revaluate AG

Good financial advice is available for a fee.

revaluate AG
CUSTOMERS' CHOICE 2024
4.91 out of 5
Excellent
194 Reviews
Contact information
As product and commission-independent fee-based financial investment advisors, we charge for our time and expertise - similar to a tax advisor or lawyer - regardless of which products and services we recommend.

We use significantly less expensive products, which has a positive effect on returns and thus on capital accumulation.
...

Contact information

revaluate AG
Schloßgartenweg 3
64807 Dieburg
Germany
Directions

Images & Videos

99% Recommended
5 stars 169
4 stars 11
3 stars 0
2 stars 0
1 star 0
Customer service
Excellent (5.00)
Cost-performance ratio
Excellent (5.00)
Top competencies

Action recommendations

4.98 out of 5
54 Reviews

Portfolio adjustment

4.85 out of 5
54 Reviews

Expertise

4.98 out of 5
49 Reviews

180 Reviews on ProvenExpert.com

4.91 out of 5
Excellent
4.80 out of 5
Excellent
Recommendation
The amount of the consulting costs (especially in comparison to traditional commission-based consulting due to the previous lack of transparency regarding hidden costs) initially made us skeptical. But in our consultations with Jörg Bollmann, the long-term advantages were repeatedly and clearly emphasized, so that we decided to use the services of Revaluate AG (permanently). Both consulting and implementation have worked very well for us so far. The costs incurred by us were also presented transparently from the outset.

The advantages for us include
- Specialist expertise throughout the team
- Investment tips to which we previously had no access or no information
- Professional advice & support
- largely digital processing incl. digital access to all documents via web & app
- Focus on safeguarding the family

Melanie and Dennis Jung (clients since fall 2023)
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
06/14/2024Dennis Jung
revaluate AG Comment from revaluate AG:
Thank you very much for your positive review! We particularly appreciate your feedback on the professional expertise of the entire team. It is our goal to always offer the best possible service.
5.00 out of 5
Excellent
Recommendation
Mr. Bollmann gave me very detailed advice, so that my finances are now on a very good and secure path to the top.
His advice on inheritance and the associated tax options was very useful to me.
The Revaluate team works very correctly and is always approachable and helpful.
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
05/19/2024Anonymously
revaluate AG Comment from revaluate AG:
Thank you very much for your kind feedback! Yes, the topics of inheritance and giving bring with them many possibilities!
5.00 out of 5
Excellent
Recommendation
Revaluate has helped me gain an overview of my finances and put products and services into a broader economic context. Now I finally have the feeling that my money is being invested wisely.
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
05/07/2024Chris
revaluate AG Comment from revaluate AG:
Thank you very much for your positive feedback! We are delighted that revaluate has helped you to gain a comprehensive overview of your finances and to categorize your investments sensibly.
5.00 out of 5
Excellent
Recommendation
Detailed, in-depth advice in advance.
Very professional
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
03/23/2024Andreas Bächle
revaluate AG Comment from revaluate AG:
Thank you very much for your positive feedback!
5.00 out of 5
Excellent
Recommendation
In Mr. Bollmann, I have found a competent advisor and companion for my financial issues. With his view of my life situation and his view of the future, a portfolio was created in which I feel completely comfortable and confidently look forward to a positive development with the diverse offers from revaluate.
G.Weyhofen
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
03/12/2024G.Weyhofen
revaluate AG Comment from revaluate AG:
Thank you very much for your trust and your positive review! We are delighted that you feel completely comfortable with our advisory services. We look forward to continuing to accompany you on your financial journey.
5.00 out of 5
Excellent
Recommendation
Very nice, competent advice. I'm starting to understand money 😀 I feel like I'm in good hands.
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
03/07/2024Claudi Nie
revaluate AG Comment from revaluate AG:
... and the topic of money/finance can even be fun! 🤗 Thank you very much, we're delighted!
5.00 out of 5
Excellent
Recommendation
Creating comprehensive transparency about my financial situation, from investments to health and pension provision to tax aspects. Good accessibility and clear explanation of products and options
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
02/24/2024Anonymously
revaluate AG Comment from revaluate AG:
Thank you very much for your kind words and your positive review! Best regards from the revaluate team!
4.78 out of 5
Excellent
Recommendation
Before working with Revaluate, I had hardly dealt with my finances at all. What I particularly liked was that I was not presented with a fait accompli, but that individual solutions were not only developed but also explained. I also immediately liked the fee-based concept better than product-based commission-based advice
- Paul N
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
02/10/2024Paul N
revaluate AG Comment from revaluate AG:
Thank you very much for your review! Yes, the differences between commission-based and fee-based advice are striking, but unfortunately still far too little known!
5.00 out of 5
Excellent
Recommendation
The great advice makes even financially shy people like me look at my investment options. You always feel well informed!
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
02/10/2024V.Marz
revaluate AG Comment from revaluate AG:
How nice! And we contribute to the fact that the "financial grouches" are becoming fewer and fewer 😊 THANK YOU very much for the nice review!!!
5.00 out of 5
Excellent
Recommendation
Professional advice, fast communication and customized financial plans.
Mr. Ihl helped us to plan and ultimately implement our financial goals in a future-oriented manner. We really appreciate the transparency of the entire concept. An app also provides the necessary overview. We are very satisfied and can recommend revaluate - Mr. Thorsten Ihl to anyone looking for trustworthy advice on their finances.
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
02/10/2024V. & G. Di Santo
revaluate AG Comment from revaluate AG:
We are pleased that you feel you are in good hands and thank you for your trust and recommendation! Best regards from the revaluate team!
5.00 out of 5
Excellent
Recommendation
I received the links to the films from Ms. Kuhbier shortly before my 18th birthday. It's amazing to find out what there is to know about finance that I never heard about at school. Without this knowledge, I would have been at a loss when making my decision. Ms. Kuhbier explained everything to me in detail and took time for me. The topics were explained simply and the statistics made everything very clear to me. I'm pleased that the contract is also valid. I can keep it for a long time and adapt it to my development. I would recommend all young people to watch the films. Financial education is one of the most important things in life.
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
12/23/2023Ben K.
revaluate AG Comment from revaluate AG:
Financial knowledge as a school subject: more and more young people want this, because they feel ill-prepared for the financial topics that await them when they start their careers at the latest. We are delighted that our free videos have made it easier to get started with the topic of finance!
5.00 out of 5
Excellent
Recommendation
In order to build up long-term reserves for my (retirement) age, I finally had to take action.
The competent advice and personal discussions with Mr. Ihl convinced me to choose revaluate AG as my partner for this.
I liked the transparency and clarity without having the feeling of having something imposed on me, and this created trust.
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
12/13/2023M. Kuhlmann
revaluate AG Comment from revaluate AG:
Thank you very much for your review! We look forward to continuing to support you. Best regards from the revaluate team!
5.00 out of 5
Excellent
Recommendation
Honest, authentic, emphatic and highly professional financial advice, with which I now feel very comfortable and well positioned. I also received further valuable recommendations and advice. Financial advice that I can only warmly recommend from woman to woman. Old age comes sooner than we think and we have it in our own hands what our financial future looks like. So let's get on with it - with the support of revaluate!
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
12/08/2023AMG
revaluate AG Comment from revaluate AG:
WOW! Thank you so much for this great review! You hit the nail on the head: it's so important to start early and take control of your financial future! Best wishes from the revaluate team!
5.00 out of 5
Excellent
Recommendation
The advice and support provided by Ms. Kuhbier is always very competent and trustworthy. She patiently answers all questions that arise and puts together an investment concept that meets individual needs. Great importance is attached to transparency in the consultations. In addition to all investment-related topics, Ms. Kuhbier can also cover all questions relating to real estate. Many thanks for the many years of cooperation.
Claudia
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
11/20/2023Claudia
revaluate AG Comment from revaluate AG:
Dear Claudia, thank you very much for the great review for our Mrs. Kuhbier and we are looking forward to further cooperation! :-)
5.00 out of 5
Excellent
Recommendation
Mrs. Kubier does an excellent job explaining things without being patronising. I learned a lot so far and feel taken care of. Can highly recommend.

-VH
Customer review & rating for:
revaluate AG - "Geld verstehen"
11/10/2023Vincent
revaluate AG Comment from revaluate AG:
Thank you very much for your nice review and recommendation!
5.00 out of 5
Excellent
Recommendation
The advice given by Mr. Bollmann was very understandable and helpful.
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
10/17/2023Sven Lehr
5.00 out of 5
Excellent
Recommendation
Competent advice, patient answering of all "stupid" questions and trusting conversations at eye level. I feel I am in good hands.
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
09/22/2023Melanie Gaug
revaluate AG Comment from revaluate AG:
Thank you very much for your evaluation, dear Ms. Gaug! It is incredibly important to clarify all questions so that you feel comfortable with your investment. Do not be afraid to continue to ask us "holes in the belly"! Best regards from the revaluate team
4.90 out of 5
Excellent
Recommendation
I have been working with revaluate AG on various matters since 2017. The advice is always very trustworthy and extremely competent! Many THANKS
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
09/04/2023Pascal Z.
revaluate AG Comment from revaluate AG:
We are very pleased that we can count you among our long-standing customers! Thank you very much for your review and best regards!
4.50 out of 5
Excellent
Recommendation
We are genuinely comforted knowing that our investments are in the hands of revaluate’s
Jörg Bollmann. He has been our financial adviser since 2013, giving us exactly the right
amount of information we understand and together we have made sound decisions giving very satisfactory results. He is always available for friendly advice and shows a genuine interest in us personally. It is always a pleasure to meet up with him.
Mike and Heather Weidelt, Rödermark
Customer review & rating for:
revaluate AG - "Geld verstehen"
08/22/2023Mike and Heather Weidelt
5.00 out of 5
Excellent
Recommendation
At this point, I would like to say a big thank you to Jörg Bollmann and the entire team: This is not about a quick deal, but about the overall package and the people behind it.
I met Mr. Bollmann in a completely different context and we got to talking about finance. I thought that I was well positioned in this area, had made good decisions with my portfolio and the products I had used so far. However, with a big grin, he asked me a few questions that got me thinking.

So I watched the two videos, which were a super basis for the next steps and also gave them to my wife as homework. Although she doesn't like to deal with these topics, she also found the videos interesting and she approached me with questions.

The next step was to have an espresso conversation, which was so detailed that we probably could have had 15 espressos. Although this was not about payment, he took an extremely long time and I noticed right away that this was not about a quick conclusion, but that he scored with clear arguments and that I myself wanted to be looked after by him very quickly.

It was a long way to the conclusion, with many phone calls, on-site visits, WhatsApp messages (I had some old contracts that I had to cancel) and now we could finally implement the developed concept some time ago.

For 17 years, I have never felt so well taken care of and I am looking forward to many years of cooperation with Jörg Bollmann and the whole team.
Andreas Schack
Show original
Customer review & rating for:
revaluate AG - "Geld verstehen"
08/22/2023Andreas Schack
revaluate AG Comment from revaluate AG:
Thank you very much for your rating and your trust, dear Mr. Schack! We are also very pleased that we were able to inspire your wife, who previously did not like to deal with the topic of finance, with our money knowledge videos! Since so many espressos are not healthy, maybe we should switch from "espresso talks" to "latte macchiato talks" to be on the safe side 😊 We are also looking forward to further cooperation! Best regards from the revaluate team!
14 Reviews from
2 other sources
5.00 out of 5
Excellent
5.00 out of 5
Excellent
2 reviews on Facebook
 
10/30/2022
5.00 out of 5
Excellent
12 reviews on Google Maps
 
11/15/2023
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All reviews and experiences about revaluate AG 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 07/09/2020  |  Last update: 06/16/2024   |  Report profile

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