ThreeBestRated.de
BEST RATED MUNICH FINANCIAL SERVICES DEUTSCH

3 Best Financial Services in Munich, Germany

Expert recommended Top 3 Financial Services in Munich, Germany. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.

STRATEGIE Finanzmanagement GmbH & Co. KG
STRATEGIE Finanzmanagement GmbH & Co. KG
Vimeo Video
3+ YEARS IN TBR
CALL EMAIL

STRATEGIE Finanzmanagement GmbH & Co. KG

(4.8 Score)
Odeonsplatz 18,
80539 Munich Directions

Since 2002

Speciality:

✓ Financial Planning and Management ✓ Succession Planning ✓ Tax Services ✓ Investment Services ✓ Retirement Planning

“ STRATEGIE Finanzmanagement GmbH & Co. KG has been offering financial planning and management for over 20 years, and is dedicated to providing perfect financial solutions. Tobias Trummer founded STRATEGIE Finanzmanagement GmbH & Co. KG to assist clients in taking advantage of government grants and tax benefits across various areas, including building equity and reducing debt on property, retirement planning, private health insurance premium growth in retirement, and avoiding capital gains tax on ETFs and stock investments to gain wealth. STRATEGIE Finanzmanagement GmbH & Co. KG has served over 3500 customers.

2026 Update: At STRATEGIE Finanzmanagement GmbH & Co. KG, their team of experts provides specialised knowledge to help manage and grow your assets, offering support throughout the implementation of a tax-optimized financial strategy. Their approach is built on a carefully designed combination of three key mechanisms: tax savings, tax avoidance (including withholding tax reduction), and securing direct grants from the state. The company has more than 20 dedicated employees. ”

Reviews | Play Video | Write a Review
Registration HRA 115161

Contact:

089 2102350

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 2pm
Sat & Sun: Closed

TBR® Inspection Report:

Chadya Kamal Financial Services GmbH
Chadya Kamal Financial Services GmbH
Vimeo Video
3+ YEARS IN TBR
CALL EMAIL

Chadya Kamal Financial Services GmbH

(4.7 Score)
Hiltenspergerstraße 32,
80796 Munich Directions

Speciality:

✓ Financial Advice and Coaching ✓ Real Estate Financing ✓ Investment Services ✓ Insurance Planning

“ Chadya Kamal Financial Services GmbH is owned by Chadya Kamal. She has nearly 18 years of experience in serving clients. The firm specialises in financial planning, property and insurance services, real estate financial services, and investment services. They provide independent, expert, and sensitive advice. The company's success is built on a fair pricing model, crisis management competence, continuity, and comprehensive risk assessments. Chadya Kamal Financial Services GmbH serves as your loyal partner in all financial matters. They received numerous top advisor awards for their perfect work in the finance field. Chadya Kamal Financial Services GmbH offers online request forms for appointments or queries.

2026 Update: At Chadya Kamal Financial Services GmbH, their consultants work with heart and dedication, offering personalised solutions tailored to the unique circumstances of their clients. Their goal is to ensure their financial security and provide them with a clear, ongoing overview of their financial situation. Chadya Kamal has a wealth of experience in the financial, real estate, and insurance sectors. With a background as a bank clerk, bank manager, real estate marketer, and insurance specialist, she leads her company with discipline and foresight. The primary focus of her work is on providing expert advice, optimising, and maximising the profitability of her clients' assets. ”

Reviews | Play Video | Write a Review
Registration HRB 199976

Contact:

089 37917430 893 7917431

Mon-Fri: 9am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

Münchner Finanzberatungs GmbH & Co. KG
Münchner Finanzberatungs GmbH & Co. KG
Münchner Finanzberatungs GmbH & Co. KG
3+ YEARS IN TBR
CALL EMAIL

Münchner Finanzberatungs GmbH & Co. KG

(4.7 Score)
Olgastraße 9,
80636 Munich Directions

Since 1998

Speciality:

✓ Financial Planning and Asset Management ✓ Real Estate Planning ✓ Financial Advice ✓ Investment ✓ Business Planning

“ Münchner Finanzberatungs GmbH & Co. KG's founder, Martin Henze, is a highly skilled and experienced financial consultant with more than 25 years of experience in the field. He is committed to providing clients with expert advice and a broad spectrum of financial services. Whether through discussions or tailored strategies, he is here to assist clients with their financial needs. Münchner Finanzberatungs GmbH & Co. KG helps clients find the right investment strategy for real estate properties. They advise customers on the risks and other issues in the investment process. They offer a non-binding and free initial consultation, a discussion of investment goals and desires, and a presentation of the results and concepts.

2026 Update: Münchner Finanzberatungs GmbH & Co. KG is happy to help you and talk to you about risks, durations, your experience and knowledge, and work with you to develop an investment strategy tailored to you. ”

Reviews | Write a Review
Registration HRA 107647

Contact:

089 20060606 0172 9155131

Mon-Thu: 10am - 6pm
Fri: 10am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Video

Write a Review

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines

Contact Business

STRATEGIE FINANZMANAGEMENT GMBH & CO. KG REVIEWS

Wenn es um´s Geld geht versuchen sich viele "Beratungsfirmen" nur selbst zu bereichern. Strategie Finanzmanagement ist da anders! Hier steht die Beratung im Vordergrund. Ich habe im letzten Jahr der Betreuung so viel über Finanzen, Steuern, Altersvorsorge, etc. gelernt und war so in der Lage das erst Mal mit gutem Gewissen Finanzprodukte zu beauftragen. Denn nur wenn man als Kunde weiß was man tut, funktioniert auch eine gute Partnerschaft mit dem Finanzberater. Großes Lob an euer Konzept - Kann ich nur empfehlen!

Wir sind nun schon seit über 10 Jahren Kunde bei der Strategie und fühlen uns nicht nur durch unseren Berater Herrn Orywal und Team, sondern auch durch das ganze Team von Herrn Trummer hervorragend betreut. Wir können die Leistungen von Strategie für ein sinnvolles und strategisches Finanzmanagement nur wärmstens empfehlen.

Ich habe bei Hrn. Orywal eine sehr freundliche und kompetente Beratung erhalten, mit vielen sehr guten Erklärungen und umfangreichen Dokumenten und Tools. Gut gefällt mir der wiederkehrende jährliche Check-up. Vielen Dank.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.de.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

CHADYA KAMAL FINANCIAL SERVICES GMBH REVIEWS

Absolute Empfehlung! Kein 08/15, sondern ergebnisoffene und individuelle Beratung. Man merkt sofort, dass es hier nicht um Produktverkauf, sondern gemeinsames analysieren meiner Wünsche und Ziele geht. Wir haben gemeinsam ein Konzept erarbeitet und genau definiert, wie eine Lösung aussehen könnte. Jeder Schritt wurde genau erklärt und ich wußte stets, wo ich gerade stehe. Bestehende Produkte wurden durchleuchtet und in das neue Konzept übernommen. So stelle ich mir eine kompetente Beratung vor. Ein großes Dankeschön an das gesamt Team!und verbindlich. Ich kann nur mein persönliches Lob und Dank an die gesamte Firma aussprechen. Macht weiter so!

Der Lohnsteuerhilfeverein LH Bavaria e.V. übernimmt regelmässig Steuererklärungen für Kunden von Frau Kamal. Frau Kamal ist uns als zuverlässige, engagierte und sehr kompetente Beraterin bekannt, die ihren Kunden ein hohes Maß an Service bietet. Auch über den Verkauf hinaus stehen Frau Kamal und Ihre Büro für Rückfragen zur Verfügung.

Wir sind seit fast 26 Jahren Kunde, und haben noch keinen Tag davon bereut, das Team ist super, kompetent und zuverlässig, wir können Camal Financial Servis nur wärmstens empfehlen.

MÜNCHNER FINANZBERATUNGS GMBH & CO. KG REVIEWS

Ich bin auf Herrn Henze aufmerksam geworden, da ich mir einen unabhängigen Blick auf meine verschiedenen Versicherungs- und Anlageverträge gewünscht habe. Dazu wollte ich mich beraten lassen, welche Anlageoptionen gut zu meinen Zielen passen. Die umfassende Beratung durch Herrn Henze hat mir sehr geholfen. Herzlichen Dank dafür.

Ich hatte heute ein erstes Gespräch mit Herrn Henze und kann ihn nur weiterempfehlen! Es war ein sehr ehrliches, freundliches, offenes Gespräch - vielen herzlichen Dank nochmal dafür.

Sehr netter Kontakt. Hilft auch schnell mal weiter, wenn man mit einer ungewöhnlichen Anfrage kommt. Sehr zu empfehlen.

TBR® Inspection Score Report

STRATEGIE FINANZMANAGEMENT GMBH & CO. KG Total Inspection Points: 114/120
Business Hours: 8
Business Images: 8
Complete Info: 9
Experience: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

CHADYA KAMAL FINANCIAL SERVICES GMBH Total Inspection Points: 113/120
Business Hours: 8
Business Images: 8
Complete Info: 9
Current Evaluation: 9
Reviews Accuracy: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

MÜNCHNER FINANZBERATUNGS GMBH & CO. KG Total Inspection Points: 112/120
Acknowledgements: 8
Business Hours: 8
Complete Info: 8
Current Evaluation: 9
Reviews Accuracy: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10

We use cookies to improve your experience. By continuing, you agree to our Privacy Policy.