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.
The ProvenExpert Quality Seal is awarded to service providers who have received at least 10 customer reviews with a recommendation rate of 90% or higher.
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.
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.
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.
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!
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.
Objective advice without pressure. My financial investments were reviewed in detail. The professional competence is right. Can only recommend the company!!!
Clear thumbs up.
Very pleasant consultation.
Explanations using examples or illustrations that everyone understands. Comparison with other options.
And, above all, no talking up.
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 05/03/2021 | Last update: 21/04/2024
| Report profile
In order to share a review or your profile you need to publish your profile first, otherwise the link you shared is not accessible to any profile visitor.
Submit a report to ProvenExpert
Quality assurance is the top priority of ProvenExpert's terms of use and evaluation guidelines.
However, should you feel that a review is in violation of our guidelines, you can submit a request to have the review assessed by the ProvenExpert quality assurance team by using the following contact form.
Send email to reviewer
* Required fields
You have already posted this review on . Posting again might create duplication.
Continue?
