investmentheld.de

Investment advice, construction financing, real estate

investmentheld.de
4.87 out of 5
Excellent
37 Reviews
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The Unzigartigjkeit of investmentheld.de exists in the over 30jährigen practical experience within the range investment and construction financing, paired with the branchenunüblichen youth of the owner and thus the possibility of many years constantly on one and the same partner to fall back and with free choice of the product offerer.
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Contact information

investmentheld.de
Loschwitzer Str. 15a
01309 Dresden
Germany
Directions

Contact person
Toni Schmidt

Opening hours

Websites

Social Media

95% Recommended
5 stars 36
4 stars 0
3 stars 0
1 star 0
Quality
Value
Services
Implementation
Consulting
Customer service
Excellent (4.83)
Cost-performance ratio
Excellent (4.81)
Top competencies

Professionalism

5.00 out of 5
5 Reviews

Customer satisfaction

5.00 out of 5
5 Reviews

Sustainability

5.00 out of 5
5 Reviews

37 Reviews on ProvenExpert.com

4.87 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Very reliable and solution-oriented. Always ready to listen.
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Customer review & rating for:
investmentheld.de
08/23/2024Anonymously
5.00 out of 5
Excellent
Recommendation
We have been customers for years and are always satisfied with the service and advice. We like the flexible, fast and uncomplicated implementation of our wishes.
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Customer review & rating for:
investmentheld.de
03/31/2022Katy und R.
4.80 out of 5
Excellent
Recommendation
Very sought after and competent consultant.
P.S.: The coffee tastes great!
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Customer review & rating for:
investmentheld.de
03/02/2022Frau H.
5.00 out of 5
Excellent
Recommendation
Mr. Schmidt radiates confidence and competence with his personality.
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Customer review & rating for:
investmentheld.de - Toni Schmidt
10/07/2021Anonymously
5.00 out of 5
Excellent
Recommendation
Our experience with Mr. Schmidt has been very good. He takes time for individual discussions and responds to the customer's wishes. He tries to point out different strategies and to go through them together with the customer.
S.T.
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Customer review & rating for:
investmentheld.de - Toni Schmidt
06/04/2020Anonymously
4.97 out of 5
Excellent
Recommendation
Many years of dedicated advice and support.
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Customer review & rating for:
investmentheld.de
02/13/2020Anonymously
5.00 out of 5
Excellent
Recommendation
The topic of "retirement planning and investment" is not one that I like to deal with. So much the better if you have someone at your side who takes on the topic, explains it in a comprehensible way, gets involved with the customer's experiences, life circumstances and risk tolerance, and also communicates reliably and sympathetically. Then it's also a bit of fun :).
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Customer review & rating for:
investmentheld.de
09/21/2019Anonymously
5.00 out of 5
Excellent
Recommendation
More than two years ago, I contacted Mr. Schmidt on the subject of capital investment. I received an investment form tailored to my needs. He explains the risks and side effects in detail, even to "trained" laypersons, and is happy to answer questions. He gets particularly many plus points because of the advanced digitalization of his processes. For me, it is particularly important to be fast and efficient. With the tools provided: the app and the fund store, I can decide on my own and at any time what happens with my money.
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Customer review & rating for:
investmentheld.de
08/01/2019N.
5.00 out of 5
Excellent
Recommendation
For more than 10 years I have been advised by Mr. Schmidt in matters of investments and insurance and I am very satisfied. The contact is very nice, the advice is competent and questions are always answered understandably and satisfactorily. The app, which is available for IOS and Android devices, and the customer portal round off the package.
Anyone who doesn't want to deal with these topics or doesn't have the time is in good hands with him.
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Customer review & rating for:
investmentheld.de
06/19/2019R. K.
4.98 out of 5
Excellent
Recommendation
I was very well advised all my questions and wishes were taken into account and largely fulfilled.
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Customer review & rating for:
investmentheld.de
05/24/2019B.
5.00 out of 5
Excellent
Recommendation
For years, we have been very satisfied with our individual advice and the financial transactions concluded here, such as insurance, investments and even the purchase of real estate.
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Customer review & rating for:
investmentheld.de
10/20/2018Anonymously
5.00 out of 5
Excellent
Recommendation
Really very good service and very good advice. To have such a loyal advisor who looks after you in all financial matters is very valuable.
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Customer review & rating for:
investmentheld.de
10/03/2018Anonymously
5.00 out of 5
Excellent
Recommendation
I have been working with Toni Schmidt for many years and am completely satisfied. He was not only able to help me with the investment of my finances, but also supported me in various matters concerning the construction of a house, the conclusion of insurance policies and was always reliable and helpful.
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Customer review & rating for:
investmentheld.de
09/27/2018J.
5.00 out of 5
Excellent
Recommendation
We have known Mr. Schmidt for many years. We appreciate his expertise, his honest and communicative manner, his reliability, his efforts to find customer-specific solutions and his pleasant demeanor.
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Customer review & rating for:
investmentheld.de
12/15/2017Anonymously
5.00 out of 5
Excellent
I am more than thrilled with the very good and also honest advice. One feels in good hands with Mr. Schmidt. In addition, the processing works very well and is also for a "layman" to act
well to act.
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Customer review & rating for:
investmentheld.de
11/02/2017Anonymously
5.00 out of 5
Excellent
Recommendation
Very friendly and competent advice, which can only be recommended.
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Customer review & rating for:
investmentheld.de
10/28/2017Anonymously
5.00 out of 5
Excellent
Recommendation
Very good and personal advice.
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Customer review & rating for:
investmentheld.de
10/27/2017Anonymously
5.00 out of 5
Excellent
Recommendation
You can talk about everything even in bad times
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Customer review & rating for:
investmentheld.de
10/18/2017Anonymously
5.00 out of 5
Excellent
Recommendation
After almost a year with Mr. Schmidt, nothing negative can be reported. We especially appreciate the good accessibility as well as the transparency and comprehensibility of actions and decisions.
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Customer review & rating for:
investmentheld.de
10/18/2017A.
5.00 out of 5
Excellent
Recommendation
Very good commitment to the customer.
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Customer review & rating for:
investmentheld.de
10/05/2017Anonymously
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All reviews and experiences about investmentheld.de 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 01/02/2017  |  Last update: 08/23/2024   |  Report profile

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