Luca Caroli

Financial planning Investment advice

Luca Caroli
CUSTOMERS' CHOICE 2022
4.91 out of 5
Excellent
78 Reviews
Contact information
Congratulations dear visitor!
You are a big step ahead of many of your peers.

You have just for some reason dealt with the topic of finance and investment and so you have landed on my website....

Contact information

Luca Caroli
Wilhelminenstraße 2
64283 Darmstadt
Germany
Directions

Contact person
Luca Caroli

Websites & Profiles

100% Recommended
5 stars 76
3 stars 0
2 stars 0
1 star 0
Excellent (4.88)
Cost-performance ratio
Excellent (4.88)
Top competencies

Professionalism

5.00 out of 5
19 Reviews

Problem comprehension

5.00 out of 5
19 Reviews

Goal orientation

4.95 out of 5
19 Reviews

78 Reviews on ProvenExpert.com

4.91 out of 5
Excellent
4.00 out of 5
Good
Recommendation
He is very patient which suits me very well
Show original
Customer review & rating for:
Luca Caroli
03/20/2022Anonymously
Luca Caroli Comment from Luca Caroli:
Hi Marco, thanks for your review! :)
4.72 out of 5
Excellent
Recommendation
As a young man and student, who is interested in pension and investment, but does not have much experience yet, I was looking for advice on these topics. Through acquaintances I came across Tecis and Mr. Caroli was my contact there.

I was very positively surprised within the first two consulting appointments, as Mr. Caroli took a lot of time to really understand my individual circumstances and wishes. In addition, I found the atmosphere of the consultation very pleasant, as the conversation was relaxed, yet professional and I got the feeling, even as a student, to be taken really seriously.

In contact with companies I am rather cautious to act also really in my best interest, whereas Mr. Caroli met me and explained me patiently about every question and also skepticism with appropriate documents.
Also on the decision not to accept certain advised aspects and investments/insurances he reacted with full understanding unlike other companies with which I have already had experiences.

Mr. Caroli, in my experience, is a very approachable person who is thorough and factual. I especially appreciate the openness, patience and professionalism in his advice and also find him to be a thoroughly nice person outside of work.
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Customer review & rating for:
Luca Caroli
03/16/2022Simon P.
Luca Caroli Comment from Luca Caroli:
Servus Simon, thank you very much for the detailed review and recommendation! Especially at a young age I think it's cool that you have dealt with the subject matter and could take something for yourself! I look forward to great conversations in the future! ;)
5.00 out of 5
Excellent
Recommendation
Very detailed and honest advice. There were no more question marks after the conversation and I learned something myself and took something with me for life. In my case, it was about disability insurance, which I had never heard of before, but which is very important for everyone. Thanks to Luca, I was even able to get out of a previous contract through another service provider, which was much too expensive and not optimal for me. So it is always worthwhile, even with existing contracts, to visit Luca and go through everything again. Overall, I can absolutely recommend him and am completely satisfied.
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Customer review & rating for:
Luca Caroli
03/15/2022L.
Luca Caroli Comment from Luca Caroli:
Hi Lisa, thank you for your review and recommendation. Cool that you found the right thing especially in the area of disability insurance! :)
4.50 out of 5
Excellent
Recommendation
The consultation was very helpful. We talked about the insurance policies I already have and what could be improved on them. I was also shown new ways to save even more money. I found it very educational and helpful.
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Customer review & rating for:
Luca Caroli
03/15/2022L.
Luca Caroli Comment from Luca Caroli:
Hi Lisa, thank you for your review! Glad we could get a savings out for you! :)
5.00 out of 5
Excellent
Recommendation
Luca was able to explain complicated technical specifics in detail and at the same time in a way that was easy to understand. Thanks to his advice, I now know more about the topic of retirement planning and will continue to consult him in the future with my questions and needs for insurance and retirement benefits.
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Customer review & rating for:
Luca Caroli
03/09/2022Daniel H.
Luca Caroli Comment from Luca Caroli:
Hi Daniel, thank you very much for your review! I'm glad you could take something for yourself, especially in the area of retirement planning :)
5.00 out of 5
Excellent
Recommendation
The discussions were about advice on retirement planning and monetary life security in the area of work and private life. The advice was insanely informative, honest and related to me, which led to great interest and showed me the importance and necessity of the topic. I am very grateful for these extremely competent and above all friendly discussions.
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Customer review & rating for:
Luca Caroli
03/09/2022Mirco G.
Luca Caroli Comment from Luca Caroli:
Servus Mirco, thank you very much for the review. I'm very glad you got something out of it and were happy with our approach! Here's to many more great conversations! ;)
4.50 out of 5
Excellent
Recommendation
The consultation was in the area of retirement planning.
Everything was explained to me in an understandable way and I had the feeling that it was important to him that I could understand the things he recommended. I didn't feel pressured and felt professionally well advised.
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Customer review & rating for:
Luca Caroli
03/09/2022Rebekka P.
Luca Caroli Comment from Luca Caroli:
Hi Rebekka, thank you for the review! I'm glad you got something for yourself in the area of retirement planning! :)
5.00 out of 5
Excellent
Recommendation
Luca was very accommodating and also flexible. He seemed very authentic and did not stubbornly go through a "consulting protocol", but put his focus much more on my wishes, interests and at all possible capacities.
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Customer review & rating for:
Luca Caroli
03/08/2022Anonymously
Luca Caroli Comment from Luca Caroli:
Thank you for the review!
5.00 out of 5
Excellent
Recommendation
Highly recommended if you want professional and competent advice on various insurances and the like. Customer service is also courteous and very satisfactory.
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Customer review & rating for:
Luca Caroli
03/08/2022A.
Luca Caroli Comment from Luca Caroli:
Servus Armin, thank you for your review! Super that you are completely satisfied! :)
5.00 out of 5
Excellent
Recommendation
Honest advice and good knowledge. Helped me a lot to find overview in the long term money investment options. :)
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Customer review & rating for:
Luca Caroli
03/07/2022M.
Luca Caroli Comment from Luca Caroli:
Servus Matthias, thank you for the kind words! :)
I'm glad that you could draw a benefit for you!
4.50 out of 5
Excellent
Recommendation
I felt very well looked after during my consultation with Luca Caroli. All questions regarding investment funds were explained in detail and Mr. Caroli was always available to assist me.
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Customer review & rating for:
Luca Caroli
03/07/2022Patryk M.
Luca Caroli Comment from Luca Caroli:
Servus Patryk, thanks a lot for your review! Cool to hear that you took a lot for yourself in the area of wealth building! :)
4.50 out of 5
Excellent
Recommendation
The handling was particularly good
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Customer review & rating for:
Luca Caroli
03/05/2022Anonymously
Luca Caroli Comment from Luca Caroli:
Thank you for the review!
5.00 out of 5
Excellent
Recommendation
Luca is and remains the most motivated customer consultant I have ever seen. The consultation is virtually an experience, even if you do not buy anything, you learn a lot. What others seem to be forced is 100% genuine with Luca, he cares about his customers (me and some friends of mine) and their interests, very human. I am and remain a customer and can only recommend it to everyone!
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Customer review & rating for:
Luca Caroli
03/05/2022G.
Luca Caroli Comment from Luca Caroli:
Hi Gabriel, thanks for the review! I'm glad you liked my way of working and you could take something for yourself! :)
5.00 out of 5
Excellent
Recommendation
Luca educated me in a very friendly and competent way about topics such as insurance, ETF's and wealth accumulation. The online meeting was hassle free and he always takes time to provide detailed answers to existing questions. Good man!
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Customer review & rating for:
Luca Caroli
03/05/2022D.
Luca Caroli Comment from Luca Caroli:
Servus David, thank you for the review! Super that you could learn something new for the asset building! :)
5.00 out of 5
Excellent
Recommendation
I am very satisfied with the advice I received from Mr. Caroli. The consultation was mainly on the topic of retirement planning. Mr. Caroli also took the time to advise me on other important insurance topics. All questions were answered to my complete satisfaction. In addition to his friendly manner, Mr. Caroli scored especially with his expertise & quality of advice. I would recommend him at any time.
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Customer review & rating for:
Luca Caroli
02/22/2022Marcel G.
Luca Caroli Comment from Luca Caroli:
Hello Marcel, thank you for your review and recommendation! I'm glad that I could help you with the retirement planning advice and you have drawn a benefit for you! :)
5.00 out of 5
Excellent
Recommendation
I have been consulting with Mr. Caroli for a few years now (about 3 years) - before I got to know Luca and Tecis, my only interface with the important topics such as retirement provision, investment and employment protection - was school, university or the bank, or the nice insurance uncle next door. But I don't regret a day since I chose Luca and so saw tecis as my service provider.
For the first time, MY wishes and needs were individually addressed. No matter whether I was still studying, just looking for a job or was currently in a permanent position. Luca understands what it means to respond individually to his counterpart and can answer any question, no matter how complex, with confidence. No matter how little you know yourself, Luca understands how to make the important topics in life as easy as child's play. I can only warmly recommend it to everyone - no matter if you are a pupil/student, trainee, employed or self-employed. Luca is especially fit in the area of public service, especially in relation to soldiers - he has already advised some of my closest circle super well.
Luca advises everyone equally professionally and develops an individual, as he calls it: financial master plan. You can either implement it directly 1 to 1 or piece by piece.
Even if you already own products, it definitely makes sense to do a product MOT. I also had it done at the time and have saved directly times 300 € (calculated on the year) and was viiiiiel better secured as before. Mega good feeling!
The whole consultation is also free and suuuper transparent. You get reiiichlich information on felt EVERYTHING. That is mega cool!
I have really never felt so well advised and secure.
So if you have the opportunity, definitely use it! It can only be a win!
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Customer review & rating for:
Luca Caroli
02/21/2022Joshua D.
Luca Caroli Comment from Luca Caroli:
Servus Joshua, thank you very much for your detailed review! Especially with our long-lasting customer relationship, I am enormously pleased that you are so satisfied with the service after all these years and write a review! Here's to many more years! ;)
4.72 out of 5
Excellent
Recommendation
It was brought to my attention that the added value of taking out the Riester pension would decrease noticeably for the customer with the new year (2022). Mr. Caroli took care of researching the insurance with the best conditions before the end of the year and concluded it with me.

-
The lack of ratings in customer service was deliberately omitted because the contact was exclusively by phone and video meeting.
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Customer review & rating for:
Luca Caroli
02/18/2022Maximilian L.
Luca Caroli Comment from Luca Caroli:
Servus Maximilian, thank you for your contribution and your feedback! Glad we managed to freeze the conditions! Especially with the stress towards the end of the year, the possibility of digital consulting is not so wrong ;)
5.00 out of 5
Excellent
Recommendation
Professional advisory session from Luca about household, third party and disability insurance. I appreciated the efficiency and completeness of the recommendations as well as his availability in case of any questions. Would definitely recommend him as advisor.
Customer review & rating for:
Luca Caroli
02/18/2022Florian M.
Luca Caroli Comment from Luca Caroli:
Hello Florian, thanks for your Rating! I'm glad I could help you with your disability insurance! :)
4.83 out of 5
Excellent
Recommendation
Luca Caroli is a consultant you can only wish for. He explains everything very factually and understandably. His work is professional, serious and individually tailored to the individual.
With him you have the feeling that the customer and their interest are really in the foreground. Transparency and understanding of the products are key points in his advice and he answers every question patiently.
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Customer review & rating for:
Luca Caroli
02/17/2022Valeria M.
Luca Caroli Comment from Luca Caroli:
Servus Valeria, thank you for your feedback! Very cool that you are satisfied with my way of working! :)
5.00 out of 5
Excellent
Recommendation
Dal primo momento che ho avuto bisogno di assistenza, il signor Caroli mi ha fornito tutti gli elementi per poter scegliere il prodotto assicurativo più adatto alle mie esigenze. Mi ha consigliato, suggerito e assistito in ogni passo, dalla presentazione alla sottoscrizione della polizza. E anche un anno dopo la sottoscrizione, mi ha dato alcuni ragguagli che avevo dimenticato.
Customer review & rating for:
Luca Caroli
02/17/2022Anonymously
Luca Caroli Comment from Luca Caroli:
Ciao, Grazie mille per la recensione. Sono felice di poterti aiutare in questo settore, tanti saluti! :)
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All reviews and experiences about Luca Caroli 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 11/03/2020  |  Last update: 03/21/2022   |  Report profile

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