Clever Finance

FINANCES CLEVERLY BROUGHT TO THE POINT FOR YOU

Contact information

Contact information

Clever Finance
Neusteinreuth 18
95478 Kemnath
Germany
Directions

Contact person
Clever Finance GmbH

Websites

Social Media

99% Recommended
5 stars 94
2 stars 0
1 star 0
Excellent (4.95)
Cost-performance ratio
Excellent (4.84)
Top competencies

Professionalism

5.00 out of 5
12 Reviews

Decision-making

5.00 out of 5
12 Reviews

Productivity

5.00 out of 5
12 Reviews

98 Reviews on ProvenExpert.com

4.93 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Mr. Röhrer analyzed my current financial situation and goals well and developed an individual strategy for it. I feel well advised ;)
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Customer review & rating for:
Clever Finance
26/07/2024Leonard S.
5.00 out of 5
Excellent
Recommendation
I was previously advised by Maximilian Portner, I previously had my investments with my house bank, and we have been working together since the beginning of the year. The advice is much more personal than before. The results speak for themselves so far.
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Customer review & rating for:
Clever Finance
25/07/2024V.
4.80 out of 5
Excellent
Recommendation
Is a pleasant consultation, especially for beginners in investments.
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Customer review & rating for:
Clever Finance
15/07/2024Eric W.
5.00 out of 5
Excellent
Recommendation
I am extremely satisfied with the service and the work together. Can recommend it to everyone to go this way. Thank you for the time and effort, dear Malte
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Customer review & rating for:
Clever Finance
15/07/2024Ruben F.
5.00 out of 5
Excellent
Recommendation
Very comprehensive and competent advice on possible forms of investment. Manfred takes his time and explains the individual steps in detail. He responds immediately to any queries. What more could you expect from an advisor?
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Customer review & rating for:
Clever Finance
03/07/2024Thomas G.
4.40 out of 5
Good
Recommendation
Very pleasant, good gut feeling, satisfied, feel on the right track
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Customer review & rating for:
Clever Finance
01/07/2024M.
4.50 out of 5
Excellent
Recommendation
Is a very good site to find out more entwickeln❤️🤝🏼
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Customer review & rating for:
Clever Finance
15/06/2024H.
5.00 out of 5
Excellent
Recommendation
Good advice and a personal approach to requirements!
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Customer review & rating for:
Clever Finance
14/06/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Very friendly and competent advice from Mr. Malte Paustian
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Customer review & rating for:
Clever Finance
10/06/2024Christine N.
5.00 out of 5
Excellent
Recommendation
Thanks to the advice I received, I was able to get my retirement provision on track in a simple way, which I had always put off. Very good implementation and explanations for investment strategies. And I really liked the fact that I was taken by the hand and everything was done during the appointments. So I didn't have to do much outside the appointments. Malte was great!!!
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Customer review & rating for:
Clever Finance
10/06/2024A.
5.00 out of 5
Excellent
Recommendation
I have been a customer of Maximilian Portner since 2019 and have been very satisfied ever since.
I can therefore only recommend their work.
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Customer review & rating for:
Clever Finance
28/05/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Maybe try everything again at a certain age
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Customer review & rating for:
Clever Finance
14/04/2024M.
5.00 out of 5
Excellent
Recommendation
I trust Manfred and he gives me good advice. You don't get the feeling of being "one of many" :D
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Customer review & rating for:
Clever Finance
02/04/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Very sympathetic. Picked up personally and professionally.
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Customer review & rating for:
Clever Finance
18/01/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Very nice consultant,
who also responds to individual customer wishes.

Highly recommended.
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Customer review & rating for:
Clever Finance
05/01/2024Sebastian O.
5.00 out of 5
Excellent
Recommendation
I feel that I am in very good hands with the advice I receive, without "being pressured or taken advantage of".

Thank you for your professional commitment!
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Customer review & rating for:
Clever Finance
30/12/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Was really great I was also super satisfied with the service from Fabrizio
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Customer review & rating for:
Clever Finance
15/12/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Nice and not like the typical sales people you know from the industry. I didn't have the feeling that it was supposed to be a sale, but rather advice about my situation
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Customer review & rating for:
Clever Finance
12/12/2023Anonymously
5.00 out of 5
Excellent
Recommendation
I had a great experience with Malte Paustian. Super competent and friendly. I received great advice and can only recommend him to others
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Customer review & rating for:
Clever Finance
05/12/2023Marc-David G.
5.00 out of 5
Excellent
Recommendation
Very well detailed and with patience and professional advice...
Thank you, Edis Biwer
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Customer review & rating for:
Clever Finance
19/11/2023Anonymously
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All reviews and experiences about Clever Finance 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 02/06/2022  |  Last update: 26/07/2024   |  Report profile

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