David-Finanz GmbH

Financial investments and insurance advice,health care proxy and living wills

Contact information
For over 25 years, we have been offering our clients independent and holistic advice in all areas of insurance and finance. Together with business and private clients, we develop suitable offers based on the current insurance market.
We advise in the area of investment and private pension provision on the basis of fee-based consulting.

Contact information

David-Finanz GmbH
Weydingerstr. 14-16
10178 Berlin
Germany
Directions

Contact person
Kai David

Opening hours

Wednesday 09:00 am-06:00 pm

Websites

Social Media

100% Recommended
5 stars 34
3 stars 0
2 stars 0
1 star 0
Customer service
Excellent (4.89)
Cost-performance ratio
Excellent (4.83)
Top competencies

Recommended actions

5.00 out of 5
1 Reviews

Performance optimization

5.00 out of 5
1 Reviews

Cost optimization

5.00 out of 5
1 Reviews

37 Reviews on ProvenExpert.com

4.89 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Competent advice, which was always excellently reflected in the results of financial management
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Customer review & rating for:
David-Finanz GmbH
10/07/2022Herr W.
4.60 out of 5
Excellent
Recommendation
I liked the comparison between old contracts and new ways to invest my money. I think the new way of separating the investment from the commissions is the right way. I am happy to pay a fee for this. Thank you very much for the detailed discussions.
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Customer review & rating for:
Honorarberatung zum Thema Altersvorsorge
09/15/2022Lars R.
5.00 out of 5
Excellent
Recommendation
His advice is professional,it shows experience and expertise.thank you
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Customer review & rating for:
Honorarberatung zum Thema Altersvorsorge
08/23/2022Jürgen B.
5.00 out of 5
Excellent
Recommendation
Through professional and personal advice, everything relevant to me was clarified to my satisfaction.thank you
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Customer review & rating for:
David-Finanz GmbH
08/10/2022Jürgen B.
5.00 out of 5
Excellent
Recommendation
Always there for me , friendly and reliable.
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Customer review & rating for:
David-Finanz GmbH
08/04/2022Frau F.
5.00 out of 5
Excellent
Recommendation
Super advice everything was completed at a top price and fast processing
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Customer review & rating for:
David-Finanz GmbH
08/03/2022Anonymously
5.00 out of 5
Excellent
Recommendation
Mr. David is a long-standing partner in matters of finance, investments and insurance. The cooperation is based on friendliness and transparency, therefore absolutely recommended.
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Customer review & rating for:
Honorarberatung zum Thema Altersvorsorge
02/12/2022C.
5.00 out of 5
Excellent
Recommendation
Mr. David .He immediately takes care of any discrepancies. Very good.
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Customer review & rating for:
David-Finanz GmbH
01/24/2022Jörg J.
5.00 out of 5
Excellent
Recommendation
When you need to rest the contracts do it immediately.
When changing the contracts everything created quickly and safely.
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Customer review & rating for:
David-Finanz GmbH
01/03/2022F.
5.00 out of 5
Excellent
Recommendation
Pleasant and very friendly cooperation!
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Customer review & rating for:
David-Finanz GmbH
12/07/2021A.
5.00 out of 5
Excellent
Recommendation
Very good advice and fast service!
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Customer review & rating for:
David-Finanz GmbH
12/01/2021Biggi U.
5.00 out of 5
Excellent
Recommendation
I can call with any questions and problems and always get immediate help. They listen to you and then also find quick solutions. Where do you have that today, that listening. I would recommend David-Finanz GmbH at any time.
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Customer review & rating for:
David-Finanz GmbH
11/29/2021Ingeborg K.
5.00 out of 5
Excellent
Recommendation
I am very satisfied with Mr. David, he always responds to my wishes and finds the best for me. He is also always available if you need help.
I can only recommend him!
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Customer review & rating for:
David-Finanz GmbH
11/22/2021J.
4.00 out of 5
Good
Recommendation
Available at all times and competent advice...
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Customer review & rating for:
David-Finanz GmbH
11/22/2021C.
5.00 out of 5
Excellent
Recommendation
Professionalism, knowledge, expertise, speed, friendliness, real concern for the subjective needs of the customer.
Kai David submits offers without any pressure and always finds optimal solutions. This provides security and gives confidence.
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Customer review & rating for:
David-Finanz GmbH
04/22/2021Anonymously
5.00 out of 5
Excellent
Recommendation
Objective advice without pressure. My financial investments were reviewed in detail. The professional competence is right. Can only recommend the company!!!
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Customer review & rating for:
Honorarberatung zum Thema Altersvorsorge
03/30/2021Michaela S.
5.00 out of 5
Excellent
Recommendation
Clear thumbs up.
Very pleasant consultation.
Explanations using examples or illustrations that everyone understands. Comparison with other options.
And, above all, no talking up.
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Customer review & rating for:
David-Finanz GmbH
03/30/2021Stefan K.
5.00 out of 5
Excellent
Recommendation
Competence, Friendliness, Reliable
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Customer review & rating for:
David-Finanz GmbH
03/19/2021Peter A.
5.00 out of 5
Excellent
Recommendation
Very friendly and helpful
Answers every question
Always has an open ear
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Customer review & rating for:
David-Finanz GmbH
03/17/2021Anonymously
5.00 out of 5
Excellent
Recommendation
Here you will be helped professionally and sensibly without any frills. Here it is not just about making money, but about the people and their concerns.
I trust the company blindly !
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Customer review & rating for:
David-Finanz GmbH
03/11/2021Anne B.
84 Reviews from
3 other sources
4.95 out of 5
Excellent
5.00 out of 5
Excellent
53 reviews on Google
 
01/23/2023
5.00 out of 5
Excellent
19 reviews on 11880.com
 
02/18/2022
4.67 out of 5
Excellent
12 reviews on WhoFinance
 
02/12/2022
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All reviews and experiences about David-Finanz GmbH 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 03/05/2021  |  Last update: 10/07/2022   |  Report profile

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