Consulting approach of Wolfgang Heiß
Philosophy:
Our consulting is based on complete transparency. We guarantee our clients sustainable support in their exclusive interest. We advise small savers up to very wealthy clients.
In old-age provision... and investment, we act exclusively as *honorary advisors for you. We advise you according to the fundamental principles of fee-based consulting in strict compliance with scientifically based findings and offer you an investment solution tailored to your risk-return profile. As a neutral advisor, we are remunerated exclusively for our know-how and the time we spend.
In the area of insurance, we work as an insurance broker independent and neutral in the interest of our clients as it is expected. (Market standard)
*Honorary consultant - The fee consultant takes a special position. His service is not paid by the insurance company/bank, but by the client. The fee consultant works like the broker exclusively in the interest of the customer. He is absolutely independent in his consultation. Here, for the first time, there is 100% cost transparency for the customer!
excellent professional and expert advice individually tailored to the needs of the customer. Very personal and pleasant service in the business premises.
I felt in good hands from the very beginning. The advice was always well understandable and in an informal atmosphere. So far, I have not regretted any decision that I made based on the advice of Finanzforum Allgäu.
The patience with which here even small concerns and questions are treated in detail and explained, even if not the big Reibach beckons is VERY SYMPATHIC and reflects a lot of humanity!
Thank you for this and all the best!
All reviews and experiences about Finanzforum Allgäu GmbH 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 02/12/2017 | Last update: 04/19/2024
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