The creation of holistic, goal-oriented financial concepts for our clients is at the center of our activities. In doing so, we make extensive market comparisons and provide concrete recommendations. Retirement provision, asset formation and... investment advice, as well as construction financing and protection against the risks of everyday life, are all part of our activities.
The ProvenExpert Quality Seal is awarded to service providers who have received at least 10 customer reviews with a recommendation rate of 90% or higher.
I have found a very competent and friendly advisor in Andreas Stuckenberger.
He provides advice based on trust, which means I can expand my knowledge even as a layperson.
I trust him 100% and can recommend him with a clear conscience.
Creates a very trustworthy and serious impression; I particularly like the fact that the advice is independent of specific providers (insurance companies or banks) and products.
My advisor is Mr. Ziemens. His advice was absolutely understandable and the facts were comprehensible and logical. You have the feeling that you can ask anything and don't have to be afraid of asking "stupid questions".
My appointments all took place online, which is why I cannot judge the business premises, accessibility, etc.
Before we became an AERA customer, me and my company were severely underinsured and much more expensive. After an audit by AERA at my request, a great many shortcomings were uncovered. It was not a sales strategy but really well-founded mistakes by the previous advisor. We are now with AERA for all business and private matters and are now in a better and more favorable position. They first check what a customer needs and wants and offer the right products. Thank you very much Mr. Obereder and Mr. Ziemens.
The consultation was very good, Oliver Siemens took a lot of time to explain everything to us until it was clear and understandable. So far, I'm very happy with what we agreed in the contract.
Mr. Stuckenberger is absolutely professional, competent and very personable. He is able to communicate complex issues quickly and simply. You always feel that you are in good hands.
The consultation for the company pension scheme in our company was not only highly competent and individually tailored to each employee, but also stress-free and without pressure. Questions were answered immediately and comprehensively. And the employees are visibly motivated and satisfied, we are more than happy!
My partner and I are very enthusiastic about AERA Kapital- und Finanzplanung GmbH! Our advisor Mr. O. took a lot of time for our concerns and was always very friendly, flexible, patient with us and motivated during our several consultation appointments. We always had a good feeling and were able to ask all our questions. We will definitely continue to make use of her advice. Highly recommended! Many thanks again! Finally more clarity in the financial and insurance jungle! :)
Mr. Obereder himself took the time to give me, as a private customer, comprehensive advice with a tailor-made service package and also gave me the time I needed to make an informed decision.
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Profile active since 11/23/2015 | Last update: 10/11/2024
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