WBV Finanzservice-GmbH

Insurance; retirement planning; disability; investment; generational adv.

WBV Finanzservice-GmbH
CUSTOMERS' CHOICE 2023
4.95 out of 5
Excellent
261 Reviews
Contact information
We let you sleep peacefully !

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...

Contact information

WBV Finanzservice-GmbH
Zeppelinstrasse 7
73119 Zell u.A.
Germany
Directions

Contact person
Nicolas Vogt

Images & Videos

Opening hours

Thursday 09:00 am-06:00 pm

Websites

Social Media

100% Recommended
5 stars 241
3 stars 0
2 stars 0
1 star 0
Excellent (4.98)
Cost-performance ratio
Excellent (4.87)
Top competencies

Customer satisfaction

4.92 out of 5
50 Reviews

Reliability

5.00 out of 5
43 Reviews

Expertise

4.98 out of 5
43 Reviews

248 Reviews on ProvenExpert.com

4.95 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
For me for years the best financial service provider and insurance advisor/broker . Unreserved recommendation.
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Customer review & rating for:
Unsere Arbeit für Sie
05/25/2023Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Dear Dr. Hill, thank you very much ❤️ for your appreciative feedback! 🙏🏻🤩
5.00 out of 5
Excellent
Recommendation
Great colleague who always has an open ear and likes to exchange ideas.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
04/17/2023Benjamin A.
5.00 out of 5
Excellent
Recommendation
It simply feels good to have a contact person who takes the time to answer even the simplest questions with patience and expertise. And in such a way that I, as a layman, also understand it well.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
03/22/2023Susanne P.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Dear Mrs. Petersen,
Thank you very much for your great feedback! The human contact can not be replaced by any Roboadviser and especially the "translation" of technical terms, details and contexts into "normal language" and your own everyday life. I am looking forward to a further great cooperation! and also further on "we take time for your questions!" :-)
5.00 out of 5
Excellent
Recommendation
We have been loyal customers of WBV for decades and feel well advised and looked after at all times. Many thanks for that :)
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
03/03/2023Isabel W.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Many thanks for the decades of cooperation! 🙏 Here's to the next 20 years! 🙌😃
5.00 out of 5
Excellent
Recommendation
As always, very quick and understandably formulated response to inquiries and queries - by mail or phone call.
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Customer review & rating for:
Unsere Arbeit für Sie
02/23/2023B. L.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for the great feedback Ms. Lengl-Janßen! Speed and comprehensibility are not often found in insurance topics. We are very pleased that we can positively stand out from the market here.
5.00 out of 5
Excellent
Recommendation
👍🏻
Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
02/20/2023Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Ganz herzlichen Dank für Ihre tolle Bewertung! 💚
5.00 out of 5
Excellent
Recommendation
Fast, competent and understandable advice on insurance products. Many thanks!
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Customer review & rating for:
Unsere Arbeit für Sie
01/24/2023Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for the great review!
4.80 out of 5
Excellent
Recommendation
Uncomplicated, competent and personal advice.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
01/02/2023Anonymously
5.00 out of 5
Excellent
Recommendation
I have known WBV for almost 40 years (from the start of my career in the mid-1980s until after retirement today).
At that time it was the founder Karl Vogt who always advised me competently, trustfully and successfully in all insurance and asset matters. The satisfaction of his customers was important to him, so that they recommended him with a clear conscience and conviction. Growth was part of the business model.
Due to a change of location and little need for advice (once well positioned, few changes are necessary), I had no contact with WBV for many years.
Through the newsletter I had already noticed that WBV had been taken over by the sons. It took a change in my life situation, such as retirement and the doubt whether an accident insurance is actually still needed in retirement to approach WBV.
A telephone consultation with Mr. Nikolas Vogt was quick and uncomplicated. It was an interesting experience for me and I felt like at the table with his father decades ago.
I received a competent and comprehensible explanation of what risks the accident insurance should cover. What is useful, what is a must, what is optional. In addition, the current life situation was discussed and checked whether necessary risks are covered changes in the contracts should be made and superfluous can be canceled.
I was very satisfied with the conversation and my positive opinion of WBV was confirmed. I would recommend WBV without reservation.
Prof. Dr. J. W. Bartha
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
12/14/2022Prof. Dr. J. W. B.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Dear Prof. Dr. Barta, thank you very much for these warm and beautiful words about our cooperation, which has lasted for almost 40 years. That is what makes our work so beautiful, that we are allowed to stand by your side as insurance experts throughout your life. Thank you very much and here's to many more years together!
5.00 out of 5
Excellent
Recommendation
My first consultation with Nicolas was very positive. I was able to present my situation and got some initial solutions. The advice was factual and the explanations were easy to understand.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
11/17/2022Monika S.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for your positive review! 🤩
Look forward to the coming conversations, it goes on like this 🙌
5.00 out of 5
Excellent
Recommendation
Very good advice. No hot air but facts. My needs were addressed individually.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
10/20/2022Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for the great review! When it comes to insurance, it's all about the details to avoid a rude awakening. That's why we go into these facts, potential faux pas and details in the consultation, instead of looking at colorful brochures together or just making price comparisons. This way, you get insurance coverage that works and, in the event of a claim, triggers relief instead of frustration. :-)
5.00 out of 5
Excellent
Recommendation
Very good advice. We have again received many new tips and advice that we will now implement together. We can only warmly recommend WBV Finanzservice-GmbH.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
09/28/2022Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for your great feedback! It makes the whole WBV team happy when we could help successfully again!
4.80 out of 5
Excellent
Recommendation
I feel that I am in good hands with Nicolas Vogt.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
07/08/2022Doris Z.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for the great review!
5.00 out of 5
Excellent
Recommendation
great advice! Nicolas V. can listen carefully to customers and put himself in the place of the customer.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
05/30/2022Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for the great review! Every customer is individual, so listening and empathizing is the basis for goal-oriented advice. It pleases us from the heart when we can help through our work!
4.83 out of 5
Excellent
Recommendation
Fast and uncomplicated scheduling. Digitally up to date and also professionally competent and factually clarified. Top. Keep it up.
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Customer review & rating for:
Feedback zu Versicherungs-Update
05/13/2022Danny M.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for the open feedback! Technically up to date, young at heart and competent in the head... great that this works so well :-) Thanks!
4.72 out of 5
Excellent
Recommendation
concerns are implemented in line with requirements. Various options are presented. The risks are also communicated.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
03/30/2022Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for your review!
5.00 out of 5
Excellent
Recommendation
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.
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Customer review & rating for:
Mitglieder-Beratung
03/23/2022Benjamin H.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for your great evaluation of our work for you Mr. Hetzler! We are very happy when we can help and we look forward to a continued successful cooperation with you!
5.00 out of 5
Excellent
Recommendation
I found the consultation very friendly and goal-oriented. My life situation was taken into account exactly.
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Customer review & rating for:
Ihre Bewertung unserer Arbeit für Sie
02/25/2022Christian B.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
That is exactly our goal - real help in your very individual life situation - for life.
Thank you very much for your great feedback!
5.00 out of 5
Excellent
Recommendation
As always, my request was handled quickly and professionally to my complete satisfaction.
Show original
Customer review & rating for:
Unsere Arbeit für Sie
02/22/2022Anonymously
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you very much for your great rating! A consistently high quality over many years of trustful cooperation and support of your contracts is very important to us. We are very pleased when we achieve this for you!
5.00 out of 5
Excellent
Recommendation
As always - everything super, fast, reliable - even during the vacation season!
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Customer review & rating for:
WBV Finanzservice-GmbH
01/21/2022F.
WBV Finanzservice-GmbH Comment from WBV Finanzservice-GmbH:
Thank you so much for your great review! 🤩
13 Reviews from
1 other source
5.00 out of 5
Excellent
5.00 out of 5
Excellent
13 reviews on Google
 
04/22/2023
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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: 05/27/2023   |  Report profile

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