Finanzberatung Bierl

Insurance broker and financial consulting in the Regensburg region & nationwide!

Finanzberatung Bierl
877 Reviews i
published (99 %)
out of 878 reviews
Contact information
Do you appreciate a medical center with many different specialists or would you only be treated by your family doctor?
This is how you can imagine us. In the company, we are divided into different areas and divisions, so we can offer you...

Contact information

Finanzberatung Bierl
Am Anger 1a
93194 Walderbach
Germany
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Review from 12/10/2023  
4.84 out of 5
Excellent
Recommendation
Quality
Value
Services
Implementation
Consulting
Top competencies

Customer loyalty

5.00 out of 5
36 Reviews

Project success

5.00 out of 5
35 Reviews

Problem comprehension

5.00 out of 5
35 Reviews

203 Reviews on ProvenExpert.com

4.84 out of 5
Excellent
Recommendation
Top advice! Unreserved recommendation!
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Customer review & rating for:
Finanzberatung Bierl
12/10/2023Anonymously
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very much for the (almost) 5 -star rating, even if we can't assign it directly - it was probably a consultation in the area of disability insurance, private health insurance or investment🫡.

In any case, thank you for taking the time to rate us.

Best regards
Tobias
5.00 out of 5
Excellent
Recommendation
- Very competent and transparent advice
- Very well-structured, digital contract process
- Professional and friendly communication throughout
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
12/09/2023Anonymously
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Short and concise - thank you very much for the positive rating and the five stars!

Best regards
Tobias
5.00 out of 5
Excellent
Recommendation
I'm new to insurance and, towards the end of my studies, I started thinking about how I could protect my most important asset, my health and my ability to work, for the next 40 years. By chance, I came across the Finanzberatung Bierl website while researching the topic of "occupational disability" on the Internet.

An excellent site! This website provides a very well-founded insight and answers to the many questions on the subject of occupational disability insurance.

I wrote an inquiry about the possibility of disability insurance, the answer from Finanzberatung Bierl came promptly, after which everything went very quickly. I immediately decided that I would become a client of Finanzberatung Bierl and that I would be represented by this insurance broker.

A high level of expertise in the insurance sector, including biometrics, a family-run company, young employees - that convinced me right from the start.
As a graduate engineer, I feel best represented by the young and competent team at Finanzberatung Bierl, we are a good match.

The longest, and for me exhausting, part of the process of taking out BU insurance was preparing the health history. The preparation of the documents prior to the risk pre-application was very conscientious and precise, which led to initial success with the risk pre-application:
3 acceptances without exclusions, including my preferred insurance company already.

I followed the advice of Finanzberatung Bierl and my occupational disability insurance was split between 2 companies.
Despite a few stumbling blocks, I successfully took out the 2nd BU policy a few days ago, the 1st policy was taken out 1 month ago.

My conclusion - without Finanzberatung Bierl, I wouldn't have any occupational disability insurance now. Big praise to Patrick and Laura, who accompanied me for 2 months on the rocky road to successfully taking out disability insurance.

A clear recommendation from me for Finanzberatung Bierl in the area of "occupational disability insurance"!
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
12/08/2023Karl G.
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Wow, what can we say - with such a long, comprehensive and nice review of our disability insurance advice, we're turning red.

This is anything but a matter of course. Many, many thanks for giving other interested parties such a practical insight. We are very pleased that we have found two suitable solutions together.

Best regards
Tobias
5.00 out of 5
Excellent
Recommendation
I received very good help with my occupational disability insurance. From the very beginning of the consultation, I felt that I was in very good hands. Taking out the policies was also easy and smooth.
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
12/04/2023Anonymously
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very much for your kind review of our occupational disability insurance consultation. We are very pleased that we found two suitable solutions together - but your employees were also exemplary here👌.

Many thanks again at this point!

Tobias
4.40 out of 5
Good
Recommendation
Take as much time for you as you need. Explain everything very well. Keep up the good work!
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
11/27/2023Anonymously
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very much for the positive evaluation of our "work" and advice - which of course makes us very happy when you write a short review about it"

Best regards
Tobias
5.00 out of 5
Excellent
Recommendation
Finanzberatung Bierl arranged an occupational disability insurance policy for me. In my case, communication took place by e-mail, which was very convenient for me as I was able to look through the materials at my leisure in the evening or at the weekend. I found the advice I received to be very competent and friendly and I have the feeling that I was able to make a good and informed decision. The extensive and very clearly presented information material on the website was particularly helpful and gave me the courage to finally tackle the issue.
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
11/24/2023Anonymously
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very much for the very nice and comprehensive review! Our homepage should of course be a good guide from practice, but of course we are also available personally by phone and video call - as well as for a good coffee in Kirchenrohrbach, although this is not sooo easy for our interested parties & customers from the Internet 😉🙏.

Thanks again for the review!

Tobias
5.00 out of 5
Excellent
Recommendation
We signed the brokerage contract with Bierl about 3 months ago. The decisive factor was the website with the great information provided free of charge. This really is a unique selling point and ensures that you don't have to buy a pig in a poke with the brokerage contract. The information also stands up to critical research and comparisons.
In the meantime, we have taken out several insurance policies through Bierl (household contents, residential property, accident, child disability,...). Some of these were new policies, some were terminated, and the Bierl staff supported me in word and deed. Here I appreciate the concept of the "Ärztehaus" at Bierl, where there are specialized employees for the various subject areas and not one person thinks they know everything.
The digital insurance folder at "Simplr" is also a great thing: Everything is always available in an organized way.
I can also describe the response times for both email and telephone inquiries as very good.
I have just considered for a while whether I can also report negative things, but so far we are actually completely satisfied. Full recommendation! :-)
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
11/23/2023Anonymously
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very, very much for the very nice review - we are very pleased that we can convince with our concept. It's not easy at the beginning, cooperation is required - but if it is, then hopefully you're in very good hands with us ;-).

Best regards and thanks again for the comprehensive and positive review!
Tobias
4.92 out of 5
Excellent
Recommendation
Competent and honest advice on various types of insurance, especially disability insurance. The dedicated employees are clearly concerned with providing the customer with tailor-made and legally compliant insurance contracts, "sales at any price" as is the case with many other brokers is definitely NOT the order of the day here. Particularly noteworthy: Inquiries are answered as quickly as possible (usually within a few hours) by the responsible employee (not one person looks after everything, but the one with the most expertise in a particular sector!) and if there is a problem somewhere, it is resolved as quickly as possible - after just one message. The online portal simplr provided by the financial consultancy offers digital added value and clarity when exchanging documents, which fortunately eliminates the need to send sensitive data via email attachments. The only thing is that the Bierls' approach (especially with the BU) definitely requires a certain level of commitment from the customer; without their own cooperation and the willingness to dig through all the information provided and prepared in a practical way, it becomes difficult. But I thought it was good, because ultimately you do it all for yourself and then at least you understand your own insurance policies. This can really be existential, especially when it comes to BU. In short: I am very satisfied and look forward to insurance à la Bierl in the future... ;-)
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
11/22/2023Nicolas K.
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very much for the very nice assessment of our advice on occupational disability insurance, but also on our approach of the medical center principle with different advisors in the different lines of business. Thank you also for mentioning that we require a relatively high level of personal initiative - this certainly has advantages and disadvantages. But ultimately, of course, we are always there in person :).

Best regards
Tobias
5.00 out of 5
Excellent
Recommendation
I became aware of Finanzberatung Bierl because I wanted to take out occupational disability insurance and the website showed a lot of expertise in this area. My first good impression was confirmed again and again over several months. All contact persons always responded very quickly and answered my questions with a lot of patience, competence and clarity. I was also impressed by the fact that the Bierls stand for very precise processing of health histories. It involved a lot of work, but this is important in the case of the BU in order to achieve genuine cover. I've heard of brokers who don't do this and expose their clients to the risk that the insurance won't take effect in the event of a claim.
A clear recommendation for anyone who wants to take out a disability insurance policy or would like support with other types of insurance!
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
11/17/2023Anonymously
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very much for your kind review of our occupational disability insurance consultation. We are very pleased that we have found a suitable solution together. Thanks also always go to the good and active employees - we would like to say thank you again for that!

Best regards
Tobias
5.00 out of 5
Excellent
Recommendation
Finanzberatung Bierl fully deserves the very good rating. They always responded quickly, responded to my messages in detail and explained technical jargon so that I understood very well what was being done and was able to make an informed decision about my insurance. Thank you very much for guiding me through the process so well!
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
11/09/2023G.
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very much for your kind assessment of our occupational disability insurance consultation. I hope we have found a good solution together, which will be adapted over time thanks to flexible contract terms 😉😎

Best regards & thank you for your trust!

Tobias
5.00 out of 5
Excellent
Recommendation
While looking for a competent advisor to take out disability insurance, I came across Finanzberatung Bierl through their very informative and honestly written articles. Even the initial contact by email showed me that they are a good choice: Bierl's work is conscientious, speedy and, above all, with an eye for what the customer really needs. During the entire consultation, Tobias Bierl answered all my questions patiently, in detail and honestly - a virtue that is not a matter of course.

In short: I can recommend Tobias Bierl without reservation - which is why I have now moved my other insurance policies to the Bierl's "s" ;-)
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
11/06/2023Anonymously
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very much for this very positive assessment of our advice on occupational disability insurance. We are of course always very pleased when we have found the right solution(s) together & the trust is also an incentive for the future. However, we can only be as good as people actively work with us.

Thanks again & best regards
Tobias
5.00 out of 5
Excellent
Recommendation
The "B" in "BU" stands for Bierl. Few people know this, but it is true!

It is impossible to put into words how helpful the blog is for customers, but also for colleagues.
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Customer review & rating for:
Stefan & Tobias Bierl - Finanzberatung Bierl
11/02/2023Philip W.
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Hach, what a nice and great review from a very esteemed colleague - of course we are very pleased to be seen like this. Not only from end customers, but also from colleagues!

Thank you, Philip and many greetings to the Northern Upper Palatinate!

Tobias
5.00 out of 5
Excellent
Recommendation
Unreserved recommendation!
I came across Finanzberatung Bierl with the desire to take out occupational disability insurance. Compared to other companies, I was convinced by the Internet presence and the wealth of useful information and assistance.
At this point, a big thank you to Ms. Münch, who competently advised and supported me on the way to taking out the insurance. Both by email and on the phone I always received a quick and informative answer to my questions. At no time was I pressured into taking out the insurance.
Many thanks for the great cooperation. Good luck for the future!
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
10/30/2023M.
Finanzberatung Bierl Comment from Finanzberatung Bierl:
The two Bierls are turning red when we read such a happy and positive assessment of Laura's advice on occupational disability insurance. Of course, we are very pleased that we found a suitable solution together. Unobtrusive, but when it comes down to it, quick to respond. That's probably also in our DNA.

Thank you again for placing your trust in us.

Tobias
5.00 out of 5
Excellent
Recommendation
Very nice contact and professional advice. Highly recommended.
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
10/24/2023Anonymously
Finanzberatung Bierl Comment from Finanzberatung Bierl:
To sum up briefly and succinctly - we would like to thank you very much for your kind assessment and your trust in our advice on occupational disability insurance. We are very pleased that we found two suitable solutions together.

Best regards
Tobias
5.00 out of 5
Excellent
Recommendation
Looking for good advice on occupational disability insurance, I landed at Bierl on the recommendation of friends. From detailed information on the website to contact, advice and finally conclusion, everything went perfectly. The communication was always friendly and I received a quick and very competent answer to all my questions. Many thanks for the great work!
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
10/19/2023Anonymously
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very much for the very nice evaluation of our advice on occupational disability insurance. We are pleased that together we have found two suitable solutions for the important insurance against occupational disability - currently, as well as later through possible increase options without renewed risk / health check.

Thanks again for the good and active cooperation - that's what makes it fun!

Many greetings
Tobias
5.00 out of 5
Excellent
Recommendation
I had the opportunity to find the right BU for me with Mr. Winkler and Ms. Münch. Both consultants are super competent, quick feedback and honest advice. I can only recommend!
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
10/12/2023Anonymously
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very much for the positive evaluation of our advice on occupational disability insurance. We are very pleased that we have found a joint solution for you.

Best regards
Tobias
5.00 out of 5
Excellent
Recommendation
Through the super website with the many helpful articles on BU came across the financial advice Bierl and contacted. Great digital process and effort is made for the individual case and the health condition is looked at individually. Always quick responses and clear understandable answers :) Clear recommendation
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
10/09/2023B.
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very much for the nice review of our advice on occupational disability insurance. We are always pleased when our approach to preparing the health history is appreciated and we ultimately find a clean solution together.

Best regards
Tobias
5.00 out of 5
Excellent
Recommendation
First, about the rating: It seems excessive to consistently give 100% all stars, but there is simply no reason for me to rate it otherwise. You do so much for me and that's exactly how I want to thank you!

Now, to the actual:

I have been a client of Finanzberatung & Versicherungsmakler Bierl for several years now. Everything was taken over from my predecessor without any major problems and they continued to look after me. Since then, they have been at my side - meanwhile on a very nice and personal level - with words and deeds.

Often you don't have any problems with the insurances and everything runs smoothly. But exactly when you need them, they take an incredible amount of time and patiently answer all my questions.
I'm not a specialist and I'm just happy when everything fits, so I'm even happier to have such nice, competent, hard-working advisors around me who do everything possible to help me.

I can absolutely recommend the Bierls & Co. A warm "hello" and top advice is guaranteed.

Thank you and I hope for many more great years with you!
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Customer review & rating for:
Finanzberatung Bierl
10/07/2023Anonymously
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very much for the kind words about our advice - we are of course always very pleased when people are satisfied with us for years & we are also available for existing contracts (which can be taken over by us), with advice and support.

Thank you again for the kind words!

Tobias
4.98 out of 5
Excellent
Recommendation
Excellent advice on taking out my insurance. Mr. Gleixner advised me in detail and explained all the connections to accident insurance. With Mr. Winkler I renewed my BU, since my previous one still contained exclusions, Mr. Winkler was able to remove the benefit exclusions by taking out a new policy.
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
09/25/2023Anonymously
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very much for your kind evaluation of our advice on occupational disability insurance. We are very pleased that we found a suitable solution together, despite some stumbling blocks.
We would also like to thank you for taking the time to give us your feedback.

Best regards
Tobias
5.00 out of 5
Excellent
Recommendation
I was advised and supported by an employee of Finanzberatung Bierl in my search for a suitable occupational disability insurance without benefit exclusions or risk surcharges after claiming medical examinations in zsh with a sports injury several years earlier. I am very satisfied with the result and the advice as well as uncomplicated communication in advance! Thank you very much.
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Customer review & rating for:
Finanzberatung & Versicherungsmakler Bierl
09/24/2023Anonymously
Finanzberatung Bierl Comment from Finanzberatung Bierl:
Thank you very much for the nice evaluation of our advice on occupational disability insurance.
We are very pleased that together we have found the right solution(s) for the important insurance of working capacity. We are also pleased to see that the advice given by our employees is also very good!

Best regards
Tobias
674 Reviews from
3 other sources
5.00 out of 5
Excellent
5.00 out of 5
Excellent
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04/29/2014
5.00 out of 5
Excellent
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12/09/2023
5.00 out of 5
Excellent
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10/19/2023
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* All reviews and experiences about Finanzberatung Bierl 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 02/09/2015  |  Last update: 12/10/2023   |  Report profile

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