Optimal Finanzplanung GmbH

My wife and I approached Optimal Finanzplanung GmbH in 2023 for advice on financial investments.
Thanks to a holistic, well thought-out concept and Christopher's absolute expertise, we were quickly convinced to let Optimal put us in a better position in many other areas, some of which are only marginally related to finance for me: be it investments, insurance optimization and bundling of insurance with a broker, pension and emergency plans, etc. We feel that we are being taken very seriously as clients.
We feel that we are taken very seriously as customers with individual wishes and knowledge. We have never regretted any of the decisions we have made, which is also due to the fact that there is enough time to think things over between the appropriate advice and decision-making.
Yes, we would go down this route again and can recommend Optimal Finanzplanung GmbH without hesitation!

I am completely satisfied with the structuring of my investments and the support provided by Optimal Finanzplanung. I would be happy to recommend them at any time.

My wife and I both work, and as parents of two small children it is important for us to have plenty of time for the family, a little time for ourselves, and of course time for work. Dealing with insurance and other financial issues often falls by the wayside.

Therefore, we are all the more grateful for the extremely helpful and promising support that we have received from the company Optimal Finanzplanung GmbH with its managing director Ron Andres and especially from our personal advisor Mr. Christopher Rösberg in the past two years.

Mr. Christopher Rösberg cares for us in all topics which are relevant nowadays. Whether old-age provision, occupational disability, health insurance or other insurance matters. Partly with the support of other colleagues of Optimal Finanzplanung GmbH who have a better expertise in the corresponding field (e.g. car insurance).

Mr. Christopher Rösberg advised us optimally from the beginning and looked after us in the best possible way. Before the first consulting meetings, he professionally analyzed our situation at the time and our actual needs in the area of all insurance and pension issues, uncovered deficiencies and gaps in insurance coverage and retirement planning, and developed peu-a-peu solution proposals. His meeting preparation and expertise are - as the company name suggests - optimal and we feel that we are in the best hands with Mr. Christopher Rösberg.

The retirement products proposed to us are a very good compromise in terms of security and return. In addition, with the selected products we still have enough flexibility during the entire term to be able to react to contingencies (car repair, new refrigerator, etc.).

Mr. Christopher Rösberg is everything you could wish for in a financial advisor - competent, fast, reliable and also top in human terms. And Optimal Finanzplanung GmbH offers us the best service with its other support services, which we are happy to recommend.

Already very satisfied for over ten years. We like the private secretariat best: no more insurance mail comes to our home, everything goes to Optimal Finanzplanung. They look at everything and proactively inform us if anything needs to be changed. This is how I imagine an insurance and financial broker! 100% recommendation.

We have been super cared for by Mr. Andres and his team for umpteen years. Just recently, we got to know the premium service and have now finally taken our emergency planning into our hands. The health care proxy and living will have now been made and our authorized representatives have been instructed. It's a good feeling to finally have this important issue taken care of. Many thanks for this.

I have been a customer for about 20 years and am completely satisfied. If I had not met Mr. Andres 20 years ago, I would not be financially where I am now. Many thanks for that.

Short and sweet
All around satisfied

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.

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!