PROGRESS Finanzplaner

Insurance broker / fee-based advisor / financial planner / risk manager / financial coach

Contact information
Money is still considered a taboo subject, even though it is a fundamental resource of our society. We believe that this does not have to be the case. We are rethinking and redesigning finance, consulting, insurance and brokerage to get the topic...

Contact information

PROGRESS Finanzplaner
Berliner Straße 26
01067 Dresden
Germany
Directions

Contact person
Tom Wonneberger & Stephan Busch

Images & Videos

100% Recommended
5 stars 170
3 stars 0
2 stars 0
1 star 0
Excellent (4.94)
Cost-performance ratio
Excellent (4.82)
Top competencies

Professionalism

4.91 out of 5
46 Reviews

Customer loyalty

4.96 out of 5
45 Reviews

Customer focus

4.93 out of 5
45 Reviews

174 Reviews on ProvenExpert.com

4.94 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Professional and at eye level. A reliable partner for several years now. Thanks to the personal and trustworthy advice, I feel well positioned and only provided with what I really need.
Show original
Customer review & rating for:
PROGRESS Finanzplaner
08/05/2024Sebastian
5.00 out of 5
Excellent
Recommendation
As a fellow broker, thank you for your investment guide - you saved me time doing it myself - and actually summarized all my points nicely for the consultation. One big to-do item has disappeared from my list!
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Customer review & rating for:
PROGRESS Finanzplaner
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
╔╗╔╦╗
║║╠╣╠╦═╗
║╚╣║═╣╩╣
╚═╩╩╩╩═╝
5.00 out of 5
Excellent
Recommendation
Very individual. Transparent business model. Next step is always clear. In the end, I have the feeling that I am equipped with the right product.
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Customer review & rating for:
PROGRESS Finanzplaner
11/02/2024Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
THANK YOU SO MUCH ... your words are like music to our ears :)
5.00 out of 5
Excellent
Recommendation
We had a claim caused by one of our children (glass damage, just under 3,000). The case dragged on for 2.5 years. The insurance company didn't want to pay. In the end, thanks to Stephan Busch's constant efforts, we finally got "justice" and the claim was settled! It was nerve-wracking for everyone! Thank you at this point for your commitment! I'm very glad that we had Progress as our broker 🙏!
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Customer review & rating for:
PROGRESS Finanzplaner
04/02/2024Julia W.
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
(っ˘з(˘⌣˘ ) ♡
4.71 out of 5
Excellent
Recommendation
Stephan and Tom are very responsive to personal needs and wishes, they take the time to understand and explain the current insurance situation so that the customer develops their own lasting knowledge. As a customer, I am guided in a friendly and open manner, given topics to decide on freely and am allowed and able to keep everything in my own hands. I feel that I am being advised at eye level, in a modern and focused way, without any pressure to sell - because that is the decisive fair difference: with a fee-based advisor like Stephan and Tom, I pay transparently for the advice - there is no chase with me for commissions and contracts. Also, not everything I already have is automatically bad. It is the transparent business model paired with the open approach and the extremely helpful guidance that appealed to me and made me very happy. I look forward to further support in my life phases.
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Customer review & rating for:
PROGRESS Finanzplaner
10/01/2024Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
THX! (◍-ᴗ-◍)❤
5.00 out of 5
Excellent
Recommendation
If you're looking for something tangible that you can understand and implement, without frills and suits, you'll find it here. Thank you.
Show original
Customer review & rating for:
PROGRESS Finanzplaner
05/01/2024Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
A____A
|・ㅅ・|
|っ c|
| |
| |
U ̄ ̄U .....THANKSÖ
5.00 out of 5
Excellent
Recommendation
Finance and insurance made easy with lots of transparency and at eye level
Show original
Customer review & rating for:
PROGRESS Finanzplaner
03/12/2023Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
Love this sound
0:35 ━❍──────── -5:32
↻ ⊲ Ⅱ ⊳ ↺
VOLUME: ▁▂▃▄▅▆▇ 100%
4.92 out of 5
Excellent
Recommendation
I compared several consultants and PROGRESS stood out very positively among the local providers. Even after moving house, I didn't have to do without further advice and I am very satisfied with the presentation of the content, the service and the approach to the topic.
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Customer review & rating for:
PROGRESS Finanzplaner
30/11/2023Karim Zanaty
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
Love this sound
0:35 ━❍──────── -5:32
↻ ⊲ Ⅱ ⊳ ↺
VOLUME: ▁▂▃▄▅▆▇ 100%
5.00 out of 5
Excellent
Recommendation
As someone who has trained in the insurance field for more than a decade, I would like to say - client-centered counseling of progress should be such a part of the training of all counselors.
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Customer review & rating for:
PROGRESS Finanzplaner
25/09/2023Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
|_(¨`-.-'¨)________|
|__`-.(¨`-.-'¨)THANK_|
|_____`-.¸.-'_YOU__|
5.00 out of 5
Excellent
Recommendation
We experienced the explanations/consultations about our finances and insurances as transparent and honest. We thank you for the patience and repeated, friendly reminder email, which made us also do our homework ;-) Keep up the good work!
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Customer review & rating for:
PROGRESS Finanzplaner
03/09/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Even as a big skeptic, I feel really well taken care of at PROGRESS!
Show original
Customer review & rating for:
PROGRESS Finanzplaner
23/06/2023Anonymously
4.96 out of 5
Excellent
Recommendation
Stephan and Tom from Progress Finanzplanung in Dresden helped me optimally with insurance issues. Their advice was goal-oriented, simple and to the point. They understood my individual needs and presented me with clear solutions. Thanks to their expertise and professionalism, I now feel more secure and better covered. I can wholeheartedly recommend their services. Thank you very much for your great support!
Show original
Customer review & rating for:
PROGRESS Finanzplaner
18/06/2023David
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌┌
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5.00 out of 5
Excellent
Recommendation
They are always there for you and your problems in the insurance jungle, so you can live simply.
Show original
Customer review & rating for:
PROGRESS Finanzplaner
05/06/2023Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
..... (¯`v'¯)♥
.......-.¸.-'
....¸.-'
... (
☻/
/▌♥♥
/ \ ♥♥
5.00 out of 5
Excellent
Recommendation
Here you will find advice with a lot of added value and transparency. Thank you for the good cooperation and all the best.
Show original
Customer review & rating for:
PROGRESS Finanzplaner
25/04/2023Ria Schmidt
5.00 out of 5
Excellent
Recommendation
After two years of ''struggling'' with an insurance application, I am very grateful to Stephan and Tom for every single reminder of deadlines, deadlines and assignments. I really didn't make it easy for them and yet they were always patient and understanding without losing sight of the goal. Without their structured and reliable and work I definitely would not have made it. Thank you for that!!!
In general, I feel much more secure and sorted since they have been keeping track of my financial things and insurances, and can sit back a bit knowing there is someone keeping an eye on it all and standing by me when I need it or need it. I am very very grateful for that, I wouldn't want to miss it!
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Customer review & rating for:
PROGRESS Finanzplaner
04/04/2023Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
"""""""""""""""""""""""""""""""""""
"""""""""""""""""""""""""""""""""""
""""""▀░░░░░░░░░░▀""""""""▀▀░░░░░░░░▀"""""
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4.80 out of 5
Excellent
Recommendation
We have perceived the collaboration with Progress as ....

professional
personal / individual
Punctual
Down to earth
Demand-oriented

The for us (interpersonal) very serious, partly unstructured topic finances was looked at with as much looseness but also seriousness as necessary.
A clear and comprehensible assessment of the actual situation was made and a way for the future was shown. Thank you :)
Show original
Customer review & rating for:
PROGRESS Finanzplaner
19/03/2023Marie Kubasch Kubasch
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
:¨-.-¨:
`-. THX you 2 ★°*゚
5.00 out of 5
Excellent
Recommendation
When it comes to insurance and finance, I tend to procrastinate a lot. Tom and Stephan have navigated me through this. I got a good overview of my financial situation and feel well secured for the next few years.
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Customer review & rating for:
PROGRESS Finanzplaner
04/03/2023Wanda
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
──────▄▀▄───▄▀▄
─────▄"░░▀▀▀▀▀░░"▄
─▄▄──"░░░░░░░░░░░"──▄▄
"▄▄"─"░░▀░░┬░░▀░░"─"▄▄" THANK YOU WANDA
5.00 out of 5
Excellent
Recommendation
Communication at eye level, very understandable and authentic. Top advice and really independent and very transparent.
Show original
Customer review & rating for:
PROGRESS Finanzplaner
02/03/2023Caroline
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
..... (¯`v'¯)♥
.......-.¸.-'
....¸.-'
... (
☻/
/▌♥♥
/ \ ♥♥
5.00 out of 5
Excellent
Recommendation
"Nothing is put off as often as taking care of oneself". - Thanks to PROGRESS we approached these topics in a structured way, we know that we have absolute experts on our side and we are grateful for their loving persistence in staying on top of our topics ;)
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Customer review & rating for:
PROGRESS Finanzplaner
19/02/2023Patricia & Daniel
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
|_(¨`-.-'¨)________|
|__`-.(¨`-.-'¨)THANK_|
|____`-.¸.-'_YOU__|
4.67 out of 5
Excellent
Recommendation
The consulting helped us to systematically deal with the topic of finances. The focus, especially in the beginning, is on insurance (mitigate risks, maintain standard of living). We especially appreciate that Tom & Stephan respond to individual wishes and that advantages and disadvantages are discussed together. We also find the concept of independent fee-based consulting great, so there is no conflict of interest and only contracts are concluded that are really needed.
Show original
Customer review & rating for:
PROGRESS Finanzplaner
17/01/2023Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
A____A
|・ㅅ・|
|っ c|
| |
| |
U ̄ ̄U THANKÖ
203 Reviews from
3 other sources
4.96 out of 5
Excellent
5.00 out of 5
Excellent
1 review on Yelp
 
18/02/2023
5.00 out of 5
Excellent
123 reviews on Google
 
19/04/2024
4.90 out of 5
Excellent
79 reviews on Facebook
 
13/05/2019
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All reviews and experiences about PROGRESS Finanzplaner 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 31/01/2019  |  Last update: 17/05/2024   |  Report profile

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