Finanz-ITler

Independent financial consulting for the IT and information technology industry

Finanz-ITler
141 Reviews i
published (98%)
out of 144 reviews
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Your expert team for finance, insurance, real estate and investments.

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Contact information

Finanz-ITler
Enderstr. 94
01277 Dresden
Germany
Directions

Contact person
PureWater Investment Deutschland GmbH

Opening hours

Wednesday 08:00 am-09:00 pm

Websites

Social Media

Review from 04/28/2023  
5.00 out of 5
Excellent
Recommendation
Quality
Value
Services
Implementation
Consulting
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Top competencies

Efficiency

5.00 out of 5
6 Reviews

Sustainability

5.00 out of 5
6 Reviews

Customer loyalty

5.00 out of 5
6 Reviews

133 Reviews on ProvenExpert.com

5.00 out of 5
Excellent
Recommendation
Daniel Rabe very nice and competent, well-structured appointments ,has very good and cheaper contracts picked out
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Customer review & rating for:
Finanz-ITler
04/28/2023Luca D.
5.00 out of 5
Excellent
Recommendation
Extremely helpful and insightful. He explained with details exactly what and how you can do with your investments and how they will perform over time. He is aware of the latest trends in the stock market and securities markets. He goes the extra mile. Very successful meeting and I highly recommend him.
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Customer review & rating for:
Finanz-ITler
04/04/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Thanks to Finanz-ITler. Very supportive and helpful. They taught me German tax system and opportunities to reduce my own tax burden. I would highly recommend Finanz-ITler.
Customer review & rating for:
Finanz-ITler
03/16/2023E.
5.00 out of 5
Excellent
Recommendation
I came across this very competent team because of the very positive assessment of the financial IT people. Since it is not easy to see through the tax options and leeway in Germany, I am very happy to have chosen the support. My questions were always answered quickly. Thanks to the whole team, but especially to Deniz, for all the support and I look forward to a continued pleasant cooperation.

Daria Merhej
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Customer review & rating for:
Finanz-ITler
03/15/2023Daria M.
5.00 out of 5
Excellent
Recommendation
I am very satisfied. I recommend with pleasure.
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Customer review & rating for:
Finanz-ITler
03/14/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Daniel Rabe does an incredibly professional, but also very likeable and approachable job. You get the feeling at all times that he is genuinely interested in the well-being of the customer and simply enjoys the job and is not out to make money. Really hard to recommend!
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Customer review & rating for:
Finanz-ITler
03/04/2023D.
5.00 out of 5
Excellent
Recommendation
I have had really bad experiences with "IT financial consultants" before, but after a 20-minute phone call with Mr. König, I decided to have the no-obligation get-to-know-you conversation after all. The conversation with Mr. König was professional and trustworthy. The following conversations included my personal tax planning strategy, which convinced me more and more about Finanz-ITler. In the end, I was very positively surprised and glad to have chosen it.
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Customer review & rating for:
Finanz-ITler
01/30/2023A.
1.00 out of 5
Poor
After initial contact by phone and making an appointment for an initial consultation, the consultant did not show up for the appointment and did not respond to an e-mail request. Not a good basis for an upcoming business relationship.
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Customer review & rating for:
Finanz-ITler
01/25/2023Anonymously
Finanz-ITler Comment from Finanz-ITler:
Dear Mr. D.,

Thank you for your feedback and criticism. Your satisfaction is close to our heart and we have promptly reviewed the matter.

Apparently there were difficulties in communication with your personal contact. We would like to apologize for this.
As your consultant has informed us, you both have been able to resolve the misunderstanding and have also already arranged a new appointment next week. Thank you for giving us this chance to improve!

We look forward to updating your evaluation as soon as you have been able to fully assess the quality of our consulting and our performance. We are sure: You will be delighted!

In the meantime, if you have any questions or suggestions, please do not hesitate to contact our customer service directly at +49 351 26690240.
5.00 out of 5
Excellent
Recommendation
I have to admit that I was rather skeptical about the whole thing, although the advertisement on the subject of saving taxes appealed to me very much and sounded interesting. Especially since, in my opinion, there are now financial consultancies like sand on the beach and one is always better than the other anyway...
The first conversation with Thomas was very pleasant - factual, professional and sympathetic. At the end of the meeting, I was actively asked whether I wanted to continue the process or not, which I liked. Otherwise, it always seemed to me as if you were wrapped up in the whole process and couldn't get out of it.
In the second appointment, I was presented with my personal strategy developed by Thomas around my financial budget. Everything was highlighted: Investments, retirement planning, taxes and health insurance. As so beautifully described on the website, no isolated financial solutions were offered.
I found all appointments to be humanly approachable, pleasant, built on a basis of logic and objective observation - without melodramatic presentations of any future scenarios.
I am happy to recommend Thomas and the team of Finanz-ITler.
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Customer review & rating for:
Finanz-ITler
01/17/2023B. S.
5.00 out of 5
Excellent
Recommendation
I work as a Scrum Master and was advised on the subject of asset accumulation and private health insurance, under the guise of tax optimization. The solutions and strategies were presented to me very factually and without emotional verbiage, which I found very pleasant.
Overall, I am extremely satisfied.
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Customer review & rating for:
Finanz-ITler
12/14/2022Kira M.
5.00 out of 5
Excellent
Recommendation
For a given occasion, I was advised to switch to private health insurance. The comparison was presented in an objective and fact-based manner. I was and still am very satisfied and look forward to further cooperation.
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Customer review & rating for:
Finanz-ITler
12/13/2022Isa M.
3.00 out of 5
Average
Recommendation
Experienced consultants who deliver an adequate, long-term, well thought-out strategy. I was satisfied with the consulting overall. However, the focus of the consulting was the topic of tax structuring, which I cannot endorse. Due to such tax tricks as one experiences here, the state misses out on billions of euros in revenue, which the general public misses out on, e.g. to finance transport infrastructure, modern schools, daycare centers or hospitals.
Personally, I can't support this, which is why I give it a total of 3 stars. For fellow citizens of other views certainly more suitable.
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Customer review & rating for:
Finanz-ITler
12/07/2022Marcus F.
5.00 out of 5
Excellent
Recommendation
I came across the site via Instagram. The posts sounded promising and since I fit the parameters given, I signed up for the contact form. I was referred to Davis, the advisor, who presented me with an excellent, fully comprehensive financial strategy in the follow-up appointment to the get-to-know-you conversation. Areas discussed were wealth accumulation, retirement planning, tax planning and health insurance. The overall concept was very convincing, the discussions informative and the contact personable.
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Customer review & rating for:
Finanz-ITler
12/05/2022L. W.
4.00 out of 5
Good
Recommendation
Good, however, have no experience other than reference in this area.
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Customer review & rating for:
Finanz-ITler
12/01/2022T.
5.00 out of 5
Excellent
Recommendation
I came to Finanz-ITlern with a relatively serious "tax problem" after seeing the advertisement in the social networks. I was referred to a very sympathetic consultant, who analyzed my current situation in detail during a get-to-know-you appointment. In the follow-up appointment, he convinced me with a sophisticated and long-term strategy that was able to solve my problem skillfully or will solve it in the long term.
At this point best thanks to Thomas!
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Customer review & rating for:
Finanz-ITler
11/30/2022F.
5.00 out of 5
Excellent
Recommendation
My English appointment with Thomas was great! Thank you so much!
Customer review & rating for:
Finanz-ITler
11/25/2022Kevin C.
5.00 out of 5
Excellent
Recommendation
Have created a massive base for a holotic consulting concept through a broad and deep network of partners and experts. Recommended.
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Customer review & rating for:
Finanz-ITler
11/24/2022Bente J.
4.00 out of 5
Good
Recommendation
I find the advertisements very stereotypical.
Nevertheless, I signed up for an informational interview. All the interviews were very informative and descriptive. The financial strategy recommended to me convinced me.
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Customer review & rating for:
Finanz-ITler
11/22/2022Jakub K.
5.00 out of 5
Excellent
Recommendation
The tax planning strategies presented are result-oriented and convincing. Exceptionally competent consulting service.
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Customer review & rating for:
Finanz-ITler
11/21/2022Severin W.
4.80 out of 5
Excellent
Recommendation
New dimensions of tax structuring, or "tax avoidance". Financial IT professionals offer a wide range of options in the areas of investments, capital investments, tax planning, health insurance and retirement planning. A keen eye on the big picture, aligned, is the golden key to financial success. Enthusiastic.
Even the expectations regarding a pure online consultation were exceeded, I still rate it "good" because I generally prefer contact in presence.
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Customer review & rating for:
Finanz-ITler
11/17/2022D.
8 Reviews from
1 other source
5.00 out of 5
Excellent
5.00 out of 5
Excellent
8 reviews on Google
 
03/07/2023
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* All reviews and experiences about Finanz-ITler 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 10/12/2021  |  Last update: 05/31/2023   |  Report profile

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