AERA Kapital- und Finanzplanung GmbH

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AERA Kapital- und Finanzplanung GmbH
TOP SERVICE PROVIDER 2024
TOP RECOMMENDATION 2024
4.88 out of 5
Excellent
569 Reviews
Contact information
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...

Contact information

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

Images & Videos

99% Recommended
5 stars 507
4 stars 35
3 stars 0
2 stars 0
1 star 0
Excellent (4.96)
Cost-performance ratio
Excellent (4.92)
Top competencies

Customer loyalty

4.97 out of 5
67 Reviews

Professionalism

4.88 out of 5
68 Reviews

Customer satisfaction

4.86 out of 5
66 Reviews

542 Reviews on ProvenExpert.com

4.89 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
The consultation for the company pension scheme in our company was not only highly competent and individually tailored to each employee, but also stress-free and without pressure. Questions were answered immediately and comprehensively. And the employees are visibly motivated and satisfied, we are more than happy!
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
05/31/2024Classic Cars M.
5.00 out of 5
Excellent
Recommendation
My partner and I are very enthusiastic about AERA Kapital- und Finanzplanung GmbH! Our advisor Mr. O. took a lot of time for our concerns and was always very friendly, flexible, patient with us and motivated during our several consultation appointments. We always had a good feeling and were able to ask all our questions. We will definitely continue to make use of her advice. Highly recommended! Many thanks again! Finally more clarity in the financial and insurance jungle! :)
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH in München
05/26/2024S.
4.77 out of 5
Excellent
Recommendation
Mr. Obereder himself took the time to give me, as a private customer, comprehensive advice with a tailor-made service package and also gave me the time I needed to make an informed decision.
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH in München
05/14/2024Anonymously
5.00 out of 5
Excellent
Recommendation
I am very satisfied with the comprehensive, competent and fast advice, thanks to which I was able to find all the right products for me.
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
04/22/2024R.
5.00 out of 5
Excellent
Recommendation
Mr. Obereder gave me very competent advice.
Thumbs up👍
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH in München
03/21/2024Anonymously
5.00 out of 5
Excellent
Top advice and very helpful approach!
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH in München
03/18/2024Anonymously
5.00 out of 5
Excellent
Recommendation
The advice from AERA was exactly the right mix of professional and human components. There is an open ear for every question. A clear recommendation!
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH in München
03/18/2024S.
5.00 out of 5
Excellent
Recommendation
Serdar and Jochen are really very friendly and competent consultants. Thank you very much.
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH in München
03/18/2024J.
5.00 out of 5
Excellent
Recommendation
Comprehensive advice, from pension provision to motor vehicles. Super expertise in every area.
Recommendation!
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH in München
03/18/2024Anonymously
4.00 out of 5
Good
Recommendation
MR. OBEREDER CAME PREPARED TO TALK
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH in München
03/13/2024Anonymously
5.00 out of 5
Excellent
Recommendation
I don't have to go to the AERA office, I get advice at home.
I can call them about anything and they will help me.
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH in München
03/13/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Good advice on car insurance.
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH in München
03/13/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Mr. Stuckenberger gave me competent advice and showed me my options without trying to steer me in any particular direction. He was flexible in scheduling appointments and very friendly at all times.
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
03/08/2024Anonymously
5.00 out of 5
Excellent
Recommendation
The consultation was extremely pleasant and comprehensive, strategically geared towards achieving my long-term goals. I am extremely satisfied that a coherent financial and insurance concept was created to meet my personal needs. I have nothing but praise for the AERA team and their highly qualified and experienced advisors!
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Customer review & rating for:
AERA Kapital- und Finanzplanung
03/01/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Good advice, friendly, competent, reliable and fast.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
02/23/2024Anonymously
5.00 out of 5
Excellent
Recommendation
I have been advised by AERA for many years and am still very satisfied. I receive individual, competent and friendly advice and can only recommend this reputable financial company.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
02/06/2024Frau L.
5.00 out of 5
Excellent
Recommendation
Mr. Obereder and Mr. Stuckenberger were a great help to me in choosing my private health insurance and pension plan. The advice was absolutely great! Many thanks for the support and implementation, as well as for showing me the options. I can recommend the AERA team without reservation! Keep up the good work!!!
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Customer review & rating for:
AERA Kapital- und Finanzplanung
01/30/2024T.
4.75 out of 5
Excellent
Recommendation
Very friendly consultant who took his time and explained things clearly.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
11/29/2023Frau Z.
4.50 out of 5
Excellent
Recommendation
I had virtually no idea when Mr. Scherber approached me. After my separation we were both with him), after that Mr. Scherber only worked for me. I am very grateful to him for that.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
10/25/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Top Service
Customer review & rating for:
AERA Kapital- und Finanzplanung
10/25/2023Hi S.
27 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
10 reviews on Facebook
 
10/23/2023
4.40 out of 5
Good
14 reviews on Google
 
04/18/2024
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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: 07/23/2024   |  Report profile

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