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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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Jointly achieving your goals

Strong partners at the side of Deutsche Vermögensberatung

Our partners are leading companies in the financial sector. This provides you with the certainty that everything you build up with our help will endure – for the long term. 

Our partners:

Generali

Generali is the second-largest insurance group on the German market and part of the international Generali Group, an important player in the global insurance industry.

www.generali.de

Deutsche Bank

As Germany's leading bank, Deutsche Bank provides financial services to private clients, corporations and institutional investors. Deutsche Vermögensberatung has successfully been working with Deutsche Bank since 2001.

www.deutsche-bank.de

DWS

DWS Group (DWS) is one of the world's leading asset managers, looking back on over 60 years of experience. As a provider of integrated investment solutions, DWS offers its clients access to powerful investment capabilities and solutions.

www.dws.de

Deutsche Bausparkasse Badenia

Badenia is one of the largest private building societies in Germany. With over 80 years of experience, the company specializes in home savings and home financing.

www.badenia.de

ADVOCARD

As one of the leading legal expenses insurers, ADVOCARD offers modern legal protection products, flexible service modules and reliable customer service.

www.advocard.de

Deutsche Verrechnungsstelle

Deutsche Verrechnungsstelle (DV for short) specializes in professional invoice management for craftsmen businesses and SMEs. Their focus is on products and services that help secure the liquidity of small and medium-sized enterprises.

www.dv-gmbh.de

Allianz Global Investors

Allianz Global Investors is a leading, broad-based investment management firm. With 24 offices in 18 countries, they offer global investment expertise as well as extensive research expertise.

www.allianzgi.com

Geiger Edelmetalle

Geiger Edelmetalle is a medium-sized, family-owned business based near Leipzig, with a long-term orientation that is committed to trading in high-quality products made of gold, silver, and other metals. Geiger Edelmetalle is active in over 30 countries worldwide.

www.geiger-exklusive-edelmetalle.de

Commerzbank

Commerzbank is a leading, internationally active commercial bank with locations in more than 50 countries. It offers a comprehensive portfolio of banking and capital market services.

www.commerzbank.de

Enpal

The Berlin-based company Enpal is a leading provider of integrated energy solutions for private households in Germany and Europe. Its range of products includes photovoltaic systems and heat pumps that are intelligently networked with one another – offering a one-stop service from planning and financing through to installation and after-sales support.

www.enpal.de

HypoVereinsbank

HypoVereinsbank is part of UniCredit, one of Europe's largest banking groups. UniCredit is responsible for their entire German business and is also a competence centre for international investment banking.

www.hypovereinsbank.de

Santander

Banco Santander is a retail and business bank headquartered in Spain with a presence in ten core markets. In Germany, Santander Consumer Bank is one of the top five private banks.

www.santander.de

BKK Linde

BKK Linde, founded in 1952 as a statutory health insurance company for the employees of the now internationally active technology group Linde AG, has been in operation since 2007. They are open for anyone who wants to obtain high-quality health insurance. BKK Linde is synonymous with health and prevention, protection and safety.

www.bkk-linde.de

Further collaborations:

FingerHaus

FingerHaus GmbH has almost 200 years of experience in wood processing and 70 years in the construction of prefabricated houses. The family business aims to ensure the highest standards in construction through technological advancements, while providing the best level of service in all areas of wood processing and wood building.

www.fingerhaus.de

PlanetHome

As one of the top real estate service providers, PlanetHome operates throughout Germany, offering personalised advice and professional expertise. The company combines state-of-the-art technology with the regional expertise of around 450 permanent real estate experts to bring sellers and buyers together in a targeted manner.

www.planethome.de

FALC Immobilien

FALC Immobilien was founded in 2009 and is now one of Germany's largest real estate companies. Over 350 independent estate agents provide personalised, expert support throughout the buying and selling process.

www.falcimmo.de

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

Further topics

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About us

The company at a glance

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Business report

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