Financial advisor in Mannheim
We strive for a world in which everyone can rely on their financial future. As independent financial advisors in Mannheim we make sure that our clients have a smile on their lips when they think about their finances.
Financial advisor in Mannheim
We strive for a world in which everyone can rely on their financial future. As independent financial advisors in Mannheim 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 for nothing that we have chosen the renowned, picturesque, old city of Heidelberg as the headquarters for our financial consulting! The idea of combining time-honored tradition with revolutionary innovation has been very important to us from the very beginning.
Finances are not an easy topic in Germany. The financial services industry has definitely worked hard to earn its negative reputation in recent years and decades due to a lack of transparency and unreliable advice. Trust in the financial sector has been severely damaged and the credibility of financial policy is lacking.
That is why we, as financial advisors for Mannheim, have made it our mission to reform the scene in Heidelberg, Mannheim, Ludwigshafen and beyond the Rhine-Neckar region by providing clear, honest and independent advice. We want to return to individual, attentive and reliable advice, so that you can feel valued again. But above all, we want to enable you, through a high degree of clarity, to make new decisions.
Most people are not aware of what they should do in the area of capital investment. Whether real estate & construction financing, whether securities and investment funds or ETF’s, whether insurance or retirement planning – when it comes to investing money, we Germans are quickly overwhelmed.
It is just a complex, dry topic. You conclude a deal without knowing the exact costs and benefits and without understanding the details.
As financial advisors Mannheim, we show you your cost and performance structures by means of an all-round non-binding consultation and compare them with market-leading alternatives. We develop fund comparisons and show you how to invest your money effectively. After our consultation, you will be clear about the type of investment you have taken out and how equity funds, pension plans or insurance policies fundamentally work. But most importantly, you can be sure that you will then be grandiose in financial terms and and think about your finances with a smile!
We unite your values with your finances!
Every person is individual and has their own value system due to their own life experiences. When it comes to finances, too, everyone sets different priorities. Whether security or profit, whether flexibility or saving possibilities with taxes or whether commission or fees – you set your own priorities within your value system.
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 Mannheim:
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 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 knowledge, we are able to show our clients excellent procedures. The focus of our consulting is a tailor-made and, above all, transparent concept developed together with the client.
We are not satisfied with the average, but strive for perfection, both in our approach and in our cooperation and interaction with each other.
We are eager to get to know you and your values & focus!
Insurance broker in
Mannheim
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 Mannheim
After a consultation, you will know that InVertas is your trustworthy partner.
Your gut feeling is decisive – but give us the benefit of the doubt and get to know us personally!
We want even unattractive, dry and complicated financial topics to be explained in such a way that you know you are in a good position. That you have 100% confidence in our independent financial services, in Mannheim, the InVertas team and in your financial plan.
Whether financing, liquidity and deposit analyses, hedging or independent financial services in general considered – we are for them as a contact person in the great Mannheim on the spot 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 Mannheim! You will be amazed how interesting finances can be!
Investments for your future
We strive for a world in which everyone can rely on their financial future. Secure 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.
Freely according to the motto:
„Learn from the past, live in the present to create a new standard in the future.“- we want to work with you to ensure innovative advice and sustainable care that makes you happy!
We are looking for the best 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 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 plan worthwhile?“, „How do I invest my money in shares or ETF’s?“ or „How sustainable is my investment?“ we clarify together with you in peace.
Short-term, medium-term and long-term investments, buying a property or construction financing are extremely complex in Germany. We help 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!
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.
Venkatesh
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.