Kai-Lorenz Schwark

Financial coach for value-oriented investment and insurance advice

Contact information
Kai Schwark GmbH supports you with your finances and insurances.
Our help stands for wise decisions in the area of investment, retirement planning and insurance. So we take care of your tasks around your finances.
It is important to us that our advice is
- independent of product providers and products...

Contact information

Kai-Lorenz Schwark
Kai Schwark GmbH
Gutenbergstr. 1
23611 Bad Schwartau
Germany
Directions

100% Recommended
5 stars 71
3 stars 0
2 stars 0
1 star 0
Excellent (4.94)
Cost-performance ratio
Excellent (4.82)
Top competencies

Flexibility

5.00 out of 5
9 Reviews

Decision-making

5.00 out of 5
9 Reviews

Diligence

4.89 out of 5
9 Reviews

76 Reviews on ProvenExpert.com

4.92 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
We became aware of Mr. Kai Schwark through the publications of Prof. Dr. Hartmut Walz, in which Mr. Schwark is listed as a fee-based advisor.
We see the advantage of consulting with Mr. Schwark in the fact that the costs are transparent and the advice is as unbiased as possible and tailored to us. In addition, the measurement of our risk appetite forms the basis for the advice and our investment strategy, so that we were able to invest in a relaxed manner.
Thank you very much!
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Customer review & rating for:
Geldanlage und Altersvorsorge mit schriftlichen Feedback
15/11/2023F.
Kai-Lorenz Schwark Comment from Kai-Lorenz Schwark:
Dear Mr. Fabian,

Thank you very much for your great review. I look forward to seeing you again.

Kind regards
Kai Schwark
4.60 out of 5
Excellent
Recommendation
Mr. Schwark is someone who takes care of a concern immediately and with commitment - and also gets in touch independently to re-evaluate things and make positive changes for the benefit of the customer.
In this respect, he is a pleasant counterexample to the rest of the industry, which as a rule never gets in touch personally after a contract has been signed, and even as a customer you only have to deal with annoying hotlines when you have questions.
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Customer review & rating for:
Betreuung und Vermittlungen von Geldanlagen- und Versicherungen
22/11/2022C. F.
5.00 out of 5
Excellent
Recommendation
I have been in good hands with Kai-Lorenz Schwark for a good 15 years. He is personally accessible, listens and has a good feel for my concerns. In a simple, clear and understandable way, he explains solutions tailored to my individual needs and the associated possibilities and requirements.

I particularly appreciate the quick response to my inquiries and the party-like, dialog-oriented and reliable advice.

He always keeps my wishes and goals firmly in mind. Thanks to his high level of technical expertise and very good networking, he regularly informs me proactively about developments and the prospects that could arise for me as a result.

This regular, personal exchange is the basis for my trust. I feel not only well advised, but also in very good hands.

Gregori Dracke
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Customer review & rating for:
Betreuung und Vermittlungen von Geldanlagen- und Versicherungen
28/09/2022Gregori D.
5.00 out of 5
Excellent
Recommendation
I have known Kai-Lorenz Schwark for more than 15 years now and can recommend him 100%.

Absolutely trustworthy, always available and regulates all matters optimally and committed!
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Customer review & rating for:
Versicherungsbetreuung
26/09/2022Sabine S.
4.80 out of 5
Excellent
Recommendation
In Mr. Schwark, I have met a competent and committed advisor in matters of financial investments and insurance, who has implemented my wishes in this respect 100%.
my wishes. I would definitely recommend Mr. Schwark to others.
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Customer review & rating for:
Betreuung und Vermittlungen von Geldanlagen- und Versicherungen
24/09/2022Anonymously
5.00 out of 5
Excellent
Recommendation
I have known Kai Schwark for many years, he was recommended to me by good friends when I bought my house. Since then he advises me in all insurance matters and I am still very satisfied with his expertise and accessibility. I have always done very well with his recommendations in matters of insurance and investment and have recommended him many times.
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Customer review & rating for:
Versicherungsbetreuung
22/09/2022Dr. Katharina K.
Kai-Lorenz Schwark Comment from Kai-Lorenz Schwark:
Dear Dr. Kramer, thank you very much for your wonderful feedback. Your Kai Schwark
5.00 out of 5
Excellent
Recommendation
Young brisk and profoundly knowledgeable professional in the field of insurance and finance - so the consultations are fun!
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Customer review & rating for:
Betreuung und Vermittlungen von Geldanlagen- und Versicherungen
20/09/2022Thilo F.
Kai-Lorenz Schwark Comment from Kai-Lorenz Schwark:
Dear Mr. Froesewitte, I can only confirm that you had fun during the consultation. Thank you very much for your feedback. Your Kai Schwark
4.76 out of 5
Excellent
Recommendation
Modern financial and insurance advice. Good and fast service.
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Customer review & rating for:
Betreuung und Vermittlungen von Geldanlagen- und Versicherungen
19/09/2022K. E. Aus K.
Kai-Lorenz Schwark Comment from Kai-Lorenz Schwark:
Dear Mr. K.E. from Kiel, thank you for the great feedback. Kind regards Kai Schwark
5.00 out of 5
Excellent
Recommendation
Mr. Schwark has been serving us in the area of insurance for many years. He is highly competent in all areas of the insurance business. Mr. Schwark always strives to provide his customers with comprehensive advice in order to offer the best possible insurance coverage. In doing so, the price/performance ratio is in the foreground. He also attaches great importance to finding the right product for the customer in the area of old-age provision. We are very satisfied and can recommend Mr. Schwark with a clear conscience.
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Customer review & rating for:
Versicherungsbetreuung
13/09/2022Holger Nitschmann, 52 J. B.
Kai-Lorenz Schwark Comment from Kai-Lorenz Schwark:
Dear Mrs. Nitschmann, dear Mr. Nitschmann, thank you very much for this very good evaluation. I am very grateful to you. Kind regards Kai Schwark
5.00 out of 5
Excellent
Recommendation
Mr. Schwark has been advising me as well as my son and his partner for many years.
years. In the area of insurance as well as in the structuring of asset accumulation and retirement
I could not imagine a better service. His competence creates
unrestricted trust!
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Customer review & rating for:
Versicherungsbetreuung
13/09/2022Ingrid M.
Kai-Lorenz Schwark Comment from Kai-Lorenz Schwark:
Dear Mrs. Meinelt,
thank you very much for your evaluation. I was very pleased. Your Kai Schwark
5.00 out of 5
Excellent
Recommendation
Hello, I have already met various insurance advisors and investment advisors and can say with full conviction that I get everything I expect from Kai Schwark in terms of timely and professional care. I can recommend Kai Schwark unconditionally and appreciate his advice very much - so I feel well advised all around! Many thanks for that!
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Customer review & rating for:
Versicherungsbetreuung
07/09/2022Dirk L.
Kai-Lorenz Schwark Comment from Kai-Lorenz Schwark:
Dear Dirk, thank you for the very nice review. Kind regards Kai
5.00 out of 5
Excellent
Recommendation
Kai Schwark has been advising me on all insurance matters for several years now. He answers my questions professionally, patiently and very well understandable. His recommendations are researched and prepared exactly to my needs and wishes and I have always done well with them.
I also felt competently supported by Kai Schwark during a claim settlement.
Thank you very much!
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Customer review & rating for:
Versicherungsbetreuung
05/09/2022H. D.
Kai-Lorenz Schwark Comment from Kai-Lorenz Schwark:
Dear Mrs. Domeyer, thank you very much for the nice review. I was very pleased. Kind regards Kai Schwark
5.00 out of 5
Excellent
Recommendation
Kai Schwark has been my insurance advisor for many years and I feel absolutely well informed, advised and insured with him.
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Customer review & rating for:
Versicherungsbetreuung
01/09/2022B. B.
Kai-Lorenz Schwark Comment from Kai-Lorenz Schwark:
Dear B.,
I am very grateful for the nice review.
Kind regards Kai
5.00 out of 5
Excellent
Recommendation
We have known Kai Schwark for many years and he advises us, among other things, in all insurance matters and also helps with the settlement of claims. We have always done very well with his recommendations and can recommend him . Thank you very much!
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Customer review & rating for:
Versicherungsbetreuung
27/08/2022Torsten und Conny, K.
Kai-Lorenz Schwark Comment from Kai-Lorenz Schwark:
Thank you very much for your great review. Kind regards Kai Schwark
5.00 out of 5
Excellent
Recommendation
Hello,
Kai Schwark has been advising me for more than 20 years on all my insurance and financial questions, among other things.
With his friendly and competent manner, he makes his consultations easy to understand and is open to any questions.
I have always done very well with his recommendations and can only recommend him.
Many thanks !
J. Lüdemann
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Customer review & rating for:
Geldanlage und Altersvorsorge mit schriftlichen Feedback
23/08/2022J. L.
Kai-Lorenz Schwark Comment from Kai-Lorenz Schwark:
Thank you very much for this appreciative review. Kind regards Kai Schwark
5.00 out of 5
Excellent
Recommendation
Mr. Schwark has been advising me for several years as an insurance broker, coach and now also in financial matters. We have developed a very good relationship of trust. Mr. Schwark is a competent, reliable partner, offers individual solutions and answers my questions openly and transparently. I am very happy to recommend Mr. Schwark to others. J. Lösche
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Customer review & rating for:
Versicherungsbetreuung
16/02/2022Jana L.
5.00 out of 5
Excellent
Recommendation
Mr. Schwark has been looking after me for years, uncomplicated communication, gets back to me immediately with questions. Highly recommended!
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Customer review & rating for:
Versicherungsbetreuung
28/01/2022N.
5.00 out of 5
Excellent
Recommendation
In 1999, I laid my foundation for retirement planning with Kai Schwark and was not disappointed. In the following years, however, I single-handedly concluded all kinds of contracts that were neither favorable nor well thought out. Kai Schwark has now thoroughly cleaned up my portfolio and freed me from the old burdens. He recalculated every old contract in detail and presented it to me in a comprehensible way. And because small livestock also makes crap, the property insurances were also optimized. Thanks to his independent advice, I ended up with a rather diverse bundle of different providers. The interpersonal relationship was a good fit anyway, so I deserved full marks.
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Customer review & rating for:
Geldanlage und Altersvorsorge mit schriftlichen Feedback
01/11/2021Herr M. aus K.
5.00 out of 5
Excellent
Recommendation
I have known Mr. Kai Schwark for over 20 years. Among other things, he advises me on all insurance and financial matters. I have always done very well with him and can therefore highly recommend him.
Show original
Customer review & rating for:
Geldanlage und Altersvorsorge mit schriftlichen Feedback
31/03/2021K.
5.00 out of 5
Excellent
Recommendation
I am very satisfied with the advice I received on insurance and financial matters. I can recommend Mr. Schwark to anyone looking for a competent, friendly contact. All concerns are dealt with quickly and I simply sleep better knowing that I have a strong partner at my side in Mr. Schwark.
Show original
Customer review & rating for:
Versicherungsbetreuung
26/03/2021Denis F.
6 Reviews from
1 other source
5.00 out of 5
Excellent
5.00 out of 5
Excellent
6 reviews on Google Maps
 
20/08/2023
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All reviews and experiences about Kai-Lorenz Schwark 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 25/09/2018  |  Last update: 19/04/2024   |  Report profile

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