Claus Roppel

Investment Expert - Financial Coach - Author

Claus Roppel
4.92 out of 5
Excellent
168 Reviews
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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...
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Contact information

Claus Roppel
ISM Service GmbH
Dohrweg 5a
41066 Mönchengladbach
Germany
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100% Recommended
5 stars 100
3 stars 0
2 stars 0
1 star 0
Quality
Value
Services
Implementation
Consulting
Customer service
Excellent (4.88)
Cost-performance ratio
Excellent (4.62)
Top competencies

Professional demeanour

5.00 out of 5
30 Reviews

Raising awareness

4.84 out of 5
32 Reviews

Engagement

4.90 out of 5
31 Reviews

107 Reviews on ProvenExpert.com

4.87 out of 5
Excellent
4.85 out of 5
Excellent
Recommendation
I would recommend such thorough and comprehensive advice and an introduction to the basics of financial products as my husband and I received from Mr. Roppel, especially to women.
Most of the time, retirement prospects for women are not good for a variety of reasons, so it is extremely helpful to understand financial products and learn how to use them for retirement planning. It was important for me to realize that it is still possible to start building up assets for retirement later on and that family time plus fluctuating income does not necessarily have to lead to poverty in old age.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
09/07/2024Isabel S.
5.00 out of 5
Excellent
Recommendation
My wife and I opted for 1:1 financial coaching with Mr. Roppel in November 2023 in order to receive detailed and expert information and practical tips on asset accumulation and asset protection from a financial expert with a wealth of experience in a form that we could understand and comprehend.
We completed the coaching via video conference and can summarize that Mr. Roppel provided us with extensive information on the various options for building up crisis-proof assets in the coaching sessions, which were always very well prepared and tailored to our individual needs, and that we were able to implement his recommendations for action quickly.
We value Mr. Roppel as a financial and insurance expert who has complex knowledge and has conveyed many issues that seemed complicated to us in an understandable, clear and entertaining way, so that we now see ourselves in a position to work largely independently on the asset accumulation necessary for a secure retirement provision.
Once again, many thanks to our "financial and asset accumulation trainer" Claus Roppel and his supportive team.

Volker and Vera K.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
04/07/2024Anonymously
5.00 out of 5
Excellent
Recommendation
I am still young and the two big topics of insurance and finance still seemed very distant to me. However, my entry into professional life meant that I had to deal with these topics sooner than I thought. With Claus Roppel's help, even I, as a complete layman, was able to understand the background to all agreements. The discussions were always instructive, productive and entertaining. Thanks to his sense of humor, the appointments with Claus Roppel were and are also very entertaining. As a result, he always manages to create a relaxed and comfortable atmosphere, even though the background to the issues at hand is not always easy to understand. All in all, the appointments are always a lot of fun and I can say that I look forward to working with him in the future.
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Customer review & rating for:
Coaching & Consulting in persönlichen Finanzfragen
29/05/2024C.
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
15/05/2024Anonymously
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
02/05/2024Martina 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
17/04/2024Anonymously
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
16/04/2024Anonymously
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
21/03/2024Martin 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
16/03/2024Hans-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
04/03/2024U.
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
01/02/2024Reinhold 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
09/01/2024Christian 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
03/01/2024Sabine 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
02/01/2024M.
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
20/11/2023Anonymously
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
06/10/2023Anonymously
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
29/08/2023S.
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
04/08/2023Anonymously
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
28/06/2023Lothar 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
19/06/2023Filipe N.
61 Reviews from
1 other source
5.00 out of 5
Excellent
5.00 out of 5
Excellent
61 reviews on edudip
 
20/11/2016
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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 02/05/2014  |  Last update: 27/07/2024   |  Report profile

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