WBV Finanzservice-GmbH

Insurance; retirement planning; disability; investment; generational adv.

WBV Finanzservice-GmbH
265 Reviews i
published (94%)
out of 281 reviews
Contact information
We let you sleep peacefully !

You love a good night's sleep, knowing that your livelihood is watertight and that you have your pension business in the clear thanks to intelligent, holistic financial advice? Then you are right with us! Our...

Contact information

WBV Finanzservice-GmbH
Zeppelinstrasse 7
73119 Zell u.A.
Germany
Directions

Contact person
Nicolas Vogt

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Review from 26/04/2024  
5.00 out of 5
Excellent
Recommendation
Quality
Value
Services
Implementation
Consulting
Top competencies

Customer satisfaction

4.92 out of 5
51 Reviews

Customer loyalty

4.98 out of 5
44 Reviews

Reliability

5.00 out of 5
43 Reviews

250 Reviews on ProvenExpert.com

5.00 out of 5
Excellent
Recommendation
Our many years of experience have been very, very positive, both professionally and personally.
At WBV, we take care of our customers' major and, indeed, minor concerns.
Retirement provision thus becomes a predictable, transparent and reassuring undertaking!
WBV - again and again!
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
26/04/2024Dr. Kai L.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for this great evaluation of our work for you, dear Dr. Luz!
5.00 out of 5
Excellent
Recommendation
Reliable, competent, very fast processing of my requests to my complete satisfaction
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
22/11/2023Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for your positive review! I am delighted that you are so satisfied with our service! Thank you very much!
4.64 out of 5
Excellent
Recommendation
I have been a satisfied customer of WBV for 30 years now, and for good reason! Service and performance have always been very satisfactory. Technically always up to date. Clear recommendation!
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
26/10/2023Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for your rating and your recommendation of our service! Thank you!
5.00 out of 5
Excellent
Recommendation
Very personal and informative advice.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
03/10/2023Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for your great review! It also goes fully digital and thus convenient for our customers and still personal 🤩🙏🏻
5.00 out of 5
Excellent
Recommendation
Very good support and information about plants, which were adapted to personal circumstances.
were adapted.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
21/09/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Very helpful and quick answers and good explanations about the products
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Customer review & rating for:
Unsere Arbeit für Sie
25/08/2023Anonymously
5.00 out of 5
Excellent
Recommendation
The consultation was helpful, professional, friendly. I feel very well advised
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
24/07/2023Anonymously
5.00 out of 5
Excellent
Recommendation
For me for years the best financial service provider and insurance advisor/broker . Unreserved recommendation.
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Customer review & rating for:
Unsere Arbeit für Sie
25/05/2023Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Dear Dr. Hill, thank you very much ❤️ for your appreciative feedback! 🙏🏻🤩
5.00 out of 5
Excellent
Recommendation
Great colleague who always has an open ear and likes to exchange ideas.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
17/04/2023Benjamin A.
5.00 out of 5
Excellent
Recommendation
It simply feels good to have a contact person who takes the time to answer even the simplest questions with patience and expertise. And in such a way that I, as a layman, also understand it well.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
22/03/2023Susanne P.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Dear Mrs. Petersen,
Thank you very much for your great feedback! The human contact can not be replaced by any Roboadviser and especially the "translation" of technical terms, details and contexts into "normal language" and your own everyday life. I am looking forward to a further great cooperation! and also further on "we take time for your questions!" :-)
5.00 out of 5
Excellent
Recommendation
We have been loyal customers of WBV for decades and feel well advised and looked after at all times. Many thanks for that :)
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
03/03/2023Isabel W.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Many thanks for the decades of cooperation! 🙏 Here's to the next 20 years! 🙌😃
5.00 out of 5
Excellent
Recommendation
As always, very quick and understandably formulated response to inquiries and queries - by mail or phone call.
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Customer review & rating for:
Unsere Arbeit für Sie
23/02/2023B. L.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for the great feedback Ms. Lengl-Janßen! Speed and comprehensibility are not often found in insurance topics. We are very pleased that we can positively stand out from the market here.
5.00 out of 5
Excellent
Recommendation
Fast, competent and understandable advice on insurance products. Many thanks!
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Customer review & rating for:
Unsere Arbeit für Sie
24/01/2023Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for the great review!
4.80 out of 5
Excellent
Recommendation
Uncomplicated, competent and personal advice.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
02/01/2023Anonymously
5.00 out of 5
Excellent
Recommendation
I have known WBV for almost 40 years (from the start of my career in the mid-1980s until after retirement today).
At that time it was the founder Karl Vogt who always advised me competently, trustfully and successfully in all insurance and asset matters. The satisfaction of his customers was important to him, so that they recommended him with a clear conscience and conviction. Growth was part of the business model.
Due to a change of location and little need for advice (once well positioned, few changes are necessary), I had no contact with WBV for many years.
Through the newsletter I had already noticed that WBV had been taken over by the sons. It took a change in my life situation, such as retirement and the doubt whether an accident insurance is actually still needed in retirement to approach WBV.
A telephone consultation with Mr. Nikolas Vogt was quick and uncomplicated. It was an interesting experience for me and I felt like at the table with his father decades ago.
I received a competent and comprehensible explanation of what risks the accident insurance should cover. What is useful, what is a must, what is optional. In addition, the current life situation was discussed and checked whether necessary risks are covered changes in the contracts should be made and superfluous can be canceled.
I was very satisfied with the conversation and my positive opinion of WBV was confirmed. I would recommend WBV without reservation.
Prof. Dr. J. W. Bartha
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
14/12/2022Prof. Dr. J. W. B.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Dear Prof. Dr. Barta, thank you very much for these warm and beautiful words about our cooperation, which has lasted for almost 40 years. That is what makes our work so beautiful, that we are allowed to stand by your side as insurance experts throughout your life. Thank you very much and here's to many more years together!
5.00 out of 5
Excellent
Recommendation
My first consultation with Nicolas was very positive. I was able to present my situation and got some initial solutions. The advice was factual and the explanations were easy to understand.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
17/11/2022Monika S.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for your positive review! 🤩
Look forward to the coming conversations, it goes on like this 🙌
5.00 out of 5
Excellent
Recommendation
Very good advice. No hot air but facts. My needs were addressed individually.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
20/10/2022Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for the great review! When it comes to insurance, it's all about the details to avoid a rude awakening. That's why we go into these facts, potential faux pas and details in the consultation, instead of looking at colorful brochures together or just making price comparisons. This way, you get insurance coverage that works and, in the event of a claim, triggers relief instead of frustration. :-)
5.00 out of 5
Excellent
Recommendation
Very good advice. We have again received many new tips and advice that we will now implement together. We can only warmly recommend WBV Finanzservice-GmbH.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
28/09/2022Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for your great feedback! It makes the whole WBV team happy when we could help successfully again!
4.80 out of 5
Excellent
Recommendation
I feel that I am in good hands with Nicolas Vogt.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
08/07/2022Doris Z.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for the great review!
5.00 out of 5
Excellent
Recommendation
great advice! Nicolas V. can listen carefully to customers and put himself in the place of the customer.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
30/05/2022Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for the great review! Every customer is individual, so listening and empathizing is the basis for goal-oriented advice. It pleases us from the heart when we can help through our work!
15 Reviews from
1 other source
5.00 out of 5
Excellent
5.00 out of 5
Excellent
15 reviews on Google Maps
 
28/10/2023
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* All reviews and experiences about WBV Finanzservice-GmbH 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 20/08/2015  |  Last update: 27/05/2024   |  Report profile

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