Marcel Oberle

Conceptual financial planning, investment advice, PKV advice, pension advice,

Marcel Oberle
CUSTOMERS' CHOICE 2024
4.99 out of 5
Excellent
249 Reviews
Contact information
My name is Marcel Oberle and my clients give me their unrestricted trust in almost all financial topics. My goal is the protection of your loved ones and the positive development of your assets! Because your future depends on a good provision.

Contact information

Marcel Oberle
Marcel Oberle Plansecur
Im Höning 5
63820 Elsenfeld
Germany

100% Recommended
5 stars 248
3 stars 0
2 stars 0
1 star 0
Excellent (4.99)
Cost-performance ratio
Excellent (4.98)
Top competencies

Professionalism

5.00 out of 5
24 Reviews

Bond of trust

5.00 out of 5
24 Reviews

Customer focus

5.00 out of 5
24 Reviews

249 Reviews on ProvenExpert.com

4.99 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Super friendly and relaxed. Explains everything very clearly and leaves no questions unanswered.
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Customer review & rating for:
Marcel Oberle
02/15/2024Karolina W.
5.00 out of 5
Excellent
Recommendation
Marcel is absolutely great. Honest and understandable advice, just the way you want it. I had all my contracts checked and I'm very happy about it. I was able to save a lot and my pension provision is finally sorted. An absolute recommendation from me!
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Customer review & rating for:
Marcel Oberle
02/06/2024D.
5.00 out of 5
Excellent
Recommendation
At last, honest advice on private health insurance and retirement provision. I've been looking for a good CONSULTANT on these topics for a long time and have finally found one in Marcel. An absolute expert in the field. This is what independent advice should be like.
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Customer review & rating for:
Marcel Oberle
01/25/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Marcel works the way you would want an independent advisor to. He is transparent, clearly states what is important and what you can do without. What I like best is that he works without pressure. You have all the time in the world and are not rushed into a deal. Keep up the good work!
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Customer review & rating for:
Marcel Oberle
01/17/2024C.
5.00 out of 5
Excellent
Recommendation
Top Beratung! Marcel ist total transparent und erklärt sehr gut auf was es ankommt und welche Dinge überflüssig sind. Dank Marcel fühle ich mich nun deutlich wohler mit meinen Versicherungen. Zum einen konnte ich einiges einsparen und dadurch meine Altersvorsorge deutlich erhöhen. Ich habe Marcel bereits weiterempfohlen und werde es weiterhin tun!
Customer review & rating for:
Marcel Oberle
01/15/2024J.
5.00 out of 5
Excellent
Recommendation
Independent advice the way you want it! No pressure, full transparency and absolute expert knowledge. Marcel is rightly in such high demand and I'm glad to be a customer of his now. Thank you.
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Customer review & rating for:
Marcel Oberle
01/11/2024J.
5.00 out of 5
Excellent
Recommendation
I came to Marcel with a large mountain of opaque financial products from a large provider because Marcel was recommended to me by a good friend. Marcel examined my documents in detail and informed me of any shortcomings and unnecessary costs. Marcel also took the time to analyze my personal situation and thought about various possible optimizations.
These optimizations replace a large part of the old contracts and are now comprehensible, transparent and well structured for me.
Thanks to Marcel, I now have a clear conscience again when it comes to saving and paying for insurance, because I know where my money is and what I'm getting for my money. Unfortunately, that wasn't the case before.

Thank you very much for your time and effort!
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Customer review & rating for:
Marcel Oberle
01/02/2024B.
5.00 out of 5
Excellent
Recommendation
I found Marcel via Instagram and then had him check all my contracts. Thanks to Marxel, I finally have a better overview of my insurance policies. He uncovered a few mistakes and saved me from nasty surprises. We kept the good policies and optimized the bad ones, resulting in significantly better benefits and around €400 a year less in premiums. A big thank you !!!
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Customer review & rating for:
Marcel Oberle
12/20/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Many thanks for your kind advice. Gladly again 👍
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Customer review & rating for:
Marcel Oberle
12/13/2023A.
5.00 out of 5
Excellent
Recommendation
Marcel gave me very good advice. He openly and clearly showed me where my existing contracts were suitable and, in particular, where they had weaknesses in terms of duration, costs and returns.
He selected suitable options for me and showed me my options that suited me. We found a very good solution, which we implemented together.

He was always available to answer questions and explained everything quickly and clearly.

The implementation was uncomplicated and perfectly prepared by Marcel.

Many thanks for that!
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Customer review & rating for:
Marcel Oberle
12/07/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Customer review & rating for:
Marcel Oberle
12/06/2023S.
5.00 out of 5
Excellent
Recommendation
I became aware of Marcel via LinkedIn. As I've been toying with the idea of switching to private health insurance for some time, I booked a consultation with Marcel. And it was the right decision. Marcel laid all the facts on the table for me, obtained and checked offers with me and compared everything in detail. I have never experienced such honest and good advice. I'm now having all my other contracts checked.
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Customer review & rating for:
Marcel Oberle
12/01/2023Anonymously
5.00 out of 5
Excellent
Recommendation
I became aware of Marcel via Instagram. He was also recommended to me by a friend. His work is absolutely transparent, I finally understand all the insurance stuff and now know what I need and what I don't need. He can really answer every question, no matter how detailed, and at no time do you feel like you have to take out something or are being pressured into it. Thank you Marcel for your advice!
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Customer review & rating for:
Marcel Oberle
11/17/2023J.
5.00 out of 5
Excellent
Recommendation
As I come from a professional background, I can say with certainty that Marcel's advice is absolutely fair and transparent. Marcel also answered various detailed questions openly and in detail, which makes me feel better again when I think about my insurance.
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Customer review & rating for:
Marcel Oberle
11/16/2023F.
5.00 out of 5
Excellent
Recommendation
The best advice I have ever had! Clearly number 1 when it comes to retirement planning and insurance. I am very glad that Marcel was recommended to me. He has finally provided me with clarity and structure. Thank you !
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Customer review & rating for:
Marcel Oberle
10/31/2023Anonymously
5.00 out of 5
Excellent
Recommendation
I have been a satisfied customer of Marcel for 3 years. At that time, he helped me out of my much too expensive contracts and secured me in such a way that I remain flexible for the future. That his good work pays off was recently confirmed. I have decided to go into self-employment and Marcel has accompanied me super. I was able to adapt the contracts I had signed at the time to my self-employment and didn't have to redo everything. He keeps his promises. Absolute premium financial advice. Best regards and keep up the good work! Thanks for everything
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Customer review & rating for:
Marcel Oberle
10/21/2023Anonymously
5.00 out of 5
Excellent
Recommendation
1A consultation. Very detailed and transparent. I was recommended to Marcel and had all my contracts checked. Unfortunately, it came out that I was insured completely wrong and much too expensive. Thanks to Marcel, this is now changing. My family and I will be better insured in the future and save almost 700 € per year in premiums.

A big thank you to Marcel
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Customer review & rating for:
Marcel Oberle
10/09/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Very big compliments to Marcel! Never enjoyed such honest and transparent advice before. Had my contracts and those of my wife and children reviewed. In my case, my BU and annuities were way too expensive and totally inappropriate for my career status and plans. The same with my wife. With the contracts for the children, the previous consultant (DVAG) probably only thought about the commission, because these were extremely expensive and also unsuitable here. Marcel has set up the costs of the previous contracts for me in detail, so that I really understood what happens with my money and who pockets how much of it. I would have expected that from the original consultant.
At the same time, we examined the option of switching to private health insurance and reorganized our investments. All in all, everything is now finally clean and regulated in our sense! and oh yes...almost forgotten...through his comparisons and co. we save in the future almost 2000 € a year in insurance premiums! just awesome! I can clearly recommend Marcel. And he is also ne quite cool sock :D
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Customer review & rating for:
Marcel Oberle
09/18/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Marcel was recommended to me by a friend. Since I'm about to change to a career as a civil servant, which means some changes in the insurance sector, I booked an appointment with Marcel. And I am very happy about it. I have also been advised by several insurance agents on the same topics. NO ONE has put all the cards on the table as honestly as Marcel. He explained all the pros and cons to me very well and then got me the appropriate offers on the entire insurance market. I then finally did my disability coverage and my private health insurance through Marcel. I can definitely recommend Marcel and look forward to further cooperation.
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Customer review & rating for:
Marcel Oberle
09/04/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Great advice, absolutely honest and high quality. Clearly the best advice I've ever had.
I was previously insured through an acquaintance with all contracts at DVAG. But at some point I had the feeling that I was paying far too much and completely lost track of the constant contract adjustments and new contracts that were combined, etc..
Thank God I wrote Marcel and had my contracts checked. It turned out that I was paying far too much everywhere and was insured incorrectly (too low BU, too high pension insurance, inflexible).

Marcel then recommended better alternatives. In the end, I have significantly more benefit (suitable BU, higher pension in old age ) and save every year almost 1500€! 1500€ I have paid for years too much,....
Unbelievable.

I can only advise everyone to contact Marcel and have the contracts checked. You have nothing to lose
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Customer review & rating for:
Marcel Oberle
08/21/2023Anonymously
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All reviews and experiences about Marcel Oberle 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 12/28/2019  |  Last update: 02/15/2024   |  Report profile

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