Simon Goetschi

Financial advice. Digital! But personal.

Simon Goetschi
TOP SERVICE PROVIDER 2024
4.97 out of 5
Excellent
369 Reviews
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So many possibilities, but only one contact person!
In a personal meeting, you too can experience an advisory philosophy in which customers are treated like friends: sincere, authentic, responsible, competent and committed. Whether you need real...
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Contact information

Simon Goetschi
Hochburger Str. 28/2
79312 Emmendingen
Germany
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Contact person
Simon Goetschi

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100% Recommended
5 stars 123
3 stars 0
2 stars 0
1 star 0
Quality
Value
Services
Implementation
Consulting
Customer service
Excellent (4.99)
Cost-performance ratio
Excellent (4.94)
Top competencies

Professionalism

4.94 out of 5
16 Reviews

Customer focus

4.94 out of 5
16 Reviews

Goal orientation

4.88 out of 5
16 Reviews

128 Reviews on ProvenExpert.com

4.95 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
My husband and I have been getting advice from Mr. Goetschi for a few years now and we always feel that we are in really good hands with him. Mr. Goetschi is always there for us if we have any questions and always answers our messages very quickly. He also looks after us in the event of any changes in our lives and provides us with all the important insurance policies and provisions so that everything runs smoothly. We would therefore like to take this opportunity to say a big thank you to Mr. Goetschi and can really recommend him to everyone!
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Customer review & rating for:
Simon Goetschi
08/10/2024Natalie & David J.
5.00 out of 5
Excellent
Recommendation
We asked Simon to advise us on a complete financial plan covering everything from insurance to investments and pensions. As we hadn't had much contact with these topics before, we were very grateful to have found Simon. Not only was he able to answer all our questions and give us his opinions, but he also made us feel really comfortable at all times.
We feel that we are in very good hands with Simon and would contact him again at any time with this topic.
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Customer review & rating for:
Simon Goetschi
04/26/2024L.
Simon Goetschi Comment from Simon Goetschi:
Thank you Leonie for your great review! I had a lot of fun with you 🙌🏻
5.00 out of 5
Excellent
Recommendation
I was very satisfied. All open questions were answered very well and competently. The conclusion and advice were excellent. I would do it again at any time or recommend it to others.
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Customer review & rating for:
Simon Goetschi
03/28/2024Anonymously
Simon Goetschi Comment from Simon Goetschi:
Thank you! 🙏🏻
5.00 out of 5
Excellent
Recommendation
My wife and I were advised by Simon Goetschi on our real estate financing. Mr. Goetschi was not only a competent advisor and expert, but also a real partner at our side, from the purchase initiation to the purchase process including the financing to the complete closing.

He always advised us in our best interests and with a lot of background knowledge and experience about current interest rate developments, individually suitable fixed interest rates, repayment rates, etc. I can only warmly recommend Mr. Goetschi to anyone looking for a reliable and competent partner for financial and insurance decisions.
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Customer review & rating for:
Simon Goetschi
03/20/2024Anonymously
Simon Goetschi Comment from Simon Goetschi:
Thank you for the great review 😎
5.00 out of 5
Excellent
Recommendation
Simon was always polite and friendly in all appointments and conversations. The advice was competent and solution-oriented, and he always considered other options and possibilities, even if the first attempt was not immediately successful.
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Customer review & rating for:
Simon Goetschi
02/15/2024Anonymously
Simon Goetschi Comment from Simon Goetschi:
Thanks for the review 💪🏻
5.00 out of 5
Excellent
Recommendation
Simon Götschi is a great financial advisor, he is very competent, always available, very helpful and we had the feeling right from the start that he wanted to find the best possible financing for us. He discussed all questions about the term, fixed interest rate, repayment rate, provider comparison and much more with us in detail and gave us really good advice. We would always recommend him to others!
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Customer review & rating for:
Simon Goetschi
02/04/2024Anonymously
Simon Goetschi Comment from Simon Goetschi:
Thank you for your great review Katrin 😎
5.00 out of 5
Excellent
Recommendation
Many thanks for the excellent advice!
Among many discussions, the conversation with Mr. Goetschi stood out for its competence and focus on the most important things.

I would be very happy to do it again.
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Customer review & rating for:
Simon Goetschi
12/20/2023Anonymously
Simon Goetschi Comment from Simon Goetschi:
Thank you :)
5.00 out of 5
Excellent
Recommendation
Due to Mr. Goetschi's very efficient way of working, I was able to realize my real estate wish within a very short time. Thanks to his energetic support in all areas, the whole process felt very easy.
I will / would definitely approach the next financing with Mr. Goetschi again. Thank you very much !
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Customer review & rating for:
Simon Goetschi
11/22/2023Sven B.
Simon Goetschi Comment from Simon Goetschi:
💪🏻 Thank you for your great review!
5.00 out of 5
Excellent
Recommendation
Very competent advisor!
Was able to answer all my questions about capital-forming benefits.
And was able to open a fund directly.
Always available for questions and answers very quickly!
Highly recommended!
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Customer review & rating for:
Simon Goetschi
11/20/2023L.
Simon Goetschi Comment from Simon Goetschi:
Thank you Laura for your feedback! :)
4.60 out of 5
Excellent
Recommendation
Very good advice with attention to detail. Honesty and the customer's interest are paramount, which is why I would absolutely recommend him.
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Customer review & rating for:
Simon Goetschi
11/04/2023A.
Simon Goetschi Comment from Simon Goetschi:
Thank you! Honesty is the highest good in the field of financial advice and is non-negotiable :)
4.20 out of 5
Good
Recommendation
Simon helped me to find a suitable loan for my real estate financing.
From the first appointment, which was generally about advice on the subject of financing, as well as the financing then 1-2 months later, he was always reliable with advice and answered all questions quickly and in detail.

My ideas and wishes for the financing he has implemented super.

Especially when the financing documents were available and some technical questions came up, I was well helped to understand everything.

The entire consultation process took place online or conveniently via WhatsApp and the processing was actually completely taken over by Simon, I only had to submit the signed documents to the bank, so everything was uncomplicated and without much effort.
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Customer review & rating for:
Simon Goetschi
10/26/2023Anonymously
Simon Goetschi Comment from Simon Goetschi:
Thank you Lukas! I'm glad I could help you with your first real estate investment :)
4.40 out of 5
Good
Recommendation
In the course of financing a house, we got to know Simon as a competent and reliable consultant. Due to the physical distance, we were unfortunately only able to communicate with each other by telephone or electronically. But even then he was always present and approachable for us. He responded to calls and e-mails very promptly. Even though we did not do business with him, we can only warmly recommend him.
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Customer review & rating for:
Simon Goetschi
10/08/2023Anonymously
Simon Goetschi Comment from Simon Goetschi:
Thank you for your review! Due to your early request to KFW via another bank, I was not able to get the offered condition. However, my food for thought led to the fact that you have been offered a better financing, that's already worth a lot :)
5.00 out of 5
Excellent
Recommendation
Simon has been giving me the best advice on insurance and investments for 2 years now. The advice is always very pleasant, authentic but still professional. The quick scheduling of appointments and the option for digital consultations are particularly practical. I also appreciate that Simon always takes individual ideas and wishes into account, so that you feel you are in good hands with him!
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Customer review & rating for:
Finanzberatung
09/11/2023B.
Simon Goetschi Comment from Simon Goetschi:
Great review, thank you so much :)
5.00 out of 5
Excellent
Recommendation
Simon Goetschi has been advising me for many years with his very competent and friendly manner on the subject of insurance and investments. Especially with complicated topics, Simon always manages to explain them to his customers in an understandable way, so that you always know what you are doing (and should do!) with your money. Recommendation without reservation!
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Customer review & rating for:
Finanzberatung
09/11/2023K.
Simon Goetschi Comment from Simon Goetschi:
Thanks for your very nice review Kai!
5.00 out of 5
Excellent
Recommendation
Only to recommend!!!
For years now, I have been receiving competent and individually tailored advice and recommendations from Simon Götschi on topics such as investments, retirement planning and insurance. I am always kept up to date about my investments and insurances and am informed about possible improvements.
Thank you very much!
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Customer review & rating for:
Simon Goetschi
09/07/2023M.
5.00 out of 5
Excellent
Recommendation
I have known Simon since I was a student. A lot has happened to me since then, including the fact that I am now a minority managing partner. This has complicated not only my insurance situation, but also my retirement planning. I was looking for a competent contact person who could independently assist me with both. That's when Simon came to mind, and he was able to assist me with all my concerns or provide me with equally competent contacts. Both with him and with Kai I feel in good hands and have complete trust. I was particularly convinced by the really good and detailed advice as well as the annual "check-in", which I can enjoy from now on with Simon :)
So far, none of my insurance advisors or brokers have offered me this service, before that I had to inform myself about changes or what they mean for me.
So my clear conclusion: I would recommend Simon at any time! Top performance as well as service!
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Customer review & rating for:
Simon Goetschi
08/09/2023Aileen P.
Simon Goetschi Comment from Simon Goetschi:
Thank you Aileen for your really great review. I am very happy that I can help you with advice and support :)
5.00 out of 5
Excellent
Recommendation
Simon has been advising me for years on my insurance, investments and retirement planning. He is always easy to reach and any questions at short notice are solved and explained in a simple and straightforward manner. The appointments can take place digitally for the most part, which was super easy and relaxed for me in terms of time.
I would definitely recommend Simon as a financial advisor!
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Customer review & rating for:
Simon Goetschi
08/07/2023Christopher H.
Simon Goetschi Comment from Simon Goetschi:
Thank you 🙌🏻
5.00 out of 5
Excellent
Recommendation
Whether pension, investments, questions about construction financing or even how the stock market works 😀 , Simon knows everything and advises beyond the measure and explains with great patience even the big picture.
And you have in Leinster way the feeling of something to get talked up.

I can only recommend his expertise and advice 👌🏻✊🏻👍🏻
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Customer review & rating for:
Simon Goetschi
08/04/2023Anonymously
Simon Goetschi Comment from Simon Goetschi:
😍 what a cool review, thank you so much!
5.00 out of 5
Excellent
Recommendation
I can only recommend the consultation with Simon Goetschi :)
I felt very well advised and informed, well structured and you are not talked into anything but advised with sense and reason.
Definitely my new contact person in the subject of insurance and finance.
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Customer review & rating for:
Simon Goetschi
08/04/2023S.
Simon Goetschi Comment from Simon Goetschi:
Thank you Silke, I am very pleased! :)
5.00 out of 5
Excellent
Recommendation
I felt well advised all around!
Simon took a lot of time to address all my questions and answered them competently!
For me, he was always available and flexible to engage with my wishes.
I can recommend a consultation with him with the best conscience!
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Customer review & rating for:
Simon Goetschi
07/20/2023Anonymously
Simon Goetschi Comment from Simon Goetschi:
Thank you Wiona for your great review and recommendation :)
241 Reviews from
3 other sources
4.98 out of 5
Excellent
5.00 out of 5
Excellent
108 reviews on Google Maps
 
08/05/2024
5.00 out of 5
Excellent
2 reviews on FinanzErfahrungen.de
 
08/11/2024
4.96 out of 5
Excellent
131 reviews on ratedo.de
 
08/10/2024
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All reviews and experiences about Simon Goetschi 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 09/28/2020  |  Last update: 10/08/2024   |  Report profile

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