Optimal Finanzplanung GmbH

Your competence center for finance

Optimal Finanzplanung GmbH
4.99 out of 5
Excellent
24 Reviews
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Contact information
Optimal Finanzplanung GmbH is THE competence center for finance and combines specialists for different areas. We offer you customized solutions and individual concepts from a single source.

Our main focus:
Consulting on company pension schemes...
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Contact information

Optimal Finanzplanung GmbH
Am Meerkamp, 19b
40667 Düsseldorf
Germany
Directions

Contact person
Ron Andres

Images & Videos

Opening hours

Websites

Social Media

100% Recommended
5 stars 10
4 stars 0
3 stars 0
2 stars 0
1 star 0
Quality
Services
Implementation
Consulting
Customer service
Excellent (4.89)
Cost-performance ratio
Excellent (5.00)
Top competencies

Professionalism

5.00 out of 5
3 Reviews

Verifiability

5.00 out of 5
3 Reviews

Structure

5.00 out of 5
3 Reviews

10 Reviews on ProvenExpert.com

4.99 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Optimal Finanzplanung has been my financial and insurance advisor for many years. I am proactively made aware of optimization opportunities. I feel very well taken care of by the always friendly and competent advice.
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Customer review & rating for:
Optimal Finanzplanung GmbH
03/15/2023U. Schumacher
Optimal Finanzplanung GmbH Comment from Optimal Finanzplanung GmbH:
Thank you very much for the great feedback. We will be happy to continue taking care of your financial concerns in the coming years. Of course, just as professionally. Thank you very much for your trust.
5.00 out of 5
Excellent
Recommendation
For about 15 years we have been very well advised by the employees of Optimal Finanzplanung. With a lot of patience and always up-to-date in the respective areas (insurance, finance) we have always been perfectly accompanied. Actually exactly as it corresponds to the company logo.
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Customer review & rating for:
Optimal Finanzplanung GmbH
01/29/2023Regine Lupprich
Optimal Finanzplanung GmbH Comment from Optimal Finanzplanung GmbH:
Thank you very much for these appreciative words. Such long-standing customer relationships always spur us on to keep our service at a high level and to inspire our customers anew every time. Thank you very much.
4.97 out of 5
Excellent
Recommendation
I met Ron Andres about 15 years ago through ProConsys and Mr. Andres advised me on my existing insurance policies and retirement plans, among other things. He looked at all my existing documents and subsequently presented me with interesting suggestions for my retirement planning. When Mr. Andres founded Optimal Finanzplanung, I went along because of the good experience.
Over the years we have regularly looked at my existing provision and always improved or Mr. Andres always had new very good, interesting suggestions for me, which I could go along. Now I am retired and can only confirm that we have done everything right, I am now very well provided for and I do not have to worry about finances.
I have always felt very well advised and in good hands and can recommend Mr. Andres with a very clear conscience. Over the years I have also passed on Mr. Andres' contact to my friends, most of whom are now also satisfied customers.
In conclusion - a conversation with Ron Andres is worthwhile.
Many thanks for the good support and care
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Customer review & rating for:
Optimal Finanzplanung GmbH
01/14/2023Anonymously
Optimal Finanzplanung GmbH Comment from Optimal Finanzplanung GmbH:
Thank you very much for the great review and the many recommendations. We are very happy to be able to continue to fully satisfy such long-standing customers like you. Thank you very much for your trust.
MfG, Ron Andres
5.00 out of 5
Excellent
Recommendation
A particularly efficient team in questions of retirement provision, insurance management, asset formation and in the areas of pension provision, i.e.: living will, power of attorney, last will and testament, etc.
You feel you are in good hands and you have time for your own plans.
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Customer review & rating for:
Optimal Finanzplanung GmbH
11/26/2022Anonymously
5.00 out of 5
Excellent
Recommendation
For over a decade, I have managed to realize savings on my insurance policies because of the professional advice I receive from Optimal Finanzplanung.
In addition, we also find the right products for my concerns in all life situations. A constant accompaniment in these processes is a matter of course.
I have also had only positive experiences in the area of asset formation.
Through the contact persons in all the different areas simply an all-round perfect support!!!
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Customer review & rating for:
Optimal Finanzplanung GmbH
10/22/2022Miguel Berger
Optimal Finanzplanung GmbH Comment from Optimal Finanzplanung GmbH:
Thank you very much for these kind and nice words. We are happy to be there for you in the future with our high service standards.
5.00 out of 5
Excellent
Recommendation
Optimal Finanzplanung has accompanied my family and me for many years in all financial investment and insurance matters as well as in the brokerage of interesting real estate as an investment. The advice is always authentic and honest and is 100% oriented to my needs and risk tolerance. Therefore I can recommend Optimal Finanzplanung 100%.
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Customer review & rating for:
Optimal Finanzplanung GmbH
09/22/2022Sebastian Jäger
5.00 out of 5
Excellent
Recommendation
I receive information about adjustments to my insurance policies to save costs. I receive suitable offers for financial investments. I receive information about other concerns and have the opportunity to ask questions, hand in tasks and feel well looked after.
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Customer review & rating for:
Optimal Finanzplanung GmbH
09/13/2022B. K.
5.00 out of 5
Excellent
Recommendation
I feel well looked after all round. After a comprehensive analysis of my complex financial situation, Mr. Andres used his know-how to develop a great concept for me, with which I am very satisfied in the long term. I was very surprised what he was able to get out of it for me! Finally, someone who has an overview of all the possibilities and also takes personal needs into account.
Many thanks to the entire team for the friendly support! Deserved 5 stars!
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Customer review & rating for:
Optimal Finanzplanung GmbH
09/06/2022J. Entrup
Optimal Finanzplanung GmbH Comment from Optimal Finanzplanung GmbH:
Thank you very much for the evaluation. We look forward to the next years of constructive and cooperative support.
5.00 out of 5
Excellent
Recommendation
Rating for:
Optimal Finanzplanung GmbH
11/17/2022HFG Handelsgesellschaft für Grundvermögen mbH
4.90 out of 5
Excellent
Recommendation
Rating for:
Optimal Finanzplanung GmbH
10/21/2022Anonymously
Optimal Finanzplanung GmbH Comment from Optimal Finanzplanung GmbH:
Thank you very much for your positive review. We will be happy to be by your side in the years to come.
14 Reviews from
2 other sources
5.00 out of 5
Excellent
5.00 out of 5
Excellent
2 reviews on Facebook
 
11/20/2022
5.00 out of 5
Excellent
12 reviews on Google
 
01/31/2023
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All reviews and experiences about Optimal Finanzplanung GmbH 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 08/24/2015  |  Last update: 03/21/2023   |  Report profile

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