FIDERTAS - We convince through content and first-class customer service!
The first information interview is free of charge. Please note that we work intensively and trustfully with our clients and due to this we can only serve a limited number of people. ...Before the first meeting, you will receive a folder with a | CURVEY |, a | CURVEY PLAN | about the step-by-step procedure and a | CHECKLIST |, which data and documents are needed for a meaningful analysis.
Before you disclose your data, we show you all of our private contracts and insurance policies. Transparency and trust form the basis of future cooperation right from the start.
As with a very good | DOCTOR | a complete "financial check" is then carried out, i.e. all important financial and insurance data are documented. After that, we check the coverage of existential risks and compare existing contracts and financial investments for prices and benefits.
The subsequent step is to strategically plan the topics of retirement planning or old-age provision, tax benefits and asset accumulation.
When you receive your three-part financial report, access to your | DIGITAL MANDATORY PORTAL | is activated. This means that you have all data and documents stored centrally and thus a complete overview of your financial situation.
We take as much time as you want and need so that you know exactly what you are concluding and for what reasons this product was selected.
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.
Dr. Blömer from FIDERTAS takes his time, advises according to individual needs and is always open to discuss alternatives. I have found him to be extremely client-centered and well-connected to identify suitable solutions, even for unusual topics or more remote fringe areas, by researching or consulting professional experts.
It is always fun to dive into a new topic with Dr. Blömer and find out how to position oneself well.
Steffen responds to individual needs and makes it clear what he thinks is good and what is not. Very pleasant conversational partner. 1a prepared and flexible. Absolutely trustworthy.
thank you very much for your great review! :-) I am very pleased that you are completely satisfied with the consultation. I look forward to further cooperation with you.
I can recommend Dr. Blömer without reservation. An expert in his field who always gives open, honest and needs-oriented advice. Fidelity to principles, fidelity to values! It is very rare to find something like this on the market. Also the solution proposals that come out at the end of the consultation fit perfectly. Thank you!
I was and am completely satisfied with the consultation. Steffen is very good at communicating topics that you would otherwise be very happy to put off. Through the transparent presentation, you always feel well informed and in good hands. Unreservedly recommendable.
Hello Julian,
Thank you for your positive feedback. I would be interested in your opinion what I can do in addition, in order to come with performance and quality from your point of view also on five stars?
Best regards
Steffen
Best advice I have ever received.
Tailored to me personally. Incredibly informative. One feels perfectly taken care of. Simply everything perfect
Here the customer is more than king.
I feel more secure now.
I will definitely recommend
Thank you very much for the positive feedback on our collaboration.
I am very pleased that we will be walking your personal path to success together over the next few years.
Very detailed list of my finances and possibilities to accept different products.
All questions were answered to my satisfaction.
It was a friendly consultation with me at the center.
Dr. Blömer had advised me professionally and comprehensively.
I had everything explained to me in detail and now know exactly where I stand. For the first time, I was the center of attention.
Dr. Blömer is always well prepared and appears with several alternatives, which are then weighed up together during the discussion. He will continue to be our first point of contact for financial services in the future.
Dr. Blömer gave us extraordinarily competent advice. Together, we examined our current situation and set goals. Dr. Blömer was able to provide us with trustworthy advice at all times and suggested suitable products. I have never had such a good overview of my existing insurances/finances as I do now. Unreservedly recommendable.
Everything is fine! Very individual, honest advice. You notice that here is not only to "sell", but the satisfaction of the customer is the focus. Highly recommended!
All reviews and experiences about FIDERTAS 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 01/19/2021 | Last update: 12/19/2021
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I always enjoy it when my customers come with specific "problems", we discuss them at eye level and find a solution together.
Best regards
Steffen Blömer