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... investment advice, as well as construction financing and protection against the risks of everyday life, are all part of our activities.
We simply feel well advised all around. All wishes, needs and situations in life are dealt with individually and future-oriented advice is given. The best offer from a large number of different insurance companies is made available for selection, considered together and the advantages and disadvantages are gone through. Not just any old thing is imposed, but the necessities are also well communicated by means of practical examples. Appointments can be scheduled quickly and flexibly, and enough time is taken.keep it up!
I have been a customer of AERA for almost 10 years now and am looked after by Mr. Scherber. What drew me in from the very beginning and convinced me completely was his unbiased, neutral, professional manner, combined with many years of broad-based experience and the clearly perceptible will to find the exact solution that suits me and to settle for nothing less than that. My conclusion after this time in three words: Human, Professional, Customer-focused!
A very competent and uncomplicated advice in all financial matters is offered by AERA Kapital- und Finanzplanung GmbH.
In our current case, we would like to thank Mr. Stadler and Mr. Obereder very much, because thanks to the great cooperation we no longer have to worry about our future.
I can recommend the company without reservation and with the best conscience.
If someone like a new solution for retirement or investment bruacht, he is here in the right hands. I was very satisfied with the advice and the competence and feel in really good hands. I will recommend the service to others.
Competent, friendly financial planning advice tailored exactly to me. In-person or online appointments, depending on what suits one's schedule. From improving my retirement prospects, taking advantage of tax benefits or capital growth - absolutely recommended.
Even as a "financial layman" one is well advised by Mr. Scherber and all questions are clarified in detail and understandably. The predicted returns have all been achieved or mostly exceeded. We feel that we are in good hands with AERA.
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Profile active since 11/23/2015 | Last update: 06/23/2022
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