Marcel Oberle

Conceptual financial planning, investment advice, PKV advice, pension advice,

Marcel Oberle
TOP SERVICE PROVIDER 2024
TOP RECOMMENDATION 2024
4.99 out of 5
Excellent
272 Reviews
Contact information
My name is Marcel Oberle and my clients give me their unrestricted trust in almost all financial topics. My goal is the protection of your loved ones and the positive development of your assets! Because your future depends on a good provision.

Contact information

Marcel Oberle
Marcel Oberle Plansecur
Im Höning 5
63820 Elsenfeld
Germany

100% Recommended
5 stars 271
3 stars 0
2 stars 0
1 star 0
Excellent (4.99)
Cost-performance ratio
Excellent (4.99)
Top competencies

Professionalism

5.00 out of 5
24 Reviews

Project success

5.00 out of 5
24 Reviews

Customer support

5.00 out of 5
24 Reviews

272 Reviews on ProvenExpert.com

4.99 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
I can definitely recommend Marcel. He explained my current contracts to me in a totally understandable way, explaining their flaws and weaknesses and finding me better alternatives. I finally feel that I've received good, honest advice and I'm looking forward to working with him. He doesn't pull any punches, everything is totally relaxed but very qualitative. The focus was on the best solution for me. Thanks again
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Customer review & rating for:
Marcel Oberle
10/07/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Marcel gave me very good advice on occupational disability and retirement provision. He also presented me with very suitable investment strategies and checked my existing contracts. You can tell that he works independently and really wants to find the best solution for you. The advice was very detailed and of high quality and without any pressure to conclude anything. I would recommend Marcel without reservation, as it was by far the best advice I've had!
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Customer review & rating for:
Marcel Oberle
28/06/2024C.
5.00 out of 5
Excellent
Recommendation
I've been following Marcel on Instagram for a few years now. As I was becoming increasingly dissatisfied with my previous consultant, I booked a consultation with Marcel. And I'm very glad I did. Marcel reviewed my contracts and identified a number of shortcomings. In addition to the occupational disability insurance (which hadn't been adjusted for years), we also adjusted the legal protection and my pension insurance. Marcel also advised me on my private health insurance. He was open and honest about all the disadvantages and pitfalls. It was still the better solution for me, so I'll be privately insured from July. I then decided to let Marcel look after all my contracts. I particularly liked his honest way of addressing things clearly and without any salesy blah blah blah. Thank you and keep up the good work
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Customer review & rating for:
Marcel Oberle
17/06/2024F.
5.00 out of 5
Excellent
Recommendation
Great advice, totally honest and very detailed. Thank you for checking our contracts and getting the best out of them.
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Customer review & rating for:
Marcel Oberle
31/05/2024L.
5.00 out of 5
Excellent
Recommendation
Super advice on the subject of retirement provision and investments. I am very satisfied with his honest and professional work. A clear recommendation.
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Customer review & rating for:
Marcel Oberle
29/05/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Best PKV advice. I had discussions with 5 independent advisors and Marcel was by far the best. He was very transparent and pointed out many things to me that the other advisors hadn't even mentioned. I look forward to working with him
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Customer review & rating for:
Marcel Oberle
08/05/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Uncomplicated, honest, fast, reliable
Rarely experienced such good advice!!!
I definitely recommend.
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Customer review & rating for:
Marcel Oberle
07/05/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Totally fair and transparent. That's how I want independent financial advice. Thank you for your help!
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Customer review & rating for:
Marcel Oberle
29/04/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Very good, detailed and honest advice. Thanks to Marcel, I have clarity in my contracts again and have finally understood what is important. You can tell that he really is an expert in his field.
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Customer review & rating for:
Marcel Oberle
22/04/2024S.
5.00 out of 5
Excellent
Recommendation
the most honest & best advice I have ever had! 100% recommendation!
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Customer review & rating for:
Marcel Oberle
17/04/2024B.
5.00 out of 5
Excellent
Recommendation
I've been following Marcel on Instagram for a while now and at some point I decided to have him check all the contracts I've accumulated. Somehow I had lost track of everything. Marcel quickly cleared things up for me. He was totally honest and gave me his independent opinion on all the contracts. I liked the fact that he didn't want to make new contracts on the spur of the moment, but left good contracts in place. However, he was able to uncover clear errors and gaps in the occupational pension and retirement provision. We then changed these contracts. Thanks to Marcel's advice, I have more benefits and save almost €400 a year. I am glad that Marcel now takes care of all my contracts and can recommend him without reservation. Thank you very much and keep up the good work.
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Customer review & rating for:
Marcel Oberle
17/04/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Satisfied all round!
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Customer review & rating for:
Marcel Oberle
07/03/2024Caprice M.
5.00 out of 5
Excellent
Recommendation
An absolute exception in the messed-up financial sector. Marcel is 100% transparent and lays all his cards on the table. He gives very detailed advice and you finally understand the context and what is important with the respective insurance policies. I came to Marcel on a recommendation and had everything checked by him independently. He uncovered extreme gaps and told me clearly and honestly which contracts were good and which were bad. Thanks to Marcel, I save around €400 a year. I will definitely recommend him to others
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Customer review & rating for:
Marcel Oberle
29/02/2024D.
5.00 out of 5
Excellent
Recommendation
Super friendly and relaxed. Explains everything very clearly and leaves no questions unanswered.
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Customer review & rating for:
Marcel Oberle
15/02/2024Karolina W.
5.00 out of 5
Excellent
Recommendation
Marcel is absolutely great. Honest and understandable advice, just the way you want it. I had all my contracts checked and I'm very happy about it. I was able to save a lot and my pension provision is finally sorted. An absolute recommendation from me!
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Customer review & rating for:
Marcel Oberle
06/02/2024D.
5.00 out of 5
Excellent
Recommendation
At last, honest advice on private health insurance and retirement provision. I've been looking for a good CONSULTANT on these topics for a long time and have finally found one in Marcel. An absolute expert in the field. This is what independent advice should be like.
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Customer review & rating for:
Marcel Oberle
25/01/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Marcel works the way you would want an independent advisor to. He is transparent, clearly states what is important and what you can do without. What I like best is that he works without pressure. You have all the time in the world and are not rushed into a deal. Keep up the good work!
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Customer review & rating for:
Marcel Oberle
17/01/2024C.
5.00 out of 5
Excellent
Recommendation
Top advice! Marcel is totally transparent and explains very well what is important and which things are superfluous. Thanks to Marcel, I now feel much more comfortable with my insurance policies. On the one hand, I was able to save a lot and thus significantly increase my pension provision. I have already recommended Marcel to others and will continue to do so!
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Customer review & rating for:
Marcel Oberle
15/01/2024J.
5.00 out of 5
Excellent
Recommendation
Independent advice the way you want it! No pressure, full transparency and absolute expert knowledge. Marcel is rightly in such high demand and I'm glad to be a customer of his now. Thank you.
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Customer review & rating for:
Marcel Oberle
11/01/2024J.
5.00 out of 5
Excellent
Recommendation
I came to Marcel with a large mountain of opaque financial products from a large provider because Marcel was recommended to me by a good friend. Marcel examined my documents in detail and informed me of any shortcomings and unnecessary costs. Marcel also took the time to analyze my personal situation and thought about various possible optimizations.
These optimizations replace a large part of the old contracts and are now comprehensible, transparent and well structured for me.
Thanks to Marcel, I now have a clear conscience again when it comes to saving and paying for insurance, because I know where my money is and what I'm getting for my money. Unfortunately, that wasn't the case before.

Thank you very much for your time and effort!
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Customer review & rating for:
Marcel Oberle
02/01/2024B.
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All reviews and experiences about Marcel Oberle 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 28/12/2019  |  Last update: 21/07/2024   |  Report profile

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