STRATEGIE Finanzmanagement GmbH & Co. KG

Insurance broker, financial advisor, real estate advisor

STRATEGIE Finanzmanagement GmbH & Co. KG
242 Reviews i
published (99 %)
out of 243 reviews
Contact information
We are your independent insurance broker in Munich - near Marienplatz. We offer our clients comprehensive advice on private insurance, pension plans, commercial insurance, financial services and real estate.

Contact information

STRATEGIE Finanzmanagement GmbH & Co. KG
Oberanger 24
80331 München
Germany
Directions

Contact person
Tobias Trummer

Opening hours

Saturday 09:00 am-04:00 pm

Websites & Profiles

Review from 08/06/2019  
5.00 out of 5
Excellent
Recommendation
Quality
Value
Services
Implementation
Consulting
Top competencies

Professionalism

5.00 out of 5
2 Reviews

Action recommendations

5.00 out of 5
2 Reviews

Representation of interests

5.00 out of 5
2 Reviews

18 Reviews on ProvenExpert.com

5.00 out of 5
Excellent
Recommendation
We have been customers of Strategie for many years and both the products offered and the support are top. Here you don't get an a for an o and everything is explained in detail...without feeling for a moment that you are just one of many!
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Customer review & rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
08/06/2019Familie B.
5.00 out of 5
Excellent
Recommendation
Our family has been very satisfied care and advice for years.
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Customer review & rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
10/13/2018Anonymously
5.00 out of 5
Excellent
Recommendation
Excellent, personal and detailed consultency for all matters regarding personal finance and pension. The team is always friendly and incredibly helpful! All in all very recommendable company!
Customer review & rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
09/10/2018Anonymously
5.00 out of 5
Excellent
Recommendation
Good advice with sound expertise, no money making.
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Customer review & rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
07/10/2018Anonymously
4.60 out of 5
Excellent
Recommendation
Competent and friendly advice on the subject of finance, pensions and insurance. I have been a satisfied customer of Strategie for several years and have only had good experiences so far.
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Customer review & rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
05/15/2018Jakob K. (133 Xing Kontakte)
5.00 out of 5
Excellent
Recommendation
Very professional and especially kind team. Take any time for explanation. I was surprised by their independent consulting and service.
Customer review & rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
03/04/2018Oliver O. (117 LinkedIn Kontakte)
5.00 out of 5
Excellent
Recommendation
I have been with Strategie for several years now and I am absolutely satisfied. If there are any problems, they are solved within a very short time. The employees are polite and don't push you for anything you don't want. Communication by phone or e-mail is absolutely trouble-free and quite fast.
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Customer review & rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
02/25/2018Sven P.
4.60 out of 5
Excellent
Recommendation
You ask who you are dealing with and you find out what the customer really needs before you make offers.
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Customer review & rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
02/23/2018Stefan W.
5.00 out of 5
Excellent
Recommendation
Always the most satisfied. A company that always moves with the times for its customers. Everything is individually tailored to the customer and the needs! Unreserved recommendation.
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Customer review & rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
02/16/2018D. H.
5.00 out of 5
Excellent
Recommendation
Since 2008, Strategie Finanzmanagement has been my contact for everything to do with my insurance. Everything is explained in an understandable way, I feel very well advised here and the support, on site as well as by phone, is highly recommendable in any case. Many thanks.
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Customer review & rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
02/14/2018Anonymously
4.80 out of 5
Excellent
Recommendation
I have been consulting with Strategie for years and have already recommended a few friends. We have very positive experience throughout!
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Customer review & rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
04/16/2017Anonymously
4.74 out of 5
Excellent
Recommendation
I have been a very satisfied customer of Strategie Finanzma-nagement in Munich for more than 12 years now and have recommended several friends and acquaintances to them during that time.
The strategy is an independent financial advisor for insurance and retirement planning as well as asset accumulation. Here I get competent advice and, thanks to the latest software support, an objective comparison of performance and costs of all products available on the market. All this information makes it easier for me to decide on the concept that best suits my personal needs and circumstances.
No internet portal for the comparison of insurance services offers me this complete transparency. My experience with other insurance consultancies or structured sales organizations has also been rather negative in this respect.
Another advantage is to have everything in one hand, although I am insured with different insurance companies. If I have any questions, change requests, a problem or in the event of a claim, I simply contact the strategy, they take care of it!
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Customer review & rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
04/11/2017Anonymously
5.00 out of 5
Excellent
Recommendation
Independent and competent.
I would like to share my consistently positive experience with the above-mentioned consulting company on this platform.
I have been a customer of Strategie Finanzmanagement in Munich for more than 5 years. I myself work in the financial sector and have long been looking for a trustworthy consultant who understands my concerns, presents optimization options and implements them in an uncomplicated manner.
As a bank consultant, it was important for me to find an independent financial advisor who could offer me the best of all the products on offer. I found this in the company Strategie.
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Customer review & rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
02/12/2017Anonymously
4.80 out of 5
Excellent
Recommendation
We were advised very kindly and patiently. No closing pressure and consideration of all aspects for our family.
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Customer review & rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
02/04/2017Anonymously
5.00 out of 5
Excellent
Recommendation
Rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
12/19/2019Anonymously
5.00 out of 5
Excellent
Recommendation
Rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
08/28/2018Anonymously
5.00 out of 5
Excellent
Recommendation
Rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
02/23/2018Anonymously
5.00 out of 5
Excellent
Recommendation
Rating for:
STRATEGIE Finanzmanagement GmbH & Co. KG
02/20/2018Sebastian S.
224 Reviews from
2 other sources
4.91 out of 5
Excellent
5.00 out of 5
Excellent
127 reviews on finanzen.de
 
07/29/2022
4.80 out of 5
Excellent
97 reviews on Google Maps
 
08/09/2022
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* All reviews and experiences about STRATEGIE Finanzmanagement GmbH & Co. KG 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 01/30/2017  |  Last update: 12/17/2021   |  Report profile

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