TAUBERT Finanzmanagement e.K.

Financial and pension planning, Investment consulting ,Real estate

Contact information
Fresh ideas and good advice - at TAUBERT Finanzmanagement e.K. you get both. Tell us about your goals! We'll help you find the best way to achieve them.

Are you looking for a professional contact for your financial investments, retirement...

Contact information

TAUBERT Finanzmanagement e.K.
Steglitzer Damm 115
12169 Berlin
Germany
Directions

Contact person
Birgitt Taubert

98% Recommended
5 stars 49
2 stars 0
1 star 0
Excellent (4.90)
Cost-performance ratio
Excellent (4.74)
Top competencies

Customer loyalty

4.75 out of 5
12 Reviews

Professionalism

4.91 out of 5
11 Reviews

Customer satisfaction

4.73 out of 5
11 Reviews

53 Reviews on ProvenExpert.com

4.88 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Ms. Taubert is competent, professional and introduces "newcomers" to the very extensive matter of investment in an understandable way. I am very happy to have received her as a recommendation and look forward to a continued good cooperation!
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Customer review & rating for:
Finanzberatung/ Anlageberatung
12/12/2022Anonymously
TAUBERT Finanzmanagement e.K. Comment from TAUBERT Finanzmanagement e.K.:
Thank you very much for this great feedback! I am very pleased that you feel so comfortable. Here's to another good cooperation. :)
5.00 out of 5
Excellent
Recommendation
I was advised in such a way that I finally understood everything. Thank you!
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Customer review & rating for:
Finanzberatung/ Anlageberatung
11/24/2022Anonymously
TAUBERT Finanzmanagement e.K. Comment from TAUBERT Finanzmanagement e.K.:
I am glad! Thank you very much for this great compliment. :)
5.00 out of 5
Excellent
Recommendation
The consultation gives the impression of actually being advised individually and independently. The consultant answers all questions that arise, and there is sufficient time available for this. The result of the consultation is the feeling that I can make a sensible and well-founded decision based on it. I am very satisfied.
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Customer review & rating for:
Finanzberatung/ Anlageberatung
04/27/2022Anonymously
TAUBERT Finanzmanagement e.K. Comment from TAUBERT Finanzmanagement e.K.:
That makes me very happy - that's how it should be. Thank you very much for this feedback! Yours, Birgitt Taubert
5.00 out of 5
Excellent
Recommendation
The consultation with Ms. Taubert was a very positive experience for me as a layperson. I feel very well taken care of. She took the time to answer all my questions (understandably). Now I am curious how my investment will develop.
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Customer review & rating for:
Finanzberatung/ Anlageberatung
03/11/2022Anonymously
4.49 out of 5
Good
Recommendation
Ms. Taubert communicated with me at eye level, which I particularly liked, as I am rather clueless when it comes to financial matters. She found a solution that was tailored to my needs and that I would not have come up with myself. Overall, a very satisfying and pleasant experience - I feel well taken care of and can only recommend Taubert Finanzmanagement.
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Customer review & rating for:
Finanzberatung/ Anlageberatung
03/10/2022Frau S.
TAUBERT Finanzmanagement e.K. Comment from TAUBERT Finanzmanagement e.K.:
Dear Mrs. S., thank you very much for your positive feedback. I also enjoyed the consultation very much. Always gladly again.
4.93 out of 5
Excellent
Recommendation
Ms. Taubert answered my questions competently and dealt with my situation individually. The solutions and courses of action developed are geared to the long term. I can unreservedly recommend a consultation with Ms. Taubert.
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Customer review & rating for:
Finanzberatung/ Anlageberatung
09/19/2021Anonymously
TAUBERT Finanzmanagement e.K. Comment from TAUBERT Finanzmanagement e.K.:
Thank you very much for this super rating and the great feedback!
5.00 out of 5
Excellent
Recommendation
I appreciate very much the authenticity of Mrs. Taubert
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Customer review & rating for:
Finanzberatung/ Anlageberatung
09/13/2021Anke K.
5.00 out of 5
Excellent
Recommendation
Even after several years of experience, I can recommend Taubert Finanzmanagement e.K. with a clear conscience. The extremely personal advice that addresses all eventualities is very professional.
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Customer review & rating for:
Finanzberatung/ Anlageberatung
05/21/2021J.
5.00 out of 5
Excellent
Recommendation
Patient advice, as my experience with stock market and investment is rather shopkeeper nature.
Am highly satisfied with returns and investment.
I feel honestly well advised.
I can only recommend!!!!
Thank you very much!
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Customer review & rating for:
Beratung von TAUBERT Finanzmanagement e.K.
04/30/2021Gabriele H.
2.70 out of 5
Average
Unfortunately, we felt that we were simply asked questions and then the information was entered into a calculator - which we could have done ourselves. We would have liked more of the following:
- Advice on different types of investments we could make to save/earn money.
- An overview of the usual market prices in various Berlin districts
- No advice on whether it would be smarter to buy something now or wait until I inherit money
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Customer review & rating for:
Beratung von TAUBERT Finanzmanagement e.K.
01/27/2021Anonymously
TAUBERT Finanzmanagement e.K. Comment from TAUBERT Finanzmanagement e.K.:
First of all, I am sincerely sorry that you are disappointed with the outcome of the consultation. Obviously, the task was not clearly defined, so we talked past each other and I missed the point. It's a pity that you didn't ask the questions you would have liked to have answers to in the consultation - I would have had a chance to answer them then. That chance is now gone. If you would like to give me another chance, please feel free to contact me.
Nevertheless, I thank you for this feedback, as I learn from it to be able to avoid this situation in future consultations. All the best to you.
5.00 out of 5
Excellent
Recommendation
Very competent and helpful. Responds to special requests.
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Customer review & rating for:
Beratung von TAUBERT Finanzmanagement e.K.
11/30/2020Colin Krawchuk und Annegret T.
5.00 out of 5
Excellent
Recommendation
A reliable and competent expert who is very conscientious and passionate about what she does. Keep it up!
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Customer review & rating for:
Beratung von TAUBERT Finanzmanagement e.K.
06/04/2020Ronny M.
5.00 out of 5
Excellent
Recommendation
I have been advised by Taubert Finanzmanagement e.K. for more than 15 years now and have not regretted it a single day.
What I like most about Mrs. Taubert is her true customer focus, independence and utmost honesty. In times where the financial market is getting ever more complicated to navigate she is a real lighthouse and pilot to guide you through dangerous and difficult waters.
Customer review & rating for:
Beratung von TAUBERT Finanzmanagement e.K.
03/31/2020Patrick H.
5.00 out of 5
Excellent
Recommendation
amazing way to explain investment possibilities!
Customer review & rating for:
Beratung von TAUBERT Finanzmanagement e.K.
03/28/2020Herr P.
5.00 out of 5
Excellent
Recommendation
i really like her clarity in explaining the pros and cons on all your choices. i have been a long time customer for over 15 years and was never disappointed!
Customer review & rating for:
Beratung von TAUBERT Finanzmanagement e.K.
03/27/2020Anonymously
5.00 out of 5
Excellent
Recommendation
Birgitt has been very helpful to help me compare and choose my German health insurance, tailored to my very special needs. She also took some time to answer my emails for further clarification outside her duties. I found this extremely helpful.
Unfortunately we couldn't finalise the contracts due to my work situation. Still, she made me aware of all my options and gave me an overview about the legal framework applicable to my circumstances. Therefore, I bought the right product which saved me a considerable amount of money.
As expat and new to Germany, I prefer to obtain independent advice in English rather than relying on other interested parties to provide biased advice.
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Customer review & rating for:
Beratung von TAUBERT Finanzmanagement e.K.
12/18/2019Simon A.
5.00 out of 5
Excellent
Recommendation
Informative, very friendly, always ready to help with questions and needs.
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Customer review & rating for:
Beratung von TAUBERT Finanzmanagement e.K.
11/15/2019Manuela S.
TAUBERT Finanzmanagement e.K. Comment from TAUBERT Finanzmanagement e.K.:
Thank you for the great review!
Best regards
Birgitt Taubert
5.00 out of 5
Excellent
Recommendation
The consultation was very competent and friendly. The result corresponds to my ideas, I am very satisfied and would definitely recommend the consultation.
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Customer review & rating for:
Beratung von TAUBERT Finanzmanagement e.K.
07/22/2019Anonymously
5.00 out of 5
Excellent
Recommendation
Ms. Taubert, explains very well and patiently even for absolute laymen the context, as well as advantages and disadvantages of the selected products are discussed.
I always had a good feeling with Ms. Taubert, which I did not have with several advisors in various banks.
I can recommend Ms. Taubert with a clear conscience and look forward to continuing to work with her.
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Customer review & rating for:
Beratung von TAUBERT Finanzmanagement e.K.
04/15/2019Olaf J.
5.00 out of 5
Excellent
Recommendation
TAUBERT Finanzmanagement e.K. provided our medium-sized company from the IT sector with expert insurance advice on the GF insurance in the context of complex corporate financing and thus contributed significantly to the success of the measure. Our warmest thanks for this!
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Customer review & rating for:
Beratung von TAUBERT Finanzmanagement e.K.
01/24/2019Hardi W.
64 Reviews from
3 other sources
4.90 out of 5
Excellent
5.00 out of 5
Excellent
1 review on Cylex
 
04/23/2018
5.00 out of 5
Excellent
3 reviews on Facebook
 
03/29/2018
4.89 out of 5
Excellent
60 reviews on KennstDuEinen
 
06/17/2023
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All reviews and experiences about TAUBERT Finanzmanagement e.K. 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 07/28/2016  |  Last update: 03/17/2024   |  Report profile

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