I can look back on 28 years in the insurance and financial planning industry and promise you that I will pursue your personal investments with the qua ...
I can look back on 28 years in the insurance and financial planning industry and promise you that I will pursue your personal investments with the quality that you deserve.
I have sufficient experience, especially in the areas of taxes, pension planning, marriage and inheritance contracts, pension planning, and all personal insurance, which will benefit you. I can also help you with the following topics: - cohabitation agreements, wills with or without legacies, provision for your beloved pet, living wills, help in finding new home financing.
In short, I am your partner for all things financial. Show less
Every day is a special day; I have been working in the financial sector for over 17 years and experience every day as a successful day. No matter how ...
Every day is a special day; I have been working in the financial sector for over 17 years and experience every day as a successful day. No matter how it turns out, the important thing is that you keep learning new things and can pass on your diverse know-how to your customers. I would be happy to move mountains for you. Show less
For over 15 years, I have been supporting my clients in all financial matters (insurance, pension provision, tax issues, financing options, estate, pe ...
For over 15 years, I have been supporting my clients in all financial matters (insurance, pension provision, tax issues, financing options, estate, pension and financial planning, asset optimization, investment advice, etc.) Show less
My name is Fabian Baur. I am 36 years old and come from Bürglen TG.
I have been working in the financial sector in various countries for almost 10 y ...
My name is Fabian Baur. I am 36 years old and come from Bürglen TG.
I have been working in the financial sector in various countries for almost 10 years.
When dealing with customers, I can fully live out my passion. I enjoy responding to their needs, finding solutions and offering them a positive experience. Whether it is answering their questions, solving problems or just having a friendly chat - I am involved with heart and soul. For me, customer meetings are not just a task, but an opportunity to share my enthusiasm and create added value.
People often describe me as humorous and solution-oriented and appreciate my honest and direct communication. Show less
Accounting experience since 1990 / Trustee since 01.1995 - since 09.97 with professional certificate - Financial advisor since 2004, since 2023 with V ...
Accounting experience since 1990 / Trustee since 01.1995 - since 09.97 with professional certificate - Financial advisor since 2004, since 2023 with VBV diploma, NLP practitioner with Marc Galal 01.2023
Hobbies: Sports in general (jogging, hiking) and floorball (referee / fun team) Show less
I have been working in the insurance industry for around 18 years. Thanks to my many years of experience in insurance, pensions and finance, as well a ...
I have been working in the insurance industry for around 18 years. Thanks to my many years of experience in insurance, pensions and finance, as well as various further training courses, I can advise and support you personally and individually. The focus of my work is the customer and their needs. I look forward to hearing from you. Show less
Bachelor of Science in Business Administration, Vertiefungsrichtung „Banking and Finance“
WRM-HSG Modul Kapitalmarktrecht & Nachfolgerecht
Lizenzierung Private Banking
,Family,Sport,Wine,Balance,
Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. I ...
Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. In doing so, I ensure that we reach a common understanding - the basis for long-term and successful cooperation.
What counts is you: your goals, your wishes and your questions. Where are you today and where do you want to go? Together we will find the optimal solution that is exactly right for you. This takes into account my values: holistic, mindful, progressive.
I look forward to learning more about you and your goals in a non-binding initial consultation. Show less
As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 ...
As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 years of professional experience, I am happy to help you find the best solution. Show less
I am committed, responsible and reliable. I have strong organizational and analytical skills, am flexible and resilient, and work precisely and effici ...
I am committed, responsible and reliable. I have strong organizational and analytical skills, am flexible and resilient, and work precisely and efficiently.
I have been working in the financial services industry since 1990 (major bank and regional bank, insurance). I have very in-depth knowledge in the areas of pensions, investments and financing. As a real estate agent, I was able to acquire the necessary skills in my last job. As an independent financial expert, I advise my customers in a results- and needs-oriented manner. Show less
Fee-based consulting