Our passion is to help our clients achieve their financial goals. This basically involves two aspects: First, the defined goal, and second, the individual strategy to get there. It is precisely at these points that most people already fail.
They... think they are safe in their outdated investments, pension products or insurance policies. But more and more often, these fail to achieve their former goals by a wide margin. In many cases, the costs in the products exceed the returns generated. With the result: The customer saves himself into the minus! What's more, money in savings accounts is languishing, and inflation alone is already causing it to melt away.
Our customers can rely on one thing: We speak plainly and take responsibility!
Together with our customers, we define their personal financial goals and provide them with strategies that have been proven to work in order to achieve these goals effectively and securely.
Our philosophy is fundamentally based on mutual benefit. Thus, WIN-WIN is our top priority. If their investments develop as desired, we also benefit.
Full flexibility, absolute transparency and maximum reliability form the basis of our common path.
The ProvenExpert Quality Seal is awarded to service providers who have received at least 10 customer reviews with a recommendation rate of 90% or higher.
The contact from second 1 was professional, friendly and above all honest. Having already had an unkempt fund and not satisfied with it at all, I am now looking forward to having someone on my side to help me invest my money. I felt completely comfortable at all times. Thank you very much for this!
Very detailed, intensive and competent advice. If something out of line comes up in terms of questions or anything else, always approachable and you get an answer immediately.
Regular offers and information events as well as updates on the company's own products at a frequency that you can determine yourself (every six months, every quarter,...) round off the whole thing.
Super nice, competent and personal advice. Each of our questions was answered comprehensively and clarified immediately. We are very much looking forward to further cooperation!
Lucas' advice is comprehensive and easy to understand. He answers questions competently and creates full transparency with his customers. Communication is fast, uncomplicated and absolutely reliable. I am happy about the joint cooperation and know that my portfolio is in good hands. I can recommend Lucas 100%.
I was particularly satisfied with the personal contact with Mr. Fels,
He gave me a super explanation of the products and the procedure.
The services were tailored exactly to my needs.
Questions were always answered quickly and helpfully.
Lucas is a very competent partner in the field of finance, especially in the subject of tax optimized deposits. He really takes his time to ensure good advice and always handles every concern in a highly professional manner. I highly recommend him.
Although for some time now "negative" reports regarding politics, the economic situation, etc. have been predominant, I feel that I am in very good hands with my financial investment and that Mr. Robert Huber has provided me with the best information and advice.
Although I have little idea about investments, I always understand quite well what exactly is being done and why. I find that very good because it gives me a very good feeling about the investments I make. With my advisor Robert Huber I don't have to worry about my money.
Beate greetings
Alex
The service is very personalized, Mr. Grözinger solves all your doubts and recommends the best option for your case. The team is very friendly and professional.
I have always managed my portfolio myself so far and have now moved to Grözinger Finanzstrategien. Everything is super transparent and we work very trustfully and closely together. The results speak for themselves. Thank you again!
Special thanks go to Lucas Grözinger, who advised me very comprehensively and dealt with all individual circumstances. As a result, I am now exactly where I wanted to be and I am surprised how easy and also successful opening a securities account can be. I am looking forward to future cooperation.
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Profile active since 06/02/2021 | Last update: 09/21/2023
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