Schoch Finance is more than just a financial consultancy. Because we pursue the vision:
"Financial advice must be transparent, offer added value and, above all, be fun."
One's own finances should be understandable and tangible for everyone. What... is really behind the products in the financial folder? Do they make sense at all? We only work with our clients when the meaning behind the master plan has been fully understood and the other party is fully behind it.
The handling was very good. His unique service concept should be emphasized, which is certainly unique. He has a clear structure and thus illuminates the individual areas step by step. Keep it up Daniel!
Since I myself do not have the best overview and knowledge of finances, hedging, etc., I was looking for a professional and above all trustworthy support. Through personal recommendation, I then became aware of Daniel and Schoch Finance. Here I was guided through the various building blocks of a good insurance and investment building blocks based on it and was able to build and design the right building blocks for me step by step. From the review of the already existing private pension provision and existing insurance products to the finding of a suitable occupational disability insurance and the setting up of a suitable portfolio, I got the all-round carefree package at Schoch Finance. I particularly appreciate the open and trusting exchange, but also the regular reminders of my own tasks around these topics. All in all, I can only warmly recommend Schoch Finance!
Since the beginning of our cooperation and well before Corona, the relationship with Daniel is really relaxed. You are very well advised and also not pushed to sign something quickly. He takes care of your finances and your protection that fits perfectly to your person and your life. With Daniel, you have a super friendly and capable financial advisor at your side.
Daniel takes a lot of time for the consultation and responds to the needs. What I find particularly positive is that you don't have the feeling that you're constantly being forced into new contracts, but only what you really need/request.
I am happy to recommend Daniel at any time. Communication is very simple and straightforward. Questions are always answered quickly and in detail. You are involved in the consulting process, encouraged to think along and individually advised.
Schoch Finance came to my attention following a personal recommendation. Here, I was offered individual advice at eye level, in which I was constantly encouraged to think along and was included in the process. The transparency and the interest in personalized solutions convinced me to recommend Schoch Finance as well.
I have always been very satisfied with Daniel's advice. He is always available, clarifies open questions, and helps to eliminate ambiguities. He takes enough time and reacts flexibly to the wishes of his customers. Thumbs up!
I am very satisfied with the advice from Dani. Here you feel wonderfully taken care of. He responds to every question at any time and be it ever so stupid and never lets himself get upset. (Often enough tried)
I would and have recommended his advice at any time. It even goes so far that I would now call Dani a friend even beyond his service.
I processed my third insurance product with Mr. Schoch this year.
This time, due to the pandemic, everything was done remotely (zoom & written), which was very convenient for me.
I am more than satisfied with the entire processing and support so far.
At the beginning of the consultation a short theoretical part was presented, which showed an individual deficit in my financial situation. In one of the next meetings, solution options geared to me were discussed and the respective advantages/disadvantages were presented.
A test report from a well-known consumer organization confirmed Mr. Schoch's final recommendation.
Mr. Schoch took into account all my questions (in my case also very specific ones)
and clarified them by the next meeting at the latest. My questions, some of which were complex, were not taken as disturbing or burdensome. I particularly liked this because I never had the feeling that I was interrupting a rigidly defined sales process (as is usual, for example, with large companies in this sector).
Since my insurance products are geared to the long term or I have not yet had to claim them, I do not yet have any experience of actually checking benefits.
I am rather inexperienced in the field of investments, pensions, etc.. Daniel was available at all times, answered questions in detail and also always showed possible risks honestly. My questions were always answered very quickly and I was advised comprehensively and independently. According to my current experience, I can recommend Daniel without exception!
I can recommend Daniel unconditionally. So far, everything has worked wonderfully and I am very satisfied. The contact has always been very pleasant and he has also responded directly to questions or suggestions.
Individual needs and requirements are addressed in a very sympathetic and friendly manner. All questions and problems are clarified in an understandable way. The conversations are always informative and fun. The structure is clear and uncluttered. One feels very well taken care of. Will recommend to others.
I am very satisfied with the advice and support from Schoch Finance. The advice and contact is uncomplicated, reliable, very sympathetic and competent.
I feel very comfortable and very well taken care of, every question or request, no matter how small, is answered in detail and everything is done promptly and quickly.
I myself have been intensively involved with the financial market and have become acquainted with all facets of financial consulting. I have known Daniel for many years, have also worked with him and can therefore say that he is an absolute professional in financial consulting, which is second to none. For this reason, I can only recommend his advice to everyone!
I am very satisfied with the services of Schoch Finance and Mr. Schoch very quickly gained my trust.
It was important to Mr. Schoch to clarify all my open questions before signing the contract, even after signing the contract he was always ready to answer my questions as soon as possible (even on weekends). When filling out the forms, he always helped me when I was not sure what to do.
If there was a "special case" (e.g. unusual occupational group) Mr. Schoch communicated this openly and took the time to familiarize himself in order to offer me the best possible result.
I never had the feeling that Mr. Schoch was trying to push something on me. He always offered services that met my needs.
With Schoch Finanzen, I have found the right contact for the topics of finance, insurance and investment, which I will continue to use in the future.
All reviews and experiences about Schoch Finance 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 08/10/2020 | Last update: 29/08/2022
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