moneyman24 - unabhängige Finanzberatung

Investment advice, fee-based advice, asset management, financial planning

moneyman24 - unabhängige Finanzberatung
41 Reviews i
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As an independent financial advisor, I support you in developing your assets. In doing so, I reduce complexity and avoid unnecessary risks. The remuneration is transparent and on a fee basis.
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Contact information

moneyman24 - unabhängige Finanzberatung
Louise-Schröder-Str. 13
30974 Wennigsen
Germany
Directions

Contact person
Dipl.-Ing. Stefan Adam

Opening hours

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Social Media

Review from 04/07/2021  
5.00 out of 5
Excellent
Recommendation
Quality
Value
Services
Implementation
Consulting
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Top competencies

Customer focus

5.00 out of 5
4 Reviews

Customer satisfaction

5.00 out of 5
4 Reviews

Project success

5.00 out of 5
4 Reviews

13 Reviews on ProvenExpert.com

5.00 out of 5
Excellent
Recommendation
I contacted Mr. Adam because I was looking for an independent financial advisor. In an initial meeting, an assessment of my individual situation was made. Mr. Adam took a lot of time to go through the existing contracts and investments and advised me in detail on what should be adjusted or changed.

For me as a first-time investor with little previous knowledge, he explained investment options in an understandable and comprehensive manner and provided a clear presentation. Together we opened a custody account that met my expectations and needs. Since then, Mr. Adam has taken over asset management for me, i.e. he monitors my securities account and makes any necessary adjustments after consultation. Through regular consultations and an app, I have a transparent overview of all transactions and processes.

Mr. Adam has a calm, personable manner and you immediately sense his in-depth knowledge and years of experience. If I have any questions, he is always available and takes as much time as is necessary to clarify the issues. I have been in very good hands with Mr. Adam for 2 years now and know that my finances are in good hands even in turbulent times.
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Customer review & rating for:
moneyman24 - unabhängige Finanzberatung
04/07/2021Katja H.
moneyman24 - unabhängige Finanzberatung Comment from moneyman24 - unabhängige Finanzberatung:
Thank you for this award.
5.00 out of 5
Excellent
Recommendation
We bought our property through Mr. Adam and were looked after very competently. In particular, we found the speedy processing and his friendly, solicitous manner very pleasant. The cost of the brokerage fee is well justified by his work!
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Customer review & rating for:
moneyman24 - unabhängige Finanzberatung
03/08/2021Anonymously
5.00 out of 5
Excellent
Recommendation
Very goal-oriented advice, understandable explanations of the facts and workable solutions. Also approachable after the actual conversation. Incidentally, I find the concept of independent advice in the financial sector unbeatable.
At the end of the day, we saved a lot of money and have financial perspectives again.
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Customer review & rating for:
moneyman24 - unabhängige Finanzberatung
10/21/2020Herr und Frau S. aus Bad G.
moneyman24 - unabhängige Finanzberatung Comment from moneyman24 - unabhängige Finanzberatung:
Thank you for the positive feedback.
4.98 out of 5
Excellent
Recommendation
I have been in contact with Mr. Stefan Adam for several years. Mr. Adam convinces me with his professional competence as well as his ability to communicate even more complex issues in an understandable and structured way. Mr. Adam is a good listener, always friendly, and clear and concise. That suits me very well. His investment recommendations have so far been constructive, balanced and adapted to my individual life situation. I live in Bielefeld and will contact and visit Mr. Adam again in the future.
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Customer review & rating for:
moneyman24 - unabhängige Finanzberatung
03/18/2020Anonymously
moneyman24 - unabhängige Finanzberatung Comment from moneyman24 - unabhängige Finanzberatung:
Thank you very much - I am glad if I could help you.
5.00 out of 5
Excellent
Recommendation
We were very well advised by Mr. Adam 2 years ago. His recommendations were generally positive for us and far exceeded our expectations. In any case, it has been the only right decision to have the financial advice carried out independently.
It should not go unmentioned that Mr. Adam has always been available for questions, which have been answered promptly. For this we say: thank you very much,
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Customer review & rating for:
moneyman24 - unabhängige Finanzberatung
02/25/2020Brigitte T.
moneyman24 - unabhängige Finanzberatung Comment from moneyman24 - unabhängige Finanzberatung:
Thank you for the kind words.
5.00 out of 5
Excellent
Recommendation
With Mr. Adam, you get the feeling that he knows what he is talking about. He can very quickly grasp the personal situation and give the right advice accordingly.
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Customer review & rating for:
moneyman24 - unabhängige Finanzberatung
12/17/2019Anonymously
5.00 out of 5
Excellent
Recommendation
Mr. Adam had prepared very well for the interview based on the information provided, gave clear and understandable answers to the questions posed, and identified and specifically addressed my thematic gaps and comprehension errors. His recommendations were well balanced and enabled me to form my own opinion on the subject. He patiently and carefully analyzed intermediate questions posed in the course of the interview before answering them, so I could be sure that his answers were aimed at the right point. In addition, he convinced me with his professional competence.
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Customer review & rating for:
moneyman24 - unabhängige Finanzberatung
08/22/2019J.
moneyman24 - unabhängige Finanzberatung Comment from moneyman24 - unabhängige Finanzberatung:
Thank you for the feedback.
4.20 out of 5
Good
Recommendation
Mr. Adam advises very competently and focused on the customer's benefit. The construction of a securities portfolio oriented to the customer's specifications/desires is in the best hands with Mr. Adam, supported by the extremely courteous manner that Mr. Adam radiates (he can listen, internalizes the customer's wishes and then gives balanced recommendations).
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Customer review & rating for:
moneyman24 - unabhängige Finanzberatung
05/31/2019Horst D. aus Region P.
5.00 out of 5
Excellent
Recommendation
I experienced Mr. Adam as a competent consultant. He grasped my situation and my wishes.
He made important suggestions and answered all questions satisfactorily.
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Customer review & rating for:
moneyman24 - unabhängige Finanzberatung
08/13/2018Frau K.
5.00 out of 5
Excellent
Recommendation
Mr. Adam has more than met all my expectations and gives a lot of practical advice, e.g. on avoiding costs, suitable products and investment strategies. Mr. Adam has a broad knowledge, advises extensively and takes his time. After other experiences with financial advisors, I feel I am in very good hands with Mr. Adam. I will be very happy to recommend Mr. Adam at any time.
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Customer review & rating for:
moneyman24 - unabhängige Finanzberatung
08/02/2018B.
5.00 out of 5
Excellent
Recommendation
It was a particularly easy to understand consultation about the complex conditions in the financial world
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Customer review & rating for:
moneyman24 - unabhängige Finanzberatung
06/28/2018K. - IBA GmbH
4.98 out of 5
Excellent
Recommendation
i was very satisfied with the advice i received! i was not recommended products where the consultant can rake in the most commission, but those that fit me best. saved a lot of money as a result :-)
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Customer review & rating for:
moneyman24 - unabhängige Finanzberatung
06/09/2018Anonymously
5.00 out of 5
Excellent
Recommendation
Rating for:
moneyman24 - unabhängige Finanzberatung
07/23/2018R.
28 Reviews from
3 other sources
4.86 out of 5
Excellent
5.00 out of 5
Excellent
14 reviews on Google
 
10/19/2023
5.00 out of 5
Excellent
3 reviews on Kritische-Anleger.de
 
06/04/2018
4.64 out of 5
Excellent
11 reviews on KennstDuEinen
 
09/28/2022
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* All reviews and experiences about moneyman24 - unabhängige Finanzberatung 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 06/02/2018  |  Last update: 12/08/2023   |  Report profile

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