I found out about Stefan Waltenberger by chance via Instagram. We already had all insurance, etc. bundled with a financial advisor, but we were not quite as satisfied with the advice and support here. Without further ado, my husband and I made an appointment with Stefan - it doesn't hurt to listen! My husband is very skeptical of financial advisors and we did not want to fall into the hands of an advisor who compulsively and senselessly wants to change all insurance policies and take out new ones. With Stefan we felt from the beginning very well and above all honestly advised so that we finally decided to change to Stefan. Since we had just built a house and changed jobs, some topics and insurance policies had to be clarified and revised directly. Here we felt very well cared for and advised. He is always available to us for questions, etc. and takes care of the concerns. I would recommend everyone to simply make an appointment for a consultation. We can definitely recommend Stefan with a clear conscience!
I am very satisfied with Mr. Waltenberger, because from the beginning it was checked what is already available, what is still missing and also what could still be optimized. This is a very careful and structured approach and there is always a so-called "red thread" to recognize. This also gives me a feeling of security, which makes me feel very well taken care of in every consultation. I can recommend Mr. Waltenberger with a clear conscience.
An absolutely competent consultant.
Dear Stefan, thank you very much for your good advice.
Mr. Waltenberger takes a lot of time for all questions and has his heart in the right place. He is absolutely recommendable and cannot be compared with any other consultant.
Stefan was recommended to me by my best friend, we are both in the clerkship / Beamtentum and i-wannann you ask yourself the questions - what do I (really) need ?!
BU / DU / PKV etc.
Stefan supported me competently in all questions and was able to put together the best companies tailored to me.
(I liked very much that he carried out the complete comparison transparently together with me).
Now I save almost 280,- Euro per year in my private health insurance, especially with much better performance.
Even with questions about capital accumulation and closing my pension gap, I was presented with a wide range of products - in the comparison I was again completely included, and my wishes were taken into account.
Now I can also recommend Stefan with the best conscience to the people in my heart.
Mr. Waltenberger takes enough time for his customers to analyze their personal situation and adapt his advice accordingly to these individual circumstances.
Above all, he does not try to "sell" anything, but instead makes his recommendations.
All in all, I can only recommend Mr. Waltenberger, as he is very honest and competent.
A very good friend recommended Stefan Waltenberger to me.
I first thought he compares my insurance & makes them cheaper - far from it!
From my point of view, a great concept, where everything is simply screened (which you always push in front of you ...).
Not only that I save now almost 860 € / year,
also my protection was adapted from the level of education to my current needs,
Capital accumulation with investment & real estate, health insurance
and I have Stefan always as a fixed contact.
Now follows the construction financing
-> 0.3% cheaper than my xxx Spasskasse - without words.
Absolute top recommendation from my side,
can Stefan & his concept / approach only recommend who wants to be independent & timely advice.
Mr. Waltenberger is a young, open-minded employee of your company. He understands how to approach young people and convey the "dry" subject in a clear way. It is a pleasure to be advised by him. I will recommend him and I already have, with pleasure.
After initial skepticism, Mr. Waltenberger has gained my complete trust. He takes his time to respond to individual needs and explains complex issues in an extremely understandable way. He is responsive to his clients and even the most complicated special requests are taken into account by Mr. Waltenberger. I feel that I am in good hands with Mr. Waltenberger. Previously, I had always tried to handle all my matters myself, but now I enjoy the service and support of Mr. Waltenberger, which saves me immense time and nerves. This was my biggest point for the cooperation with Mr. Waltenberger, on top of that he also saved me money. I would and will recommend him to acquaintances at any time.
Competent, uncomplicated, friendly,
takes the time to explain all existing questions in detail to find the best possible solution for me.
A big plus for me was the flexible scheduling even outside "normal" working hours.
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Profile active since 07/22/2020 | Last update: 09/24/2023
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