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.
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.
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.
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.
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!
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.
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.
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.
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!
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.
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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Profile active since 11/23/2015 | Last update: 02/03/2023
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