Marcel Oberle

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

Marcel Oberle
CUSTOMERS' CHOICE 2024
4.99 out of 5
Excellent
257 Reviews
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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

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100% Recommended
5 stars 256
3 stars 0
2 stars 0
1 star 0
Quality
Value
Services
Implementation
Consulting
Customer service
Excellent (4.99)
Cost-performance ratio
Excellent (4.98)
Top competencies

Professionalism

5.00 out of 5
24 Reviews

Bond of trust

5.00 out of 5
24 Reviews

Customer focus

5.00 out of 5
24 Reviews

257 Reviews on ProvenExpert.com

4.99 out of 5
Excellent
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.
5.00 out of 5
Excellent
Recommendation
I found Marcel via Instagram and then had him check all my contracts. Thanks to Marxel, I finally have a better overview of my insurance policies. He uncovered a few mistakes and saved me from nasty surprises. We kept the good policies and optimized the bad ones, resulting in significantly better benefits and around €400 a year less in premiums. A big thank you !!!
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Customer review & rating for:
Marcel Oberle
20/12/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Many thanks for your kind advice. Gladly again 👍
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Customer review & rating for:
Marcel Oberle
13/12/2023A.
5.00 out of 5
Excellent
Recommendation
Marcel gave me very good advice. He openly and clearly showed me where my existing contracts were suitable and, in particular, where they had weaknesses in terms of duration, costs and returns.
He selected suitable options for me and showed me my options that suited me. We found a very good solution, which we implemented together.

He was always available to answer questions and explained everything quickly and clearly.

The implementation was uncomplicated and perfectly prepared by Marcel.

Many thanks for that!
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Customer review & rating for:
Marcel Oberle
07/12/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Tippi Topi
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Customer review & rating for:
Marcel Oberle
06/12/2023S.
5.00 out of 5
Excellent
Recommendation
I became aware of Marcel via LinkedIn. As I've been toying with the idea of switching to private health insurance for some time, I booked a consultation with Marcel. And it was the right decision. Marcel laid all the facts on the table for me, obtained and checked offers with me and compared everything in detail. I have never experienced such honest and good advice. I'm now having all my other contracts checked.
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Customer review & rating for:
Marcel Oberle
01/12/2023Anonymously
5.00 out of 5
Excellent
Recommendation
I became aware of Marcel via Instagram. He was also recommended to me by a friend. His work is absolutely transparent, I finally understand all the insurance stuff and now know what I need and what I don't need. He can really answer every question, no matter how detailed, and at no time do you feel like you have to take out something or are being pressured into it. Thank you Marcel for your advice!
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Customer review & rating for:
Marcel Oberle
17/11/2023J.
5.00 out of 5
Excellent
Recommendation
As I come from a professional background, I can say with certainty that Marcel's advice is absolutely fair and transparent. Marcel also answered various detailed questions openly and in detail, which makes me feel better again when I think about my insurance.
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Customer review & rating for:
Marcel Oberle
16/11/2023F.
5.00 out of 5
Excellent
Recommendation
The best advice I have ever had! Clearly number 1 when it comes to retirement planning and insurance. I am very glad that Marcel was recommended to me. He has finally provided me with clarity and structure. Thank you !
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Customer review & rating for:
Marcel Oberle
31/10/2023Anonymously
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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: 22/04/2024   |  Report profile

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