Finanz-Plan GmbH

I can definitely recommend Finanz-Plan GmbH. The advice is always excellent, the concerns described are immediately understood, developments are realistically assessed and complex issues are presented in a simplified manner and explained clearly. The processing is always reliable and very quick. All in all, I am really very satisfied and feel that I am in very good hands as a customer.

Mr. Meier has driven forward the claims process with the insurance company for us, contacted the craftsman directly, made on-site appointments and relieved us of any work. Always friendly and very professional. It doesn't get any better than that!

Competent advice, quick solution, super nice consultants, great service, unbureaucratic. 100% to recommend!!!

Mr. Meier is a very competent, friendly contact person with a high level of expertise and experience regarding commercial insurance needs.

Dear Mr. Meier, dear financial planning team,
For about 30 years we have had an exceptionally good, cooperative business relationship in all questions, activities and contracts concerning insurance. Together with me and my family, you have always put together and concluded the right solutions and contracts for all necessary business and private insurances. Thank you very much again for this and that is why I give you the full number of points. Best regards, your family L.

We have taken out various insurance policies, including our household contents and buildings insurance, through Finanzplan. Recently, we were burglarized and we reported the burglary to Mr. Meier. The case was professionally supervised and accompanied by Mr. Meier and his team from the time of recording until the current payment. Mr. Meier was even at the appraiser appointments with on site and stood with his experience always with advice and action to the side.
Thank you for the good and professional support, I will recommend you :-)
MfG Tobias Graf

Hello Mr. Meier, the settlement of the now but very large damage, has thanks to your help, organization and support hervooragend geklaptt. Many thanks for that, also otherwise always great service, I can only recommend. Stoll property management Dieter Henning

Dear Mr. Meier,
For over 33 years you have been our competent and fair insurance, real estate consultant in Starnberg!
As a young, inexperienced man in matters of insurance, money and real estate, I could use their services, step by step, on my life's journey. You, Mr. Meier and all of Finanzplan, GmbH, have guided me, figuratively speaking, through the "financial jungle", accompanying, without risk and put tools in my own hands to find my way as far as necessary.
Gratefully I look back on this professional, continuous service, tailored to my needs and possibilities. I was able to carry out my artistic, self-employed activity with peace of mind and even acquire a property, with the help of Finanzplan, as one of the financial building blocks for my old age.
I am happy to recommend them to others, as well as to my adult children, who receive the best advice from them in financial as well as insurance matters.
I wish you all the best! Georg Shandor Hayde, Museum Conservator

Best advice, Mr. Meier takes a lot of time, answers all questions very competently

After many years of moderate care by various insurance agencies, my skepticism has been very large. However, the company Finanzplan has managed to take care of me in private and business matters as well as in really probably annoying little things. You feel well taken care of and may ask until you have understood it, Furthermore, the price-performance ratio and the really exemplary advice!

The company Finanz Plan is certainly one of the most competent consultants there is... and above all independent! We know this from decades of experience!

For many years, we have benefited from the extremely competent advice in all areas. Mr. Meier's recommendations are always comprehensible and honest. We have never been "talked into" an insurance policy, but always had an expert assessment of the costs and benefits. It is also important for us to have a dedicated contact person in case of damage. Previous claims have always been handled to our complete satisfaction. We rely with good feeling on the recommendations of Mr. Meier and can only recommend Finanz- Plan GmbH.

I can always rely on Mr. Meier from Finanzplan.
Prudent, customer-oriented and very competent !

I can highly recommend :-)
Gerd Zanker Elektro Saegmüller GmbH, Starnberg

Professional and transparent advice on the subject of private health insurance - Mr. Meier was very well prepared for the meeting and took the time to answer all questions in detail.

Dear Mr. Meier,
I particularly like the fact that you are not satisfied with mediocrity.
Only when you have achieved 100% are you at your goal.
Thank you for the great advice - I will definitely recommend you!

Best thanks - Angelika Schilcher