Kai-Lorenz Schwark

Financial coach for value-oriented investment and insurance advice

Kai-Lorenz Schwark
4.92 out of 5
Excellent
65 Reviews
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Kai Schwark GmbH supports you with your finances and insurances.
Our help stands for wise decisions in the area of investment, retirement planning and insurance. So we take care of your tasks around your finances.
It is important to us that our advice is
- independent of product providers and products...
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Contact information

Kai-Lorenz Schwark
Kai Schwark GmbH
Gutenbergstr. 1
23611 Bad Schwartau
Germany
Directions

Opening hours

Websites & Profiles

100% Recommended
5 stars 55
3 stars 0
2 stars 0
1 star 0
Quality
Value
Services
Implementation
Consulting
Customer service
Excellent (4.92)
Cost-performance ratio
Excellent (4.67)
Top competencies

Decision making

5.00 out of 5
4 Reviews

Diligence

5.00 out of 5
4 Reviews

Flexibility

5.00 out of 5
4 Reviews

60 Reviews on ProvenExpert.com

4.92 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Mr. Schwark has been advising me for several years as an insurance broker, coach and now also in financial matters. We have developed a very good relationship of trust. Mr. Schwark is a competent, reliable partner, offers individual solutions and answers my questions openly and transparently. I am very happy to recommend Mr. Schwark to others. J. Lösche
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Customer review & rating for:
Versicherungsbetreuung
02/16/2022Jana L.
5.00 out of 5
Excellent
Recommendation
Mr. Schwark has been looking after me for years, uncomplicated communication, gets back to me immediately with questions. Highly recommended!
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Customer review & rating for:
Versicherungsbetreuung
01/28/2022N.
5.00 out of 5
Excellent
Recommendation
In 1999, I laid my foundation for retirement planning with Kai Schwark and was not disappointed. In the following years, however, I single-handedly concluded all kinds of contracts that were neither favorable nor well thought out. Kai Schwark has now thoroughly cleaned up my portfolio and freed me from the old burdens. He recalculated every old contract in detail and presented it to me in a comprehensible way. And because small livestock also makes crap, the property insurances were also optimized. Thanks to his independent advice, I ended up with a rather diverse bundle of different providers. The interpersonal relationship was a good fit anyway, so I deserved full marks.
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Customer review & rating for:
Geldanlage und Altersvorsorge mit schriftlichen Feedback
11/01/2021Herr M. aus K.
5.00 out of 5
Excellent
Recommendation
I have known Mr. Kai Schwark for over 20 years. Among other things, he advises me on all insurance and financial matters. I have always done very well with him and can therefore highly recommend him.
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Customer review & rating for:
Geldanlage und Altersvorsorge mit schriftlichen Feedback
03/31/2021K.
5.00 out of 5
Excellent
Recommendation
I am very satisfied with the advice I received on insurance and financial matters. I can recommend Mr. Schwark to anyone looking for a competent, friendly contact. All concerns are dealt with quickly and I simply sleep better knowing that I have a strong partner at my side in Mr. Schwark.
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Customer review & rating for:
Versicherungsbetreuung
03/26/2021Denis F.
4.00 out of 5
Good
Recommendation
We have known Mr. Schwark for a few years. So far, we have always been well advised and he has helped us quickly. The discussions are open and constructive and lead to good results. We can always recommend Mr. Schwark!
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Customer review & rating for:
Versicherungsbetreuung
03/23/2021K.
5.00 out of 5
Excellent
Recommendation
Hello,
For several years I have been advised by Mr. Schwark in matters of insurance and finance. I feel I am in very good hands and my requests are always processed immediately/as quickly as possible and also adjusted if necessary. I am very satisfied and often recommend Mr. Schwark. Thank you very much.
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Customer review & rating for:
Geldanlage und Altersvorsorge mit schriftlichen Feedback
03/18/2021K.
5.00 out of 5
Excellent
Recommendation
We have known Mr. Schwark for years and are always very satisfied with his offers. They are always tailored to us in advance and save us having to search and find things on our own. We are very happy to recommend him. Thank you very much!
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Customer review & rating for:
Geldanlage und Altersvorsorge mit schriftlichen Feedback
03/20/2020J.
5.00 out of 5
Excellent
Recommendation
Mr. Schwark has been providing us with competent support in our financial and insurance matters for years and we are very satisfied .
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Customer review & rating for:
Geldanlage und Altersvorsorge mit schriftlichen Feedback
02/21/2020C. N.
5.00 out of 5
Excellent
Recommendation
Hello, for years Mr. Schwark has been our competent financial advisor in our family. He supports and advises us in his nice and sympathetic way in all financial and insurance matters. What thrills us is that the financial investments he has arranged for us have worked very well for years. Thank you very much!
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Customer review & rating for:
Geldanlage und Altersvorsorge mit schriftlichen Feedback
02/19/2020Ingo N.
5.00 out of 5
Excellent
Recommendation
I have been doing business with Kai Schwark for several years. He looks after me and my family with various financial products. I trust him because he finds cost-effective and very good solutions and always helps quickly, straightforwardly and competently.
Dr. A. Böhm
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Customer review & rating for:
Geldanlage und Altersvorsorge mit schriftlichen Feedback
01/30/2020Dr. A. B.
4.85 out of 5
Excellent
Recommendation
Good day,

We would like to take this opportunity to recommend Mr. Kai-Lorenz Schwark, Managing Director of Kai Schwark GmbH. Mr. Schwark has been advising my wife and me in financial matters since 2007, especially with a focus on our retirement provisions. In addition to his excellent professional competence, we particularly appreciate Mr. Schwark's open and honest manner with regard to product advice. Mr. Schwark always puts his customer in the center. He does not try to sell products that guarantee the consultant the highest possible commission. On the contrary, with Mr. Schwark one has the feeling that he follows the motto, if the customer is satisfied, then the rest comes by itself. We therefore wish Mr. Schwark and his company nothing but the best for the expansion of his customer base and many more happy and satisfied customers.

Kind regards

Nicola and Stephan B., Hamburg
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Customer review & rating for:
Geldanlage und Altersvorsorge mit schriftlichen Feedback
01/30/2020Stephan B.
5.00 out of 5
Excellent
Recommendation
Hello,
Mr. Schwark has accompanied me in my financial affairs as an advisor for about 15 years. I have built up a very trusting relationship with him during this time. He has always advised me very well. The results have been much better than those of the advisors before him.
I especially appreciate his decision to use products that do not pay a commission to him for investments and retirement plans. Instead, I pay fees to him. This makes me feel very good because it is transparent and fair to me.
I am very grateful to him and wish a successful and healthy future.
Best regards
Dr. Nina C.
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Customer review & rating for:
Geldanlage und Altersvorsorge mit schriftlichen Feedback
01/23/2020N.
5.00 out of 5
Excellent
Recommendation
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Kai-Lorenz Schwark
09/30/2020Anonymously
5.00 out of 5
Excellent
Recommendation
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Kai-Lorenz Schwark
01/07/2020Sandra M.
5.00 out of 5
Excellent
Recommendation
Rating for:
Kai-Lorenz Schwark
01/07/2020M.
5.00 out of 5
Excellent
Recommendation
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Kai-Lorenz Schwark
09/30/2019Anonymously
5.00 out of 5
Excellent
Recommendation
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Kai-Lorenz Schwark
09/23/2019Kerstin K.
5.00 out of 5
Excellent
Recommendation
Rating for:
Kai-Lorenz Schwark
09/23/2019Holger S.
5.00 out of 5
Excellent
Recommendation
Rating for:
Kai-Lorenz Schwark
09/20/2019Britta B.
5 Reviews from
1 other source
5.00 out of 5
Excellent
5.00 out of 5
Excellent
5 reviews on Google
 
12/06/2021
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All reviews and experiences about Kai-Lorenz Schwark 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 09/25/2018  |  Last update: 02/16/2022   |  Report profile

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