Finanzberatung-Honorarberatung

 

Finanzberatung-Honorarberatung
4.97 out of 5
Excellent
174 Reviews
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Contact information

Contact information

Finanzberatung-Honorarberatung
Mittelstr. 14
04416 Markkleeberg
Germany
Directions

Contact person
Philipp Rudolph und Florian Zekert

Opening hours

Websites

100% Recommended
5 stars 49
3 stars 0
2 stars 0
1 star 0
Quality
Value
Services
Implementation
Consulting
Customer service
Excellent (4.76)
Cost-performance ratio
Excellent (4.81)
Top competencies

Action recommendations

4.94 out of 5
16 Reviews

Customer loyalty

5.00 out of 5
13 Reviews

Professionalism

4.85 out of 5
13 Reviews

54 Reviews on ProvenExpert.com

4.90 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
With a lot of expertise and great attention to detail, Philipp both analyzed and explained the existing contracts to me and showed me what options I had to optimize my pension situation accordingly. In retrospect, I should have taken advantage of the offer much earlier.
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Customer review & rating for:
Altersvorsorge- und Ruhestandsplanung
09/21/2023Anonymously
: Philipp Rudolph
Philipp Rudolph Comment from Philipp Rudolph:
Thank you for the feedback.
5.00 out of 5
Excellent
Recommendation
Very good and independent advice. Mr. Zekert is very experienced and competent. We feel very well looked after.
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Customer review & rating for:
Honorarfinanz Leipzig
09/11/2023Anonymously
: Florian Zekert
5.00 out of 5
Excellent
Recommendation
I am happy to write a short review about Florian. He has saved me a lot of time with his work. Florian's approach is quick and straightforward and I really appreciate that he takes care of all the issues.
I am very satisfied with his work.
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Customer review & rating for:
Vermögensbetreuung und Anlegercoaching
06/26/2023M.
: Florian Zekert
Florian Zekert Comment from Florian Zekert:
Hello Michael,

Thank you very much for the appreciative feedback. Then we continue in the same way :)

Best regards,

Florian
5.00 out of 5
Excellent
Recommendation
Mr. Zekert addresses individual needs in a targeted and competent manner. He is able to explain his advice/recommendations in a comprehensible and transparent manner. His consulting performance empowers to make far-reaching financial decisions.
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Customer review & rating for:
Ruhestandsplanung
04/27/2023F.
: Florian Zekert
Florian Zekert Comment from Florian Zekert:
Hello Felix,

Thanks for the feedback and I'm glad my advice has given you so much clarity on your retirement strategy.

Many greetings,
Florian
5.00 out of 5
Excellent
Recommendation
Mr. Rudolph has explained many complicated issues to me simply and very well. With his help and advice, I feel confident that I will achieve my financial goals. He always conveys his expertise with great patience and pleasure. He was very accommodating when it came to making appointments, which is not a matter of course.
I am very happy that I can continue to work with Mr. Rudolph.

-Felix Guder-Yew
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Customer review & rating for:
Finanzplanung
11/20/2022Felix Guder e.
: Philipp Rudolph
Philipp Rudolph Comment from Philipp Rudolph:
Thank you very much for your feedback.
I am also looking forward to further good cooperation.
5.00 out of 5
Excellent
Recommendation
The lecture was entertaining and explained very understandably. Finally I understand what ETFs are and how I can invest my money wisely in the crisis...With Florian Zekert on my side my investment is understandable for me and I have a reliable contact person. Many thanks for this
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Customer review & rating for:
Feedback Webinar
10/26/2022Anita R.
: Florian Zekert
Florian Zekert Comment from Florian Zekert:
Hello Anita,

Thank you for the great feedback. I am also very much looking forward to further collaboration.

Many greetings,

Florian
5.00 out of 5
Excellent
Recommendation
Florian Zekert took a lot of time to work out customized solutions for my individual situation. Top! Many thanks for that.
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Customer review & rating for:
Erstberatung
06/06/2022K.
: Florian Zekert
Florian Zekert Comment from Florian Zekert:
Hello Karl,

I am glad about your feedback. And of course you are welcome.

Many greetings,

Florian
5.00 out of 5
Excellent
Recommendation
Florian has a compelling story to tell and a wealth of knowledge and expertise to share. He delves into individual cases, provides specialized research and brings this to the consultation in a relatable and clearly structured way. He has been particularly engaged in my case in looking for smart solutions to the complex situation of a US citizen, with duel tax obligations, living and investing abroad. I highly recommend him to both local and international clients.
Customer review & rating for:
Erstberatung
05/21/2022Anonymously
: Florian Zekert
Florian Zekert Comment from Florian Zekert:
Thank you very much for this valuable opinion and appreciation of my work. I would be glad to create more value for you and your landsman here in Germany.

Kind regards,

Florian
5.00 out of 5
Excellent
Recommendation
very competent, sympathetic and needs-oriented, what more do you need?
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Customer review & rating for:
Anlageberatung
05/13/2022K.
: Florian Zekert
Florian Zekert Comment from Florian Zekert:
Hello Katrin,

thank you very much for the appreciative feedback!
5.00 out of 5
Excellent
Recommendation
I was looking for a second opinion on a contract that I had hastily concluded. I was not only shown in an understandable way that not all alternatives had been disclosed to me beforehand, but also those very alternatives were presented in such a way that I can consult further (independently) in this regard. Ultimately, the advice has led me to participate in his webinars in the future, so that I can work more independently in the future.
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Customer review & rating for:
Zweite Meinung
03/19/2022Michael H.
: Philipp Rudolph
5.00 out of 5
Excellent
Recommendation
Absolutely recommendable. Mr. Zekert first understood my personal goals. Based on this, he derived excellent, highly personalized financial solutions. At first I was really surprised how much better these investment recommendations suited me than what had been recommended to me so far. In his personal interactions, he skillfully managed the balancing act between friendly straightforwardness and absolute professionalism. Through his analyses, recommendations, as well as some tips for further training, I was also able to learn a lot myself during the process. I am already looking forward to the long-term cooperation.
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Customer review & rating for:
Anlageberatung
08/23/2021M.
: Florian Zekert
Florian Zekert Comment from Florian Zekert:
Dear Maximilian,

Thank you very much for your appreciative feedback. I am also very much looking forward to further fruitful cooperation and the achievement of your financial goals.

Best regards,

Florian
5.00 out of 5
Excellent
Recommendation
Through his friendly manner, Mr. Zekert loosens up the dry subject of investment advice in the right places, without losing seriousness. The individual investment concept, which is based on scientific principles, is professionally prepared, clearly presented and explained in an understandable way.
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Customer review & rating for:
Anlageberatung
07/25/2021M.
: Florian Zekert
Florian Zekert Comment from Florian Zekert:
Dear Monique,

I would also like to thank you again for the encouraging, sincere words. Here's to a long and successful collaboration.

Many greetings,

Florian
5.00 out of 5
Excellent
Recommendation
Won 2-opinion advice on existing contracts as part of a seminar, yet he took plenty of time to talk in depth and answer any questions. Despite reading in, I could only develop a gut feeling about my products, as they are opaque to borrowers. Costs and quality are now clear to me. My gut feeling could be backed up with facts on cost vs performance. Thanks for this.
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Customer review & rating for:
Zweite Meinung
07/20/2021Anonymously
: Philipp Rudolph
Philipp Rudolph Comment from Philipp Rudolph:
Thank you for your feedback.
5.00 out of 5
Excellent
Recommendation
I had asked Mr. Rudolph for a second opinion regarding an expert opinion for a private pension insurance. Mr. Rudolph took a lot of time and was able to explain everything to me very clearly. I look forward to further consultation. by Hern Rudolph.
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Customer review & rating for:
Zweite Meinung
06/09/2021Lena H.
: Philipp Rudolph
4.60 out of 5
Excellent
Recommendation
I had a consultation in a pleasant atmosphere and felt well advised.
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Customer review & rating for:
Zweite Meinung
05/26/2021Roland Gerard G.
: Philipp Rudolph
Philipp Rudolph Comment from Philipp Rudolph:
Thank you for your feedback.
4.80 out of 5
Excellent
Recommendation
Mr. Rudolph advised me on an existing Riester contract. This consultation was very detailed, with projections up to retirement, so that a very clear picture emerged. At the beginning of the consultation, a flat fee was agreed upon and after clarifying all my questions, we were actually well over the time previously scheduled. Therefore, I rate the price-performance ratio as very good and would like to thank you for the detailed and understandable consultation.
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Customer review & rating for:
Beratung Altersvorsorge
05/12/2021S.
: Philipp Rudolph
Philipp Rudolph Comment from Philipp Rudolph:
Thank you for your feedback
5.00 out of 5
Excellent
Recommendation
Personal goals and wishes are the focus here.
In order to achieve these within the scope of the respective possibilities, a detailed analysis is followed by a transparent and comprehensible transfer of know-how. Mr. Zekert's subsequent recommendations regarding my retirement planning were therefore very comprehensible.
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Customer review & rating for:
Ruhestandsplanung
04/25/2021M. H.
: Florian Zekert
5.00 out of 5
Excellent
Recommendation
Well structured & very clear webinar with lots of information. Thank you very much for the presentation.
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Customer review & rating for:
Feedback Webinar
02/23/2021Anonymously
: Florian Zekert
Florian Zekert Comment from Florian Zekert:
Thank you for the feedback. This motivates me to continue with webinars and even more to show interested people your financial possibilities in a clear way.
5.00 out of 5
Excellent
Recommendation
We asked for an expert opinion and an assessment of whether a product (annuity insurance) was worthwhile. The product itself was very complex, so I am glad to have had the expert opinion of Mr. Zekert. Thank you very much!
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Customer review & rating for:
Finanzmathematisches Gutachten
01/29/2021F.
: Florian Zekert
Florian Zekert Comment from Florian Zekert:
Dear Mrs. B.,

Thank you very much for the positive review!

I am glad that I could provide you with clarity and support in this difficult decision.
All the best on your further journey.

Florian Zekert
4.17 out of 5
Good
Recommendation
Mr. Zekert put a lot of effort into my retirement planning. He has always been responsive to my individual needs and goals. He takes his job very seriously and does it conscientiously. He maintains the right dose of sensitivity around the issues of his clients' own wealth, finances investing, etc. Mr. Zekert always keeps the individual plans and own possibilities in mind. In the previous joint discussions, in which he takes a lot of time for his client, I always felt well understood and in good hands. Many thanks.
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Customer review & rating for:
Ruhestandsplanung
11/26/2020K.
: Florian Zekert
Florian Zekert Comment from Florian Zekert:
Hello Katja,

Thank you for your feedback. We have laid a good foundation with your retirement planning and I will be happy to support you with further steps.

All the best.

Florian

2 Locations on ProvenExpert.com

123 Reviews
4.97 out of 5
Philipp Rudolph
51 Reviews
4.96 out of 5
Florian Zekert
120 Reviews from
4 other sources
5.00 out of 5
Excellent
5.00 out of 5
Excellent
3 reviews on Facebook
 
11/06/2023
: Philipp Rudolph
5.00 out of 5
Excellent
19 reviews on Google
 
09/23/2023
: Philipp Rudolph
5.00 out of 5
Excellent
83 reviews on edudip
 
12/08/2022
: Philipp Rudolph
5.00 out of 5
Excellent
15 reviews on Google
 
05/20/2023
: Florian Zekert
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All reviews and experiences about Finanzberatung-Honorarberatung 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 05/05/2023  |  Last update: 10/18/2023   |  Report profile

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