I had found Mr. Nauerz as an independent financial advisor after an internet search, following a very unpleasant experience with one of the mainstream investment advisors at my local bank. Mr. Nauerz took away all the skepticism I had after my negative first experience in the first free consultation. His communication is clear, structured and I was able to follow along at all times, which I find very positive and pleasant. Most of the further contact was via mails. Specifically, the first point I had was the BU, which I would like to complete. Although Mr. Nauerz had mentioned some points to me at the beginning, which could lead to a delayed or "not clean" conclusion of the BU, I had made it unthinkingly difficult for Mr. Nauerz. I would like to emphasize particularly positively that he was very involved with the insurance company, so that we were able to successfully conclude the BU about half a year later, at the conditions discussed / hoped for at the beginning. These are points that I would not have expected from a financial advisor before I got to know Mr. Nauerz - and for which I am very grateful. In addition, I am sure that some other financial advisors or similar would not have shown the same accuracy and correctness in filling out the RVA, etc. - which in turn will benefit me in the case, even if it meant more work up front. I would / will recommend Mr. Nauerz without reservation.
Positive points in brief:
- Transparency in communication, also regarding costs
- High level of commitment
- Fast communication / good accessibility
- Honesty and a genuine desire to insure the customer in the best possible way
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