How does a good consultation begin? With the right questions and with listening! We always start with the customer and his or her personal goals, options and existing contracts. Based on this, we develop a customized concept for retirement... planning, protection, asset accumulation and all other financial issues. Only then do we find the right products to make your goals attainable. Our investment advisors see themselves as lifelong companions to their clients when it comes to their finances.
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.
The best career opportunities with an outstanding working atmosphere - all in great, pleasant premises.
In addition, great training opportunities and great exchange among colleagues.
You are in good hands. Very friendly, competent and fast processing (even in the event of damage). I feel very well advised, not intrusive and tailored to my own profile. Everything in one hand, which is very relieving.
Man ist in guten Händen. Sehr freundlich, kompetent und schnelle Bearbeitung (auch im Schadensfall). Fühle mich sehr gut beraten, nicht aufdringlich und auf das eigene Profil abgestimmt. Alles in einer Hand, das entlastet sehr.
Very nice office.
I felt very comfortable and very well advised there.
And with this strategy and the formula for financial happiness, I will come much closer to my dreams and goals.
All reviews and experiences about Kompetenzschmiede Bodensee 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 08/21/2020 | Last update: 06/24/2022
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