The experts at Berliner VermögensKontor GmbH & Co. KG offer financial planning for the future and fee-based advice on asset accumulation, tailored to your very personal situation.
Fee-based consulting is a matter of trust:
That is why every... consultation with us begins with an intensive personal meeting. The focus here is on identifying the values and goals that are really important to you. This initial discussion is always free of charge and forms the basis for a joint decision as to whether the status quo should be professionally established in return for a flat fee. Taking into account your life circumstances, all existing assets are then analyzed, structured and a picture of the future is drawn up.
Partnership is based on trust:
The goal is trusting, lasting and also cross-generational support in all financial matters.
Our satisfaction guarantee:
Our contracts have no minimum term, and you have a monthly right of termination.
I have come to know Mr. Vollkommer as an extremely reliable, dependable and trustworthy partner. He is very versatile and can provide competent advice in a wide range of areas relating to finance. Even with more difficult issues, he takes the time and can translate banking language or insurance German in a way that is understandable to the layman. With him I got to know a pleasant, objective but also very intensive working atmosphere. I feel that I am in very good hands with Mr. Vollkommer and would definitely recommend him. A.H. Berlin
After answering the individual questions, I was surprised myself that the result was "very good". Sounds almost unbelievable. When I think about it again, I come to the decision to stay with the rating.
Claudia Bischof has been looking after me since 2010. In the meantime, a relationship of trust has developed. There are, of course, individual things that do not run 100%. These can be found everywhere and, in my experience, even more frequently at other institutes. To explain all aspects at this point would lead too far. But I am willing to report about my experiences.
Such an overall successful and independent support can only be provided by a fee-based consultant.
By the way, a major magazine has stated that the berliner Vermögenskontor is one of the best financial advisors in Germany.
I am looking forward to a further successful cooperation
Volker Schrock, Schiebsdorf
Mr. Vollkommer advised us very trustworthily on the financing of our house. He also pointed out to us the "stumbling blocks" that the local savings bank had built into its offer. By receiving advice on a fee basis, we no longer pay front-end loads for investments in mutual funds, as was unfortunately the case in the past with our bank. We feel very well advised.
I have been a client of Mrs. Bischof (Berliner Vermögenskontor) for years. She has always competently taken care of my finances and always invested them to my complete satisfaction. Should something be
unclear, I can ask Ms. Bischof for advice at any time, by phone or e-mail. In any case, I would recommend Berliner Vermögenskontor to others.
Ms. Bischof has been advising and supporting me for many years in financial matters of all kinds, including investments, extremely competently and successfully. In contrast to other financial advisors and financial institutions, she stands out due to her independence and the associated objectivity and transparency. She is very flexible in making appointments and the consultations are very detailed. Ms. Bischof is very likeable and reliable. I can only warmly recommend her!
Hi, Mr. Vollkommer, I don't want to have to rate you regularly. If I have something to complain about, I'll get back to you. I chose you because I have complete confidence in you and your work. I have other details of my future to attend to. My daughter had her third daughter three weeks ago and my other daughter got married. I myself am going through a tour of all the doctors' offices so I can move to the countryside in Meck Pom (or not ). The kids abroad are about to decide where to go, and whether mommy shouldn't maybe go with them to help with the three wogs. For me, you are great and I trust you, that's enough for me. I don't worry about my money all the time. All the best to you and please don't be disappointed with so little effort from a customer. Sincerely Eva Reichow
Our son did research for us on the Internet on the subject of alternatives to investing payouts from life insurance policies in annuity shares. He came across Mr. Vollkommer through his publication in a trade journal as an expert for investments in investment funds.
In a first contact meeting with Mr. Vollkommer he convinced us of his competence as an advisor for financial investments. Above all, he showed us the disadvantages of investing money in pension shares, which our tax advisor at the time had recommended to us as the only sensible investment. He showed us that such an investment is not very profitable and, above all, inflexible in case of unexpected but necessary investments.
Furthermore, he also showed us that the recommendations of our house bank for the investment of money were primarily favorable for the house bank and less for us.
In the now already 12 years of his advisory activity Mr. Vollkommer led us very competently and versed by all heights and depths of the financial markets with his recommendations to investment funds. We thank him for this and are happy to recommend him to others.
Another chapter of his consulting activities were recommendations for the regulation of our inheritance planning. On the basis of his experience, he referred us to a specialist lawyer on this subject.
In the course of our many years of cooperation, we have come to know and appreciate Mr. Vollkommer as a reliable and honest, because neutral, advisor.
Mr. Vollkommer has helped me a lot to sort out my finances by always giving me independent and sound advice. I feel I am in good hands with him and can only recommend him for those who do not feel they are getting "neutral" advice from the big banks and financial companies
Mr. Vollkommer listened carefully to my retirement planning wishes and presented me with the advantages and disadvantages of the various options. Then he made projections of my expected claims and suggested flexible investment funds. Further, he helped me to terminate unprofitable endowment life insurance policies. Since my new policies were not burdened by commissions or issue surcharges, my balances were in the black right from the start. I feel I am in very good hands.
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Profile active since 08/23/2015 | Last update: 12/02/2023
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