While looking for an independent, I came across Mr. Simon on the Internet. After initial skepticism towards financial service providers, however, the ice was quickly broken. Mr. Simon has a very high level of consulting expertise. This coupled with his unique sense of humor made the consulting sessions a pleasant experience. As the managing director of a limited liability company, it was important for me to have our pension plan reviewed by an expert in order to avoid falling into liability traps at some point. Together with his network of tax advisors and lawyers, we put my company's pension plan on a legally sound footing and I can now sleep soundly. Next, I will have him go through my private insurance policies. I am sure that there are a few things to improve there as well. Conclusion: perfect all-round support from a man who knows his business!
We were very well advised with our request and also understood. one did not have the feeling that it is only about selling but that one can realize his wishes. Special thanks also for Mrs. Heinzelmann who was always available outside working hours and supported us with advice and action.
My years of experience with Mr. Simon have been very positive; I can only praise him and his staff; in all my contacts with Mr. Simon, I never had the impression that commission or profit considerations were his main concern. The cooperation, even in the event of damage, is impeccable.
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Profile active since 07/23/2015 | Last update: 05/17/2019
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