Looking back, on now more than two decades, that is 22 years, practical and a variety of theoretical,
Especially due to my Executive MBA / focus: financial planning also in St. Gallen, Switzerland (HSG), I am lucky today... to be able to give my clients, with their also diverse individualities, origins (international) and also professions, clear recommendations for their finances on their own way to - your financial happiness.
For this I stand and strive with my name and my company:
Financial ConsultingFinancial ConsultantFinancial Consultant for AcademicsFinancial Consultant for PhDsFinancial Consultant for DoctorsFinancial Consultant for DentistsFinancial Consultant for PharmacistsHonorary ConsultingHonorary Consultant DoctorsHonorary Consultant for DentistsHonorary Consultant for PharmacistsInvestment ConsultingInvestment ConsultantInvestment Consultant for DoctorsInvestment Consultant for DentistsInvestment Consultant for PharmacistsInvestment Consultant for Wealthyinvestment advisor for exposedfinancial planningfinancial plannerfinancial planner for academicsfinancial planner for PhDsfinancial planner for doctorsfinancial planner for dentistsfinancial planner for pharmacistsfinancial planner for wealthyfinancial planner for exposedfinancial planner for entrepreneursfinancial planner for self-employedfinancial planner for freelancersindependencespecializationindividualityquality
Mr. Streb actually addresses the individual issues of his customers! He listens carefully and takes appropriate notes! He gives his customers a very good and above all safe feeling! With him you are right... He does not "turn" anything on you and really cares about the individual concerns of his customers! He also sometimes recommends something when there is an opportunity for it, but does so very professionally and without coercion! I am not without reason since conclusion of my very first insurance with Mr. Streb and that for nearly 14 years! I would not entrust my finances to anyone else like this....
Carsten Streb has been my financial advisor for more than 10 years. During this time, I have come to know him as a very open and absolutely trustworthy advisor who provides advice with a great deal of expertise and an open ear for my individual needs. Without sales pressure and ulterior motives. My finances are in "good hands" with him.
Very competent and professional! Extremely customer-oriented. I have been a customer of his for about 14 years and have also informed myself on various topics elsewhere with the result that the care provided by Mr. Streb and the products he offers always lead me back to him! He is a very open and very trustworthy person! He takes a lot of time for an individual consultation and questions otherwise concluded contracts and personally advocates for one!
I feel I am in good hands, but it is difficult for me to judge many things. Whether you've made the right decision often only becomes clear in retrospect. The price-performance ratio is difficult for me to judge, as I have only ever concluded contracts with a corresponding commission. I would definitely like to see a bit more transparency here.
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Profile active since 03/25/2016 | Last update: 12/29/2021
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