AERA Kapital- und Finanzplanung GmbH

Retirement provision Investment advice Construction financing Riester insurance Funds Rürup

AERA Kapital- und Finanzplanung GmbH
TOP SERVICE PROVIDER 2023
TOP RECOMMENDATION 2023
4.88 out of 5
Excellent
528 Reviews
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The creation of holistic, goal-oriented financial concepts for our clients is at the center of our activities. In doing so, we make extensive market comparisons and provide concrete recommendations. Retirement provision, asset formation and...
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Contact information

AERA Kapital- und Finanzplanung GmbH
Baierbrunner Str. 39
81379 München
Germany

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Opening hours

Sunday CLOSED

Websites

99% Recommended
5 stars 473
4 stars 30
3 stars 0
2 stars 0
1 star 0
Quality
Value
Services
Implementation
Consulting
Customer service
Excellent (4.96)
Cost-performance ratio
Excellent (4.98)
Top competencies

Customer loyalty

4.97 out of 5
63 Reviews

Professionalism

4.89 out of 5
63 Reviews

Customer satisfaction

4.85 out of 5
62 Reviews

503 Reviews on ProvenExpert.com

4.89 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
The conversation took place at eye level,u d very well explained and answered all questions;)
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Customer review & rating for:
AERA Kapital- und Finanzplanung
09/26/2023Anonymously
4.33 out of 5
Good
Recommendation
good personal advice from the (ex-)boss
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Customer review & rating for:
AERA Kapital- und Finanzplanung
09/03/2023Anonymously
5.00 out of 5
Excellent
Recommendation
A great appointment with Helmut Scherber. Although I only invested a small budget with Helmut, he took a lot of time for me and advised and supported me holistically. When we discussed the rest of my finances, it became clear that there was a lot of room for improvement. I feel excellently cared for and will in the future switch from my previous advisor, completely to Helmut. Who doesn't want their own money to increase as if by magic!
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Customer review & rating for:
AERA Kapital- und Finanzplanung
08/30/2023Frau H.
5.00 out of 5
Excellent
Recommendation
My old-age provision was optimized by Mr. Ziemens in a way that was substantially profitable for me, and this was also explained to me in a way that I could understand.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
08/29/2023Herr B.
5.00 out of 5
Excellent
Recommendation
Mr. Obereder really advised me very well and I would recommend Mr. Obereder at any time.
He took me seriously with my concerns and solved them quickly and optimally in my sense. Also the further cooperation with mediated contacts was optimal, no concerns remain open.
Personal, competent, fast and a solution for everything!
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Customer review & rating for:
AERA Kapital- und Finanzplanung
08/28/2023Frau C.
5.00 out of 5
Excellent
Recommendation
TOP recommendation. Thank you for the sensstional service. Jochen Obereder always convinces with highest competence and individual financial plans. Thank you.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
08/14/2023Herr M.
5.00 out of 5
Excellent
Recommendation
I was very satisfied with the competence of Mr. Stuckenberger. Appointments were also always easily possible and detailed. He dealt with all questions. Shifting appointments was also possible without any problems. The advice on insurance was very good. And that through the AERA also immediately the cancellation of comparatively expensive insurance or investment forms (which then flow into other more lucrative) is very helpful and facilitates the desk work!
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
07/31/2023Frau H.
5.00 out of 5
Excellent
Recommendation
Our customer consultant took a lot of time for our concerns. Friendly and competent, he was able to answer all our questions comprehensively.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
07/28/2023Anonymously
4.60 out of 5
Excellent
Recommendation
Immediately after the consultation it is impossible to assess the benefit and performance of the consultation.
The real result I can only determine after reaching retirement age and share with them.
But if I had not been so convinced of the advice and the concept, I would not have agreed to the cooperation.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
07/04/2023Herr M.
4.94 out of 5
Excellent
Recommendation
.... is committed to the client in all matters .
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Customer review & rating for:
AERA Kapital- und Finanzplanung
06/04/2023Herr K.
4.85 out of 5
Excellent
Recommendation
Andreas Stuckenberger took the time to look at my topics competently and clearly and to find solutions. Many thanks for that!
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Customer review & rating for:
AERA Kapital- und Finanzplanung
05/29/2023Frau K.
5.00 out of 5
Excellent
Recommendation
Competent advice, NO PRESSURE: on the contrary, it is demanded the own consideration and request for further questions.
Quality sells to me better than products under pressure, as the general banks do so.
I do not have a savings account!
A bank has to keep at expense only a current account for me. Does not earn money from me. There are completely different ways to invest his money. But not with a bank !!!
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
05/25/2023Herr S.
5.00 out of 5
Excellent
Recommendation
My financial advisors for many years. Personal and professional service! Already often recommended by me!
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Customer review & rating for:
AERA Kapital- und Finanzplanung
05/23/2023Frau M.
5.00 out of 5
Excellent
Recommendation
Very detailed analysis and recommendations.
Very time consuming, but the result is good.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
04/27/2023Herr H.
5.00 out of 5
Excellent
Recommendation
The flexibility, reliability and friendliness are top!
Since I have a somewhat special profession (in which there is virtually neither closing time nor weekend), it is perfect for me that I can make my requests around the clock and make sure that they are answered and processed extraordinarily promptly.
I never get the feeling that they are frantically trying to sell me something and I still feel well advised and taken care of!
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Customer review & rating for:
AERA Kapital- und Finanzplanung
04/20/2023Frau T.
5.00 out of 5
Excellent
Recommendation
Very competent, detailed advice.
The results amazed us and the suggestions for changes convinced us immediately.
No one pushed us to implement, except our own insight that it makes sense.
Thank you very much.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
04/04/2023Frau A.
5.00 out of 5
Excellent
Recommendation
The advice and analysis of our finances by Mr. Scherber was significantly better everything we have experienced so far. Very sympathetic, yet professional, detailed and specifically tailored to our needs - from the clarification of our objectives, the inventory to the planning, we can only warmly recommend AERA Capital and Financial Planning to anyone.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
04/04/2023Herr B.
5.00 out of 5
Excellent
Recommendation
We have been a customer of AERA for many years. The advice is very competent and comprehensive. New life circumstances and the resulting financial goals are addressed promptly. The financial advice is independent and for the benefit of the customer.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
03/22/2023Herr M.
4.27 out of 5
Good
Recommendation
The scheduling for the consultations are very flexible (in the morning at 8 or in the evening at 7 pm). The consultant fully adapts to the availability of the client. On the negative side, the total income (including annual bonuses not received regularly and safely) is included in the financial planning. Here it is only realistic to consider the monthly income without bonuses. AERA do not act 100% independently, as AERA recommend their trusted closing partners/favorite companies.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
03/15/2023Anonymously
AERA Kapital- und Finanzplanung GmbH Comment from AERA Kapital- und Finanzplanung GmbH:
Thank you very much for your evaluation and the friendly phone call, in which we could clarify your mentioned points. - Your suggestions are our incentive to continue to do our best so that we can continue to inspire you as a customer.

Thank you very much!
Your AERA Team
5.00 out of 5
Excellent
Recommendation
Comprehensibly explained makes for me an absolutely competent impression. Good and reasonable advice top products.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
03/09/2023Anonymously
25 Reviews from
4 other sources
4.69 out of 5
Excellent
5.00 out of 5
Excellent
2 reviews on KennstDuEinen
 
12/30/2015
5.00 out of 5
Excellent
1 review on Yelp
 
12/30/2015
5.00 out of 5
Excellent
9 reviews on Facebook
 
02/14/2023
4.40 out of 5
Good
13 reviews on Google
 
09/07/2023
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All reviews and experiences about AERA Kapital- und Finanzplanung GmbH are the subjective opinions of those who compose and submit them  |  The profile owner is responsible for the contents of this page  |   Profile active since 11/23/2015  |  Last update: 10/01/2023   |  Report profile

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