Swiss Life Select Financial Planning Center Wien

Individuelle Finanzberatung vom führenden Finanzdienstleister Österreichs

Swiss Life Select Financial Planning Center Wien
618 Reviews i
published (99 %)
out of 619 reviews
Contact information
Swiss Life Select unterstützt Sie dabei ein selbstbestimmtes Leben mit finanzieller Zuversicht zu führen. Mit persönlicher Beratung und maßgeschneiderten Lösungen erschaffen wir Ihre Finanzwelt nach Ihren individuellen Wünschen.

Contact information

Swiss Life Select Financial Planning Center Wien
Wiedner Hauptstrasse 120-124/2.OG
1150 Wien
Austria
Directions

Opening hours

Websites

Social Media

Review from 01/26/2023  
5.00 out of 5
Excellent
Recommendation
Quality
Value
Services
Performance
Consulting
Top competencies

Customer loyalty

4.99 out of 5
124 Reviews

Customer satisfaction

4.95 out of 5
126 Reviews

Professionalism

4.95 out of 5
124 Reviews

580 Reviews on ProvenExpert.com

5.00 out of 5
Excellent
Recommendation
Very competent and friendly advice!
Show original
Customer review & rating for:
Das sagen Kunden über mich
01/26/2023Anonymously
Reviewed consultant: Mag. Robert Vavra
5.00 out of 5
Excellent
Recommendation
My experience with Lukas is very positive. He makes the, for me, dry subject of investment an interesting joint task. He has a broad financial knowledge and answers all my questions very thoroughly and competently. Lukas is very responsive to the personal situation in life. Simply top!! Absolutely recommend.
Show original
Customer review & rating for:
Lukas Trimmel
01/24/2023Georg
Reviewed consultant: Lukas Trimmel
Lukas Trimmel Comment from Lukas Trimmel:
Thank you very much for the great feedback dear Georg!
5.00 out of 5
Excellent
Recommendation
Mr. Keller is a man who can explain what is going on to a layman in a very understandable way. I have not had this with other financial and insurance service providers.
I, as a woman, feel very well taken care of with my finances. He leaves a very trustworthy impression and is always up to date.
Stands's friendly and authentic.
Show original
Customer review & rating for:
Florian Keller
01/16/2023Elisabeth
Reviewed consultant: Florian Keller
5.00 out of 5
Excellent
Recommendation
Max zeichnet sich besonders durch seine professionelle Beratung und seine integere Persönlichkeit aus. Ich darf bereits seit gut einem Jahr im regen Kontakt mit ihm stehen & würde mich immer wieder aufs Neue für seine Beratungsleistungen entscheiden.
Customer review & rating for:
Max Plank - Sustainable Investments
01/13/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Wurde über viele Details beraten, hab Antworten auf alle meine Fragen bekommen und ein best möglichen Deal bekommen, sehr schnelle und extensive Expertise.
Customer review & rating for:
Max Plank - Sustainable Investments
01/08/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Sehr nett, schnell, professionell und effektiv!
Customer review & rating for:
Max Plank - Sustainable Investments
01/04/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Ich war aufgrund meines Unwissens, was WPD angeht, sehr skeptisch. Max hat sich aber Zeit genommen und mir alles in Ruhe erklärt. Er hat alle meine Fragen mit viel Geduld beantwortet. Ich fühle mich gut beraten und gut aufgehoben. Ich würde Max jederzeit weiterempfehlen.
Customer review & rating for:
Max Plank - Sustainable Investments
12/21/2022Anonymously
5.00 out of 5
Excellent
Recommendation
Weil er sich Zeit nimmt, alles bis ins Detal erklärt und rasch umsetzt.
Zusätzlich zu seinen fachlichen Kompetenzen ist er einfach ein feiner Kerl.
Auch ausserhalb des Investments ist er für mich da gewesen.
Ich schloss über ihn auch Versicherungen ab.
Es gab seitens der Versicherung ein Problem mit einem Dauerauftrag, er war so nett und hat sich darum gekümmert.
Customer review & rating for:
Max Plank - Sustainable Investments
12/19/2022Rene Gubala
5.00 out of 5
Excellent
Recommendation
Mit Max bekommt man nicht nur einen sehr sympathischen und engagierten jungen Mann an seine Seite, sondern kann sich auch sicher sein, dass man jederzeit top beraten wird! Und mit jederzeit meine ich auch jederzeit! Er nimmt sich immer seine Zeit für ausführliche Beratung und Erklärungen. Seine Erfahrung gepaart mit seiner Expertise machen es einem sehr leicht ihm zu vertrauen und man fühlt sich jedesmal in sicheren Händen. Wer also keine Lust auf 0815 Beratung, wie man sie kennt, hat ist bei Max genau an der richtigen Adresse! Kann ich nur wärmsten empfehlen - 12/10
Customer review & rating for:
Max Plank - Sustainable Investments
12/16/2022Daniel Aichholzer
5.00 out of 5
Excellent
Recommendation
Tolle Beratung, sehr professionell, immer schnell eine Lösung parat! Mex ist super verlässlich, er hat ein ausgezeichnetes Wissen über den Finanzmarkt und setzt sich stark für einen ein! Mex ist sehr proaktiv und ihm entgeht nichts, und das alles mit seiner charmanten Art :-)
Customer review & rating for:
Max Plank - Sustainable Investments
12/15/2022Melanie
5.00 out of 5
Excellent
Recommendation
Sofortige Beantwortung von Fragen (angenehm per SMS), sehr schnelle und einfache Abwicklung der Anliegen. Top!
Customer review & rating for:
Max Plank - Sustainable Investments
12/14/2022Anonymously
5.00 out of 5
Excellent
Recommendation
Ich vertraue mein Geld nur absoluten Profis. Bin bei Max Plank bestens beraten. Absolute Weiterempfehlung.
Customer review & rating for:
Max Plank - Sustainable Investments
12/11/2022Jev
5.00 out of 5
Excellent
Recommendation
Max hat mich wirklich bestens beraten - er ist dabei auf meine Wünsche und Ziele eingegangen, die Umsetzung war rasch und unkompliziert.
Besonders gut fand ich, dass er jederzeit erreichbar wenn ich Fragen hatte oder mir etwas unklar war.
Ich werde ihn auf jeden Fall auch weiterempfehlen.
Customer review & rating for:
Max Plank - Sustainable Investments
12/08/2022Maximilian Müller
5.00 out of 5
Excellent
Recommendation
Immer verfügbar, sehr kompetent, freundlich und sehr hilfsbereit.
Customer review & rating for:
Max Plank - Sustainable Investments
11/25/2022Τania Savvidou-Maier
5.00 out of 5
Excellent
Recommendation
Herr Plank hat meine Fragen fundiert und kompetent beantwortet.
Insbesondere waren alle Schritte der Beratung bzw. seine Empfehlungen immer transparent und ich habe mich sehr gut beraten und betreut gefühlt.
Herr Plank sticht mit seiner offen Art besonders aus dem sonst trockenen Thema Finanzen hervor.
Ich kann ihn und seine Arbeit uneingeschränkt weiterempfehlen!
Customer review & rating for:
Max Plank - Sustainable Investments
11/25/2022Anonymously
5.00 out of 5
Excellent
Recommendation
Appreciative and competent advice and conversation.
Friendly, polite, patient and trustworthy appearance.
Show original
Customer review & rating for:
Das sagen Kunden über mich
11/23/2022Petra Pobuda
Reviewed consultant: Mag. Robert Vavra
5.00 out of 5
Excellent
Recommendation
I was allowed to get to know Mr. Bauer in the context of a training course. Due to his friendly and positive charisma and, of course, his excellent expertise in the financial field, I asked for a personal consultation appointment. This was possible at short notice and without complications. A trusting business relationship has developed from this. With Mr. Bauer I feel in good hands as a client and also as a person. I am very grateful for this!
Show original
Customer review & rating for:
Ing. Gerhard Bauer, MBA
11/17/2022Tanja J.
Reviewed consultant: Ing. Gerhard Bauer, MBA
5.00 out of 5
Excellent
Recommendation
Lukas already has a lot of expertise at his young age and takes time for individual concerns and needs. The consultations with him are always pleasant and at eye level. Simply top!
Show original
Customer review & rating for:
Lukas Trimmel
11/10/2022Lukas P.
Reviewed consultant: Lukas Trimmel
Lukas Trimmel Comment from Lukas Trimmel:
Dear Lukas, thank you very much for your feedback.
I am looking forward to a successful cooperation!
5.00 out of 5
Excellent
Recommendation
Takes his time, explains every question!
Show original
Customer review & rating for:
Florian Keller
11/10/2022Erwin Binder
Reviewed consultant: Florian Keller
5.00 out of 5
Excellent
Recommendation
What I particularly appreciate about Mr. Bauer's work is that he is always reliable, clear, transparent and structured in his advice, support and implementation. He always thinks one step ahead, is good at assessing possible risks, takes precautions, always plays it safe, advises individually on personal needs without giving you the feeling that an insurance policy is being imposed on you or that you are being persuaded. He shows possibilities, advantages and disadvantages are weighed together, callbacks are made reliably and promptly.
For life situations which seem predictable, he tailors a preventive and individually adapted concept. On unforeseeable situations, he reacts quickly, flexibly, professionally and competently. His commitment and professional skills are particularly evident in his networked thinking, his quick reactions, organization, but also in solution-oriented creativity.
Through his confident and calm demeanor in combination with his humor, empathy and sensitivity, one feels humanly taken seriously, understood and well cared for.

Conclusion: Unfortunately, it has become rare these days to find such people who are so committed, reliable and competent in their work.
Show original
Customer review & rating for:
Martin Bauer
10/31/2022Monja Treitner
Reviewed consultant: Martin Bauer

18 Consultants on ProvenExpert.com

96 Reviews
4.90 out of 5
Mag. Michael Steinlechner
86 Reviews
4.86 out of 5
Ing. Gerhard Gutmann
57 Reviews
4.93 out of 5
Mag. Robert Vavra
48 Reviews
4.92 out of 5
Mag. Peter Pongratz
43 Reviews
4.91 out of 5
Sabine Kickinger
39 Reviews
4.97 out of 5
Ing. Gerhard Bauer, MBA
37 Reviews
4.96 out of 5
Mag. Dr. Eva Sommer
31 Reviews
4.97 out of 5
Walter Lipowsky
29 Reviews
4.96 out of 5
Florian Keller
38 Reviews from
3 other sources
4.09 out of 5
Good
5.00 out of 5
Excellent
8 reviews on Facebook
 
11/12/2018
Reviewed consultant: Sabine Kickinger
4.80 out of 5
Excellent
4 reviews on Google
 
03/19/2020
Reviewed consultant: Sabine Kickinger
3.70 out of 5
Good
26 reviews on Google
 
08/04/2022
Reviewed Office: Swiss Life Select Financial Planning Center Wien
Submit a review
Get in touch

Your message to Swiss Life Select Financial Planning Center Wien

Please complete the field highlighted in red.
Please complete the field highlighted in red.
Invalid email address
* required fields
Invalid characters. Only numbers and space characters are possible.

I accept the privacy policy.

* All reviews and experiences about Swiss Life Select Financial Planning Center Wien 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 03/17/2020  |  Last update: 02/09/2022   |  Report profile

More transparency and security while looking for competent professionals

Authentic customer opinions
Take advantage of other customers' experiences: ProvenExpert's authenticated customer reviews can help you choose the right product or service.
Effective customer feedback
ProvenExpert allows the entire service spectrum of a company (e.g. customer service, consulting) to be reviewed. This way you get a detailed overview of your service quality in all areas.
Independent reviews
ProvenExpert is free, independent, and neutral. Customers make reviews of their own accord — their opinions are not for sale. And the content of reviews cannot be influenced by money or by any other means.

A good reputation is the world's
best form of advertising!

85% of all consumers trust online reviews just as much as they do personal recommendations.

Let ProvenExpert give your business a boost with the best advertising in the world: the opinions of satisfied customers.
Review Guidelines  |  Quality Assurance  |  Privacy Policy  |  Legal Notice  © 2011 - 2023 Expert Systems GmbH