AERA Kapital- und Finanzplanung GmbH

Retirement provision Investment advice Construction financing Riester insurance Funds Rürup

AERA Kapital- und Finanzplanung GmbH
TOP SERVICE PROVIDER 2024
TOP RECOMMENDATION 2024
4.88 out of 5
Excellent
546 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

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99% Recommended
5 stars 486
4 stars 33
3 stars 0
2 stars 0
1 star 0
Excellent (4.97)
Cost-performance ratio
Excellent (4.96)
Top competencies

Customer loyalty

4.97 out of 5
64 Reviews

Professionalism

4.88 out of 5
65 Reviews

Customer satisfaction

4.86 out of 5
63 Reviews

519 Reviews on ProvenExpert.com

4.89 out of 5
Excellent
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.
5.00 out of 5
Excellent
Recommendation
Even at a great distance, we were given great advice. The online appointments work perfectly. I have been a customer for a long time and am very satisfied.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
10/17/2023Tina B.
5.00 out of 5
Excellent
Recommendation
Mr. Ziemens has made a very detailed and great advice! Am very satisfied!
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
10/05/2023Frau H.
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.
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
 
10/19/2023
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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: 02/18/2024   |  Report profile

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