Our focus is on company pension plans (bAV) and fee-based investment advice.
In the case of company pension plans, it is important to us that they are implemented in a legally compliant manner, which we achieve through a legal pension plan with... detailed consulting documentation.
Furthermore, the focus in occupational pension schemes is on high-yield solutions for employees.
In fee-based investment consulting, we focus on the scientific investment approach of passive investing.
Our investment philosophy is based on findings from over 60 years of capital market research.
We are also happy to advise you on other tangible assets, such as precious metals.
In addition, we review your existing pension contracts, such as life and annuity insurance policies, for costs, returns and legal security.
Would you like more detailed information on any of these topics?
Then book an appointment now on our website or call us now at 06441/44 42 014.
Very competent advice and even in the follow-up there is still support. Certainly the best decision for my company. Now we are well positioned in terms of company pension plans and legally compliant, without additional time and effort for us. SERVICE 1+
Mr. Wallbruch has advised me and my friend very competently. He analyzed the actual situation and gave recommendations, where he showed the further development in different scenarios. He took care of everything during the settlement and was always available for questions. We can recommend Mr. Wallbruch without reservation!
Jörg Wallbruch has raised my private pension provision to a completely different level through the very competent advice and comprehensible presentation of the benefits. It was worth it. I am very grateful to him for that.
The cooperation with Mr. Wallbruch is very pleasant. The products and the benefits are explained very well and understandably. I was impressed by his positive manner and his solution-oriented thinking.
For me as a customer, the advice was solution-oriented, open and comprehensible in communication. The product differences were worked out clearly and distinctly. The advantages and benefits of the products reflected my customer's wishes.
All reviews and experiences about Wirtschaftsberatung Wallbruch 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 02/26/2018 | Last update: 09/21/2023
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