Schäflein & Partner GmbH

Fee-based consulting, financial consulting, insurance consulting, financial planner

Contact information
Independent advice is our passion! Our consulting topics are income protection, retirement planning and strategic financial planning.
Our value proposition:
- Guaranteed independence
- Guaranteed cost savings...

Contact information

Schäflein & Partner GmbH
Marktplatz 15
97070 Würzburg
Germany
Directions

Opening hours

Websites & Profiles

100% Recommended
5 stars 17
4 stars 0
3 stars 0
2 stars 0
1 star 0
Excellent (5.00)
Top competencies

Professionalism

5.00 out of 5
5 Reviews

Expertise

5.00 out of 5
5 Reviews

Independence

5.00 out of 5
5 Reviews

17 Reviews on ProvenExpert.com

4.98 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Very competent and objective advice on all financial and insurance issues. Absolutely recommendable.
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Customer review & rating for:
Schäflein & Partner GmbH
06/27/2022A.
5.00 out of 5
Excellent
Recommendation
I got to Mr. Schäflein through a tip from my sister. Previously, I had unfortunately had frequent bad experiences with financial advisors. My skepticism was already solved after the first friendly telephone conversation. In the meantime I am just happy to have found him. I consider Mr. Schäflein to be an extraordinarily sincere advisor and person for whom the needs of his clients really come first. In addition to his professional competence, I consider him the most trustworthy consultant in this sector.
I am very grateful for his comprehensive assistance and can only warmly recommend him to everyone - both professionally and personally.
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Customer review & rating for:
Schäflein & Partner GmbH
04/25/2021Fabian C.
5.00 out of 5
Excellent
Recommendation
I commissioned financial advice from Mr. Schäflein at the beginning of the year and can recommend Mr. Schäflein without reservation. All questions were answered quickly and competently. Through the consultation, you get a much better overview and more understanding of their own financial position and also a future plan, on which screws you should change something. Highly recommended!
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Customer review & rating for:
Schäflein & Partner GmbH
04/23/2021Anonymously
4.90 out of 5
Excellent
Recommendation
Mr. Schäflein convinces with decades of experience and wide-ranging expertise at the top level. He bases his advice entirely on my individual needs and refrains from accepting commissions from third parties. The personal contact is very friendly, uncomplicated, reliable and completely customer-oriented. I recommend Mr. Schäflein without reservation with the top mark!
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Customer review & rating for:
Schäflein & Partner GmbH
04/22/2021Christian L.
5.00 out of 5
Excellent
Recommendation
A very pleasant and extremely competent consultation.
At no time did I have the feeling of having something imposed on me.
I can recommend the advice from Mr. Schäflein with a clear conscience!
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Customer review & rating for:
Schäflein & Partner GmbH
02/21/2021Anonymously
5.00 out of 5
Excellent
Recommendation
Very detailed advice and above all neutral which was very important to me personally.
I can only strongly recommend Mr. Schäflein further
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Customer review & rating for:
Schäflein & Partner GmbH
09/04/2020Anonymously
5.00 out of 5
Excellent
Recommendation
Mr. Schäflein is a down-to-earth and credible person who knows how to explain investment-related issues with a lot of patience and is committed to my concerns. I feel very well advised by him and am convinced of his competence and honesty towards me as a customer.
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Customer review & rating for:
Schäflein & Partner GmbH
04/28/2020Anonymously
5.00 out of 5
Excellent
Recommendation
By chance, I came across Mr. Schäflein on Google, who has his office diagonally opposite Cafe Michel in Würzburg's old town. Since the initial consultation is free of charge, I just went by.
Admittedly: as a newly qualified doctor in my mid/late 20s, I had, with the exception of a few info events and a "consultation" (all with MLP), so far only dealt a little with the topics of insurance, retirement provision, investment, etc.. These events always left me with the impression of having been at a sales meeting rather than a consultation.
The contrast with Mr. Schäflein was all the greater. All questions were answered in detail, honestly and competently. If he does not immediately have a detailed information in mind, this is openly communicated and this is delivered in the course of the next few days. Since he is not allowed to take commissions as a fee-based consultant, you really have the feeling that you are "playing on the same team".
150 Euro/hour seems to be a lot of money at first sight. Since with a normal life insurance apparently really 8000Euro and more are usual at commission for the mediator, one can calculate, how long one could be advised for this. Mr. Schäflein refers one then to qualitatively at least equivalent, commission-free products. In the end, this is always "cheaper".
I am very satisfied and can recommend Mr. Schäflein without reservation!
M.H.
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Customer review & rating for:
Schäflein & Partner GmbH
04/13/2020Anonymously
5.00 out of 5
Excellent
Recommendation
Top advice! Super customer service! In short, my money in safe hands! :)
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Customer review & rating for:
Schäflein & Partner GmbH
07/08/2019Anonymously
5.00 out of 5
Excellent
Recommendation
Jürgen Schäflein is our contact person for all matters concerning retirement provision, financial planning, etc. We came across him over a year ago because of a rather minor matter and are now super happy to have him as a consultant! Hear in the circle of acquaintances again and again hair-raising stories about Verischerungsverträge etc. which seem to us by the independent advice completely outdated and obsolete.
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Customer review & rating for:
Schäflein & Partner GmbH
01/07/2019Tim W.
5.00 out of 5
Excellent
Recommendation
Mr. Schäflein listened to my wishes and ideas, based on my financial situation,
intensively and critically. He analyzed this in all facets and developed a further concept. His suggestions were of impressive detailed knowledge and absolutely trustworthy. A cooperation will be established in the future.
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Customer review & rating for:
Schäflein & Partner GmbH
12/13/2018Herbert K. (41 Xing Kontakte) - QB planungsbuero
5.00 out of 5
Excellent
Recommendation
Competent and sympathetic advice, you feel you are in good hands. I particularly appreciated the independent advice from Mr. Schäfleins, as he works completely on a fee basis, unlike many other providers in the industry.
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Customer review & rating for:
Schäflein & Partner GmbH
12/12/2018Anonymously
4.80 out of 5
Excellent
Recommendation
Very individual financial planning and highly serious contact. Mr. Schäflein responded intensively to my ideas and makes clearly comprehensible recommendations.
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Customer review & rating for:
Schäflein & Partner GmbH
12/11/2018Francesco C.
5.00 out of 5
Excellent
Recommendation
During the consultation on old-age provision, Mr. Schäflein also pointed out to me the
urgent need for a health care proxy and a living will.
attention. I was very satisfied with the service and commitment.
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Customer review & rating for:
Schäflein & Partner GmbH
12/11/2018Anonymously
5.00 out of 5
Excellent
Recommendation
knows serious and high-yield products outside the mainstream, personal advice, likes to think outside the box, respectful and friendly interaction
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Customer review & rating for:
Schäflein & Partner GmbH
12/11/2018Thomas Leonard F. (294 Xing Kontakte) - e.optimum AG
5.00 out of 5
Excellent
Recommendation
Super advice! Always first-class quality, simply top.
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Customer review & rating for:
Schäflein & Partner GmbH
12/04/2018Kevin G.
5.00 out of 5
Excellent
Recommendation
Rating for:
Schäflein & Partner GmbH
04/30/2021W. E.
12 Reviews from
1 other source
4.80 out of 5
Excellent
4.80 out of 5
Excellent
12 reviews on Google
 
10/08/2021
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All reviews and experiences about Schäflein & Partner 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 11/13/2018  |  Last update: 07/01/2022   |  Report profile

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