Marcel Oberle

Conceptual financial planning, investment advice, financing, pension advice

Marcel Oberle
TOP SERVICE PROVIDER 2022
TOP RECOMMENDATION 2022
4.99 out of 5
Excellent
181 Reviews
Contact information
My name is Marcel Oberle and my clients give me their unrestricted trust in almost all financial topics. My goal is the protection of your loved ones and the positive development of your assets! Because your future depends on a good provision.

Contact information

Marcel Oberle
Marcel Oberle Plansecur
Im Höning 5
63820 Elsenfeld
Germany

Opening hours

100% Recommended
5 stars 181
4 stars 0
3 stars 0
2 stars 0
1 star 0
Excellent (4.99)
Cost-performance ratio
Excellent (4.99)
Top competencies

Action recommendations

5.00 out of 5
18 Reviews

Professionalism

5.00 out of 5
18 Reviews

Project success

5.00 out of 5
18 Reviews

181 Reviews on ProvenExpert.com

4.99 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
A big thank you to Marcel. I thought I was well covered as a civil servant, unfortunately when Marcel checked it turned out that everything was completely wrong and inappropriately insured. I would probably never have received any money if something had happened. Marcel additionally managed to finally explain things to me in a way that I fully understood. No advisor has been able to do that before. Thank you very much A clear recommendation!
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Customer review & rating for:
Marcel Oberle
08/04/2022Anonymously
4.98 out of 5
Excellent
Recommendation
Sometimes people find the job that suits them perfectly. Marcel is a smart guy who would have also done a good job in research, development or other fields. In a discredited industry full of commission-hungry guys with 40€ one-size-fits-all haircuts who only offer a limited portfolio that puts self-interest ahead of customer interest, you need people like him who provide longer-term, best-possible advice. I am absolutely not an easy customer and Marcel took more than enough time to answer every question, no matter how unorthodox. In addition, due to lack of time and interest, I do not want to deal with my finances and insurances at all. That is why Marcel is the optimal advisor for me. I can concentrate on my work and family while he ensures that I receive the best possible benefits until retirement and can enjoy my retirement worry-free as far as finances are concerned. I have taken the time to write this review as I feel it is fair to recognize his time invested with mine. Marcel is a great guy who convinces with knowledge and skills.
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Customer review & rating for:
Marcel Oberle
07/16/2022Anonymously
5.00 out of 5
Excellent
Recommendation
I'm just glad I got my way and contacted Marcel via Instagram. I just didn't have any perspective anymore and had the feeling that my old consultant just wanted to earn money from me but didn't act in my interest. I have Marcel then all my documents for review against. Fortunately! One notices immediately that the consultation with Marcel is clearly of higher quality and more honest. Marcel has uncovered things in my insurance policies that were unbelievable. It was actually all wrong insured, too expensive insured and designed so that I get in the worst case no benefit. Marcel finally managed to explain to me in a simple and understandable way what was important. The old consultant did not manage that in 8 years.
Long speech short sense. Thanks to Marcel I will pay less in the future, I am better insured and I finally feel well taken care of! Thank you ! Very clear recommendation
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Customer review & rating for:
Marcel Oberle
07/15/2022M.
5.00 out of 5
Excellent
Recommendation
I wrote to Marcel via Instagram to ask if he would like to check my insurance policies. Of course, he offered me this free of charge. When I had an appointment with him, he explained to me very precisely which areas of responsibility he fulfills. Which insurances make sense and which do not. His sympathetic way of talking to the customer is very pleasant. He explained it to me in such a way that I could understand it. If I had any questions, he dealt with them directly without beating around the bush. So he talks to his customers at eye level and does not use (legal/insurance German). He is very confident and knows what he is talking about. An expert in this respect. Even with other questions apart from insurance such as stock market transactions (ETF's / individual shares / cryptos), he gave me concrete and goal-oriented solution proposals for asset accumulation and retirement planning.
My old insurance provider insured me with all insurances (BU, pension, accident, private liability and supplementary health insurance). The disadvantage of this is unfortunately that my old contracts are too expensive and offered too little performance for the money (If you have no idea about it, a coverage amount of 3 million euros sounds a lot for private liability insurance) .But it is not. Therefore Marcel compared it with other insurance companies and presented for me the best insurances with the cheapest costs and the highest benefits. (I myself have looked up which are the best from the price-performance ratio) and must say that Marcel has recommended the same for me, as I had picked out for me. That's what I call very clean and customer-oriented work. Through Marcel I save year after year over 600€, with better coverage. So I can only recommend it to everyone, let him check your insurance free of charge and arrange a consultation with him. With him, the commission is not in the foreground, but the protection of the people in case of emergency. He is an honest representative who is not out for the big money.
Thank you very much Marcel for taking care of my insurance matters. Without you I would still be paying too much with too little benefit. Thank you very much. I will definitely recommend you weirer.👍🏼
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Customer review & rating for:
Marcel Oberle
07/05/2022Andreas K.
5.00 out of 5
Excellent
Recommendation
Marcel is just a super honest and correct guy. I have never had such honest advice. Clear statements about what is good and what is bad. No blah blah and technical jargon but simply the most important to the point. The conversations are always relaxed and sympathetic and at the same time full of expertise. I wish I had become aware of Marcel earlier, then I could have saved myself a lot of money and trouble. Now I am in any case incredibly happy that he is my consultant and I can only advise everyone to book an appointment with Marcel.
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Customer review & rating for:
Marcel Oberle
06/29/2022T.
5.00 out of 5
Excellent
Recommendation
I became aware of Marcel via Instagram and saw one of his pension comparisons. Since I myself have had a pension insurance for years and did not know until now whether this contract is really good, I asked Marcel to check it. The examination was completely free for me. He told me very precisely which points of my contract are good and which are bad. He showed me the costs very well. Nobody has ever done that before, not even the consultant when I signed the contract. In almost 10 years, my contract had just about paid for itself. Marcel then presented me with cost-effective alternatives that provide more pension. You can see that he is really an expert in the field. I will now also have the rest of my insurance policies checked by him. Great work and 100% recommendation
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Customer review & rating for:
Marcel Oberle
06/18/2022Anonymously
5.00 out of 5
Excellent
Recommendation
Normally I don't write reviews or give feedback about a product or service. Unless it or it was really really good, or not.
And with Marcel I have to say, hats off, the man knows his craft.
I became aware of Marcel via Instagram and thought I'd book a free consultation. I got the appointment quickly and went on my way. After a brief analysis of my situation, Marcel found that I was partially totally overinsured and that too at an outrageous price. He said he'd take a look at it, but it could definitely be done better.
At the next appointment, he then showed me completely clearly and EASILY understandable, how my new insurance and retirement plans can look like. And that in record time, with my old adviser have smoked me after two hours the ears, I have absolutely nothing understood and to a proper result we have also not come.
After we had discussed everything, he gave me the time I needed to think about it, which honestly was not too long, because I trusted him from the beginning...
And now, I'm better insured than before, at a lower cost, and even have a retirement plan that is yielding returns!
What more could you want??? Nothing...
I can only warmly recommend to anyone who is not sure whether he is well insured and whether his retirement provision is suitable, to write to Marcel. He gets the best out of everything and tailors it to you individually. And for questions he is always available and answers all questions so that you understand it.
If I could give 10 stars here, I would do it, unfortunately only 5 go, but he has really earned.
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Customer review & rating for:
Marcel Oberle
06/09/2022T.
5.00 out of 5
Excellent
Recommendation
Marcel advised me professionally on the overabundance of insurance policies, so that I was now able to take out the right insurance policy for me.
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Customer review & rating for:
Marcel Oberle
06/01/2022Anonymously
5.00 out of 5
Excellent
Recommendation
I am so glad that I have contacted Marcel. A very big thank you! Marcel has advised me super. Understandable, calm, detailed and without pressure. I understood for the first time what is important and what is not. My old advisor never got that right once in 10 years. I was totally over-insured and completely wrong about it. Thanks to Marcel, my pension plan is now much more profitable and I save about 700€ a year in unnecessary insurance premiums. I recommend everyone to make an independent consultation with Marcel. For me it was absolutely worth it
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Customer review & rating for:
Marcel Oberle
05/17/2022T.
5.00 out of 5
Excellent
Recommendation
I am super satisfied with Marcel's advice and can definitely recommend it. Marcel manages to explain the complicated field of insurance and finance in a simple and understandable way. Most importantly, I found his transparency and honesty. I was unfortunately totally wrong and overinsured. Marcel then told me honestly which contracts are completely unnecessary and how I can get more out of my money. Additionally, he uncovered many bad things that were in the fine print. I am very grateful for the great advice!
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Customer review & rating for:
Marcel Oberle
05/05/2022Anonymously
5.00 out of 5
Excellent
Recommendation
I can definitely recommend Marcel. He does a great job....I had a difficult relationship with insurance and finance through my previous advisors, which then also showed in my contracts. Marcel was able to uncover some weak points here. In addition, he managed to explain things to me in such a way that I understood everything and now finally know what contracts I have. I never had the feeling that something was being talked up or that it was all about the next deal. Marcel was very honest and transparent. I now feel very well advised and am glad to have met Marcel. Thank you
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Customer review & rating for:
Marcel Oberle
04/22/2022Anonymously
5.00 out of 5
Excellent
Recommendation
Honesty is very important to me, especially when it comes to finances. With detailed advice and clarification, I felt very safe with Mr. Oberle and would also always recommend him. I would like to see this much honesty and transparency everywhere, especially in the interest of the customer. The customer service is top, I don't have to worry about anything anymore.
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Customer review & rating for:
Marcel Oberle
04/11/2022J.
5.00 out of 5
Excellent
Recommendation
The support from Marcel is really super. He is available at all times and answers every detailed question with a calmness and expertise that makes you feel very good. It is a respectful cooperation, which is immensely important for pension and insurance topics. Marcel reviews every contract in detail and doesn't want to impose anything that won't help the client at the end of the day and will only cost them money. This is the way to handle these important topics for personal retirement planning. Together on a basis of trust and not just for the advisor's wallet. Keep up the good work Marcel and thank you for your support. I am looking forward to further cooperation.
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Customer review & rating for:
Marcel Oberle
04/04/2022L.
5.00 out of 5
Excellent
Recommendation
A big thank you to Marcel! His advice was simply awesome. We had previously been advised through an investment advisor. But we had the feeling that not everything fit in our contracts. Then found Marcel via Insta and had him check our insurance policies. The result is that almost every contract was far too expensive, that our BU insurance was wrong and our pension plan was unprofitable. Marcel then presented us with alternatives. The best thing, however, was that he also clearly stated which insurances were needed. You can tell that he is not interested in taking out more policies or anything like that. He explained everything to us super and talked about every important detail with us. In any case, the best advice we had in the area of finance! Thank you! We now feel in great hands and can absolutely recommend Marcel.
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Customer review & rating for:
Marcel Oberle
03/26/2022Anonymously
5.00 out of 5
Excellent
Recommendation
World class advice. Honest, direct, and no bullshit. Marcel simply gets to the point. He says clearly which things are important and which are not. He checks independently and also says honestly if contracts are good or not. You can see that it is not about a quick deal or another contract. In addition, he manages to convey difficult topics in a simple and understandable way. Thanks to Marcel we save several hundred € per year and now feel much better advised.
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Customer review & rating for:
Marcel Oberle
03/14/2022Anonymously
5.00 out of 5
Excellent
Recommendation
Absolutely transparent advice coupled with professional competence. I would recommend it at any time to those who, as an existing customer, definitely no longer have the same status as a new customer with other consultants.
But otherwise, you can of course also have your existing contracts checked by Marcel.
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Customer review & rating for:
Marcel Oberle
03/04/2022D.
5.00 out of 5
Excellent
Recommendation
- Simply recommendable
- structured, reliable, sympathetic
- extensive expertise
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Customer review & rating for:
Marcel Oberle
02/25/2022S.
5.00 out of 5
Excellent
Recommendation
Marcel took a lot of time and explained everything with understanding. Very competent advice, which I can highly recommend. Thank you very much for that.
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Customer review & rating for:
Marcel Oberle
02/18/2022E.
5.00 out of 5
Excellent
Recommendation
Marcel reviewed and optimized my existing insurance policies. Thanks to him, the topic of retirement planning is now finally in the clear. Here I was often over-questioning and also did not want to turn to any insurance agents, because there I have the feeling that I am not being advised honestly. I never had this uneasiness with Marcel. Quite the opposite - thanks to his honest, authentic and friendly manner, I now finally feel perfectly equipped. A clear recommendation from me and a big thank you to you, Marcel!
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Customer review & rating for:
Marcel Oberle
02/17/2022Madeleine S.
5.00 out of 5
Excellent
Recommendation
A big thank you to Marcel for his work. Follow Marcel for a while on Insta and have somehow never dared to check my contracts. But after it became too expensive, I booked an appointment with Marcel and let him look over my insurance. Luckily! Marcel showed me very quickly which contracts are complete nonsense and which contracts were simply much too expensive. He then presented me with counter offers that were significantly cheaper and have identical and sometimes better services. In my case, I save 700 € a year in insurance premiums and 500 € in taxes. But the best thing is that with Marcel you never have the impression that you are being sold something or having something imposed on you. There is no pressure, he answers all questions very thoroughly and takes an extremely long time. The best advice I have ever had. Absolute recommendation! THANKS
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Customer review & rating for:
Marcel Oberle
02/16/2022M.
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All reviews and experiences about Marcel Oberle 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 12/28/2019  |  Last update: 08/04/2022   |  Report profile

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