AERA Kapital- und Finanzplanung GmbH

Retirement provision Investment advice Construction financing Riester insurance Funds Rürup

AERA Kapital- und Finanzplanung GmbH
CUSTOMERS' CHOICE 2022
4.89 out of 5
Excellent
427 Reviews
Authenticity of reviews
Submit a review
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...
View full description

Contact information

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

Images & Videos

Opening hours

Friday 08:00 am-06:00 pm

Websites & Profiles

100% Recommended
5 stars 399
4 stars 25
3 stars 0
2 stars 0
1 star 0
Quality
Value
Services
Implementation
Consulting
Customer service
Excellent (4.98)
Cost-performance ratio
Excellent (5.00)
Top competencies

Customer loyalty

4.98 out of 5
49 Reviews

Professionalism

4.90 out of 5
48 Reviews

Customer satisfaction

4.88 out of 5
48 Reviews

424 Reviews on ProvenExpert.com

4.89 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Very competent consultant (Mr. Stuckenberger) who responded to my wishes and questions in the extensive consultation. Felt well taken care of and advised and look forward to the future together.
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung
06/22/2022Herr A. H.
5.00 out of 5
Excellent
Recommendation
I was very satisfied with Mr. Stadler's advice. Everything went smoothly. Above all, results were achieved very quickly and I also felt in good hands.
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung
06/17/2022Herr S.
5.00 out of 5
Excellent
Recommendation
With the consultation
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung
06/15/2022S.
5.00 out of 5
Excellent
Recommendation
Very friendly service.

Created the optimal package for us.

100% Recommendable.

Tanja & Andi Wick
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
06/10/2022Tanja & Andi W.
5.00 out of 5
Excellent
Recommendation
Very good and understandable explanation of the different investment options.
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung
06/01/2022Manuela A.
4.80 out of 5
Excellent
Recommendation
We received comprehensive advice.
Several comparison options to dive into the matter specifically. Many thanks
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
05/02/2022Familie K.
5.00 out of 5
Excellent
Recommendation
Highly recommended! Competent and friendly contact persons.
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
03/17/2022Frau B.
5.00 out of 5
Excellent
Recommendation
Extensive consultation with get to know and exchange, I felt very professional, thank you!
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
03/14/2022Herr B.
5.00 out of 5
Excellent
Recommendation
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!
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung
03/03/2022Frau M.
5.00 out of 5
Excellent
Recommendation
The advice given by Mr. Ziemens was very competent, customer-oriented and extremely friendly.
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
02/10/2022Herr S.
5.00 out of 5
Excellent
Recommendation
My consultant Jochen Obereder is the best:-)))))
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung
01/18/2022M.
5.00 out of 5
Excellent
Recommendation
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!
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung
12/08/2021Herr M.
5.00 out of 5
Excellent
Recommendation
My concerns were processed and communicated in detail and accurately. I am absolutely satisfied and absolutely thrilled with the know how of my consultant Mr. Stadler. Thumbs up
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung
12/01/2021Frau L.
5.00 out of 5
Excellent
Recommendation
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.
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung
12/01/2021Herr S. B.
5.00 out of 5
Excellent
Recommendation
Absolute satisfaction with the service, especially Mr. Stadler is to mention. You could rely in any matter to achieve the best possible solution. Every time again.
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung
12/01/2021Herr L.
5.00 out of 5
Excellent
Recommendation
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.
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung
11/26/2021Frau P.
4.75 out of 5
Excellent
Recommendation
Reliable - competent - fast - trustworthy.
Cooperation is very professional - individually tailored concepts and forward-looking planning - gladly again.
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung
11/26/2021Herr K.
5.00 out of 5
Excellent
Recommendation
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.
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung
11/26/2021Regina S.
5.00 out of 5
Excellent
Recommendation
Very personal and informal care that leaves no question unanswered. I can recommend at any time!
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung
11/24/2021Herr L.
5.00 out of 5
Excellent
Recommendation
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.
Show original
Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
11/21/2021Edmund B.
3 Reviews from
2 other sources
5.00 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
Write a message
Submit a review
Tell a friend

Your message to AERA Kapital- und Finanzplanung GmbH

Please complete the field highlighted in red.
Please complete the field highlighted in red.
Invalid email address
* required fields
Invalid characters. Only numbers and space characters are possible.
Send message

I accept the privacy policy.

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: 06/23/2022   |  Report profile

More transparency and security while looking for competent professionals

Authentic customer opinions
Take advantage of other customers' experiences: ProvenExpert's authenticated customer reviews can help you choose the right product or service.
Effective customer feedback
ProvenExpert allows the entire service spectrum of a company (e.g. customer service, consulting) to be reviewed. This way you get a detailed overview of your service quality in all areas.
Independent reviews
ProvenExpert is free, independent, ad-free, and neutral. Customers make reviews of their own accord — their opinions are not for sale. And the content of reviews cannot be influenced by money or by any other means.

A good reputation is the world's
best form of advertising!

85% of all consumers trust online reviews just as much as they do personal recommendations.

Let ProvenExpert give your business a boost with the best advertising in the world: the opinions of satisfied customers.
Join now for free!
Review Guidelines  |  Quality Assurance  |  Privacy Policy  |  Legal Notice  © 2011 - 2022 Expert Systems GmbH