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.
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
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.
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!!!
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%.
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.
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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Profile active since 08/24/2015 | Last update: 01/30/2023
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