Financial advisors, consultants and services in Germany

Financial advisors, consultants and services in Germany

If you are an expat in Germany, or if you are considering relocating in the near future, having a solid, long-term financial plan is very important. It is therefore worthwhile to seek reliable financial advice, in addition to consulting with a tax advisor and a mortgage broker.

If you’re seeking financial advice for the first time, take a look at our list of expat-friendly, dependable financial consultants below. They all have a number of services and products to offer to internationals, including pension and retirement planning, wealth and asset management, investments, tax advice and financial advice about issues such as BREXIT and FATCA.

  • We help U.S. Connected Persons with high quality, specialist, financial planning and investment advice. We partner with you in “joined up thinking”. We’ll help you look at your overall financial picture wherever your assets are in the world through one seamless service.

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  • Fundsback has one primary mission – to help people place their claims with the German pension insurance and receive any refunds for which they are eligible. If you want to start now, please go to our Pensioncheck link.

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  • We are an independent investment advisory firm licensed & regulated across Europe. We are Europe’s first truly independent investment advisory firm dedicated to the specific needs of expats & international professionals. We provide expert goal-based financial planning, investment and retirement advice specific to your needs. We are expats too.

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  • I am a financial advisor, certified by the Institute for Market Studies (IEB) in Madrid, Spain. I can assist you in Spanish, German and English. I help my clients manage and plan their retirement, savings, insurances and investments in Germany. Relocation is not an easy path, so knowing the social regulations, necessary insurances, credits or subsidies from the German state is essential.

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  • Join our community of expat clients looking for digital, holistic, multilingual financial planning. We cater to professionals, academics, entrepreneurs, and families on topics such as insurances, wealth management, real estate, investments, corporate solutions, and more. Because financial freedom should be a right, not a privilege.

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