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Financial advisor in Karlsruhe

We strive for a world in which everyone can rely on their financial future. As in­de­pen­dent financial advisors in Karlsruhe we make sure that our clients have a smile on their lips when they think about their finances.

Financial advisor in Karlsruhe

We strive for a world in which everyone can rely on their financial future. As in­de­pen­dent financial advisors in Karlsruhe we make sure that our clients have a smile on their lips when they think about their finances.

In­vest­ment is our core business

It is not without reason that we have chosen the pres­ti­gious, pic­tures­que old city of Hei­del­berg as the head­quar­ters for our financial con­sul­ting! The idea of coupling es­tab­lished tradition with pro­gres­si­ve in­no­va­ti­on has been of great im­portance to us from the very beginning.

 

Asset ma­nage­ment is not an easy topic in Germany. Over the past years and decades, the financial services industry has worked hard to earn its biased re­pu­ta­ti­on through in­trans­pa­ren­cy and poor advice. Trust in the financial sector has been severely damaged and the cre­di­bi­li­ty of financial policy is lacking.

 

That is why we have made it our mission to re­vo­lu­tio­ni­ze the industry in Karlsruhe, Mannheim, Lud­wigs­ha­fen and beyond the Rhine-Neckar region by providing direct, authentic and in­de­pen­dent advice. We want to return to personal, attentive and re­spon­si­ble con­sul­ting, so that you can feel valued again. But above all, we want to create a new basis for decision-making for you through a high degree of transparency.

 

Most people are not aware of what to do when it comes to investing. Whether real estate & con­s­truc­tion financing, whether se­cu­ri­ties and in­vest­ment funds or ETF’s, whether insurance or re­ti­re­ment planning – when it comes to investing capital, we Germans are quickly over­loa­ded.
It’s just a big, dry subject. You sign up for a product without knowing the exact costs and benefits and usually don’t un­der­stand it either.

 

Thanks to an all-round in­de­pen­dent dis­cus­sion, we show you your cost and per­for­mance struc­tures and compare them with market-leading al­ter­na­ti­ves. We develop fund com­pa­ri­sons and show you how to invest your capital. After our con­sul­ta­ti­on, you will be clear about the in­vest­ment you have taken out and how equity funds, pension plans or insurance policies work. But above all, you can be sure that you will then be in a terrific financial position and will be ex­cel­lent­ly looked after by us!

We unite your values with your finances!

Every person is unique and has their own value system due to their own life ex­pe­ri­en­ces. Also in the topic of finances, every person attaches im­portance to different focal points. Whether security or yield, whether ver­sa­ti­li­ty or tax saving pos­si­bi­li­ties or whether com­mis­si­on or fee – you set your own focus within your investment.

 

But our values and company phi­lo­so­phy also flow into your con­sul­ta­ti­on! Because our con­sul­ting sessions are not aimed at short-term product sales, but at sincere and in­di­vi­du­al advice. Get to know our values:

Trust & Credibility:

We attach par­ti­cu­lar im­portance to re­spectful, open-hearted and so­li­da­ri­ty-based dealings with our customers as well as with our employees.

Re­spon­si­bi­li­ty & Social Commitment:

We un­der­stand re­spon­si­ble advice to mean ge­ne­ra­ting ap­pro­pria­te returns to secure our customers‘ working lives and re­ti­re­ment.
However, we also un­der­stand corporate re­spon­si­bi­li­ty as giving something back from our success out of con­vic­tion.
In this way, we want to make an active and positive dif­fe­rence not only to the present, but also to the future. Because we have a social re­spon­si­bi­li­ty – both for our customers & employees and for society.

Ex­cel­lence & Expertise:

Due to our many years of expertise and proven core com­pe­tence, we can provide our clients with first-class solutions. At the core of our con­sul­ting is a tailor-made and, above all, trans­pa­rent concept developed together with the client.
We are not satisfied with me­dio­cri­ty, but strive for ex­cel­lence, both in our financial con­sul­ting and in our co­ope­ra­ti­on and in­ter­ac­tion with each other.

 

We are eager to get to know you and your values & focus!

Insurance broker in
Karlsruhe

As in­de­pen­dent insurance brokers we have access to the entire German insurance market. We have spe­cia­li­zed in scanning the entire market in order to find the best options for our clients. On top of that, you get the exact same con­di­ti­ons with us as you would at the insurance directly, so you have no financial di­s­ad­van­ta­ge working with us as your brokers, but of course the huge advantage, thet you get the best available solution for you individually.

Financial service provider in Karlsruhe

To find an in­de­pen­dent financial service in Karlsruhe is the big challenge, because many like to adorn them­sel­ves with the title of in­de­pen­dence, but un­fort­u­na­te­ly most of the time they are not really.
Expert knowledge, honesty and trans­pa­ren­cy are the main focus of our con­sul­ting. The de­ve­lo­p­ment of clear cost com­pa­ri­sons, the deduction of sensitive financial topics and the ac­com­p­animent into the contract con­clu­si­on are natural for us.
So if the question arises:

Where can I find in­de­pen­dent financial advice in Karlsruhe?

Should it be clear after our con­sul­ta­ti­on that InVertas is your trust­wor­t­hy contact.
Pay attention to your gut feeling – but give us the benefit of the doubt and get to know us!
We strive to explain even complex, dry and chal­len­ging financial topics in a way that puts you in a good position. That you have 100% con­fi­dence in our in­de­pen­dent financial services, in Karlsruhe, the InVertas team and in your financial plan.

 

Whether financing, liquidity and deposit analyses, hedging or in­de­pen­dent financial services in general – we are there for you as a contact person in the great Karlsruhe on site and both in person, as well as by video or phone at any time.

 

Visit us without ob­li­ga­ti­on and get to know us and our free initial con­sul­ta­ti­on in Karlsruhe! You will be amazed at how in­te­res­t­ing the topic of finances can be ap­proa­ched! Finances can be approached!

In­vest­ments for your future

We strive for a world in which every person can have con­fi­dence in his or her financial future. Safe in­vest­ments and in­de­pen­dent com­pa­ri­sons in re­ti­re­ment planning, real estate or insurance are an essential element for this.
By combining values with finances, we work to ensure that you can think about your finances with a good gut feeling.

 

True to the motto:
„Learn from the past, ex­pe­ri­ence the present to establish a new benchmark in the future.“- we want to create with you an in­no­va­ti­ve advice and sus­tainable care that will satisfy you!

 

We look for the most pro­fi­ta­ble in­vest­ment op­por­tu­ni­ties for your children, for your own private pension or for your partner. We recommend the creation of a family concept in order to include all wishes and goals.

 

We design in­de­pen­dent com­pa­ri­sons, use certified pension cal­cu­la­tors and analyze tax savings, al­lo­wan­ces and costs of tariffs and insurances.

 

Classic questions such as „Is a company pension plan worth it?“, „How do I invest my money in shares or ETF’s?“ or „How future-proof is my in­vest­ment?“ are clarified together with us in peace and quiet.

 

Short-term, medium-term and long-term in­vest­ments as well as buying a property or real estate financing are very complex in Germany. We support you to un­der­stand your in­vest­ments and to invest them safely!

Take care of your in­vest­ments today

Get to know us in a free con­sul­ta­ti­on to get an overview of our phi­lo­so­phy and approach.

Opinions of our
clients

Our passion is to give you a pro­fes­sio­nal good feeling. Always honest and trans­pa­rent. Convince yourself with our numerous reviews!

Jeremia ElmlingerJeremia Elmlinger
08:06 17 Oct 23
I have been receiving in­vest­ment advice from David Reinhard for a long time and I am very satisfied. He takes a lot of time to answer my questions, answers them expertly but is easy for me to un­der­stand, and is always easy to reach. I feel very safe and would de­fi­ni­te­ly handle it again through InVertas and Mr. Reinhard.
H. LöwenH. Löwen
13:38 12 Oct 23
very friendly and expert advice on re­ti­re­ment planning issues.Thank you for that.
Samuel PfaffSamuel Pfaff
14:57 11 Oct 23
We sought advice from Mr. Reinhard in the area of ​​re­ti­re­ment planning and are extremely satisfied. Mr. Reinhard took the time to give detailed advice, was always easy to reach if we had any questions and helped us find the best possible solution for our in­di­vi­du­al situation. We par­ti­cu­lar­ly liked his high level of trans­pa­ren­cy, his passion and his ability to explain complex issues in a compact and un­der­stan­da­ble way. We feel very well looked after and can recommend InVertas and espe­ci­al­ly Mr. Reinhard without reservation.
Bryan ThomasBryan Thomas
20:39 09 Oct 23
Really great experience!We ap­proa­ched David to figure out a pension plan and he walked us through the entire thing ex­plai­ning every detail of the confusing pension schemes here in Germany. Had two very pleasant calls where he patiently answered all our questions and helped us choose the right plan.I’d highly recommend working with David!
I would recommend David Reinhard for his knowledge in the field and for having been trans­pa­rent and eager to help and answer all my doubts in a straight forward manner while choosing my private Basis pension scheme in Germany.
Pablo Enrique KraemerPablo Enrique Kraemer
05:50 28 Sep 23
I wanted advice regarding my pension in Germany after being a longtime expat. After my inquire, in no time, an online meeting was set and I got all the in­for­ma­ti­on and advice I requested. David informed me precisely, showing expert knowledge of the German pension and tax system. The 1 hr. meeting went along in a very pro­fes­sio­nals and kind at­mo­sphe­re. I highly recommend David and InVeritas.
Zino BarbieriZino Barbieri
16:50 17 Sep 23
I was advised by David Reinhard and after several dis­cus­sions with different advisors, I decided to entrust my finances to David. He gave me detailed and trans­pa­rent advice and gave me the best feeling in the end. Well then I hope that I don’t end up in old age poverty in 40 years. 😉
Sebastian KnaupSebastian Knaup
16:58 30 Aug 23
Good and friendly ad­vice­Very nice and helpful
Daniel SalmanDaniel Salman
09:33 08 Aug 23
I was advised by David Reinhard. Was a very competent and friendly con­sul­ta­ti­on. I can recommend to everyone
Nina MüllerNina Müller
11:46 02 Aug 23
As a young person, I had no idea about the subject of re­ti­re­ment provision and in­vest­ment. I am very grateful to Mr. Ulpts for taking so much time for me and for ex­plai­ning ever­y­thing in detail right from the start. Now I have a great gut feeling and I am very grateful to InVertas!
M MM M
13:36 30 Jul 23
Thanks for the extremely competent advice Martin Brinkm­öl­ler! I felt very well looked after, the con­sul­ta­ti­on was very transparent.
Ang1966 QuerdetzAng1966 Querdetz
12:09 31 May 23
We have been with InVertas for a number of years and are ab­so­lut­e­ly satisfied. Very competent and friendly. We feel very well cared for here. We can recommend the company with a clear conscience.Very special thanks to Mr. Dillge and Mr. Bertram.
Nora HollerithNora Hollerith
20:12 14 May 23
I had con­sul­ta­ti­ons with David.He provided us excellent financial advice and knowledge as well as great plans for our re­ti­re­ment investments.
Alexander TumlerAlexander Tumler
14:19 12 May 23
Great advice and super friendly team!☺️
VenkateshVenkatesh
08:18 22 Jan 22
David Reinhard has the patience and knows the details. He gives the time that is needed for the advice and is really good in what he does. He came across as someone who does his best to win the trust and confidence.
Faisal AneesFaisal Anees
19:30 22 Dec 21
It was nice being supported with a pro­fes­sio­nal re­pre­sen­ta­ti­ve – ( David Reinhard ) who advised and gave us the best suited and trans­pa­rent advise. This not only gave us the con­fi­dence but also motivated us to start with our goal.
Kristian NoulletKristian Noullet
13:20 23 Oct 20
My contact person at InVertas was very pro­fes­sio­nal, explained with me­ti­cu­la­te detail my various insurance options and patiently helped me find products fitting my purposes.I espe­ci­al­ly app­re­cia­ted the ex­pl­ana­ti­on of the systems and related costs, as well as their (potential) evolution. I tend to be at ease with numbers, but now I feel like I actually un­der­stand a bit more about the (German) insurance system.I felt that I was being treated in an honest and trans­pa­rent manner (e.g. in regards to where/how they get their cut) and it didn’t feel like I was being talked down to, although some questions certainly may have seemed extremely fundamental.
Redi RodionRedi Rodion
23:51 08 Jun 20
Great input into funds and stack in­vest­ment, pro­fes­sio­nal support yet at the same time un­der­stan­da­ble breakdown, thanks Martin!
Yulong ZhuangYulong Zhuang
10:27 23 Apr 20
Very nice ex­pe­ri­ence, they are patient and supportive.
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