I contacted Mr. Adam because I was looking for an independent financial advisor. In an initial meeting, an assessment of my individual situation was made. Mr. Adam took a lot of time to go through the existing contracts and investments and advised me in detail on what should be adjusted or changed.
For me as a first-time investor with little previous knowledge, he explained investment options in an understandable and comprehensive manner and provided a clear presentation. Together we opened a custody account that met my expectations and needs. Since then, Mr. Adam has taken over asset management for me, i.e. he monitors my securities account and makes any necessary adjustments after consultation. Through regular consultations and an app, I have a transparent overview of all transactions and processes.
Mr. Adam has a calm, personable manner and you immediately sense his in-depth knowledge and years of experience. If I have any questions, he is always available and takes as much time as is necessary to clarify the issues. I have been in very good hands with Mr. Adam for 2 years now and know that my finances are in good hands even in turbulent times.
We bought our property through Mr. Adam and were looked after very competently. In particular, we found the speedy processing and his friendly, solicitous manner very pleasant. The cost of the brokerage fee is well justified by his work!
Very goal-oriented advice, understandable explanations of the facts and workable solutions. Also approachable after the actual conversation. Incidentally, I find the concept of independent advice in the financial sector unbeatable.
At the end of the day, we saved a lot of money and have financial perspectives again.
I have been in contact with Mr. Stefan Adam for several years. Mr. Adam convinces me with his professional competence as well as his ability to communicate even more complex issues in an understandable and structured way. Mr. Adam is a good listener, always friendly, and clear and concise. That suits me very well. His investment recommendations have so far been constructive, balanced and adapted to my individual life situation. I live in Bielefeld and will contact and visit Mr. Adam again in the future.
We were very well advised by Mr. Adam 2 years ago. His recommendations were generally positive for us and far exceeded our expectations. In any case, it has been the only right decision to have the financial advice carried out independently.
It should not go unmentioned that Mr. Adam has always been available for questions, which have been answered promptly. For this we say: thank you very much,
Mr. Adam had prepared very well for the interview based on the information provided, gave clear and understandable answers to the questions posed, and identified and specifically addressed my thematic gaps and comprehension errors. His recommendations were well balanced and enabled me to form my own opinion on the subject. He patiently and carefully analyzed intermediate questions posed in the course of the interview before answering them, so I could be sure that his answers were aimed at the right point. In addition, he convinced me with his professional competence.
Mr. Adam advises very competently and focused on the customer's benefit. The construction of a securities portfolio oriented to the customer's specifications/desires is in the best hands with Mr. Adam, supported by the extremely courteous manner that Mr. Adam radiates (he can listen, internalizes the customer's wishes and then gives balanced recommendations).
Mr. Adam has more than met all my expectations and gives a lot of practical advice, e.g. on avoiding costs, suitable products and investment strategies. Mr. Adam has a broad knowledge, advises extensively and takes his time. After other experiences with financial advisors, I feel I am in very good hands with Mr. Adam. I will be very happy to recommend Mr. Adam at any time.
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Profile active since 02/06/2018 | Last update: 14/04/2021
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