Honorarfinanz Ulm / Jürgen Köbel

Independent investment advice, financial advice, fee-based advice, retirement planning,money

Contact information
Independent investment advice, financial advice, fee-based advice, retirement planning,money

Do you want to invest money, but this time do everything right?
...

Contact information

Honorarfinanz Ulm / Jürgen Köbel
Kaiser-Karl-Straße 21
89264 Weißenhorn
Germany
Directions

Contact person
Jürgen Köbel

Opening hours

Tuesday 09:00 am-12:00 pm
02:00 pm-05:00 pm

Websites & Profiles

99% Recommended
5 stars 65
3 stars 0
1 star 0
Customer service
Excellent (4.81)
Cost/Benefit
Excellent (4.67)
Top competencies

Reliability

4.93 out of 5
14 Reviews

Professional demeanor

4.86 out of 5
14 Reviews

Explanations

4.86 out of 5
14 Reviews

73 Reviews on ProvenExpert.com

4.82 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Very good advice and pleasant contact, thank you.
Show original
Customer review & rating for:
Wissenschaftliche Anlage- / Finanzberatung
07/27/2022Anonymously
Honorarfinanz Ulm / Jürgen Köbel Comment from Honorarfinanz Ulm / Jürgen Köbel:
Thank you very much for your review.
I look forward to working with you.
5.00 out of 5
Excellent
Recommendation
Mr. Köbel manages to research, evaluate and summarize complex topics (analysis of existing contracts, influence of tax and pension insurance) in writing.
I very much appreciate the fact that things are clearly formulated in the final discussions. This second opinion, backed up by facts as well as extensive experience, is a great help to me in making the small and big decisions in my finances.
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Customer review & rating for:
Finanzplanung
05/06/2022Anonymously
Honorarfinanz Ulm / Jürgen Köbel Comment from Honorarfinanz Ulm / Jürgen Köbel:
Thank you very much for your positive evaluation.
It is very important to me to discuss the analyses I perform with each of my clients in such a way that my calculations, results and recommendations are comprehensible. Especially in the case of more complex pension contracts such as Riester and BAV where, depending on the type of contract, taxes, allowances and social security contributions must also be taken into account.
Only by taking all factors into account can a decision be made regarding the contracts.
4.75 out of 5
Excellent
Recommendation
Competent advice, very open and honest and good accessibility.
The focus is on the customer and his or her individual needs.
At my previous consultations, all questions were clarified, topics were discussed in detail and explained in a very understandable way. In addition, further knowledge was imparted to me at each appointment.
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Customer review & rating for:
Wissenschaftliche Anlage- / Finanzberatung
02/15/2022RK
Honorarfinanz Ulm / Jürgen Köbel Comment from Honorarfinanz Ulm / Jürgen Köbel:
Thank you for your evaluation.
Our first priority is exclusively the individual needs of our clients.
Our company philosophy is, among other things, to accompany our clients on their way to their financial goals by providing competent and transparent advice.
I look forward to accompanying you on the way to your goals and plans.
5.00 out of 5
Excellent
Recommendation
We have again been advised by Mr. Köbel. Mr. Köbel answered all questions in a well-founded and factual manner. If you are looking for good and honest advice, this is the right place. Absolutely recommendable!
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Customer review & rating for:
Wissenschaftliche Anlage- / Finanzberatung
04/11/2021AZ
Honorarfinanz Ulm / Jürgen Köbel Comment from Honorarfinanz Ulm / Jürgen Köbel:
Thank you for your review and the renewed trust you have placed in my work and me.
5.00 out of 5
Excellent
Recommendation
Clearly understandable explanations
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Customer review & rating for:
Vertragsanalyse
04/02/2021Herr Ege
5.00 out of 5
Excellent
Recommendation
I have already recommended Mr. Jürgen Köbel to others.
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Customer review & rating for:
Wissenschaftliche Anlage- / Finanzberatung
03/31/2021Herr Zieher
5.00 out of 5
Excellent
Recommendation
Over the years, I had accumulated various insurance and investment corpses and no longer had an overview. Mr. Köbel was able to help me quickly and professionally to regain the overview and to make an assessment of how to proceed with the respective product.
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Customer review & rating for:
Finanzplanung
02/24/2021Christian Meisen
5.00 out of 5
Excellent
Recommendation
This was the second time I had Mr. Köbel advise me. The advice was very good, just like the first time. Mr. Köbel takes his time and explains everything very well and understandably.
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Customer review & rating for:
Vertragsanalyse
01/21/2021M.Z.
5.00 out of 5
Excellent
Recommendation
I was looking for a financial advisor who puts the customer first and doesn't just recommend the products where the advisor gets the highest commission. Mr. Köbel took a lot of time to explain the interrelationships to me. Even when asking several times and clearing up concerns, he is above average patient and could always give me an answer even with scientific evaluations. Therefore, I can definitely recommend Mr. Köbel.
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Customer review & rating for:
Wissenschaftliche Anlage- / Finanzberatung
01/20/2021Herr Beuchert
4.50 out of 5
Excellent
Recommendation
Scientific investment and financial advice
My personal experience with Mr. Koebel has been very good. He explained the principle of Honorarfinanz to me in detail and always answered my questions competently and in a way that made sense to me. My recommendation before they decide for a financial investment they use the possibility of being advised by Mr. Koebel independently and neutrally.
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Customer review & rating for:
Wissenschaftliche Anlage- / Finanzberatung
12/08/2020T.K
5.00 out of 5
Excellent
Recommendation
One can ask questions at any time. As soon as something new happens in the financial area in life, you can inform him and thus get the best out of the new life situation.
Everything is explained coherently and without "I have to sell you something".
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Customer review & rating for:
Wissenschaftliche Anlage- / Finanzberatung
12/02/2020Herz
5.00 out of 5
Excellent
Recommendation
Mr. Köbel is very competent and explains everything in detail. He responds to questions and answers them honestly and in detail. He responds to the direct wishes and needs as well as possible upcoming contingencies.
I always had and have the feeling that it is about me and my plans.
I am very happy to have found Mr. Köbel.
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Customer review & rating for:
Wissenschaftliche Anlage- / Finanzberatung
09/30/2020S. Koselka
Honorarfinanz Ulm / Jürgen Köbel Comment from Honorarfinanz Ulm / Jürgen Köbel:
Thank you for your review Ms. Koselka. I am happy to accompany you on the way to your goals and plans.
5.00 out of 5
Excellent
Recommendation
Mr. Köbel can be absolutely recommended, both professionally and personally.
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Customer review & rating for:
Vertragsanalyse
09/16/2020Frau Gehring
Honorarfinanz Ulm / Jürgen Köbel Comment from Honorarfinanz Ulm / Jürgen Köbel:
Thank you very much Mrs. Gehring for your review.
4.40 out of 5
Good
Recommendation
I became aware of the lecture series via the Internet and just wanted to accompany someone. But after the lecture I realized that there is a need to have my financial products checked by an independent person.

The appointment went relatively quickly. The know how has also convinced me.
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Customer review & rating for:
Vertragsanalyse / Gutachten bestehender Verträge
08/02/2020Melanie
5.00 out of 5
Excellent
Recommendation
Customer review & rating for:
Wissenschaftliche Anlageberatung
06/04/2020Anonymously
5.00 out of 5
Excellent
Recommendation
The investment strategy of Honorarfinanz is not for dreamers or speculators who want to get rich overnight. It is based on historically proven and scientifically sound studies and requires a minimum investment horizon of several years. In return, however, you receive a broad diversification, gladly also over several asset allocations and an already almost secured minimum return. Before you let yourself be lulled by your insurance agent or bank advisor and have to spend 80% of your return on management fees instead of working for yourself, entrust yourself to Mr. Köbel. An absolutely honest and sympathetic man! Thank you, I enjoyed talking to you very much.
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Customer review & rating for:
Vertragsanalyse / Gutachten bestehender Verträge
05/19/2020S. González
Honorarfinanz Ulm / Jürgen Köbel Comment from Honorarfinanz Ulm / Jürgen Köbel:
Thank you for the review, the order and the good conversation with you.
5.00 out of 5
Excellent
Recommendation
Very good and competent advice. Mr. Köbel helped us a lot with his analysis of the contracts. Highly recommended.
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Customer review & rating for:
Vertragsanalyse / Gutachten bestehender Verträge
01/31/2020Anonymously
4.58 out of 5
Excellent
Recommendation
All very transparent.
We feel we are in good hands for the years to come....
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Customer review & rating for:
Wissenschaftliche Anlageberatung
11/22/2019Reichenecker
5.00 out of 5
Excellent
Recommendation
Very professional, highly recommended - we have had LV/RV contracts reviewed by him. Extremely understandable advice. Mr. Köbel took a lot of time for this.
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Customer review & rating for:
Vertragsanalyse / Gutachten bestehender Verträge
10/11/2019ES
5.00 out of 5
Excellent
Recommendation
Mr. Köbel took care of my concerns professionally and with a lot of commitment and worked out very good suggestions. Thank you for this.
Show original
Customer review & rating for:
Vertragsanalyse / Gutachten bestehender Verträge
10/09/2019Anonymously
15 Reviews from
1 other source
4.70 out of 5
Excellent
4.70 out of 5
Excellent
15 reviews on Google
 
03/21/2022
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All reviews and experiences about Honorarfinanz Ulm / Jürgen Köbel 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 09/01/2017  |  Last update: 08/01/2022   |  Report profile

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