Finanzkanzlei am See GmbH

Investment advice Financing advice Investment real estate Pension planning

Finanzkanzlei am See GmbH
2,064 Reviews i
published (99 %)
out of 2,072 reviews
Contact information
Welcome to the Finanzkanzlei am See GmbH in Überlingen/Lake Constance !

You are looking for a trustworthy and competent partner for your asset management ?
...

Contact information

Finanzkanzlei am See GmbH
Hägerstr. 1
88662 Überlingen
Germany
Directions

Contact person
Finanzkanzlei am See

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Opening hours

Thursday 09:00 am-05:00 pm

Websites & Profiles

Review from 06/17/2022  
5.00 out of 5
Excellent
Recommendation
Quality
Value
Services
Implementation
Consulting
Top competencies

Customer loyalty

4.98 out of 5
125 Reviews

Professionalism

4.95 out of 5
124 Reviews

Customer satisfaction

4.93 out of 5
125 Reviews

420 Reviews on ProvenExpert.com

5.00 out of 5
Excellent
Recommendation
Super competent advice from Mr. Schatz and many thanks for the support in the implementation of our financing! Mr. Schatz was available at all times and emails were answered promptly. A great help in filling out applications and very competent advice.
We recommend the finance office on the lake 100%!
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Customer review & rating for:
Finanzkanzlei am See GmbH
06/17/2022Katja & Michael Winkler
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Dear Mrs. Winkler
Dear Mr. Winkler,

thank you very much for the great evaluation! We are happy to pass it on to Mr. Schatz.

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
Our cooperation with Mr. Matt was very positive for us. We felt very comfortable and in good hands. All the questions we had were answered immediately. The advice was very good.
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Customer review & rating for:
Finanzkanzlei am See GmbH
06/08/2022Anonymously
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Thank you very much for the great review! We are happy to pass this on to Mr. Matt.

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
We are sincerely grateful to Mr. Scholl for his guidance through all phases of our real estate purchase, answering not only the financial aspects but also many general questions about the process of buying real estate. We especially appreciated the comprehensive, informative and differentiated advice. Also the absolute reliability and accessibility and Mr. Scholl's constant willingness to answer all the various questions on our part. We received financing that we feel comfortable with. Due to the very good conditions achieved, we are extremely satisfied with the result of the financing consultation for our home loan and will be very happy to recommend this consultation to others.
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Customer review & rating for:
Finanzkanzlei am See GmbH
06/02/2022TF&UK
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Thank you very much for taking the time to write such a great and detailed review! We will gladly pass this on to Mr. Scholl.

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
My wife and I were accompanied in the financing of a half of a house.
As I myself have been self-employed for several years (sole proprietor), it is always difficult to obtain such financing through his house banks, etc..
So we turned to Dr. Klein and were very enthusiastic. You get support in every situation and even if, for example, a prospective bank does not want to accompany the project, it does not mean that was it. Alternatives are sought and always with the consideration of the financial possibilities as well as also the current interest market, ... .
Times are kept and the contact persons are always available for queries.
Thus, we can recommend Dr. Klein with a very good conscience.
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Customer review & rating for:
Finanzkanzlei am See GmbH
06/02/2022Anonymously
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Thank you very much for taking the time to write such a great and detailed review! We will gladly pass this on to Mr. Scholl.

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
Prompt, competent advice from Mr. Werbig. Quick and easy to reach. Very sympathetic and respectful interaction.
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Customer review & rating for:
Finanzkanzlei am See GmbH
06/01/2022Anonymously
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Thank you very much for the great review, we are happy to pass it on to Mr. Werbig!

Your financial law firm at the lake
4.80 out of 5
Excellent
Recommendation
For cross-border commuters, the choice of banks for real estate financing is unfortunately limited.
Mr. Blum of the Finanzkanzlei am See was able to give us a good overview of which banks offer loans at all to households with main income in a foreign currency. The purchase process could be relieved by Mr. Blum again and again, by negotiating for us the loan conditions with the banks and later also again and again the correspondence with broker and bank took over. All in all, we are very satisfied with Mr. Blum's very personal advice and would recommend him at any time.
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Customer review & rating for:
Finanzkanzlei am See GmbH
05/22/2022Anonymously
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Thank you so much for taking the time to write such a great review!

We will be happy to pass this on to Mr. Blum.

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
Mr. Werbig dealt with our request quickly and without complications. He was friendly and punctual.
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Customer review & rating for:
Finanzkanzlei am See GmbH
05/15/2022Erhardt
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Thank you very much for the great review, we are happy to pass it on to Mr. Werbig.

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
The financing for our future home was supported by Mr. Schatz. What shall I say more? The name says it all already :)

I do not think we could have found a better place. I have a very demanding job and my wife just gave birth to our baby boy so as you can imagine we do not have much time to spare. Thus we were looking for somebody who has experience and can support all our needs.

Mr. Schatz was always available, even on weekends when we were in dire need for a feedback. Very responsive with fast and accurate feedback. You could tell that there are many years of experience and a strong team in the background. He also was helpful with recommendations to outside experts that he knew when we needed help on specific items. Due to the vast majority of topics he deals with on a daily basis there is a broad group of resources that he has access to. I could go on and on but I think you get the picture.

It was the first time for me in dealing with a financial firm like this and I am happy to say that we can fully recommend Finanzkanzlei am See without any hesitation or doubts. If you are looking for a worry free place then this should be your choice! :)
Customer review & rating for:
Finanzkanzlei am See GmbH
05/12/2022Gerhard Polajner
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Dear Mr. Polajner,

thank you very much for your great and detailed review!

It is a pleasure for us to forward this to Mr. Schatz!

Kind regards

Financial office at the lake
5.00 out of 5
Excellent
Recommendation
We are absolutely satisfied with the advice of Mr. Werbig. Mr. Werbig was always available and even in the evening at late hours we could always contact him. The conversations with him were always uncomplicated and he always took a lot of time for our questions. Rarely have we met such a competent and very professional financial advisor. We are simply thrilled with Mr. Werbig's expertise and customer service. We very much appreciate his open, cordial manner and the fact that our wishes were always at the forefront of his mind. Working with Mr. Werbig was a lot of fun and we are very grateful to him!
We can absolutely describe Mr. Niklas Werbig as the best financial advisor we have ever had and will definitely recommend him to others! A big thank you
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Customer review & rating for:
Finanzkanzlei am See GmbH
05/11/2022V.B.
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Thank you very much for the great and detailed review!

We will gladly pass this on to Mr. Werbig.

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
Mr. Werbig was very sympathetic and friendly throughout, advised me very well and was even available on weekends! I would definitely conclude the next financing again with Mr. Werbig. Highly recommended!
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Customer review & rating for:
Finanzkanzlei am See GmbH
05/10/2022C. R.
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Thank you very much for the great review!

We are happy to pass this on to Mr. Werbig.

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
fast and uncomplicated processing, was very satisfied. I will recommend your service at any time
recommend your service.
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Customer review & rating for:
Finanzkanzlei am See GmbH
05/10/2022Nada Lange
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Dear Ms. Lange,

thank you very much for the great review!

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
A thousand times better than going directly to one or even to your own house bank. We were very pleased with the good result. Thank you very much.
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Customer review & rating for:
Finanzkanzlei am See GmbH
05/07/2022Anonymously
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Thank you very much for the great review!

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
We had a consultation with Mr. Blum in Stockach in March 2022. He arranged an attractive real estate loan for us, with which we are very satisfied. The consultation was characterized by a friendly, patient, emphatic and competent discussion. He took plenty of time to answer questions. He also responded promptly to e-mails. Thanks to his special commitment, all documents were submitted on time, which was very important for us due to rising interest rates. We can recommend Mr. Blum with a clear conscience and thank him very much for the cooperation.
Hilsberg family
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Customer review & rating for:
Finanzkanzlei am See GmbH
05/03/2022Jonas Hilsberg
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Dear Hilsberg family,

thank you very much for the great and detailed review!

We will gladly pass this on to Mr. Blum!

Best regards

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
Mr. Blum advised us on an equal footing regarding a construction financing. Mr. Blum responded to our needs and wishes and convinced us of his extremely flexible solution. This solution offers maximum flexibility and at the same time allows us to have a large amount of equity available. In addition to his solution of construction financing, which was very good for us, Mr. Blum was always punctual and friendly, which was important to us. In addition to the construction financing, it was also possible to have good small talk with Mr. Blum, which loosened things up. :-)

We can highly recommend Mr. Blum and will contact him again for further issues.
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Customer review & rating for:
Finanzkanzlei am See GmbH
05/02/2022Anonymously
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Thanks for the great and detailed review!

We are happy to pass this on to Mr. Blum!

Best regards

Your finance office at the lake
5.00 out of 5
Excellent
Recommendation
Mr. Scholl was an important companion during my purchase project.
With his know-how, he was able to advise me well on all points and was available to answer all my questions.
With his help, I was able to obtain attractive financing for a rather complicated purchase project (several residential units on a leasehold property and tax domicile abroad).
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Customer review & rating for:
Finanzkanzlei am See GmbH
05/01/2022Florian
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Thanks for the great and detailed review!

We will gladly pass this on to Mr. Scholl.

Best regards

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
The service provided by Finanzkanzlei am See and especially Mr. Andreas Scholl exceeded my expectations by far. They found the perfect product for my investment case in a pretty short time. I've got good additional information what factors to take into account and how to get the most out of my investment. I definitely plan to work together with them for future projects as well as I already recommended them to friends. Thanks for the professional and friendly service!
Customer review & rating for:
Finanzkanzlei am See GmbH
04/29/2022Tim U
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Hi Tim,

thank you very much for your great review!

We are happy to forward this to Mr. Scholl.

kind regards,

Financial Office by the Lake
5.00 out of 5
Excellent
Recommendation
Mr. Scholl supported us with the financing of our property. I can only recommend Mr. Scholl: tip top service and competence! He had made us especially aware of a short-term interest rate increase of the bank. Even after 10 p.m. he finished our contracts and submitted them. This saved us several thousand euros. Many thanks again for that!
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Customer review & rating for:
Finanzkanzlei am See GmbH
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Dear Ms. Rohde,

thank you very much for the great evaluation! We are very happy about it and will gladly pass it on to Mr. Scholl!

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
With Mr. Scholl we have found a competent and very committed contact person for our demanding CHF loan brokerage. Mr. Scholl was available at all times, so that we had the impression that he was available to us 24 hours a day. A question at 22.00 o'clock was answered just as quickly as in the morning hours at 8.00 o'clock. We can recommend Mr. Scholl 100% and would like to thank him again for this excellent support. TOP
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Customer review & rating for:
Finanzkanzlei am See GmbH
04/25/2022Anonymously
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Thank you very much for the great review, we are very pleased!

We are happy to pass this on to Hernn Scholl!

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
We are very satisfied with the advice . Everything was explained in detail . Very nice and friendly consultants. Top
Show original
Customer review & rating for:
Finanzkanzlei am See GmbH
04/12/2022Rita Schanz
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Hello Mrs. Schanz,

thank you very much for the great review, we are very pleased!

We will gladly pass this on to the responsible consultant!

Your financial law firm at the lake
5.00 out of 5
Excellent
Recommendation
I would like to expressly emphasize the performance of Mr. Blum. Very professional, honest and extremely competent. Also helpful with questions outside of follow-up financing. I have already recommended him to others. My acquaintance is also very enthusiastic about the way Mr. Blum works. We will be happy to come back.
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Customer review & rating for:
Finanzkanzlei am See GmbH
04/08/2022Felix
Finanzkanzlei am See GmbH Comment from Finanzkanzlei am See GmbH:
Thank you very much for the great review!

We are very happy to pass this on to Mr. Blum!

Your financial law firm at the lake
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* All reviews and experiences about Finanzkanzlei am See 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 08/28/2015  |  Last update: 06/21/2022   |  Report profile

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