Swiss Life Select unterstützt Sie dabei ein selbstbestimmtes Leben mit finanzieller Zuversicht zu führen. Mit persönlicher Beratung und maßgeschneiderten Lösungen erschaffen wir Ihre Finanzwelt nach Ihren individuellen Wünschen.
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.
I appreciated Max's unquestionable professionalism, flexibility and friendliness. I look forward to availing of his consulting services again in the future.
Thank you for your kind words!
We really appreciate your feedback - for comments like this, we started Invest Expat to help people like yourself!
Best,
Max
I was impressed by the professionalism and the attention to detail. It looked like we were looking in the same direction. After our first meeting, I felt I met a trustworthy partner for my future investment journey.
Florian got the best out of our situation. His suggestions were not at all what we expected. He carefully introduced us to the topics, gave us competent advice, dispelled our concerns and put them into perspective ..... In retrospect, I am really glad that we put our trust in him...an absolute recommendation!
Florian took us on wonderfully as young people and was very responsive to us and our ideas. We always felt very comfortable and received very competent advice. A great choice on a human and professional level, who doesn't impose anything or do you any harm. I would highly recommend her.
Günter restructured our private and professional finances in a highly competent manner and took our long-term investment strategy to a new level. I can only warmly recommend Günter's advice to everyone!
Since the topic of finance is new territory for me and I had no experience with investing, I was very relieved that Mr. Berger supported me so actively in creating a financial plan for my future. My ideas and wishes were dealt with so carefully and conscientiously that I can only express my complete satisfaction. It is never too early to take a step towards investment and pension provision and I am glad that I have now taken this step together thanks to the informative advice. Thank you!
The financial consultant was polite and friendly. Very courteous. Helped in realising the right outcomes for my personal goals with my investment. Herr Plank, listen to my questions and some of my ideas. We discussed together at length the priorities that I wanted to fulfill and formulated the way forward with my investment.
Very professional advisor, asset to your company of a very high calibre. Great customer service.
Mr. Keller is a very personable, competent advisor who knows what he is talking about. He strikes a very good balance between the individually required services and suitable recommendations. He makes a serious yet friendly impression and focuses on people and their financial future
It was really great to speak to someone who understands our situation and who could offer professional, trustworthy advice based on our particular circumstances.
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Profile active since 03/17/2020 | Last update: 05/05/2024
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