers say about us

Based on reviews, you can get an idea of how satisfied our customers are with our advice. 
Information on our customer reviews can be found here.

5.0 out of 5 stars

Thanks for your support

Our advisor Thuva has been very structured in providing consulting on managing the finances. He not only has excellent presentation skills but also possesses great people's skills as he understands client's needs perfectly and provides the best options and solutions accordingly. I would recommend him to everyone who is looking to manage their finances in a better way.

Our advisor Thuva has been very structured in providing consulting on managing the finances. He not only has excellent presentation skills but also possesses great people's skills as he understands client's needs perfectly and provides the best options and solutions accordingly. I would recommend him to everyone who is looking to manage their finances in a better way.

rated by:

Nishant Gaur

costumer since 2022

5.0 out of 5 stars

Super satisfied!

Since we came from another country, with two dogs and had little knowledge of the German laws and language, Finanzamt etc, Jan was really helpful for us. He helped us with our tax declaration, insurances, retirement pension, investments, things we wouldn't be able to go after alone! I can completely recommend him to anyone who's new in Germany or/and still lost about all the burocracy!

Since we came from another country, with two dogs and had little knowledge of the German laws and language, Finanzamt etc, Jan was really helpful for us. He helped us with our tax declaration, insurances, retirement pension, investments.. things we wouldn't be able to go after alone! I can completely recommend him to anyone who's new in Germany or/and still lost about all the burocracy!

rated by:

Fran Hupfer

costumer since 2022

5.0 out of 5 stars

Top!

I'm very happy to have gotten to know Antje as a consultant because her cheerfulness is immediately infectious. Consultations have a feel-good character with her and she is always well informed and knows an answer to every question or finds out as quickly as possible. I am very pleased.


I'm very happy to have gotten to know Antje as a consultant because her cheerfulness is immediately infectious. Consultations have a feel-good character with her and she is always well informed and knows an answer to every question or finds out as quickly as possible. I am very pleased.

rated by:

Nils S.

costumer since 2020

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