GAFIB Finanz- und Vorsorgeberatung

Fee-based advisor Cologne Bonn, retirement planning, investment advice, retirement planning

Contact information
As a financial and fee-based advisor in Cologne/Bonn, I offer you objective and neutral advice on your financial planning and retirement planning. In addition, you will also receive complete transparency for your retirement planning. And finally,...

Contact information

GAFIB Finanz- und Vorsorgeberatung
Schmittgasse 135
51143 Köln
Germany
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Contact person
Dipl.-Kfm. Karl Alexander Marx

100%
Recommended
on ProvenExpert.com
3 stars 0
2 stars 0
1 star 0
Customer service
Excellent (4.82)
Cost-performance ratio
Excellent (4.67)

9 Reviews on ProvenExpert.com

4.84 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
I was looking for an independent advisor who would advise me without his own commission interests and my search led me to Mr. Marx. The pension analysis & investment planning by Mr. Marx brought many new and very helpful insights for my further asset and retirement planning. The consulting process is always structured & transparent and the individual steps (from proposal preparation, implementation to discussion of the results) followed one after the other in a timely manner. Even afterwards, Mr. Marx is always available to me as a competent advisor and responds very quickly to emails & questions (which is especially nice in time urgent issues). The billing is on a fee basis.
If you are looking for a reliable & competent & independent consultant, I can recommend Mr. Marx without reservation.
Nadine W., Online Marketing Manager
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Customer review & rating for:
GAFIB Finanz- und Vorsorgeberatung
17/01/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Highly recommended, especially and above all for those of us who are not affine to numbers.
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Customer review & rating for:
GAFIB Finanz- und Vorsorgeberatung
28/12/2022Anonymously
4.00 out of 5
Good
Recommendation
Mr. Marx analyzes very accurately and precisely. We were very satisfied with the consulting and achieved an ROI of less than one year.
Holger M., Managing Director
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Customer review & rating for:
GAFIB Finanz- und Vorsorgeberatung
17/09/2018Anonymously
4.60 out of 5
Excellent
Recommendation
Competent and understandable advice based on a comprehensive portfolio analysis. I can also recommend the portfolio management - for a good 3 years now. Lukas D. Marketing Director
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Customer review & rating for:
GAFIB Finanz- und Vorsorgeberatung
28/02/2018Anonymously
4.98 out of 5
Excellent
Recommendation
I wrote to Mr. Marx regarding an analysis of my existing pension plan and my asset accumulation. The preparation of the offer, the implementation and the discussion of the results were prompt and comprehensible, so that I quickly had a good overview of my existing contracts. He showed me potential for optimization and was always available for questions. If you are looking for quick and competent advice, Mr. Marx is the right person for you.
Johannes U., media technician
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Customer review & rating for:
GAFIB Finanz- und Vorsorgeberatung
06/01/2018Anonymously
5.00 out of 5
Excellent
Recommendation
Competent advice and implementation of the agreed goals, which is easy to understand even for laypersons.

Dr. Christian S.
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Customer review & rating for:
GAFIB Finanz- und Vorsorgeberatung
01/10/2017Anonymously
5.00 out of 5
Excellent
Recommendation
After I closed my custody account with my bank due to inadequate yield development and advice, I was looking for an independent and professional advisor.
I was looking for independent and professional advice on asset management and retirement planning.
In Mr. Marx, I found an excellent advisor who successfully realigned my portfolio with great expertise and experience. My current situation and also my future planning are always taken into account. The advice is given at regular intervals and is always comprehensible, also with regard to tax optimization.
I can therefore recommend Mr. Marx absolutely without reservation. Roland K., commercial employee
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Customer review & rating for:
GAFIB Finanz- und Vorsorgeberatung
01/10/2017Anonymously
5.00 out of 5
Excellent
Recommendation
Very good and comprehensive advice. Very transparent. In addition, enormously time-efficient and fast! So far also seen at the long-term results very satisfactory. Only recommend!!!
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Customer review & rating for:
GAFIB Finanz- und Vorsorgeberatung
25/09/2017Anonymously
5.00 out of 5
Excellent
Recommendation
With a holistic pension analysis, my pension situation was reviewed and selected financial and insurance contracts were evaluated in terms of suitability and efficiency, thus creating a concept for pension and investment planning. Mr. Marx analyzed and developed the concept for action extremely efficiently and promptly. Appointments were also always handled promptly and queries were responded to by e-mail within a few hours.

Overall, I was shown considerable efficiency gains worth tens of thousands of euros. I particularly liked the recommendations of favorable pension contracts with minimal costs, which I subsequently implemented. In addition, as a result of the insurance contract review, I was able to reduce the annual premium for a risk insurance policy by more than 50%. The consulting fee was exclusively on a fee basis, so that there was complete cost transparency and neutral consulting without any commission interests. Overall, I found the consulting process extremely efficient. I would therefore recommend Mr. Marx at any time.

Simone D. Graduate in administration
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Customer review & rating for:
GAFIB Finanz- und Vorsorgeberatung
20/09/2017Anonymously
27 Reviews from
1 other source
4.85 out of 5
Excellent
4.85 out of 5
Excellent
27 reviews on WhoFinance
 
28/08/2022
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All reviews and experiences about GAFIB Finanz- und Vorsorgeberatung 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 11/09/2017  |  Last update: 28/03/2024   |  Report profile

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