Claus Roppel

Investment Expert - Financial Coach - Author

Contact information
Growing poverty, the large pension and care gap, high energy costs and current inflation - it has never been more important for people to be concerned about money and holistic financial education.

Claus Roppel is for over 35 years investment...

Contact information

Claus Roppel
ISM Service GmbH
Dohrweg 5a
41066 Mönchengladbach
Germany
Directions

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100% Recommended
5 stars 97
3 stars 0
2 stars 0
1 star 0
Excellent (4.88)
Cost-performance ratio
Excellent (4.63)
Top competencies

Professional demeanor

5.00 out of 5
29 Reviews

Raising awareness

4.84 out of 5
31 Reviews

Engagement

4.90 out of 5
30 Reviews

104 Reviews on ProvenExpert.com

4.87 out of 5
Excellent
4.60 out of 5
Excellent
Recommendation
I was very satisfied with the advice I received in all the face-to-face and video call meetings. Mr. Claus Roppel thinks outside the box and always has an open ear and appropriate tips or recommendations not only in investment advice, but also in other areas.
We look forward to further discussions and rate him 5 stars!
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
05/15/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Dear Mr. Roppel, as always it was a pleasure, but also an "awakening" to have come into the dispute about financial development with you. You neutralized my simple question regarding BlackRock ETFs so excellently through excellent preparation of the conversation and developed a horizon-broadening view of new investment opportunities with good returns that I bow my head respectfully. We are already convinced of your sincerity and seriousness. The reminder of the cost-average effect has given us a kick. Your nephew's recommendation to use an installment plan for all funds "blew us away"! Why does Germany have such poor prospects for the future? As an individual entrepreneur, you empower young people to become likeable and successful people. Keep at it, let the next generation benefit from your experience, guide the young people to become decent, reliable and honest business people and perhaps we will once again become what Germany once was. We would like to take this opportunity to thank you once again for today's conversation, to assure you that we will continue to seek your advice on our investment intentions in the future and to ask you to accept our small thank you and to drink to the health of us all, which is being attacked by rags all over the world! Thank you for your commitment and your entire team!
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
05/02/2024Martina P.
4.69 out of 5
Excellent
Recommendation
At the beginning of 2024, we contacted Mr. Claus Roppel as we no longer considered the general financial situation to be secure. We wanted to find out how we could better protect ourselves and what options were available to minimize risks. Mr. Roppel is a very pleasant person to talk to and was able to convince us with his in-depth knowledge of investment strategies and insurance.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
04/17/2024Anonymously
4.91 out of 5
Excellent
Recommendation
My husband and I received intensive financial coaching from Mr. Roppel. The coaching sessions were very trusting and personal. Mr. Roppel took excellent care of our physical well-being during the coaching sessions. We received comprehensive information about the global financial system, including personal wealth accumulation and asset protection. The topic of interesting insurance options was not neglected either. We are now going into the future with a huge suitcase of information, ideas and implementation tasks. We are looking forward to the restructuring of our financial situation and would like to thank you for your cooperation in the meantime.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
04/16/2024Anonymously
4.92 out of 5
Excellent
Recommendation
With Mr. Roppel's help, we restructured our investments, separating the wheat from the chaff, and are now using them to build up our retirement provision. He explained the background to us as part of a financial coaching session. Although we were already about halfway through our financial education and thought we understood financial products, we are now finally confident in this important but rarely transparently communicated area of life. The practical thing is that new contracts can be signed remotely without any paperwork.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
03/21/2024Martin S.
5.00 out of 5
Excellent
Recommendation
Mr. Roppel has been advising us on financial matters for 25 years.
financial matters for 25 years.
What we appreciate about him is his calm and friendly manner.
He can also give very good advice to people who don't deal with finances on a daily basis and explain it well.
and explain them well.
We would highly recommend Mr. Roppel, especially when it comes to wealth creation, and hope to benefit from his knowledge for many years to come.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
03/16/2024Hans-Peter Z.
5.00 out of 5
Excellent
Recommendation
Very satisfied!
Very informative, competent and comprehensive advice! The annual extensive consultation appointment always gives a feeling of security and relief. You are in the best hands here. The financial strategy was tailored to our retirement provision goals. He is a reliable partner; our wishes were all implemented to our satisfaction. We feel well advised.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
03/04/2024U.
5.00 out of 5
Excellent
Recommendation
Extremely competent and comprehensible advice, as well as rapid implementation of the investment strategy offered and suitable for us. We really liked his friendly and honest manner. A thoroughly trustworthy advisor who takes a lot of time and with whom we feel we are in good hands.
We are completely satisfied and can only recommend him and his team - keep up the good work.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
02/01/2024Reinhold K.
5.00 out of 5
Excellent
Recommendation
My wife and I completed a full coaching session with Mr. C. Roppel in the 4th quarter of 2023. As a result, we were very satisfied and our expectations were met.
We are confident that this will be the start of a long-term collaboration. The discussions and the facts and information provided in this context were easy to understand and very helpful in setting the course for the future.
Bettina and Christian B.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
01/09/2024Christian B.
4.89 out of 5
Excellent
Recommendation
I don't have the necessary specialist knowledge to deal with company investments globally. That's why the coaching appointments and the strategy discussion with Mr. Roppel were very valuable and enabled me to find the right investment for me. Thank you very much Mr. Roppel.
Thanks to Mr. Philipp Roppel, I was guided through the technical support quickly and reliably.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
01/03/2024Sabine K.
5.00 out of 5
Excellent
Recommendation
I am an absolute beginner in this area, as my husband has always taken care of these matters. Mr. Roppel explained the various options to me in the Zoom couching meetings and allayed my fears and uncertainties about investing. Mr. Roppel is a very pleasant, calm, competent and experienced person. He suggested investments that were perfectly suited to my life situation and my needs and also discussed the importance of asset protection and offered me good solutions. I was always allowed to make my own decisions. I am very satisfied with the support and the process and grateful for all the valuable information. I would recommend Mr. Roppel and his team to anyone.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
01/02/2024M.
5.00 out of 5
Excellent
Recommendation
Mr. Roppel is an experienced investment advisor who keeps up with the times and is always up to date
I have experienced Mr. Roppel as a competent advisor who gave me the knowledge of what to look out for when investing.
to pay attention to when investing. I can also highly recommend his YouTube channel!
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
11/20/2023Anonymously
5.00 out of 5
Excellent
Recommendation
After selling my property, I had to invest the money. I already knew roughly what I wanted to do. But the implementation was lacking, and there was also the fear of making the wrong decisions. With Mr. Roppel I got competent advice and help with the implementation. I thank Mr. Roppel and his team.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
10/06/2023Anonymously
4.60 out of 5
Excellent
Recommendation
Through investment coaching, I have gained in-depth knowledge of both real estate and the fascinating world of the stock market. In the midst of current crises and rising inflation, a very good dividend strategy is proving to be a robust method of protecting my assets - especially with regard to my retirement planning. Thanks to excellent prepared financial education and professional expertise of Mr. Roppel and his team, I feel optimally equipped on my way to financial independence. Highly recommended, thank you very much.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
08/29/2023S.
4.60 out of 5
Excellent
Recommendation
Very customer-oriented, always available, fast processing of requests
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
08/04/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Claus Roppel conducts a structured training (coaching), which is adapted accordingly after the goal setting in the first meetings. Life circumstances and needs are taken into account and brought in. He builds up targeted knowledge about money and asset protection. Strategies are developed and shaped. He gives thought-provoking impulses and considerations to new possibilities. The thinking and the relationship to money is influenced. He gives information to these topics, which one normally nowhere gets. The dates were always flexible. The training is recommendable.

L. Pandza
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
06/28/2023Lothar P.
5.00 out of 5
Excellent
Recommendation
With the help of Mr. Roppel, my husband and I have received a great many tips
in the wise handling of money. We have the feeling for many years with the
expertise of Mr. Roppel and his network to have received very good solutions for asset accumulation & asset protection.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
06/19/2023Filipe N.
5.00 out of 5
Excellent
Recommendation
Initially, I took part in the coaching as a favor for my husband and was prepared for a very dry coaching. However, I was very positively surprised. Not only did Mr. Roppel make the topic of finances really understandable and exciting, at the same time he showed me or us that finances also have a lot to do with personality development and the right attitude. I would do this coaching again at any time and can therefore only warmly recommend it.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
04/28/2023Sanja Z.
5.00 out of 5
Excellent
Recommendation
For me, from the conversation, a more profound information on the subject of security, protection and asset accumulation has resulted in what one never gets explained with all the free agents.

It is dealt with best possible to convey everything as understandable as possible to deal independently with the issue.

Ultimately, you should invest in yourself and your level of knowledge!

In this case, that is 100% true.

So you can say that you experience and learn what you do not get taught at school.

My wife and I do not regret a second to have chosen this, even if we were initially very skeptical. Since we have had several bad experiences with various assets and insurance brokers.

Thank you very much
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
04/28/2023Marco Z.
4.50 out of 5
Excellent
Recommendation
Mr. Roppel is one of those consultants who think outside the box and also address the psychological strain of the current times.
Regarding investments, I already had some prior knowledge, so sometimes the explanations were too lengthy for me, you have to make yourself noticed.
I have already care real estates in the Portfolio, however I knew nothing to promotion-worthy care real estates after SGB11. Here I will certainly shift after recommendation!
Very well I liked that it goes in this Coaching also around the topic of the health precaution, also, bzgl. organizations for this the administration take over (patient decree etc). For single people an important topic.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
03/30/2023Kerstin H.
61 Reviews from
1 other source
5.00 out of 5
Excellent
5.00 out of 5
Excellent
61 reviews on edudip
 
11/20/2016
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All reviews and experiences about Claus Roppel 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 05/02/2014  |  Last update: 05/21/2024   |  Report profile

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