PROGRESS Finanzplaner

Insurance broker / fee-based advisor / financial planner / risk manager / financial coach

PROGRESS Finanzplaner
349 Reviews i
published (99 %)
out of 350 reviews
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Money is still considered a taboo subject, even though it is a fundamental resource of our society. We believe that this does not have to be the case. We are rethinking and redesigning finance, consulting, insurance and brokerage to get the topic...
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Contact information

PROGRESS Finanzplaner
Berliner Straße 26
01067 Dresden
Germany
Directions

Contact person
Tom Wonneberger & Stephan Busch

Images & Videos

Opening hours

Saturday CLOSED

Websites

Social Media

Review from 04/25/2023  
5.00 out of 5
Excellent
Recommendation
Quality
Value
Services
Implementation
Consulting
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Top competencies

Customer loyalty

4.95 out of 5
40 Reviews

Bond of trust

5.00 out of 5
39 Reviews

Customer focus

4.93 out of 5
40 Reviews

157 Reviews on ProvenExpert.com

5.00 out of 5
Excellent
Recommendation
Here you will find advice with a lot of added value and transparency. Thank you for the good cooperation and all the best.
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Customer review & rating for:
PROGRESS Finanzplaner
04/25/2023Ria Schmidt
5.00 out of 5
Excellent
Recommendation
After two years of ''struggling'' with an insurance application, I am very grateful to Stephan and Tom for every single reminder of deadlines, deadlines and assignments. I really didn't make it easy for them and yet they were always patient and understanding without losing sight of the goal. Without their structured and reliable and work I definitely would not have made it. Thank you for that!!!
In general, I feel much more secure and sorted since they have been keeping track of my financial things and insurances, and can sit back a bit knowing there is someone keeping an eye on it all and standing by me when I need it or need it. I am very very grateful for that, I wouldn't want to miss it!
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Customer review & rating for:
PROGRESS Finanzplaner
04/04/2023Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
"""""""""""""""""""""""""""""""""""
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""""""▀░░░░░░░░░░▀""""""""▀▀░░░░░░░░▀"""""
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""░░░░░░░░░░░░░░░░░░░░░░░░░░"░"░░░░░░░░░░░░░░░░""
""░░░░░░░░░░░░░░░░░░░░░░░░░▄▀░"░░░░░░░░░░░░░░░░""
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""▄░░░░░░░░░░░░░░░""""░░░░░░░░░░"░░░░░░░░░░░▄""
""""▄░░░░░░░░░░░░""""░░░░░░░░░░"░░░░░░░░░▄""""
""""""▄░░░░░░░░░""""▄▄▄░░░░░░░"░░░░░░░▄""""""
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4.80 out of 5
Excellent
Recommendation
We have perceived the collaboration with Progress as ....

professional
personal / individual
Punctual
Down to earth
Demand-oriented

The for us (interpersonal) very serious, partly unstructured topic finances was looked at with as much looseness but also seriousness as necessary.
A clear and comprehensible assessment of the actual situation was made and a way for the future was shown. Thank you :)
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Customer review & rating for:
PROGRESS Finanzplaner
03/19/2023Marie Kubasch Kubasch
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
:¨-.-¨:
`-. THX you 2 ★°*ﾟ
5.00 out of 5
Excellent
Recommendation
When it comes to insurance and finance, I tend to procrastinate a lot. Tom and Stephan have navigated me through this. I got a good overview of my financial situation and feel well secured for the next few years.
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Customer review & rating for:
PROGRESS Finanzplaner
03/04/2023Wanda
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
──────▄▀▄───▄▀▄
─────▄"░░▀▀▀▀▀░░"▄
─▄▄──"░░░░░░░░░░░"──▄▄
"▄▄"─"░░▀░░┬░░▀░░"─"▄▄" THANK YOU WANDA
5.00 out of 5
Excellent
Recommendation
Communication at eye level, very understandable and authentic. Top advice and really independent and very transparent.
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Customer review & rating for:
PROGRESS Finanzplaner
03/02/2023Caroline
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
..... (¯`v'¯)♥
.......-.¸.-'
....¸.-'
... (
☻/
/▌♥♥
/ \ ♥♥
5.00 out of 5
Excellent
Recommendation
"Nothing is put off as often as taking care of oneself". - Thanks to PROGRESS we approached these topics in a structured way, we know that we have absolute experts on our side and we are grateful for their loving persistence in staying on top of our topics ;)
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Customer review & rating for:
PROGRESS Finanzplaner
02/19/2023Patricia & Daniel
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
|_(¨`-.-'¨)________|
|__`-.(¨`-.-'¨)THANK_|
|____`-.¸.-'_YOU__|
4.67 out of 5
Excellent
Recommendation
The consulting helped us to systematically deal with the topic of finances. The focus, especially in the beginning, is on insurance (mitigate risks, maintain standard of living). We especially appreciate that Tom & Stephan respond to individual wishes and that advantages and disadvantages are discussed together. We also find the concept of independent fee-based consulting great, so there is no conflict of interest and only contracts are concluded that are really needed.
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Customer review & rating for:
PROGRESS Finanzplaner
01/17/2023Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
A____A
|・ㅅ・|
|っ ｃ|
| |
| |
U￣￣U THANKÖ
5.00 out of 5
Excellent
Recommendation
PROGRESS advised me competently and very personally from the very beginning and thus found optimal solutions for my life situation and ideas. I can now go into the future with much more security and look forward to further cooperation. Thank you!
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Customer review & rating for:
PROGRESS Finanzplaner
01/12/2023Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
Love this sound
0:35 ━❍──────── -5:32
↻ ⊲ Ⅱ ⊳ ↺
VOLUME: ▁▂▃▄▅▆▇ 100%
5.00 out of 5
Excellent
Recommendation
Satisfied all around! During the consultation, I was able to gain a good understanding and clarity about my existing insurance policies, sort out what was unnecessary and, if necessary, take out more sensible new policies. I now feel better positioned and have a better overview of my finances and insurance. Thank you!
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Customer review & rating for:
PROGRESS Finanzplaner
11/06/2022Maike
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
THANK YOU VERY MUCH FOR THESE WORDS! (◍-ᴗ-◍)❤
5.00 out of 5
Excellent
Recommendation
Working meticulously, looking closely!listening! This is how consulting works! Thank you
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Customer review & rating for:
PROGRESS Finanzplaner
10/24/2022Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
∧__∧
( -ω- )づ__∧
(つ /( -ω-。)
しーＪ (nnノ)

Thank you. ^^
5.00 out of 5
Excellent
Recommendation
As a self-employed person, it is particularly important for me to receive personal advice that is appropriate for my field of activity. Tom and Stephan are not only extremely competent, but also masters at finding the really suitable offers and providing fair advice. I feel strengthened, secured and, above all, in good hands.
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Customer review & rating for:
PROGRESS Finanzplaner
09/20/2022Sven Golob
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
(ღ˘⌣˘)♥ th♡nk ㄚ♡ⓤ
4.96 out of 5
Excellent
Recommendation
We have been in the care of Tom & Stefan for many years. The advice is always honest, sincere and oriented to what is important to us. Appointments are uncomplicated, queries by e-mail always clarified very quickly. We feel very well taken care of and thank the whole team for the trusting and long-term cooperation.
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Customer review & rating for:
PROGRESS Finanzplaner
09/20/2022Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
{thanks a lot}-..(❤️O❤️)
5.00 out of 5
Excellent
Recommendation
Stephan & Tom have given me a real over / insight and with the help of their analysis and advice we could optimize some points.
Thanks to the 2n I now have a good structured + stable foundation.
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Customer review & rating for:
PROGRESS Finanzplaner
09/01/2022F. B.
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
༼ つ ̥◕͙_̙◕͖ ͓༽つ ♥ ♥ ♥ ♥ ♥ ♥ ♥ ♥
5.00 out of 5
Excellent
Recommendation
If you really want to be insured in a way that makes sense for your very own personality or want financial advice with a true eye on your own actual needs, Stephan and Tom are really the best people to talk to. I now feel that my insurances etc. fit very well with my very own personality and lifestyle. THANK YOU!
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Customer review & rating for:
PROGRESS Finanzplaner
08/18/2022Julian von Gebhardi
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
╔╗╔╦╗
║║╠╣╠╦═╗
║╚╣║═╣╩╣
╚═╩╩╩╩═╝
5.00 out of 5
Excellent
Recommendation
Knowing about my ignorance and procrastination on the subject of insurance, retirement planning, coverage ect and the incredible urge to finally change this, I turned to Stephan and Tom and have been so incredibly well picked up, advised and cared for. Both of them were and are always top prepared and help you get around the cliffs and see land again. One can't help but highly recommend them.
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Customer review & rating for:
PROGRESS Finanzplaner
08/15/2022A.R.
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
┏┓┏┓┊┊┊┊┊┊┊┊┊┊┊┊
┃┗┛┣━━┳━━┳━━┳┓┏┓
┃┛┗┃╭╮┃┛┛┃┗┗┃╰┛┃
┃╰╯┃┗┛┃╰╯┃╰╯┣━╮┃
┃┏┓┃┏┓┃┏━┫┏┳┻━╯┃
┗┛┗┻┛┗┻┛┊┗┛┗━━━╯
5.00 out of 5
Excellent
Recommendation
The consultations and the evaluations are professional, clearly understandable, structured, open and honest and also fun.
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Customer review & rating for:
PROGRESS Finanzplaner
08/02/2022F. & A. Bendzko
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
╔══╗░░░░╔╦╗░░
║╚═╬════╬╣╠═╗
╠═╗║╔╗╔╗║║║╩╣
╚══╩╝╚╝╚╩╩╩═╝
5.00 out of 5
Excellent
Recommendation
The Progress team helped me to get a good overview of my financial and insurance situation and to improve it. The Progress team works reliably, quickly and at eye level. There is always room and time to ask supposedly "silly" questions. I am very glad that I sought help from Tom, Stephan & team.
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Customer review & rating for:
PROGRESS Finanzplaner
07/27/2022S. Henkel
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
Dankö
(\_/)
( -,-)
(")_(")
4.85 out of 5
Excellent
Recommendation
Trustworthy advice at eye level.
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Customer review & rating for:
PROGRESS Finanzplaner
07/09/2022Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
─▄""▄""▄
─▀"""""▀
───▀"▀
5.00 out of 5
Excellent
Recommendation
Stephan was always very engaged - put himself in my shoes and thus for a great cooperation at eye level. I am very satisfied
Show original
Customer review & rating for:
PROGRESS Finanzplaner
06/19/2022Nico W
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
╔══╗╔╗ ♥
╚╗╔╝║║╔═╦╦╦═╗
╔╝╚╗║╚╣║║║║╔╣ ♥
╚══╝╚═╩═╩═╩═╝
5.00 out of 5
Excellent
Recommendation
Transparent, competent and sympathetic advice. Made me feel secure and relaxed about my finances.
Show original
Customer review & rating for:
PROGRESS Finanzplaner
06/16/2022Anonymously
PROGRESS Finanzplaner Comment from PROGRESS Finanzplaner:
╔╗╔╦══╦═╦═╦╗╔╗
║╚╝║══║═║═║╚╝║
║╔╗║╔╗║╔╣╔╩╗╔╝
╚╝╚╩╝╚╩╝╚╝ ╚╝
192 Reviews from
3 other sources
4.96 out of 5
Excellent
5.00 out of 5
Excellent
1 review on Yelp
 
02/18/2023
5.00 out of 5
Excellent
112 reviews on Google
 
05/19/2023
4.90 out of 5
Excellent
79 reviews on Facebook
 
05/13/2019
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* All reviews and experiences about PROGRESS Finanzplaner 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 01/31/2019  |  Last update: 06/09/2023   |  Report profile

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