After getting to know you and discussing your expectations of the cooperation, we develop your financial concept for you, with which you can implement your wishes. Your existing contracts will be integrated into the concept and optimized if... necessary. You leave most of the time-consuming activities - correspondence with banks and insurance companies or sorting financial documents - to us. Even the resubmission of important dates or the observance of notice periods are things that you can gladly hand over to us.
In the second step, we will discuss the necessary steps to achieve your goal as quickly as possible, taking into account your specifications, and implement them for you.
Subsequently, your existing financial concept will be adapted at your request to changed circumstances on your part or also to the tax or legal framework conditions, so that you always reach your goal in the fastest and most effective way.
Our claim is that our advice will save you time and you will not have to worry about achieving your financial goals. Our clients appreciate that with the freedoms they gain, they have more time, which is becoming more and more important in our society. More time for your family, your hobbies or simply for yourself.
Competent, professional and someone who loves his job and can listen to the customer and help exactly. I can only recommend Mr. Harry Meier. He knows his job. I don't know anyone better. I will definitely recommend him. Super job done my wife and I are very grateful to him.
Mr. Meier was super friendly and responded to my needs/wishes. He was able to answer my questions satisfactorily. I would be super happy if we can implement as what we discussed in today's conversation.
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Profile active since 01/19/2015 | Last update: 09/09/2024
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