Katja Grundmann

Investments for more prosperity and quality of life - FREE OF PROVISION

Katja Grundmann
4.74 out of 5
Excellent
72 Reviews
Contact information
I advise on a fee basis! My service is cheap, effective and independent compared to traditional financial advice. The recommended investment proposals provide my clients with a high level of return without taking excessive risk. They are...

Contact information

Katja Grundmann
K. Grundmann Consulting UG
Köhlersfahrt 13
41238 Mönchengladbach
Germany

Images & Videos

100% Recommended
5 stars 59
4 stars 13
3 stars 0
2 stars 0
1 star 0
Excellent (4.73)
Cost-performance ratio
Good (4.39)
Top competencies

Availability

5.00 out of 5
21 Reviews

Customer loyalty

4.86 out of 5
22 Reviews

Professionalism

4.95 out of 5
21 Reviews

72 Reviews on ProvenExpert.com

4.74 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Easy to understand explanations
Always quick response
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Customer review & rating for:
Beratung Vermögensaufbau
07/07/2023Edith L.
5.00 out of 5
Excellent
Recommendation
Ms. Grundmann is competent, sympathetic and has adapted very well to my wishes, previous knowledge and individual situation.
She advised me on all questions and presented me with various options. I feel very well looked after and expressly recommend Ms. Grundmann.
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Customer review & rating for:
Beratung Vermögensaufbau
06/07/2023Cerstin F.
4.68 out of 5
Excellent
Recommendation
Competent, friendly advice. I never had the feeling that I was being talked into something I didn't want. Ms. Grundmann was also readily available to assist with peripheral issues that were not directly related to the services offered.
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Customer review & rating for:
Beratung Vermögensaufbau
06/07/2023Heinrich K.
5.00 out of 5
Excellent
Recommendation
I have used the experience and knowledge of Ms. Grundmann in the area of PKV optimization and retirement planning and was fully satisfied with her advice and am happy to recommend her.
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Customer review & rating for:
Beratung Vermögensaufbau
22/06/2023Herr Thomas R.
5.00 out of 5
Excellent
Recommendation
Ms. Grundmann quickly addresses all of my questions and answers them to my complete satisfaction.
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Customer review & rating for:
Beratung Vermögensaufbau
17/09/2021Willibald H.
4.20 out of 5
Good
Recommendation
The advice was very transparent, reliable and focused on the benefit of the customer. Anyone who wants to optimize their dusty PKV tariff is in very good hands here.
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Customer review & rating for:
Katja Grundmann
20/04/2021Stefan P.
4.67 out of 5
Excellent
Recommendation
I can recommend Ms. Grundmann at any time without hesitation.
Competence as well as a friendly manner rounds off the overall picture in a very positive way.
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Customer review & rating for:
Strategien zurück in die gesetzliche Krankenversicherung
14/03/2021Rainer B.
4.00 out of 5
Good
Recommendation
The promised improvement in the tariff was achieved. The advice has been responsive to all options.
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Customer review & rating for:
Katja Grundmann
09/02/2021F. L.
4.93 out of 5
Excellent
Recommendation
Ms. Grundmann works very professionally. The cooperation for my order was goal-oriented and pleasant at all times. I can definitely recommend Ms. Grundmann.
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Customer review & rating for:
Katja Grundmann
12/01/2021A.
4.00 out of 5
Good
Recommendation
a professional approach
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Customer review & rating for:
Webinar - GELDANLAGEN und ALTERSVORSORGE
01/07/2020Anonymously
4.20 out of 5
Good
Recommendation
It was a very nice webinar. Since we are already financially completely provided for, a business cooperation unfortunately did not come about. However, Ms. Grundmann makes a serious, competent and trustworthy impression and I can recommend her to the best of my knowledge and belief!
mfG
Michael Reumann
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Customer review & rating for:
Webinar - GELDANLAGEN und ALTERSVORSORGE
23/06/2020Herr Michael R.
4.60 out of 5
Excellent
Recommendation
Ms. Grundmann has been looking after me for over 2 years, I have had nothing to complain about so far.
Fair, competent and good price / performance ratio.
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Customer review & rating for:
Webinar - GELDANLAGEN und ALTERSVORSORGE
22/06/2020Herr Joachim J.
4.00 out of 5
Good
Recommendation
Webinar offers a good overview for the beginner.
Experienced investors, on the other hand, will not learn much new.
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Customer review & rating for:
Webinar - GELDANLAGEN und ALTERSVORSORGE
19/06/2020Herr Frank Stefan B.
5.00 out of 5
Excellent
Recommendation
Unfortunately, no contract came about, despite the immense effort of Ms. Grundmann, but that was unfortunately due to conditions of the insurer. I would get advice again at any time.
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Customer review & rating for:
Katja Grundmann
18/06/2020Herr S.
4.40 out of 5
Good
Recommendation
Competent advice even after various inquiries down to the smallest detail, very good accessibility and friendly customer service.
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Customer review & rating for:
Katja Grundmann
03/03/2020A. B.
4.84 out of 5
Excellent
Recommendation
Recognizing the cost structure of a financial product was the best experience in the workshop. The fact that the costs of many financial products, which actually seem small, have such an impact on the value of the product was very surprising. Now it is time to look at the individual financial products and optimize them.
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Customer review & rating for:
Investment Workshop - " Das 1x1 des intelligenten Geldanlegens"
28/02/2020Carsten R.
5.00 out of 5
Excellent
Recommendation
Great, saved almost € 3,000 p.a. as part of the PKV optimization and in a fast, uncomplicated and competent manner.
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Customer review & rating for:
Katja Grundmann
25/02/2020Olaf J.
5.00 out of 5
Excellent
Recommendation
I found Ms. Grundmann to be highly professional and customer-oriented. Appointments were kept in an exemplary manner, complex / complicated issues were explained very patiently and understandably.
I can highly recommend Ms. Grundmann and her professional competence.
I will certainly be happy to make use of Ms. Grundmann's help again and again in the future.
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Customer review & rating for:
Katja Grundmann
09/02/2020Klaus W.
4.60 out of 5
Excellent
Recommendation
I appreciate Ms. Grundmann based on your expertise, dedication and desire to do something good for the customer. Personally, I have enjoyed your excellent consulting skills. This has been very rewarding for me. The savings potential in the first year was over 2,000 euros. Ms. Grundmann surprised me with great agility and an extremely reliable service. Highly recommended.
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Customer review & rating for:
Katja Grundmann
06/02/2020Jan S.
4.00 out of 5
Good
Recommendation
All good - in contrast to an earlier attempt to optimize premiums with the health insurance company directly, everything worked out right from the start - I now pay over €3,000/anno less with basically the same benefits.
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Customer review & rating for:
Katja Grundmann
19/08/2019Herr P.
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All reviews and experiences about Katja Grundmann 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 28/05/2015  |  Last update: 07/07/2023   |  Report profile

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