revaluate AG

Good financial advice is available for a fee.

revaluate AG
189 Reviews i
published (99%)
out of 190 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

Review from 03/07/2024  
5.00 out of 5
Excellent
Recommendation
Value
Services
Top competencies

Action recommendations

4.98 out of 5
52 Reviews

Portfolio adjustment

4.85 out of 5
52 Reviews

Cost optimization

4.82 out of 5
51 Reviews

175 Reviews on ProvenExpert.com

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.
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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
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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
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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!
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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.
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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.
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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.
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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!
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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
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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.
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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.
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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
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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
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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!
5.00 out of 5
Excellent
Recommendation
The patient introduction to the market/money economy should be emphasized.
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Customer review & rating for:
revaluate AG - "Geld verstehen"
08/19/2023Ruth Schaefer
5.00 out of 5
Excellent
Recommendation
The subject of finance is a very important topic for me and should concern each of us. Whether it is building a house, family planning or retirement planning, everyone needs money to realize their dreams. With Revaluate I have found a company that works on a fee basis and accordingly independent. This has the great advantage that they can specifically address my wishes and goals and do not recommend the products where you can collect the most commission. The advice is therefore much more targeted and also more personal. I can recommend Revaluate with a clear conscience! Anyone who wants to do something good for their finances and their future plans has come to the right place.
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Customer review & rating for:
revaluate AG - "Geld verstehen"
08/18/2023Silas Zehnder
revaluate AG Comment from revaluate AG:
We could hardly have explained the advantages of fee-based consulting compared to commission-based consulting better! Thank you very much for the great feedback!
4.83 out of 5
Excellent
Recommendation
My experience with Revaluate and especially with my finance consultant is 100% positive. I really appreciate the authenticity and approach of building finance knowledge, so I am not only consulted but empowered to make educated decisions. The Revaluate Team is highly engaged and offers a lot of additional services that once more prove that they are fully live up to their Mission and Values (e.g. Moneyletter, Workshops).
Customer review & rating for:
revaluate AG - "Geld verstehen"
07/31/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Competent and professional good advice!
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Customer review & rating for:
revaluate AG - "Geld verstehen"
07/19/2023Elisabeth Glebe
5.00 out of 5
Excellent
Recommendation
I came to revauate AG through the recommendation of a good consultant and have not regretted it at any time!
To start with, the two explanatory videos "Understanding Money" and "The Science of Investing" were presented, which strongly impressed even me, who has been working as a manager for 23 years.
My advisor, Jörg Bollmann with his team, worked out very good pension proposals for me, which I concluded without any changes after examination by my tax advisor.
In the course of the honrar consultation, which has now lasted more than two years, my previous forms of investment were also intensively examined and sensible adjustments were suggested.
I can and will recommend revaluate AG without reservation!
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Customer review & rating for:
revaluate AG - "Geld verstehen"
07/18/2023Elmar L.
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: 03/13/2024   |  Report profile

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