If you are looking for independent investment advice or an independent investment advisor, then you have come to the right place. As an independent fee-based investment advisor, we are one of the few institutions in Germany that is subject to the... legal prohibition on accepting commissions. This means that you can be sure that your financial planning, your retirement planning and your asset management with us will be carried out without any interest in commissions.
Why do we do this - we work exclusively in the interest of our clients:
We believe that by doing so, we are documenting that we want to avoid any conflict of interest when working with our clients.
Do you want to invest money, but this time do everything right? Then rely on commission-free and highly efficient product solutions (such as index funds, ETF's, ...).
Choose 100% transparent & fair financial and investment advice! I look forward to getting to know you.
Your
Steffen Grebe
Independent fee-based investment advisor
The ProvenExpert Quality Seal is awarded to service providers who have received at least 10 customer reviews with a recommendation rate of 90% or higher.
Once again simply a very helpful progress meeting. A very good combination of general information and services tailored to my individual needs. I would like to continue like this.
Dear reviewer, thank you very much for your feedback, which positively confirms my performance claim (which I am very happy about in the early morning :-) ). Best regards Steffen Grebe
Mr. Grebe responds to the personal concerns of the customer, takes a lot of time for questions and thus gives me as a customer an optimal tool for further financial planning. A clear recommendation.
Dear Mr. P., thank you very much for the pleasant cooperation in the preparation of your private financial planning. I look forward to your feedback at the start of the week :-). I will be happy to answer any questions you may have about your financial planning and will be happy to provide you with long-term support. Best regards Steffen Grebe
We looked for an independent financial advisor to look at our insurance policies and financial situation and work with us to identify potential improvements.
After a detailed review, we had several meetings to discuss insurance and financial planning as well as potential target scenarios for our financial retirement.
We received a number of recommendations on what we could change. Mr. Grebe was also able to show us directly what the effects of certain decisions in the financial plan would be.
Thanks to Mr. Grebe's friendly and open manner, we really enjoyed working with him without feeling like we were being sold something.
I can recommend working with Mr. Grebe without reservation.
Dear Mr. K., thank you for the pleasant cooperation at all times. Your financial planning for the future was already well underway before our conversation. That's why I'm delighted with the great feedback, which motivates me at the start of the week. I look forward to further contacts. Best regards Steffen Grebe
Mr. Grebe's advice was extremely professional. I always felt very comfortable and taken seriously in my discussions with him. The insights I gained from the consultation are valuable and groundbreaking. Thank you for your respectful cooperation.
Dear Ms. P., thank you very much for the great cooperation. I am very pleased about your feedback. I will be happy to answer any questions you may have about your financial planning. Best regards Steffen Grebe
I came across the topic of "fee-based advice" by chance through a podcast - and then came across Mr. Grebe via Google. We felt very well looked after and advised from the very first moment and would recommend him at any time.
Thank you very much for the "great" collaboration ;-), which has always been a great pleasure for me. It was remarkable that you both managed your financial planning very well and thoughtfully even before we started working together. I look forward to further contacts. Best regards Steffen Grebe
Dear Mr. B.,
Thank you very much for the pleasant cooperation. I am pleased that your questions have been answered and, in particular, that the specific recommendations for action can contribute to improving your financial structure. I still like to think back to the final discussion. Best regards Steffen Grebe
Dear Mr. K., First and foremost, I would like to thank you for the trusting and long-standing cooperation. I would also like to thank you for your feedback and suggestions for improvement, which help me to improve. Best regards Steffen Grebe
Dear Dr. S.,
Thank you very much for the pleasant cooperation over the years and your great feedback. I wish you a good start to the week and best regards
Steffen Grebe
Mr. Grebe is a very pleasant person to talk to as well as a reliable, competent and experienced financial advisor! Mr. Grebe has my full confidence in the management of my portfolio and his assessments, analyses and advice are instrumental in my financial decisions!
Dear Dr. M.,
Thank you very much for the trusting cooperation that has grown over the years and for your great feedback. Especially after the summer vacation this motivates me very much :-). Kind regards Steffen Grebe
Mr. Grebe has given us in the seminar in a very entertaining and interesting way his knowledge about financial products! His suggestions, tips and also warnings have helped me a lot!
The exchange with Mr. Grebe is always a comprehensive consultation, not a sales pitch. The entire life situation is considered and discussed in order to then derive the right decisions for the finances.
Hello Mr. Grebe, let's first work through the agenda items in the next meeting and then discuss further possibilities and the general economic situation. I would have a few more questions about rebalancing. Kind regards Thomas Laick
Hello Dr. L., thank you very much for the feedback. I will contact you regarding your query and then we will also discuss possibilities to raise my work to 5 stars again :-). Kind regards Steffen Grebe
Through the personal consultations, the opportunities and risks of an investment were clearly worked out that one can take. Honorarfinanz then put together a personal portfolio, which I will implement.
Hello Mr. Grebe, thank you again for your review of my BU. It gave me another good feeling that I'm in the right place here. By the way, we always look at our financial plan at the end of the year, which you worked out with us. So far we are well on track. :-) Many greetings and see you soon. J. Bussmann
Dear Mr. B., I am enormously pleased about this feedback. The creation of the private financial planning is now already about 4 years ago (in 2019). I am very pleased to hear that financial planning is still providing you with value and thus guiding you with your finances. A thousand thanks for the feedback on the long-term benefits of financial planning. Best regards Steffen Grebe
Mr. Grebe has brought the content in a very understandable form to the participants. Although the presentation lasted 2 1/2 hours, it was very entertaining and informative. Mr. Grebe was also able to go into details very competently. Conclusion: course absolutely recommendable.
Thank you very much for your participation in the course evening "Shares for Everyone" at the Adult Education Center in Ludwigsburg. Your great feedback incl. description ensures that I start the weekend with joy. Kind regards Steffen Grebe
Thank you for your participation in the VHS course. I am especially pleased with your assessment with "entertaining" for a 3-hour course evening on this topic. Thank you and best regards
Steffen Grebe
Mr. Grebe gave us a different perspective and a long term view of our personal financial development that helps us navigate the future with a better feeling. Any questions we had, Mr. Grebe answered to our satisfaction with his organized and structured approach.
All reviews and experiences about Steffen Grebe 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 02/27/2017 | Last update: 03/23/2024
| Report profile
In order to share a review or your profile you need to publish your profile first, otherwise the link you shared is not accessible to any profile visitor.
Submit a report to ProvenExpert
Quality assurance is the top priority of ProvenExpert's terms of use and evaluation guidelines.
However, should you feel that a review is in violation of our guidelines, you can submit a request to have the review assessed by the ProvenExpert quality assurance team by using the following contact form.
Send email to reviewer
* Required fields
You have already posted this review on . Posting again might create duplication.
Continue?