AERA Kapital- und Finanzplanung GmbH

Retirement provision Investment advice Construction financing Riester insurance Funds Rürup

AERA Kapital- und Finanzplanung GmbH
TOP SERVICE PROVIDER 2023
TOP RECOMMENDATION 2023
4.90 out of 5
Excellent
466 Reviews
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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...
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Contact information

AERA Kapital- und Finanzplanung GmbH
Baierbrunner Str. 39
81379 München
Germany

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Opening hours

Saturday CLOSED

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Social Media

100% Recommended
5 stars 438
4 stars 25
3 stars 0
2 stars 0
1 star 0
Quality
Value
Services
Implementation
Consulting
Customer service
Excellent (4.95)
Cost-performance ratio
Excellent (4.97)
Top competencies

Customer loyalty

4.98 out of 5
55 Reviews

Professionalism

4.91 out of 5
54 Reviews

Customer satisfaction

4.89 out of 5
54 Reviews

463 Reviews on ProvenExpert.com

4.90 out of 5
Excellent
4.75 out of 5
Excellent
Recommendation
We were very well advised by Mr. Stadler during our real estate purchase.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
02/02/2023Frau K.
4.50 out of 5
Excellent
Recommendation
Extensive offer, over several providers, clear elaboration of advantages and disadvantages of the different insurances, fair and personal consultation. I feel that I am in good hands with AERA Kapital Finanzplanung GmbH.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
01/31/2023Herr S.
5.00 out of 5
Excellent
Recommendation
Andreas Stuckenberger fulfilled all our wishes in the best possible way.
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
01/31/2023Frau S.
5.00 out of 5
Excellent
Recommendation
The current topics are addressed very well
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Customer review & rating for:
AERA Kapital- und Finanzplanung
01/26/2023Herr K.
5.00 out of 5
Excellent
Recommendation
Aera Kapital- und Finanzplanung, Mr. Scherber, is a very competent, personal and open discussion partner. In the consultation, even very complex contexts and facts are communicated in a sustainable and understandable way, thus creating a basis for decision-making and security.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
01/26/2023Frau M.
5.00 out of 5
Excellent
Recommendation
We have now been advised by AERA Kapital- und Finanzplanung GmbH for the umpteenth time and would and will continue to do so in the future. Mr. Stuckenberger convinced us with his well-founded expertise, took our wishes and ideas into account and recommended a portfolio that was suitable for us, with which we have a consistently positive feeling.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
01/26/2023Frau A.
4.94 out of 5
Excellent
Recommendation
I was advised very well and also very extensively. All questions, including critical ones, were answered very well. Many important aspects came up that I had not considered in my financial planning. It was also important to me that I was given sufficient time to make decisions. This was the case! All in all, top!
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Customer review & rating for:
AERA Kapital- und Finanzplanung
01/23/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Competent advice with a realistic view of my options and the risks on the market
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Customer review & rating for:
AERA Kapital- und Finanzplanung
01/20/2023Herr G.
5.00 out of 5
Excellent
Recommendation
Good service. Optimal package composition
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Customer review & rating for:
AERA Kapital- und Finanzplanung
01/19/2023Anonymously
4.75 out of 5
Excellent
Recommendation
Very eager consultant, customer oriented.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
01/13/2023Anonymously
5.00 out of 5
Excellent
Recommendation
The consultants are very polite, respond to what you want and don't reel off their usual program. This saves a lot of time and gives you the right advice.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
01/13/2023Anonymously
4.80 out of 5
Excellent
Recommendation
Super friendly staff, appropriate advice taking into account the personal situation and needs.
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
01/12/2023Herr D.
5.00 out of 5
Excellent
Recommendation
Highly recommended!
A professional atmosphere was created from the very beginning.
The advice was super and the steps of the work (starting from the inventory to the conclusion of new contracts) were kept transparent.

Our consultant, Mr. Jänsch has fully responded to each of our requests and we feel safe and well taken care of in his hands. By analyzing our existing contracts, he was able to offer us new products that will cost us significantly less money annually, but include the same services.

My girlfriend and I are completely satisfied with the service and are happy to remain customers of AERA Kapital- und Finanzplanung GmbH.
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
12/07/2022Nicolas C.
5.00 out of 5
Excellent
Recommendation
Highly recommended!
The process from an initial inventory to the decision date was very transparent and very clear. Mr. Jänsch answered all our questions in detail and was able to advise us well.

Through the new financial concept, we were able to save a considerable amount of money annually without having to forego services.

I can only warmly recommend the consultation and I am extremely satisfied.

Thanks to the future annual contact, we can keep a constant eye on our finances.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
12/02/2022Linda T.
5.00 out of 5
Excellent
Recommendation
Mr. Obereder advised me very well and I am very satisfied with my new insurance. Thank you
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Customer review & rating for:
AERA Kapital- und Finanzplanung
12/02/2022N.
5.00 out of 5
Excellent
Recommendation
The advice was up to date and showed various alternatives so that the best options were available. In this way, you can also plan cleanly for the long term. Regular checks (annually) always help to respond to changes in the best possible way. It must be emphasized that personal consulting is also possible digitally and flexibly after working hours. This is how modern financial consulting works. Thank you very much!
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Customer review & rating for:
AERA Kapital- und Finanzplanung
12/01/2022Herr D.
4.81 out of 5
Excellent
Recommendation
A professional atmosphere was created from the very beginning.
The advice was super and the work steps (starting from the inventory to the conclusion of new contracts) were kept transparent.

Our consultant, Mr. Jänsch has fully responded to each of our requests and we feel safe and well taken care of in his hands. By analyzing our existing contracts, he was able to offer us new products that will cost us significantly less money annually, but include the same services.

My girlfriend and I are completely satisfied with the service and are happy to remain customers of AERA Kapital- und Finanzplanung GmbH.


Many greetings
Nicolas Chiose
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Customer review & rating for:
AERA Kapital- und Finanzplanung
11/28/2022Nicolas C.
5.00 out of 5
Excellent
Recommendation
Although I consider myself resistant to advice, I am absolutely convinced by the result of the consultation. The consulting helped me to make the right decisions.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
11/25/2022Herr K.
4.50 out of 5
Excellent
Recommendation
Very friendly, eager and reliable.
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Customer review & rating for:
AERA Kapital- und Finanzplanung
11/05/2022Anonymously
5.00 out of 5
Excellent
Recommendation
Reliable and competent advice, support and implementation. I highly recommend cooperation with a clear conscience!
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Customer review & rating for:
AERA Kapital- und Finanzplanung GmbH
09/19/2022Anonymously
3 Reviews from
2 other sources
5.00 out of 5
Excellent
5.00 out of 5
Excellent
2 reviews on KennstDuEinen
 
12/30/2015
5.00 out of 5
Excellent
1 review on Yelp
 
12/30/2015
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All reviews and experiences about AERA Kapital- und Finanzplanung 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 11/23/2015  |  Last update: 02/03/2023   |  Report profile

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