"Your satisfaction is my goal! With a customized strategy on a direct path to your goals and desires."
Under this motto, I have already been on the road as a wealth advisor throughout Germany for over 10 years, with company headquarters in... Pohlheim.
By the way, our clients can rely on more than 45 years of professional experience - I will be happy to explain how this works over a cup of coffee.
Mr. Becker was always available and could impress with his expertise and competence.
He also always had an open ear for private matters in the contacts. Furthermore, he shows, as far as I can follow, also an enormous social commitment which is very important in this day and age. He is to be recommended in any case.
Yannic is always reliable and always available and helpful with questions. You feel very well advised and supported by him.
He also has a wide range of hot and cold drinks and sweet snacks in the office, so you're always well supplied for appointments.
Mr. Becker has been advising me as a customer very competently for years. The communication is particularly good, always at eye level. He takes a lot of time for me and spares no effort to adapt individually tailored products to my life situation. The focus is always on clarification and not on the signature. At no time are I pressured into making a decision. I never had the feeling that I was being talked into something.
With his advice, Mr. Becker can help you make long-term and important decisions, for example on topics such as retirement planning, health insurance, disability insurance, real estate acquisition or saving for children. Trust and experience play an important role.
Service meetings are held regularly where we talk about everything.
I am always actively involved and asked what is important to me and why. The focus is on making the most of what we have.
Personally, I have absolutely no complaints!
In conclusion, I can only advise everyone to contact this first-class consultant if they have any questions.
- Advantages: nice consultants, customer-oriented, competent, reliable, accessible, service, regular calls, own customer APP with overview of all data
- Suitable for: People who practice systematic asset accumulation, People who want to have their money and insurance transactions managed uniformly from a single source, People who have no previous experience.
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Profile active since 05/07/2021 | Last update: 09/18/2023
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