Advice and brokerage of commission-free investment funds, ETFs and asset funds, e.g. Dimensional Fund Advisior. Retirement planning and commission-free brokerage of private pension insurance.
Retirement planning and pension solutions as well as... cover for biometric risks such as occupational disability insurance, term life insurance and critical illness insurance.
We have had very good experience with Mr. Jubt. He has been advising us for a very long time and together we have changed a lot of things with regard to insurance, savings and investments. He manages to explain financial contexts in an understandable way and is literally absorbed in these topics. The sale of shares once took quite a long time and usually the joint appointments start late, but Mr. Jubt always gets in touch to let us know. All in all a top consultant.
Since I have been working with Mr. Jubt for years, I appreciate his honest and open manner. In addition, it is very important to me that he is available at all times, or that he gets back to me as soon as possible. I can't say anything about the premises or the transport connection, because I haven't used them yet.
Mr. Jubt takes his time and explains financial investments in an easily digestible manner. As an independent financial advisor, Mr. Jubt also acts independently in the market. The holistic advice is geared to both the personal and current, as well as the expected future life situation.
Mr. Jubt has been looking after me since I was a trainee in 1994 in all areas, from insurance to investments and financing.
During this long period of time, which was characterized by a great deal of trust, I was able to learn a great deal about dealing with money, and accordingly set the course for financial security early on Mr. Jubt's recommendations.
A mobile app allows me to access my investments and documents at any time, and regular support means that adjustments are actively made.
Mr. Jubt recognizes trends at an early stage and picks up on them in the support meetings, without having to develop pressure to conclude something.
I can only recommend a consultation with Mr. Jubt.
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Profile active since 03/14/2020 | Last update: 12/11/2023
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