Maximilian Schwan

Independent representative of tecis FDL AG

Maximilian Schwan
CUSTOMERS' CHOICE 2023
4.90 out of 5
Excellent
98 Reviews
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Contact information
Influenced by experiential and particularly challenging operational situations as well as other crucial events, I want to inspire other people to become the best version of themselves. I offer comprehensive solutions with my team to fulfill the wishes and dreams of my clients in financial matters.
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Contact information

Maximilian Schwan
Prinz-Friedrich-Karl-Straße 11
44135 Dortmund
Germany

Contact person
Maximilian Schwan

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100% Recommended
5 stars 94
3 stars 0
2 stars 0
1 star 0
Quality
Value
Services
Performance
Consulting
Customer service
Excellent (5.00)
Cost/Benefit
Excellent (4.90)
Top competencies

Professionalism

5.00 out of 5
14 Reviews

Customer satisfaction

4.93 out of 5
14 Reviews

Customer loyalty

4.93 out of 5
14 Reviews

98 Reviews on ProvenExpert.com

4.90 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
MAXIMILIAN SCHWAN. The name must be capitalized.

I deal with many people in my professional orientation and Maximilian Schwan stands out far and wide.

If you want to ensure security and financial stability with measurable and comprehensible as well as transparent processes, you are in good hands with Mr. Schwan from the heart.

Yes, there are many people with outstanding competence, but few with the right idealistic motives.

One senses that here is a person speaking to another person, who is honestly interested in the well-being of the other person.

And this is how the work is expressed.
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Customer review & rating for:
Ganzheitliche Vermögensberatung
03/24/2023Thomas von H.
5.00 out of 5
Excellent
Recommendation
The individual consultation with Maximilian helped me a lot to get a better understanding of wealth accumulation. Max went through the topic with me step by step and took a lot of time to explain everything to me in detail. He approaches the whole thing with a lot of commitment and professionalism. With Max you are in safe hands and can therefore highly recommend him.
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Customer review & rating for:
Ganzheitliche Vermögensberatung
03/23/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Through his wealth of experience, he really manages to pick you up in every situation. Always worth a recommendation.
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Customer review & rating for:
Mindset Coaching
03/22/2023Anonymously
4.67 out of 5
Excellent
Recommendation
Works quickly and goal-oriented, solid team
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Customer review & rating for:
Mindset Coaching
03/21/2023Anonymously
5.00 out of 5
Excellent
Recommendation
I recently had the opportunity to work with Maximilian Schwan on wealth management issues and I have nothing but the highest praise for him and his team.

Maximilian was committed to understanding my goals and needs and addressing my specific requirements and desires from the very beginning. I have been deeply impressed by his extensive knowledge of the financial industry and his in-depth expertise in wealth management.

What I particularly liked was his ability to translate complicated financial concepts into simple, understandable language. He really took the time to make sure I understood all aspects of my wealth planning and always provided transparent insights into my investments.

In addition, I appreciated the flexibility and responsiveness of Maximilian and his team. They were always readily available to answer questions and address my concerns.
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Customer review & rating for:
Ganzheitliche Vermögensberatung
03/21/2023Susanne V.
5.00 out of 5
Excellent
Recommendation
Super competent advice I can only recommend
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Customer review & rating for:
Ganzheitliche Vermögensberatung
03/10/2023Anonymously
4.60 out of 5
Excellent
Recommendation
Max and his team are creative and flexible in their advice. He can also go into detail on demand and takes time for individual wishes. His previous experience from his skin activity brings him many sympathy points that come from real life. He has handshake quality and represents values.

Dear Max I wish you continued success with: Hand, heart, mind!
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Customer review & rating for:
Ganzheitliche Vermögensberatung
03/10/2023Ben C.
4.80 out of 5
Excellent
Recommendation
Structured and organized.
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Customer review & rating for:
Ganzheitliche Vermögensberatung
02/11/2023Anonymously
5.00 out of 5
Excellent
Recommendation
I had the pleasure of having Maximilian Schwan as my financial advisor and I can sincerely recommend him. He demonstrated not only extensive expertise in his field, but also an excellent ability to explain complex financial concepts in an understandable way. Maximilian took the time to understand my needs and goals and developed a customized strategy that was a perfect fit for me. He was always courteous, professional and available to answer any questions I had. I feel much more confident in my financial situation thanks to his support and I am convinced that he will be a great help to others as well.
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Customer review & rating for:
Ganzheitliche Vermögensberatung
02/06/2023Jörg V.
5.00 out of 5
Excellent
Recommendation
Very friendly, competent, sympathetic!
Always available and acts and works out the results according to my wishes. As a person, you are in the foreground with Mr. Schwan. Recommendation is a MUST
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Customer review & rating for:
Ganzheitliche Vermögensberatung
02/04/2023Anonymously
5.00 out of 5
Excellent
Recommendation
The atmosphere was pleasant throughout and I felt well advised at all times. I particularly like the fact that my wishes were appreciated and taken into account.
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Customer review & rating for:
Ganzheitliche Vermögensberatung
02/02/2023Anonymously
5.00 out of 5
Excellent
Recommendation
The test has confirmed me in some respects and shown me new things. Maximilian explained the test to me very well and afterwards I dealt with the results a lot.

Maximilian was able to take time for me despite an urgent personal appointment in the evening. In addition, he explains factual and well-founded! He is simply likeable, eloquent and works very goal-oriented.

Vilene thanks!
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Customer review & rating for:
Mindset Coaching
11/30/2022B.
5.00 out of 5
Excellent
Recommendation
If I could give more than 5 stars, I would do so.
Max took a lot of time to get a picture of my wishes and goals in order to implement the consultation and conception in the best possible way. For my numerous questions, he has taken time at any time, which makes you feel safe and in good hands. Max is passionate about what he does and takes financial consulting to the next level.
I highly recommend him!
Thank you very much!
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Customer review & rating for:
Ganzheitliche Vermögensberatung
11/30/2022Anonymously
5.00 out of 5
Excellent
Recommendation
I have found Maximilian Schwan to be a competent, committed and professional consultant. I always feel in good hands with him. He creates a relationship of trust, always has an open ear and responds to the needs of his counterpart.
He conveys sound specialist knowledge in a relaxed manner, so that you can follow him easily and feel comfortable.
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Customer review & rating for:
Ganzheitliche Vermögensberatung
10/02/2022Anonymously
5.00 out of 5
Excellent
Recommendation
Very professional and competent advice. Mr. Schwan took a lot of time during the discussions and addressed my needs and questions. Due to his honest and calm manner, I immediately felt in good hands. He looked for the best possible solution for me and will be my contact person for future financial and insurance matters. Good service, very friendly and personal! Thanks for it
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Customer review & rating for:
Ganzheitliche Vermögensberatung
09/30/2022S.
4.98 out of 5
Excellent
Recommendation
I found Mr. Schwan to be a friendly, committed, and competent advisor who addresses the individual needs and concerns of his customers in his advice. Both his advice and that of the contact persons he put me in touch with were given at my pace, so that I felt well looked after at all times and that my ideas and wishes were taken seriously. Due to the short communication channels, it is always possible to ask follow-up questions, which are responded to quickly, even if they are more extensive.
I look forward to future advice from Mr. Schwan.
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Customer review & rating for:
Ganzheitliche Vermögensberatung
09/26/2022Anonymously
5.00 out of 5
Excellent
Recommendation
Professional advice, I can only recommend. The team around Mr. Schwan really takes time and answers all questions in detail and super understandable for borrowers. I feel very well taken care of there and my own needs are addressed individually!
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Customer review & rating for:
Ganzheitliche Vermögensberatung
09/23/2022Anonymously
5.00 out of 5
Excellent
Recommendation
I felt in good hands with Mr. Schwan right from the start. He offered a completely unbound consultation and completely exceeded my expectations. He made me feel very comfortable and well advised on both a personal and professional basis. I would definitely recommend him to others.
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Customer review & rating for:
Ganzheitliche Vermögensberatung
09/22/2022P.
5.00 out of 5
Excellent
Recommendation
I found it very difficult to switch from my trusted insurance broker to Max....
However, Max convinced me to take this step with his comprehensive competent advice after about 2 hours.
His consultation appointments are structured and accommodated my regular work hours.
Maxi is focused on finding the best individual solution.
He takes his time and is open to requests.
Thank you for the commitment, I am completely satisfied and can recommend him with a clear conscience.
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Customer review & rating for:
Ganzheitliche Vermögensberatung
09/05/2022L.
4.85 out of 5
Excellent
Recommendation
Great advice, which I experienced for the first time in this context. A holistic concept is created, which should potentially carry you into a carefree old age. The current financial situation is taken into account so that you do not overstretch yourself.

Simply recommendable
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Customer review & rating for:
Ganzheitliche Vermögensberatung
08/26/2022Anonymously
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All reviews and experiences about Maximilian Schwan 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 06/05/2021  |  Last update: 03/24/2023   |  Report profile

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