Honorarfinanz Ulm / Jürgen Köbel

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

Honorarfinanz Ulm / Jürgen Köbel
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Independent investment advice, financial advice, fee-based advice, retirement planning,money

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

Social Media

Review from 08/21/2023  
5.00 out of 5
Excellent
Recommendation
Quality
Value
Performance
Consulting
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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

87 Reviews on ProvenExpert.com

5.00 out of 5
Excellent
Recommendation
Very good and independent advice. Mr. Köbel is very experienced and competent. We feel well looked after.
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Customer review & rating for:
Wissenschaftliche Anlage- / Finanzberatung
08/21/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Mr. Köbel is very nice and responds in detail to all questions posed to him.
He includes his personal opinion/experience in the conversation without trying to push anything on me as an investor.
Here is not gambled but solid with years of market experience, money invested.
Here your money is in safe hands.
I can definitely recommend Mr. Köbel.
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Customer review & rating for:
Wissenschaftliche Anlage- / Finanzberatung
07/30/2023T.A.
Honorarfinanz Ulm / Jürgen Köbel Comment from Honorarfinanz Ulm / Jürgen Köbel:
Thank you very much for your evaluation.
In order to successfully invest or invest money in the medium / long term, it is absolutely necessary to intensively address the individual wishes and goals of each individual. This includes, among other things, answering all my clients' questions in a detailed and understandable manner. During my consultation, I not only talk about the opportunities, but also address the short-term risks. This is another essential building block for successful investing.
5.00 out of 5
Excellent
Recommendation
I have the opportunity to ask any questions that arise and get an honest answer or assessment. I appreciate that very much.
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Customer review & rating for:
Finanzplanung
06/02/2023Anonymously
Honorarfinanz Ulm / Jürgen Köbel Comment from Honorarfinanz Ulm / Jürgen Köbel:
Thank you very much for your evaluation.
As an independent fee-based investment advisor, it is my job to answer all questions honestly and to make realistic assessments in the interest of my clients.
5.00 out of 5
Excellent
Recommendation
I am very glad that Mr. Köbel advised me on financial planning.
Especially at the start of my professional life, Mr. Köbel showed me how important it is to keep an eye on one's finances.
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Customer review & rating for:
Finanzplanung
05/31/2023Frau Walcher
Honorarfinanz Ulm / Jürgen Köbel Comment from Honorarfinanz Ulm / Jürgen Köbel:
Thank you Ms. Walcher for your evaluation.
Since you have started early to take care of your finances and therefore always in view, you have made the first and decisive step to achieve your personal financial goals.
Financial planning is the foundation of any investment advice when it comes to retirement planning and the associated financial independence. Without a plan, it remains a wish.
Whether this wish comes true is then left to chance. With a plan, you work specifically towards a result.
4.33 out of 5
Good
Recommendation
Mr. Köbel took a lot of time to answer all my questions and was able to explain everything very coherently. Even after our conversation, he still answered later ambiguities and my questions in great detail via e-mail. I felt very well looked after at all times.
In the contract analysis, I didn't follow along from time to time due to my lack of prior knowledge, but Mr. Köbel explained everything to me long and often until I really understood everything. The comparisons of different contract options and the detailed breakdown of contract costs in the analysis also gave me a very good overview. I can really highly recommend a contract analysis with Mr. Köbel!
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Customer review & rating for:
Vertragsanalyse
02/26/2023Anonymously
Honorarfinanz Ulm / Jürgen Köbel Comment from Honorarfinanz Ulm / Jürgen Köbel:
Thank you very much for taking the time for the detailed evaluation. Since most people are unable to assess the predominantly very high costs in commission-based financial products, it is my task to research these accurately in the first step and to explain the result with the resulting consequences for the "avoidant saver" in an understandable way in the second step. ONLY in this way is the contract holder able to make the right financial decisions for the future. Who does not create clarity for itself in such an important and for its financial future crucial topic, throws partially over decades good money bad behind. Unfortunately, most "savers" do not realize that the promises made by commission brokers at the time of signing the contract were just empty words until the contract is paid out.
5.00 out of 5
Excellent
Recommendation
Mr. Köbel is very friendly and helpful. He takes his time, explains a lot and responds to the customer's wishes.
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Customer review & rating for:
Wissenschaftliche Anlage- / Finanzberatung
02/22/2023Anonymously
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 advised me very comprehensively and competently.
Show original
Customer review & rating for:
Wissenschaftliche Anlage- / Finanzberatung
08/28/2022I.St.
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
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.
Show original
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.
32 Reviews from
2 other sources
4.80 out of 5
Excellent
4.80 out of 5
Excellent
16 reviews on Google
 
07/03/2023
4.80 out of 5
Excellent
16 reviews on Google
 
02/21/2023
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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: 09/19/2023   |  Report profile

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