Finanz-Plan GmbH

Insurance broker Real estate agent Starnberg

Finanz-Plan GmbH
5.00 out of 5
Excellent
22 Reviews
Contact information
Fair insurance and real estate consulting in Starnberg for the region and the greater Munich area for over 45 years.
We tell you which contracts you don't need and which you should value. Save time and money, let professionals advise you.
Personally. Quickly. Efficient.
You are in safe hands with us.

Contact information

Finanz-Plan GmbH
Maximilianstr. 2a
82319 Starnberg
Germany
Directions

Contact person
Finanz-Plan GmbH

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Websites & Profiles

100% Recommended
5 stars 13
4 stars 0
3 stars 0
2 stars 0
1 star 0
Top competencies

Problem comprehension

5.00 out of 5
3 Reviews

Customer requests

5.00 out of 5
3 Reviews

Raising awareness

5.00 out of 5
3 Reviews

13 Reviews on ProvenExpert.com

5.00 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Competent advice, quick solution, super nice consultants, great service, unbureaucratic. 100% to recommend!!!
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Customer review & rating for:
Thomas Meier
03/26/2022B.
Finanz-Plan GmbH Comment from Finanz-Plan GmbH:
Thank you very much for your praise!

Thomas Meier
5.00 out of 5
Excellent
Recommendation
Mr. Meier is a very competent, friendly contact person with a high level of expertise and experience regarding commercial insurance needs.
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Customer review & rating for:
Thomas Meier
09/08/2021N.
5.00 out of 5
Excellent
Recommendation
Dear Mr. Meier, dear financial planning team,
For about 30 years we have had an exceptionally good, cooperative business relationship in all questions, activities and contracts concerning insurance. Together with me and my family, you have always put together and concluded the right solutions and contracts for all necessary business and private insurances. Thank you very much again for this and that is why I give you the full number of points. Best regards, your family L.
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Customer review & rating for:
Thomas Meier
06/14/2021Herr L.
5.00 out of 5
Excellent
Recommendation
We have taken out various insurance policies, including our household contents and buildings insurance, through Finanzplan. Recently, we were burglarized and we reported the burglary to Mr. Meier. The case was professionally supervised and accompanied by Mr. Meier and his team from the time of recording until the current payment. Mr. Meier was even at the appraiser appointments with on site and stood with his experience always with advice and action to the side.
Thank you for the good and professional support, I will recommend you :-)
MfG Tobias Graf
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Customer review & rating for:
Thomas Meier
06/09/2021Anonymously
Finanz-Plan GmbH Comment from Finanz-Plan GmbH:
Dear Mr. Graf,

Thank you very much for this compliment, I am pleased with you about the smooth handling of the for you so
for you so annoying damage.

Thomas Meier
5.00 out of 5
Excellent
Recommendation
Hello Mr. Meier, the settlement of the now but very large damage, has thanks to your help, organization and support hervooragend geklaptt. Many thanks for that, also otherwise always great service, I can only recommend. Stoll property management Dieter Henning
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Customer review & rating for:
Thomas Meier
03/16/2021Dieter H.
5.00 out of 5
Excellent
Recommendation
Dear Mr. Meier,
For over 33 years you have been our competent and fair insurance, real estate consultant in Starnberg!
As a young, inexperienced man in matters of insurance, money and real estate, I could use their services, step by step, on my life's journey. You, Mr. Meier and all of Finanzplan, GmbH, have guided me, figuratively speaking, through the "financial jungle", accompanying, without risk and put tools in my own hands to find my way as far as necessary.
Gratefully I look back on this professional, continuous service, tailored to my needs and possibilities. I was able to carry out my artistic, self-employed activity with peace of mind and even acquire a property, with the help of Finanzplan, as one of the financial building blocks for my old age.
I am happy to recommend them to others, as well as to my adult children, who receive the best advice from them in financial as well as insurance matters.
I wish you all the best! Georg Shandor Hayde, Museum Conservator
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Customer review & rating for:
Thomas Meier
03/05/2021Anonymously
5.00 out of 5
Excellent
Recommendation
Best advice, Mr. Meier takes a lot of time, answers all questions very competently
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Customer review & rating for:
Thomas Meier
02/10/2021Anonymously
5.00 out of 5
Excellent
Recommendation
After many years of moderate care by various insurance agencies, my skepticism has been very large. However, the company Finanzplan has managed to take care of me in private and business matters as well as in really probably annoying little things. You feel well taken care of and may ask until you have understood it, Furthermore, the price-performance ratio and the really exemplary advice!
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Customer review & rating for:
Thomas Meier
02/09/2021Herr R.
Finanz-Plan GmbH Comment from Finanz-Plan GmbH:
Hello Mr. Rupprechter,

we are very pleased that our way of understanding service has exactly hit your nerve!

Best regards

Financial Plan GMBH
Thomas Meier
5.00 out of 5
Excellent
Recommendation
The company Finanz Plan is certainly one of the most competent consultants there is... and above all independent! We know this from decades of experience!
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Customer review & rating for:
Thomas Meier
02/08/2021Herr K.
Finanz-Plan GmbH Comment from Finanz-Plan GmbH:
Thank you for your review, Mr. Klein!

Kind regards

Thomas Meier
5.00 out of 5
Excellent
Recommendation
For many years, we have benefited from the extremely competent advice in all areas. Mr. Meier's recommendations are always comprehensible and honest. We have never been "talked into" an insurance policy, but always had an expert assessment of the costs and benefits. It is also important for us to have a dedicated contact person in case of damage. Previous claims have always been handled to our complete satisfaction. We rely with good feeling on the recommendations of Mr. Meier and can only recommend Finanz- Plan GmbH.
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Customer review & rating for:
Thomas Meier
02/01/2021Bauunternehmen Wetzl, I.
Finanz-Plan GmbH Comment from Finanz-Plan GmbH:
Dear team of the construction company Wetzl, thank you very much for the great praise! We will of course continue to provide you with the best possible advice and support in the future.

Thomas Meier
FINANZ-PLAN GmbH
5.00 out of 5
Excellent
Recommendation
I can always rely on Mr. Meier from Finanzplan.
Prudent, customer-oriented and very competent !

I can highly recommend :-)
Gerd Zanker Elektro Saegmüller GmbH, Starnberg
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Customer review & rating for:
Thomas Meier
01/28/2021Gerd Z.
Finanz-Plan GmbH Comment from Finanz-Plan GmbH:
Hello Mr. Zanker,

we are very pleased - thank you very much for your good rating!

Kind regards

Thomas Meier
FINANZ-PLAN GMBH
5.00 out of 5
Excellent
Recommendation
Professional and transparent advice on the subject of private health insurance - Mr. Meier was very well prepared for the meeting and took the time to answer all questions in detail.
Show original
Customer review & rating for:
Thomas Meier
01/28/2021Anonymously
5.00 out of 5
Excellent
Recommendation
Dear Mr. Meier,
I particularly like the fact that you are not satisfied with mediocrity.
Only when you have achieved 100% are you at your goal.
Thank you for the great advice - I will definitely recommend you!

Best thanks - Angelika Schilcher
Show original
Customer review & rating for:
Thomas Meier
01/19/2021Angelika S.
Finanz-Plan GmbH Comment from Finanz-Plan GmbH:
Dear Ms. Schilcher,

thank you very much for your great feedback. We do not give up this claim either and are pleased if you appreciate it.

Thomas Meier
9 Reviews from
1 other source
5.00 out of 5
Excellent
5.00 out of 5
Excellent
9 reviews on Google
 
06/24/2022
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All reviews and experiences about Finanz-Plan 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 12/15/2020  |  Last update: 03/28/2022   |  Report profile

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