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
4.89 out of 5
Excellent
511 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 458
4 stars 29
3 stars 0
2 stars 0
1 star 0
Quality
Value
Services
Implementation
Consulting
Customer service
Excellent (4.96)
Cost-performance ratio
Excellent (4.97)
Top competencies

Customer loyalty

4.97 out of 5
61 Reviews

Professionalism

4.90 out of 5
61 Reviews

Customer satisfaction

4.85 out of 5
60 Reviews

487 Reviews on ProvenExpert.com

4.89 out of 5
Excellent
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
5.00 out of 5
Excellent
Recommendation
Top advice from Mr. Jochen Obereder. Every time again.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
02/24/2023Herr S.
5.00 out of 5
Excellent
Recommendation
We have been advised and looked after by one employee for a long time. The advice is super. It is honest, open, understandable and trustworthy. By being independent of a particular provider, you don't feel cornered or pressured in any way (which can sometimes be the case with certain insurance agents). You get a clear overview of the best possible offers and are free to choose what suits you best. We always use the online consultation due to the distance, which greatly favors a flexible and quick appointment. We are very satisfied.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
02/17/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Extremely competent and profitable! Significant improvement of my insurance lines and partial reduction of premiums. At the same time, very good retirement planning: advice tailored precisely to the customer's financial profile. In other words: highly professional and highly recommended, especially the consultant Mr. Stuckenberger.
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
02/16/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Two points:
I feel that I and my concerns are understood.
The last active contact on the part of AERA, the initiated consultation and adjustment of my investments to market events underlines for me that really long-term management and support is provided.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
02/06/2023Anonymously
4.00 out of 5
Good
Recommendation
The employees are all very friendly and courteous. They are always available and try to help you as quickly as possible with the most suitable offers for yourself with the best conditions. I am completely satisfied!
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Customer review & rating for:
AERA Kapital- und Finanzplanung
02/06/2023Anonymously
4.75 out of 5
Excellent
Recommendation
We were very well advised by Mr. Stadler during our real estate purchase.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
02/02/2023Frau K.
4.50 out of 5
Excellent
Recommendation
Extensive offer, over several providers, clear elaboration of advantages and disadvantages of the different insurances, fair and personal consultation. I feel that I am in good hands with AERA Kapital Finanzplanung GmbH.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
01/31/2023Herr S.
5.00 out of 5
Excellent
Recommendation
Andreas Stuckenberger fulfilled all our wishes in the best possible way.
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
01/31/2023Frau S.
5.00 out of 5
Excellent
Recommendation
The current topics are addressed very well
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Customer review & rating for:
AERA Kapital- und Finanzplanung
01/26/2023Herr K.
24 Reviews from
4 other sources
4.85 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
4.70 out of 5
Excellent
12 reviews on Google
 
04/20/2023
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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: 06/04/2023   |  Report profile

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