PlanUp GmbH

Financial broker & medical advisor

PlanUp GmbH
CUSTOMERS' CHOICE 2024
TOP SERVICE PROVIDER 2024
4.99 out of 5
Excellent
177 Reviews
Contact information
At PlanUp, you are the focus of our work. It is particularly important to us to unite you, your needs, goals and wishes together with you in a modern and comprehensible concept.
As a free and independent financial broker, we cover almost the...

Contact information

PlanUp GmbH
Gewerbestraße 31
78244 Gottmadingen
Germany
Directions

Contact person
PlanUp GmbH - Beratung, Vermögen, Versicherung, Immobilie, Finanzierung

Images & Videos

100% Recommended
5 stars 55
3 stars 0
2 stars 0
1 star 0
Excellent (4.99)
Cost-performance ratio
Excellent (4.96)
Top competencies

Action recommendations

5.00 out of 5
6 Reviews

Performance optimization

4.83 out of 5
6 Reviews

Professionalism

5.00 out of 5
5 Reviews

56 Reviews on ProvenExpert.com

4.96 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Authentic, honest and friendly advice. Reliable support. Not pushy.
If you want solid advice on finance and insurance - outside the big broker/advisor firms - this is the right place.
Show original
Customer review & rating for:
PlanUp GmbH
07/24/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Competent and friendly advice at eye level!
Advisors take a lot of time for truly individual advice. No "standard processing" , but always tailored to your needs.
Absolutely recommendable!
Show original
Customer review & rating for:
PlanUp GmbH
07/23/2024Anonymously
5.00 out of 5
Excellent
Recommendation
I am very pleased to have found the PlanUp team. Ms. Seifert gave me very professional and interpersonal advice. I can absolutely recommend the PlanUp team
Show original
Customer review & rating for:
PlanUp GmbH
07/23/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Mrs. Seifert gave me excellent advice.
I can recommend the company with a clear conscience
Show original
Customer review & rating for:
PlanUp GmbH
07/22/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Completely satisfied with the advice from everyone
Show original
Customer review & rating for:
PlanUp GmbH
07/22/2024Miriam G.
5.00 out of 5
Excellent
Recommendation
We are very satisfied with the cooperation of the team of medical advisors.
We have been relying on their expert advice in various areas for years and have never been disappointed. We can only recommend the team. Many thanks for the great cooperation.
Show original
Customer review & rating for:
PlanUp GmbH
07/22/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Super advice - both in terms of insurance and buying a house.
Show original
Customer review & rating for:
PlanUp GmbH
07/20/2024Anonymously
5.00 out of 5
Excellent
Recommendation
I would absolutely recommend it! PlanUp has been with my husband and me for many years. Marriage, children's investments and insurance, house purchase - everything was handled perfectly. You couldn't be more satisfied. Personally, I was always overwhelmed when it came to choosing insurance, and I often didn't have the time to read up thoroughly. The motivated, competent and professional staff always explain everything very clearly and patiently and document the meetings carefully. They were also always on hand to help us with the financing of a home loan and got us top conditions. We have also received perfect support on several occasions with insurance claims. In addition to the professional aspects, however, I particularly like the fact that as a customer you can sense that there is a good working atmosphere. They work hand in hand and are in a good mood. We live in the Ruhr area and always handle everything completely digitally via video conference, which is no problem at all. We have already recommended PlanUp several times in the family and everyone is just as satisfied as we are. It really is a wonderful company, even for non-medical professionals like us.
Show original
Customer review & rating for:
PlanUp GmbH
07/20/2024K. S.
5.00 out of 5
Excellent
Recommendation
Always helpful and friendly! I can recommend the team of medical advisors and especially Mr. Jonathan Scheffel with a clear conscience! Mr. Scheffel takes his time even late in the evening and responds to all our wishes and needs.
Show original
Customer review & rating for:
PlanUp GmbH
07/19/2024Monia D.
5.00 out of 5
Excellent
Recommendation
Super nice and competent people, absolute recommendation
Show original
Customer review & rating for:
PlanUp GmbH
07/19/2024Dennis S.
5.00 out of 5
Excellent
Recommendation
Super friendly team. Advice on a personal, friendly level.
Show original
Customer review & rating for:
PlanUp GmbH
07/19/2024D.
5.00 out of 5
Excellent
Recommendation
Incredibly competent and we were able to find the optimal solution for me.
Thank you very much.
Show original
Customer review & rating for:
PlanUp GmbH
07/01/2024Anonymously
5.00 out of 5
Excellent
Recommendation
My husband and I turned to Plan up for help with a mortgage. As my husband is self-employed in the healthcare sector, our project was a little more complicated.

I was skeptical at first, mainly because I had hardly understood anything during a previous consultation with a financial broker.

At Plan up, however, the employee Stefanie Schlegel explained everything to me very clearly and comprehensively. Although our financing could not yet be implemented due to the current interest rate situation, I feel that I am in very good hands with this company and think it is only a matter of time before we will be living in our dream home.

The biggest hurdle - compiling all the necessary documents - has already been overcome.
The excellent team atmosphere and the professional and human approach are remarkable.

I can definitely recommend Plan up!
Show original
Customer review & rating for:
PlanUp GmbH
06/26/2024M.
5.00 out of 5
Excellent
Recommendation
Great advice and absolutely recommendable
Show original
Customer review & rating for:
PlanUp GmbH
06/26/2024Abdullah K.
5.00 out of 5
Excellent
Recommendation
I am extremely satisfied with the support I receive from the team of medical advisors. I can address professional and economic issues at any time so that I can concentrate fully on my studies. Many thanks again at this point 😊
Show original
Customer review & rating for:
PlanUp GmbH
06/25/2024Isabel S.
5.00 out of 5
Excellent
Recommendation
I particularly like the personal advice and the personal approach.
I don't feel like a customer who is simply offered a drawer, but have the feeling that my personal and private life situation is always in the foreground!
This is how insurance and investment advice should be!
Thank you very much!
Show original
Customer review & rating for:
PlanUp GmbH
06/25/2024Edgar B.
5.00 out of 5
Excellent
Recommendation
Super professional advice, very friendly and very competent team! Without PlanUp, I would not have been able to optimize my finances and insurance so quickly and perfectly. A huge thank you to the whole PlanUp team! You guys are really great!
Show original
Customer review & rating for:
PlanUp GmbH
06/20/2024Tim B.
4.98 out of 5
Excellent
Recommendation
I was very satisfied from the very first consultation, as all PlanUp employees respond to my personal needs in all areas individually and always in a very friendly manner. The advice is always highly professional in a pleasant, friendly atmosphere. All agreements are adhered to and fully documented by PlanUp and sent to me by email a few hours after the consultation. All PlanUp employees always credibly convey to me that my concerns are important to them and have high priority in their processing. Without PlanUp, I would not have been able to optimize my finances so quickly and so well. Many thanks to the whole PlanUp team!
Show original
Customer review & rating for:
PlanUp GmbH
06/20/2024Dr. Jasmin B.
5.00 out of 5
Excellent
Recommendation
Very personal and practical!
Show original
Customer review & rating for:
PlanUp GmbH
06/20/2024Anonymously
4.78 out of 5
Excellent
Recommendation
Very personal, but also expert advice with always satisfactory results!
Show original
Customer review & rating for:
PlanUp GmbH
06/14/2024Anonymously
121 Reviews from
2 other sources
5.00 out of 5
Excellent
5.00 out of 5
Excellent
52 reviews on Google Maps
 
07/08/2024
5.00 out of 5
Excellent
69 reviews on Google Maps
 
06/22/2024
Submit a review

Your message to PlanUp GmbH

Please complete the field highlighted in red.
Please complete the field highlighted in red.
Invalid email address
* required fields
Invalid characters. Only numbers and space characters are possible.

I accept the privacy policy.

All reviews and experiences about PlanUp 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 03/05/2024  |  Last update: 07/26/2024   |  Report profile

More transparency and security while looking for competent professionals

Authentic customer opinions
Take advantage of other customers' experiences: ProvenExpert's authenticated customer reviews can help you choose the right product or service.
Effective customer feedback
ProvenExpert allows the entire service spectrum of a company (e.g. customer service, consulting) to be reviewed. This way you get a detailed overview of your service quality in all areas.
Independent reviews
ProvenExpert is free, independent, and neutral. Customers make reviews of their own accord — their opinions are not for sale. And the content of reviews cannot be influenced by money or by any other means.

A good reputation is the world's
best form of advertising!

85% of all consumers trust online reviews just as much as they do personal recommendations.

Let ProvenExpert give your business a boost with the best advertising in the world: the opinions of satisfied customers.
Review Guidelines  |  Quality Assurance  |  Privacy Policy  |  Legal Notice  © 2011 - 2024 Expert Systems GmbH