The creation of holistic, goal-oriented financial concepts for our clients is at the center of our activities. In doing so, we make extensive market comparisons and provide concrete recommendations. Retirement provision, asset formation and... investment advice, as well as construction financing and protection against the risks of everyday life, are all part of our activities.
A great appointment with Helmut Scherber. Although I only invested a small budget with Helmut, he took a lot of time for me and advised and supported me holistically. When we discussed the rest of my finances, it became clear that there was a lot of room for improvement. I feel excellently cared for and will in the future switch from my previous advisor, completely to Helmut. Who doesn't want their own money to increase as if by magic!
Mr. Obereder really advised me very well and I would recommend Mr. Obereder at any time.
He took me seriously with my concerns and solved them quickly and optimally in my sense. Also the further cooperation with mediated contacts was optimal, no concerns remain open.
Personal, competent, fast and a solution for everything!
I was very satisfied with the competence of Mr. Stuckenberger. Appointments were also always easily possible and detailed. He dealt with all questions. Shifting appointments was also possible without any problems. The advice on insurance was very good. And that through the AERA also immediately the cancellation of comparatively expensive insurance or investment forms (which then flow into other more lucrative) is very helpful and facilitates the desk work!
Immediately after the consultation it is impossible to assess the benefit and performance of the consultation.
The real result I can only determine after reaching retirement age and share with them.
But if I had not been so convinced of the advice and the concept, I would not have agreed to the cooperation.
Competent advice, NO PRESSURE: on the contrary, it is demanded the own consideration and request for further questions.
Quality sells to me better than products under pressure, as the general banks do so.
I do not have a savings account!
A bank has to keep at expense only a current account for me. Does not earn money from me. There are completely different ways to invest his money. But not with a bank !!!
The flexibility, reliability and friendliness are top!
Since I have a somewhat special profession (in which there is virtually neither closing time nor weekend), it is perfect for me that I can make my requests around the clock and make sure that they are answered and processed extraordinarily promptly.
I never get the feeling that they are frantically trying to sell me something and I still feel well advised and taken care of!
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Profile active since 23/11/2015 | Last update: 30/11/2023
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