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...- Efficient solutions
- Wide range of experience
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.
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!
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!
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.
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!
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.
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.
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.
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.
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
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