Finanzplan Consulting

Financial advice, financial planning, fee-based consulting

Finanzplan Consulting
4.82 out of 5
Excellent
125 Reviews
Contact information
We help clients make and implement smart financial decisions!

Serious financial advice is based on competence, clarity and independence. As a financial planner, I am exclusively committed to the interests of my clients and confidently support you in achieving your financial goals with confidence.

Contact information

Finanzplan Consulting
Ludwig-Erhard-Allee 10
76131 Karlsruhe
Germany
Directions

Contact person
Michael Mülbaier

Websites & Profiles

100% Recommended
5 stars 86
3 stars 0
2 stars 0
1 star 0
Excellent (4.89)
Cost-performance ratio
Excellent (4.85)
Top competencies

Professionalism

5.00 out of 5
4 Reviews

Customer satisfaction

5.00 out of 5
3 Reviews

Project success

5.00 out of 5
3 Reviews

87 Reviews on ProvenExpert.com

4.96 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
very professional and in-depth advice. Very good service and very quick response to queries. Every time again!
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Customer review & rating for:
Finanzplan Consulting
03/02/2021Anonymously
4.80 out of 5
Excellent
Recommendation
Competent and independent advice.
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Customer review & rating for:
Bewertung Finanzplan Consulting
01/07/2021R.
5.00 out of 5
Excellent
Recommendation
Mr. Mülbaier was always available and convinced with detailed technical knowledge (BU).
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Customer review & rating for:
Bewertung Finanzplan Consulting
01/07/2021Anonymously
5.00 out of 5
Excellent
Recommendation
I was particularly impressed by the advisory meetings. Not only did they provide me with very comprehensive information about the financial products that were of interest to me (across all providers), but the discussions themselves were great fun! I also really liked the fact that the advice was tailored precisely to me and my needs.
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Customer review & rating for:
Bewertung Finanzplan Consulting
01/07/2021Anonymously
5.00 out of 5
Excellent
Recommendation
Overall, my husband and I were very satisfied with the consultation for occupational disability insurance provided by Mr. Mülbaier. We were particularly impressed by Mr. Mülbaier's reliability and responsiveness.
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Customer review & rating for:
Bewertung Finanzplan Consulting
01/05/2021Familie H.
4.60 out of 5
Excellent
Recommendation
Mr. Mülbaier addressed all issues promptly and gave me quick and competent help/feedback/advice.
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Customer review & rating for:
Bewertung Finanzplan Consulting
12/30/2020M.
5.00 out of 5
Excellent
Recommendation
Mr. Mülbaier provided me with structured and goal-oriented support when I took out occupational disability insurance. He took the time to provide comprehensive advice and responded quickly to queries. I am very satisfied with the result and can unreservedly recommend Finanzplan Consulting.
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Customer review & rating for:
Finanzplan Consulting
12/01/2018Eva B.
5.00 out of 5
Excellent
Recommendation
After I got nowhere with my online research on the subject of occupational disability insurance, I looked for an independent insurance broker and came across Mr. Mülbaier. With his help, I was able to choose the right insurance concept.
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Customer review & rating for:
Finanzplan Consulting
05/15/2018Anton M.
4.60 out of 5
Excellent
Recommendation
Everything fit wonderfully!
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Customer review & rating for:
Finanzplan Consulting
02/07/2018Anonymously
5.00 out of 5
Excellent
Recommendation
The advice I received from Finanzplan Consulting was very helpful.
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Customer review & rating for:
Finanzplan Consulting
10/11/2016Mia K.
5.00 out of 5
Excellent
Recommendation
I have only used Mr. Mülbaier's service in the area of insurance, as I take care of my own financial investments. I appreciate the professionalism, reliability and the quality of advice.
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Customer review & rating for:
Finanzplan Consulting
10/06/2016Falk F.
5.00 out of 5
Excellent
Recommendation
I rate Mr. Mülbaier's service positively all around: no sales talk but fair advice. When I started my career, I was advised by many financial advisors and all of them tried to sell me annuities with high (hidden) commissions. Mr. Mülbaier showed me the disadvantages of these commission tariffs and recommended an ETF fee tariff.
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Customer review & rating for:
Finanzplan Consulting
10/05/2016Maria A.
5.00 out of 5
Excellent
Recommendation
I have come to know Finanzplan Consulting as a professional and sustainable financial consultancy. The offers are always individually tailored to me and not standard products. I will continue to use the service with pleasure.
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Customer review & rating for:
Finanzplan Consulting
10/05/2016L. C.
5.00 out of 5
Excellent
Recommendation
I can recommend Finanzplan Consulting without reservation. As an entrepreneur, I have little time to worry about insurance and financial planning and have found in H. Mülbaier a consultant whom I can trust absolutely.
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Customer review & rating for:
Finanzplan Consulting
10/05/2016Deniz C.
5.00 out of 5
Excellent
Recommendation
Very friendly and competent advice. I can recommend without reservation
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Customer review & rating for:
Finanzplan Consulting
10/03/2016Anonymously
5.00 out of 5
Excellent
Recommendation
The consultation via phone and online exceeded my expectations. The online consultation is very practical, pleasant and without any unnecessary travel. You get everything shown on the screen and can ask directly if you have any questions or suggestions, even if you are not there in person.
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Customer review & rating for:
Finanzplan Consulting
11/05/2015Peter Z.
5.00 out of 5
Excellent
Recommendation
Herr Mülbaier ist als Finanzberater sehr zu empfehlen. Er geht auf individuelle Belange ein und nimmt sich Zeit für die Beratung. Als Kunde fühle ich mich gut betreut, da auf langfristige Betreuung gebaut wird. Ich hatte jederzeit das Gefühl, dass es nicht um den Verkauf von Finanzprodukten geht sondern um die Wahrnehmung meiner Interessen.
Customer review & rating for:
Finanzplan Consulting - Finanzdienstleistungen
11/05/2015Aron S. Wirtschaftsingenieur .
5.00 out of 5
Excellent
Recommendation
Die kompetente und sympathische Beratung via Telefon und Online-Schaltung übertraf meine Erwartungen. Zuvor war ein derartiger Dialog auf diesem Kommunikationsweg nur schwer vorstellbar. Hat alles wunderbar geklappt!
Customer review & rating for:
Finanzplan Consulting - Finanzdienstleistungen
11/05/2015Barbara S., Wirtschaftsingenieurin .
5.00 out of 5
Excellent
Recommendation
Vor allem für Menschen wie mich, die kein wirkliches Interesse an finanziellen Dingen haben ist es sehr hilfreich, dass mir alles ganz genau und ehrlich erklärt wird. Insbesondere die Gegenüberstellung von Honorar-Produkten und Provisionsprodukten und die Auswikung war ein wirkliches AHA-Erlebnis. Das Honorar ist gut angelegt.
Customer review & rating for:
Finanzplan Consulting - Finanzdienstleistungen
11/05/2015Frank R., Ingenieur .
5.00 out of 5
Excellent
Recommendation
Ich habe Finanzplan Consulting und Herrn Mülbaier als sehr professionelle und nachhaltige Finanzberatung kennengelernt. Der Service und die Beratung war immer sehr gut. Ich werde den Service zukünftig sehr gerne weiter in Anspruch nehmen. Die Angebote sind immer individuell auf einen zugeschnitten und keine Standardprodukte.
Customer review & rating for:
Finanzplan Consulting - Finanzdienstleistungen
11/05/2015Luigi C., Geschäftsführer .
38 Reviews from
1 other source
4.50 out of 5
Excellent
4.50 out of 5
Excellent
38 reviews on finanzen.de
 
12/28/2016
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All reviews and experiences about Finanzplan Consulting 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 11/03/2015  |  Last update: 03/02/2021   |  Report profile

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