You love a good night's sleep, knowing that your livelihood is watertight and that you have your pension business in the clear thanks to intelligent, holistic financial advice? Then you are right with us! Our... customers appreciate neutral information, self-determination and independence - tax-optimized and legally secure. Across generations.
Retirement planning: How do you design an individual & optimal retirement plan, taking into account government subsidies and avoiding all the pitfalls that come with contracts?
Insurances: Where is insurance necessary and where not? Which contract offers the best conditions? We discuss these questions in a personal, individual conversation and implement the solutions found in this way together with you.
Financing: Is it really only the interest that counts? In fact, the knowledge about the thinking of the banks and the clever use of this knowledge in combination with the exhaustion of all subsidies brings you financial advantages that can quickly reach 4-5 figures. Our special financing experts have decades of specialized experience and access to over 300 banks. That's why we promise you our best interest rate guarantee. Ask us about it.
Competent, independent & holistic.
We accompany you permanently in all questions concerning your insurances and your provisions with the best possible service. Thanks to our own high-security IT on German servers, your data is absolutely safe with us and thanks to our online conference room and our own DSGVO-compliant customer app incl. document upload, we can also communicate with you at any time on the move anywhere in the world in sound and image data secure.
Through our sister company WBV Finanzdienstleistungs-GmbH, we are also available as a competent contact for all questions regarding investments, securities, asset accumulation and have all the legally required qualifications to advise you on this.
You want to inform yourself first? Read the book of our managing director Nicolas Vogt: "Smart Versichern". More information is available at www.smart-versichern.com and in bookstores (online and offline).
Mr. Vogt understands how to explain complex issues in a clear and understandable way. During the consultation, he addresses the personal situation and provides a clear picture of the current circumstances. Recommendations for adjusting and supplementing the coverage are pointed out without exerting pressure.
We are completely satisfied.
I myself recommended WBV Finanzservice-GmbH and can only pass on this recommendation warmly.
I feel very well advised, approach the topic of insurance and financial advice from now on completely different, because I have the necessary and desired support.
Many thanks for this.
As always, WBV provided us with comprehensive information on what to do when a life situation changes and has an impact on our financial security. We feel well advised and in good hands. Thank you very much.
All reviews and experiences about WBV Finanzservice-GmbH 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 08/20/2015 | Last update: 05/13/2022
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