We help clients make and implement smart financial decisions!
Serious financial advice is based on competence, clarity and independence. As a financial planner, I am exclusively committed to the interests of my clients and confidently support you in achieving your financial goals with confidence.
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 was particularly impressed by the advisory meetings. Not only did they provide me with very comprehensive information about the financial products that were of interest to me (across all providers), but the discussions themselves were great fun! I also really liked the fact that the advice was tailored precisely to me and my needs.
Overall, my husband and I were very satisfied with the consultation for occupational disability insurance provided by Mr. Mülbaier. We were particularly impressed by Mr. Mülbaier's reliability and responsiveness.
Mr. Mülbaier provided me with structured and goal-oriented support when I took out occupational disability insurance. He took the time to provide comprehensive advice and responded quickly to queries. I am very satisfied with the result and can unreservedly recommend Finanzplan Consulting.
After I got nowhere with my online research on the subject of occupational disability insurance, I looked for an independent insurance broker and came across Mr. Mülbaier. With his help, I was able to choose the right insurance concept.
I have only used Mr. Mülbaier's service in the area of insurance, as I take care of my own financial investments. I appreciate the professionalism, reliability and the quality of advice.
I rate Mr. Mülbaier's service positively all around: no sales talk but fair advice. When I started my career, I was advised by many financial advisors and all of them tried to sell me annuities with high (hidden) commissions. Mr. Mülbaier showed me the disadvantages of these commission tariffs and recommended an ETF fee tariff.
I have come to know Finanzplan Consulting as a professional and sustainable financial consultancy. The offers are always individually tailored to me and not standard products. I will continue to use the service with pleasure.
I can recommend Finanzplan Consulting without reservation. As an entrepreneur, I have little time to worry about insurance and financial planning and have found in H. Mülbaier a consultant whom I can trust absolutely.
The consultation via phone and online exceeded my expectations. The online consultation is very practical, pleasant and without any unnecessary travel. You get everything shown on the screen and can ask directly if you have any questions or suggestions, even if you are not there in person.
Herr Mülbaier ist als Finanzberater sehr zu empfehlen. Er geht auf individuelle Belange ein und nimmt sich Zeit für die Beratung. Als Kunde fühle ich mich gut betreut, da auf langfristige Betreuung gebaut wird. Ich hatte jederzeit das Gefühl, dass es nicht um den Verkauf von Finanzprodukten geht sondern um die Wahrnehmung meiner Interessen.
Die kompetente und sympathische Beratung via Telefon und Online-Schaltung übertraf meine Erwartungen. Zuvor war ein derartiger Dialog auf diesem Kommunikationsweg nur schwer vorstellbar. Hat alles wunderbar geklappt!
Vor allem für Menschen wie mich, die kein wirkliches Interesse an finanziellen Dingen haben ist es sehr hilfreich, dass mir alles ganz genau und ehrlich erklärt wird. Insbesondere die Gegenüberstellung von Honorar-Produkten und Provisionsprodukten und die Auswikung war ein wirkliches AHA-Erlebnis. Das Honorar ist gut angelegt.
Ich habe Finanzplan Consulting und Herrn Mülbaier als sehr professionelle und nachhaltige Finanzberatung kennengelernt. Der Service und die Beratung war immer sehr gut. Ich werde den Service zukünftig sehr gerne weiter in Anspruch nehmen. Die Angebote sind immer individuell auf einen zugeschnitten und keine Standardprodukte.
All reviews and experiences about Finanzplan Consulting 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 03/11/2015 | Last update: 10/10/2024
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