Michael Werlich

Strategic holistic financial planning

Michael Werlich
4.93 out of 5
Excellent
216 Reviews
Contact information
Financial advice is a matter of trust. I advise you in a fiduciary and neutral way like a classical fee consultant (tax consultant or lawyer). In doing so, I try to put myself in your position as best as possible and make the recommendations that...

Contact information

Michael Werlich
EFC Financial Planning Center
Spadenteich 1
20099 Hamburg
Germany
Directions

Opening hours

Thursday 09:00 am-07:00 pm

Websites & Profiles

100% Recommended
5 stars 29
4 stars 0
3 stars 0
2 stars 0
1 star 0
Excellent (4.97)
Cost-performance ratio
Excellent (4.93)
Top competencies

Customer loyalty

5.00 out of 5
7 Reviews

Professionalism

5.00 out of 5
6 Reviews

Customer focus

5.00 out of 5
6 Reviews

29 Reviews on ProvenExpert.com

5.00 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
In no time at all, an appointment was made to review and adjust my existing strategy for private retirement planning. Mr. Werlich took ample time for several discussions in which he presented the various approaches for my pension provision straightforwardly, yet always with a certain tact and sensitivity, and outlined a sensible solution. Openly, transparently and with a high degree of self-reflection, he evaluated my previous product and worked out the new product together with me and close to my ideas regarding the most ethical orientation possible: the Rürup pension. Even though the subject matter was challenging for me, I felt well advised at all times and ultimately signed the contract documents with a good gut feeling.
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Customer review & rating for:
Michael Werlich
05/25/2020Anonymously
5.00 out of 5
Excellent
Recommendation
I came into contact with Mr. Werlich a few years ago. His knowledge, competence and analysis are outstanding. The investments made are running excellently. Therefore, I give 5 stars in all areas.
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Customer review & rating for:
Michael Werlich
04/28/2020Anonymously
5.00 out of 5
Excellent
Recommendation
Mr. Werlich provides customer-oriented, competent, independent and speedy advice. Due to his profound knowledge, one feels very well looked after. Highly recommended!
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Customer review & rating for:
Michael Werlich
02/13/2020Bernhard W.
5.00 out of 5
Excellent
Recommendation
Excellent, inidvidual and in-depth analysis and advice on the subject of private pensions.
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Customer review & rating for:
Michael Werlich
10/15/2019Anonymously
5.00 out of 5
Excellent
Recommendation
I am very satisfied with the advice I received from Mr. Werlich. Mr. Werlich is very competent, he can explain the facts, contexts and his considerations regarding recommendations very well. He also has a broad general knowledge.
He took time for the consultation and explanations and the appointments by phone and in person work easily, quickly, uncomplicated and reliable. I feel well advised and have complete confidence. I am very much looking forward to further cooperation.
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Customer review & rating for:
Michael Werlich
09/28/2019Gunnar L.
5.00 out of 5
Excellent
Recommendation
Very competent and detailed advice on retirement planning and occupational disability.
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Customer review & rating for:
Michael Werlich
05/12/2019Anonymously
5.00 out of 5
Excellent
Recommendation
Very sound and competent advice. The advisor responded exactly to my needs and was able to help me a lot to optimize my retirement provision, which has not been so good so far. I have been in contact with this advisor for about 1.5 years now and have already used several different products. I am convinced that I have found a top partner here for long-term management of my affairs.
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Customer review & rating for:
Michael Werlich
04/14/2019Thomas M.
5.00 out of 5
Excellent
Recommendation
Mr. Werlich has a good overview of the various pension concepts of very many providers. With his tools, he is able to present the personal situation in figures in a very short time.
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Customer review & rating for:
Michael Werlich
03/11/2019A. B.
5.00 out of 5
Excellent
Recommendation
Mr. Werlich is an excellent financial expert. I felt that I received competent and performance-enhancing advice in every aspect of the consultation. Every component of my financial concerns - from retirement planning, to low-risk/high-risk investments, to construction financing - was discussed in detail as well as understandably. In addition, Mr. Werlich is very personable; the discussion atmosphere was simply great!
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Customer review & rating for:
Michael Werlich
01/27/2019Anonymously
5.00 out of 5
Excellent
Recommendation
The reason for our initial meeting was my wish to receive advice on a Rürup pension. In several telephone conversations, Mr. Werlich analyzed my personal and financial situation and advised me competently and fully about the existing options. Our cooperation has just begun and after the partly personal discussions that took place, I am looking forward to further cooperation.
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Customer review & rating for:
Michael Werlich
01/12/2019K. F.
5.00 out of 5
Excellent
Recommendation
The tools, some of which I created myself, supported immediate, accurate answers to my questions tailored to my specific situation.
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Customer review & rating for:
Michael Werlich
12/17/2018T.
5.00 out of 5
Excellent
Recommendation
In a joint dialog, Mr. Werlich developed a solution for our retirement provision that was adapted to our situation.
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Customer review & rating for:
Michael Werlich
11/18/2018Anonymously
5.00 out of 5
Excellent
Recommendation
Rüruprente + other investments for retirement provision
Individual top consulting with very high competence.
Mr. Werlich has shown me very openly and competently an analysis of the best options for my retirement provision. Very analytical approach with top solutions.
I can only recommend Mr. Werlich !!!
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Customer review & rating for:
Michael Werlich
11/05/2018Frank R.
5.00 out of 5
Excellent
Recommendation
Mr. Wehrlich was able to communicate the topic of retirement provision with all its facets in an understandable way to me as a person completely unfamiliar with the subject and to determine an offer tailored to my needs. I felt very well advised and never had the feeling that I was being "talked into" something in order to earn the highest possible commission. Even after the contract was signed, Mr. Wehrlich was available to answer any questions that arose. I can therefore recommend him without reservation.
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Customer review & rating for:
Michael Werlich
08/27/2018Sabrina S.
5.00 out of 5
Excellent
Recommendation
As far as the current state of affairs is concerned, I can only thank Mr. Werlich. It is certain that I am 100% successful in the relevant financial matters thanks to his competent
advice I have been successful. Investment advice, retirement planning and insurance have resulted in a package that is suitably modeled for me. We have been working together since 2011 and I can recommend him with conviction.
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Customer review & rating for:
Michael Werlich
03/22/2018Heinz-Dieter Z.
5.00 out of 5
Excellent
Recommendation
I have nothing but compliments for Mr. Werlich. I first contacted him for advice on the Rürup pension. Then, at my request, there was a complete target/actual analysis of my personal financial situation. He is an absolutely trustworthy, reliable and, above all, competent financial advisor. He always has the customer and his overall situation in mind. His calculations and analyses are so to the point. With him, nothing is calculated beautifully or even faded out. For me, that is real financial advice. He is probably a great exception. He gives an honest answer to every critical question. He doesn't beat around the bush, but always speaks plainly. For me, this is what made him stand out. His analyses have made a strong impression on me, I now see my world with different eyes.
He is definitely to be recommended: 100% YES! THANK YOU!!!
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Customer review & rating for:
Michael Werlich
01/29/2018Nicole R.
5.00 out of 5
Excellent
Recommendation
Mr. Werlich provided competent advice and gave me a few suggestions for retirement planning. I then also accepted the product that was most favorable for me.
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Customer review & rating for:
Michael Werlich
12/21/2017Thomas L.
5.00 out of 5
Excellent
Recommendation
In my experience with Mr. Werlich, he is a very competent contact person on the subject of finance and, in my case, retirement provision. He has a great deal of expertise and knows how to convey this to the customer in a very understandable way without "pitching" other products. I can highly recommend Mr. Werlich and will contact him again if I have any questions about finances in the future.
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Customer review & rating for:
Michael Werlich
11/18/2017Yves P.
5.00 out of 5
Excellent
Recommendation
Mr. Werlich is a very pleasant conversational partner who always manages to wrap up these so dry, numbers-oriented topics in cheerful lightness. In doing so, he never loses sight of his goal of optimizing my personal financial situation by means of given opportunities. I was particularly pleased to learn that I do NOT have to invest MORE, but only elsewhere, in order to achieve a higher result. Mr. Werlich's extraordinary professional competence is based on his wide range of experience and is therefore GUARANTEE for INDIVIDUAL TOP - ADVICE.
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Customer review & rating for:
Michael Werlich
10/21/2017Christine H.
5.00 out of 5
Excellent
Recommendation
enriching lesson between money investment in general and company pension plan,
thank you very much
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Customer review & rating for:
Michael Werlich
09/26/2017Anonymously
187 Reviews from
3 other sources
4.92 out of 5
Excellent
5.00 out of 5
Excellent
3 reviews on Ormigo
 
07/24/2017
5.00 out of 5
Excellent
107 reviews on finanzen.de
 
05/09/2019
4.80 out of 5
Excellent
77 reviews on Google
 
07/20/2022
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All reviews and experiences about Michael Werlich 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 07/24/2017  |  Last update: 03/16/2022   |  Report profile

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