Die compexx Finanz AG ist ein Expertennetzwerk für alle Fragen rund um Vermögen, Versicherung und Vorsorge. Rund 300 Berater stehen derzeit mehr als 80.000 privaten und unternehmerischen Kunden in ganz Deutschland zur Verfügung, um individuelle... Konzepte für Versicherungen, Finanzierungen und Investments zu erarbeiten. Die konsequente Allfinanzberatung berücksichtigt jederzeit die persönliche Lebenssituation der Kunden und deren Wünsche an die Zukunft. In der Beratung ist die compexx Finanz AG an keine bestimmten Produktpartner gebunden, sondern greift auf ein großes und etabliertes Netzwerk von Versicherungsgesellschaften, Banken, Bausparkassen sowie Immobilien- und Investmentgesellschaften zurück. Aus deren Portfolios werden die für die jeweiligen Ansprüche besten Lösungen und Produkte ausgewählt. Basis jedes Beratungsprozesses im compexx-Expertennetzwerk ist eine ausführliche Finanzanalyse, in deren Rahmen die finanziellen Verhältnisse, die Vorstellungen und Wünsche eines Kunden genau besprochen und die bestehenden Verträge geprüft werden. Die compexx Finanz AG gehört mehrheitlich zur Versicherungsgruppe die Bayerische (Bayerische Beamten Lebensversicherung a. G) und ist Gründungsmitglied des Vereins Zukunft für Finanzberatung e.V. Weitere Informationen unter www.compexx-finanz.de
Norbert responds very well to the customer's wishes and also takes the time to explain things clearly. With other consultants, you often feel (deliberately) overwhelmed, but that's definitely not the case here! In addition, the appointments are offered flexibly online or in person on site, so that you can integrate consultations very comfortably into your often busy everyday life. Highly recommended!
I actually thought that we had been well advised. But then Florentin Häberle gave me a full breakdown of the best insurances. insurance policies I have. It turned out that the management fees eat up part of the "return" or that there are also follow-up costs in old age that are not mentioned.
costs that are not mentioned in old age.
The advice was thoroughly understandable for me (as a woman 😂) and they definitely don't talk you into anything. You are also allowed to ask questions at least 3 times. Everything is super transparent and the prepared appointments are top 👍🏼
Benjamin Brausch has been at my side as an advisor for almost 10 years. Since the first "consultation", I have only had one contact person when it comes to questions about investing or protecting my family. These questions are answered in the usual factual, but above all honest manner and at no time do I have the feeling that I am being talked into something. Furthermore, thanks to a well thought-out, strategic concept, I was able to significantly reduce my taxes and reinvest my savings.
For the above reasons, I feel very well taken care of and can recommend Benny with a clear conscience.
We got our first project up and running with Matthias and everything has gone very well so far. Matthias asked right at the beginning what was important to us and took that into consideration. He always answered all our questions understandably and took his time. You can always reach Matthias and his response times are insanely fast. Matthias is very honest and also says when something doesn't make sense, which we really appreciate, because he doesn't talk you through anything, but gives you comprehensive advice so that you can make a decision yourself. In addition to his competence, Matthias is very customer-oriented, friendly and always up for a joke. All in all, we are very satisfied with Matthias and his services and are already looking forward to implementing further projects with him :) Thank you very much for that!
Super competent and helpful to answer all arising questions and solve problems. It is also nice that uncomplicated solutions are always sought and found to make it as easy as possible for the customer to make an informed decision - I find that extremely positive!
Mr. Hawe also always looks beyond the end of his nose and offers alternatives that one had not even considered.
Mr. Müller was highly motivated in dealing with our concerns and took a lot of time to implement everything to our satisfaction. Even at this point in time, he always takes care of us immediately when questions or ambiguities arise. He is a very competent, committed and friendly financial expert.
The previous appointments with Beni were very well prepared and structured. He responds to wishes and explains very detailed and understandable. With questions he is patient explains it so long and broken down until everyone understands. and An overall very competent and pleasant consultation.
Florentin has the ability and will to precisely analyze the personal concerns and develop customized solutions.
His meetings are always very well prepared and explains the most complex issues in an understandable way.
I can recommend Florentin at any time.
Today we had our appointment to discuss the pension plan.
Matthias explained everything to us in a very understandable way and went through every point of the calculation with us. This appointment is really useful for anyone who is concerned with their retirement provision.
Thank you again for the simple illustration of our pension!
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Profile active since 12/10/2020 | Last update: 12/02/2023
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