Volkmar Heinz

Volkmar Heinz Independent Investment Advisor

Volkmar Heinz
4.86 out of 5
Excellent
18 Reviews
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I help you achieve your financial goals and have been self-employed for over 25 years as a merchant, business advisor financial situation broker and also a certified fee-for-service investment advisor since 2019.

I support self-employed, health...
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Contact information

Volkmar Heinz
Honorar-Anlageberater
Otto-Heilmann-Straße 17
82031 Grünwald
Germany
Directions

Opening hours

Thursday 09:00 am-06:00 pm

Websites & Profiles

94% Recommended
5 stars 15
3 stars 0
2 stars 0
1 star 0
Quality
Value
Services
Implementation
Consulting
Customer service
Excellent (4.94)
Cost-performance ratio
Excellent (4.83)

18 Reviews on ProvenExpert.com

4.86 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
We have been advised by Mr. Volkmar Heinz for over 4 years now, are very satisfied and can recommend him with the best conscience. After initial skepticism and investment of a smaller amount, we have now gained full confidence in his advisory activities and have meanwhile invested a larger portfolio through him. In contrast to our experience with the banks' investment advisors, Mr. Heinz provides independent and transparent advice, contacts us regularly and always endeavors to adjust our portfolio to current stock market developments.
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Customer review & rating for:
Volkmar Heinz Anlageberatung
09/09/2021Anonymously
5.00 out of 5
Excellent
Recommendation
Mr. Heinz worked out a very well structured, global and cost-efficient portfolio for me.
The advice was competent, serious and individual, no questions remained unanswered.
Hern Heinz is highly recommended to anyone looking for transparent and professional advice.
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Customer review & rating for:
Volkmar Heinz Anlageberatung
02/10/2021Anonymously
4.25 out of 5
Good
friendly and competent
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Customer review & rating for:
Volkmar Heinz Anlageberatung
02/04/2021Anonymously
5.00 out of 5
Excellent
Recommendation
The sovereign and professional advice as well as handling is very convincing.
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Customer review & rating for:
Volkmar Heinz Anlageberatung
01/14/2021Anonymously
5.00 out of 5
Excellent
Recommendation
For several years, our investments for pension commitments are managed perfectly ,reliably and successfully.
Investment recommendations and changes are discussed in detail.
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Customer review & rating for:
Volkmar Heinz Anlageberatung
01/13/2021Anonymously
Volkmar Heinz Comment from Volkmar Heinz:
Hello Ralf, thank you for your positive evaluation of our cooperation. My goal is for you and your company to achieve the financial goals you have set. Greetings Volkmar
5.00 out of 5
Excellent
Recommendation
A financial plan prepared by Mr. Heinz at the beginning laid the foundation for the recommendations for action and the investment strategy. As my trusted financial coach, I then experienced stock market developments with Mr. Volkmar Heinz over many years.

The investment portfolios were always internationally oriented with a broad diversification, which always had positive effects and gives me a secure feeling until today. Mr. Heinz also intelligently solved for me and my family the design of withholding tax-free, foundation-like concepts and support with inheritance and gift issues. All investment strategies are constantly monitored and, if necessary, adjusted by Mr. Heinz with very good success.

I can unreservedly recommend Mr. Volkmar Heinz as an honest and sincere investment and portfolio strategy advisor. The now friendly advisory relationship continues now during my retirement.
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Customer review & rating for:
Volkmar Heinz Anlageberatung
01/12/2021Anonymously
5.00 out of 5
Excellent
Recommendation
Good portfolio and timely info on changes. Let's hope the market continues to do so well and protect our assets. LG Dr. Norbert Ueberschaer
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Customer review & rating for:
Volkmar Heinz Anlageberatung
12/29/2020Anonymously
5.00 out of 5
Excellent
Recommendation
I would always recommend Mr. Heinz to others. He made an extremely competent impression on me.
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Customer review & rating for:
Volkmar Heinz Anlageberatung
12/21/2020Anonymously
Volkmar Heinz Comment from Volkmar Heinz:
Hello Dr. Weber, I would like to thank you for your positive evaluation and also you for the pleasant cooperation.
5.00 out of 5
Excellent
Recommendation
I can recommend Volkmar Heinz without hesitation. In our conversation, he was able to put himself in my initial situation and make recommendations for action accordingly. Above all, I appreciate the fact that this was an honest consultation, without any immediate prospects of a conclusion for him.
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Customer review & rating for:
Volkmar Heinz Anlageberatung
12/12/2020Anonymously
Volkmar Heinz Comment from Volkmar Heinz:
Thank you very much for your review. I am very pleased that you liked my advice.
5.00 out of 5
Excellent
Recommendation
Very good advice on asset accumulation and retirement planning. After an analysis of one's own life situation and wishes, a concept is created that is tailored to one's personal needs. This is all done in a very structured and transparent way. The strategy is based on a scientific approach that is explained in a comprehensible way, so that you can understand the approach even if you are not a financial expert. All in all, highly recommended.
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Customer review & rating for:
Volkmar Heinz Anlageberatung
04/08/2020Anonymously
Volkmar Heinz Comment from Volkmar Heinz:
I am glad that you liked my advice.
4.00 out of 5
Good
Recommendation
Mr. Heinz stays on the "ball" and cares intensively.
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Customer review & rating for:
Volkmar Heinz Anlageberatung
04/02/2020Anonymously
Volkmar Heinz Comment from Volkmar Heinz:
Hello Mr. Suder, our conversation today about the portfolio result has confirmed your positive assessment. Thank you very much.
5.00 out of 5
Excellent
Recommendation
Mr. Heinz understood my personal wishes for financial security very well, taking into account my financial possibilities, and advised me very competently and professionally. He informed me about the possibilities as well as the risks, and his pleasant manner gives the impression that he personally stands behind what he says 100%. He doesn't want to "talk you into anything", as you might already know from other financial consultancies.
I can only recommend Mr. Heinz as a financial advisor and look forward to continuing to be advised by him.
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Customer review & rating for:
Volkmar Heinz Anlageberatung
03/18/2020Anonymously
5.00 out of 5
Excellent
Recommendation
The permanent, year-long support is unfortunately rare in Germany. With Volkmar Heinz, I not only have annual increases in my deposits, but I am also constantly and properly informed about them. Therefore, I have already recommended Volkmar Heinz three times with a clear conscience.
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Customer review & rating for:
Volkmar Heinz
12/02/2019Anonymously
5.00 out of 5
Excellent
Recommendation
Mr. Volkmar Heinz was recommended to me as a financial advisor who deals with his clients reliably and honestly. As I am a very cautious person, I initially entrusted Mr. Volkmar Heinz with smaller amounts. Due to the positive developments of the financial investments, also with comparison to other bank investments, I increased continuously the financial commitment, which is cared for by Mr. Volkmar Heinz. In the meantime, I take the fluctuations on the stock markets with equanimity and feel very well taken care of and invested with the investment portfolios set up globally by Volkmar Heinz. Due to the experiences I have made, I have 100% confidence in Mr. Volkmar Heinz and can also recommend him due to his pleasant personality.
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Customer review & rating for:
Volkmar Heinz
11/10/2019Anonymously
5.00 out of 5
Excellent
Recommendation
As a trusted investment advisor, I have experienced stock market developments with Mr. Volkmar Heinz over many years. In the meantime, a friendly advisory relationship has developed. The investment portfolios were always internationally oriented by Mr. Volkmar Heinz with broad diversification, which always had positive effects and always gave me a secure feeling. The investment strategies are always monitored by Volkmar Heinz and adjusted if necessary. I can unreservedly recommend Mr. Volkmar Heinz as an honest and sincere investment and portfolio advisor.
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Customer review & rating for:
Volkmar Heinz
11/10/2019Anonymously
5.00 out of 5
Excellent
Recommendation
I received professional, transparent and honest advice from Volkmar Heinz. Thank you very much.
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Customer review & rating for:
Volkmar Heinz
11/07/2019Anonymously
5.00 out of 5
Excellent
Recommendation
Rating for:
Volkmar Heinz Anlageberatung
04/10/2020Anonymously
4.20 out of 5
Good
Recommendation
Rating for:
Volkmar Heinz Anlageberatung
03/27/2020Anonymously
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All reviews and experiences about Volkmar Heinz 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 11/06/2019  |  Last update: 09/11/2021   |  Report profile

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