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Financial advisor in Ludwigshafen

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

Financial advisor in Ludwigshafen

We strive for a world in which everyone can rely on their financial future. As in­de­pen­dent financial advisors in Lud­wigs­ha­fen 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 world-famous, pic­tures­que ancient city of Hei­del­berg as the head­quar­ters for our financial services! The idea of bringing together es­tab­lished tradition with pro­gres­si­ve in­no­va­ti­on has been of great im­portance to us since the beginning.


Money is not an easy subject in Germany. In the last years and decades, the financial service has worked hard to gain its negative re­pu­ta­ti­on through in­trans­pa­ren­cy and un­re­lia­ble advice. The trust for financial advisors has been con­sider­a­b­ly damaged and the honesty of the financial policy is missing.


As financial advisors for Lud­wigs­ha­fen, we have therefore made it our mission to re­or­ga­ni­ze the industry in Lud­wigs­ha­fen, Mannheim, and beyond the Rhine-Neckar region by providing direct, honest and in­de­pen­dent advice. We want to return to personal, attentive and reliable advice, so that you can feel respected and app­re­cia­ted again. But above all, we want to develop new decision-making bases for you through a high degree of trans­pa­ren­cy.
Most people are not concerned with what they should do in the in­vest­ment sector. Whether real estate & real estate financing, whether shares and in­vest­ment funds or ETF’s, whether insu­ran­ces, or old age provision – when it comes to investing capital, we Germans are quickly over­loa­ded.
It is just a versatile and dry topic. Many people decide on an in­vest­ment strategy without knowing the exact costs and benefits and usually do not un­der­stand it.


We will show you your cost and benefit struc­tures and compare them with market-leading al­ter­na­ti­ves during a no-ob­li­ga­ti­on con­sul­ta­ti­on. We make fund com­pa­ri­sons and show you how you can invest your money pro­fi­ta­b­ly. After our con­sul­ta­ti­on, you will be aware of the in­vest­ment you have taken out and how equity funds, pension plans or insurance policies are es­sen­ti­al­ly struc­tu­red. But most of all you will be aware of the fact that you will be fi­nan­ci­al­ly terrific af­ter­wards and will be ex­cel­lent­ly looked after by us!

We unite your values with your finances!

Every person is in­di­vi­du­al and has their own value system due to their own life ex­pe­ri­en­ces. Also in the topic of finances, every person sets different prio­ri­ties. Whether security or profit, whether fle­xi­bi­li­ty or tax savings or whether com­mis­si­on or fee – you set your own prio­ri­ties within your investment.

However, our values and company phi­lo­so­phy also flow into your con­sul­ta­ti­on! Because our con­sul­ta­ti­ons do not aim at a quick product sale, but at an authentic and excellent advice. Get to know our values:

But our values and company phi­lo­so­phy also flow into your con­sul­ta­ti­on! Because our dis­cus­sions do not aim at a short-term product sale, but at a sincere and excellent con­sul­ta­ti­on. Get to know our values as financial advisors for Ludwigshafen:

Trust & Authenticity:

We attach par­ti­cu­lar im­portance to re­spectful, direct and co­ope­ra­ti­ve dealings with our customers as well as with our employees.

Re­spon­si­bi­li­ty & Social Commitment:

We un­der­stand re­spon­si­ble advice to mean achieving ap­pro­pria­te profits 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 times we live in today, but also to the times to come. Because we care about a social ob­li­ga­ti­on – both for our customers & employees and for society.

Ex­cel­lence & Expertise:

Thanks to our many years of ex­pe­ri­ence and proven expertise, we can offer our clients first-class ap­proa­ches. At the core of our advice is a tailor-made and, above all, trans­pa­rent concept developed together with the client.
We are not satisfied with the average, but strive for per­fec­tion­ism, both in our financial advice, as well as in the support and in­ter­ac­tion with each other.


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

Insurance broker in

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 Ludwigshafen

It can prove to be a great challenge to discover an in­de­pen­dent financial con­sul­tancy in Lud­wigs­ha­fen, as many like to adorn them­sel­ves with the title of in­de­pen­dence, but un­fort­u­na­te­ly they often are not really.
Expertise, au­then­ti­ci­ty and trans­pa­ren­cy are at the heart of our advice. The de­ve­lo­p­ment of clear cost com­pa­ri­sons, the deduction of sensitive financial topics and the ac­com­p­animent into the con­clu­si­on of a contract are self-evident for us.
So if you are wondering:

Where can I find in­de­pen­dent financial advice in Ludwigshafen?

Should you realize after our con­sul­ta­ti­on that InVertas is your trust­wor­t­hy partner.
You should listen to your gut feeling – but give us the benefit of the doubt and get to know us!
We want even un­at­trac­ti­ve, dry and com­pli­ca­ted financial topics to be explained in a way that puts you in a good position. That you have 100% con­fi­dence in our in­de­pen­dent financial services, in Lud­wigs­ha­fen, 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 unique Lud­wigs­ha­fen and both in person, as well as by video or telephone at any time.


Arrange a non-binding ap­point­ment and get to know us and our free initial con­sul­ta­ti­on in Lud­wigs­ha­fen! You will be surprised how in­te­res­t­ing finance can be!

In­vest­ments for your future

We strive for a world in which everyone can build on their financial future. Safe in­vest­ments and in­de­pen­dent com­pa­ri­sons in re­ti­re­ment planning, real estate or insurance are a relevant element for this.
By linking values with finances, we work to ensure that you can think about your finances with a good gut feeling. According to the motto: „Learn from the past, ex­pe­ri­ence the present, in order to form a new standard in the future“- we want to realize an in­no­va­ti­ve con­sul­ting and sus­tainable support with you, which will satisfy you!


We are looking for the most pro­fi­ta­ble in­vest­ment op­por­tu­ni­ties for your children, for your own private pension or for your life partner. We recommend the creation of a family concept in order to take into account all your 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 wort­hwhile for me?“, „How do I invest my money in shares or ETF’s?“ or „How sus­tainable is my in­vest­ment?“ we clarify in detail together with you.


Short-term, medium-term and long-term in­vest­ments, the purchase of real estate or real estate financing are extremely com­pli­ca­ted 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

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

Vanessa Kuenzel


Among other things, I asked for a pension plan there and I am really po­si­tively impressed by the con­sul­tant. He responded very well to my wishes and was and is really always available for me! For my questions he has always taken a lot of time and also very much patience and fri­end­li­ne­ss! The product re­com­men­ded by him I had compared with others and finally decided for this. On the one hand, because the product really convinced me in the end and on the other hand, because the con­sul­tant David R. really took the time and explained ever­y­thing to me again and again in a very un­der­stan­da­ble and good way. Great con­sul­tant who really does not leave you hanging!

Anke Schneider


Many thanks to Mr. David Reinhard for the detailed advice and patience in answering my questions – sym­pa­the­tic and competent!

Lukas Prechtl


Super good financial service from David Reinhard! The advice is based on your own needs and interests and not on the interests of the re­spec­ti­ve insurance companies / banks.

Pascal Stock


The advice given by Mr. Reinhard when changing the Riester pension was pro­fes­sio­nal­ly very good, fast and even via video telephony un­com­pli­ca­ted and possible at any time. Therefore, I can highly recommend this.

Faisal Anees


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.



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.